Tesla AI Chip Deal, Nvidia Stock Dip, Meta R&D Bill

AI is significantly impacting various sectors, from healthcare to finance and security. In healthcare, AI-driven healthtech deals have doubled, while non-AI deals have decreased by 20%, according to a Silicon Valley Bank report. A large portion of AI investment, around 44%, is directed towards back-office applications. Companies like Salient are using AI to improve loan servicing, automating borrower interactions and reducing lender handle times. In the semiconductor industry, Samsung secured a $16.5 billion deal to supply AI chips to Tesla, though challenges remain in securing more large customers. Tesla plans to use Samsung's Texas factory for its AI6 chips. Meanwhile, Palantir's stock performance is being compared to that of Alibaba, with considerations around profit margins, revenue growth, and valuation. Investors are also considering Nvidia and Taiwan Semiconductor as alternatives to Palantir. A new bill allowing immediate deduction of research and development costs is expected to benefit AI stocks like Nvidia and Meta Platforms. Keye has launched an AI platform for private equity due diligence, supported by $5 million in seed funding. Predictino has launched a presale for its PREDINO token, an AI crypto forecasting platform. Athena Security's AI X-ray tech is improving public safety by detecting hidden threats. Nvidia's stock experienced a slight dip after reaching a new high, even with a large order for H20 chips from China, while Alphabet's increased spending and the U.S. government's AI Action Plan are boosting AI infrastructure.

Key Takeaways

• AI healthtech deals have doubled, while non-AI deals dropped 20%, with 44% of AI investment focused on back-office applications.
• Samsung secured a $16.5 billion deal to supply AI chips to Tesla, with Tesla planning to use Samsung's Texas factory for AI6 chips.
• Palantir's stock is being compared to Alibaba's, with investors also considering Nvidia and Taiwan Semiconductor.
• Salient's AI platform automates loan servicing, reducing lender handle times by 60%.
• A new bill is expected to benefit AI stocks like Nvidia and Meta Platforms by allowing immediate deduction of research and development costs.
• Keye launched an AI platform for private equity due diligence with $5 million in seed funding.
• Predictino launched a presale for its PREDINO token, an AI crypto forecasting platform.
• Athena Security's AI X-ray tech improves public safety by detecting hidden threats.
• Healthtech companies in the U.S. and Europe raised $8.2 billion, with over 60% of funding going to companies using AI.
• Nvidia's stock dipped slightly after reaching a new high, despite a large order for H20 chips from China.

AI healthcare deals thrive despite fundraising drop Silicon Valley Bank report

Silicon Valley Bank's report shows AI healthcare deals are strong, even with less fundraising overall. Healthtech AI deals doubled in the last year, while non-AI deals dropped 20%. Healthtech makes up a third of all healthcare investments, with AI healthtech at 21%. In China, biopharma deals hit $3 billion in the first half of 2025, exceeding 2024's total. The report also found that most AI investment is going towards administrative tasks.

Healthcare AI investments focus on back-office as non-AI deals decline

Silicon Valley Bank reports that AI-related healthtech deals have doubled, while non-AI deals dropped 20%. Healthtech accounts for 33% of all healthcare investments, with AI healthtech at 21%. Most AI investment, 44%, is going to back-office applications. China's biopharma licensing deals reached $3 billion in the first half of 2025, surpassing 2024 levels. Healthtech raised $8.2 billion, the strongest half since 2022.

AI boosts health tech investment despite healthcare slowdown report says

A Silicon Valley Bank report says health tech investment is up because of interest in AI. Health tech startups in the U.S. and Europe raised $8.2 billion in 358 deals, the best first half since early 2022. Over 60% of health tech funding is for companies using AI, especially for back-office tasks. AI tools that help with administrative work made up 44% of AI funding in the first half of the year.

Samsung shares rise after Tesla AI chip deal faces challenges

Samsung Electronics' shares increased after securing a $16.5 billion deal to supply AI chips to Tesla. Analysts believe this deal could help Samsung's contract manufacturing business. However, Samsung still needs to win more large customers for both logic and memory chips. Samsung is facing challenges from TSMC and SK Hynix. Tesla's next-generation AI6 chips will be made at Samsung's new chip factory in Taylor, Texas.

Samsung shares dip after Tesla deal challenges remain for chipmaker

Samsung Electronics' shares initially rose but then slightly decreased after a deal to supply AI chips to Tesla. Analysts say the deal could help Samsung's contract manufacturing business. However, Samsung still faces challenges in getting more big customers for its chips. Tesla CEO Elon Musk said Samsung's Texas factory will make Tesla's AI6 chips. The deal could reduce supply chain and tariff risks.

Palantir versus Alibaba which AI stock is better now

Palantir's stock has greatly increased since 2020, while Alibaba's has dropped. Palantir has a higher profit margin, but Alibaba makes much more money. Alibaba's cash position is larger, but Palantir has less debt. Palantir's revenue grew faster than Alibaba's. Alibaba's valuation appears more attractive than Palantir's.

Forget Palantir Consider these artificial intelligence stocks instead

Palantir's stock price has increased a lot, making its valuation high. Nvidia leads in AI semiconductors, with sales and earnings growing rapidly. Taiwan Semiconductor Manufacturing (TSMC) makes processors for many companies and expects AI revenue to double. Nvidia's P/E ratio is about 56, while TSMC's is around 29. Investing in Nvidia and TSMC could diversify an AI-heavy portfolio.

Salient gets investment for AI loan servicing platform

Salient, an AI platform for lenders, raised money in a Series A funding round. Salient uses AI agents to handle borrower interactions through voice, text, email, and chat. The platform automates tasks like payment collection and insurance updates. Salient's AI agents can perform better than human agents, structuring calls and handling multiple languages. Since 2023, Salient has processed over $1 billion in transactions, reducing lender handle times by 60%.

Trump's bill boosts AI stocks like Nvidia and Meta Platforms

A new bill allows companies to immediately deduct research and development costs, benefiting tech firms. This encourages companies to move operations back to the U.S. Taiwan Semiconductor is expanding in Arizona, and Nvidia is improving its domestic supply chain. Meta Platforms is also incentivized to move AI research to the U.S. Emcor Group is expected to benefit from increased domestic manufacturing and new energy sources for AI data centers.

Keye launches AI platform for private equity due diligence

Keye, an AI platform for private equity, has launched with $5 million in seed funding. Keye helps private equity firms with due diligence, making it faster and more accurate. The AI tool converts deal files into structured analyses. It helps identify risks and benchmark deals. The funding will expand Keye's engineering team and analytical offerings.

Predictino launches PREDINO presale for AI crypto forecasting

Predictino, an AI trading platform, has launched the public presale of its PREDINO token. The platform aims to provide institutional-grade forecasting tools to retail traders. It combines machine learning, real-time market scanning, and predictive modeling. PREDINO token holders get access to real-time signals, dashboards, and staking rewards. Predictino is based in Dubai and plans to support crypto, forex, and equities markets.

Athena Security's AI X-ray tech improves public safety investment opportunity

Athena Security's AI-powered X-ray tech detects hidden threats in public spaces. The system uses AI and machine learning to analyze X-ray images, reducing errors. It can find weapons hidden in bags or everyday items. The system highlights threats in real-time, helping security personnel make faster decisions. Athena's technology integrates with AR glasses and holograms for a seamless workflow.

Investing in AI revolution how to position your ISA and SIPP

Artificial intelligence is changing the world, creating investment opportunities. A Nasdaq 100 ETF provides exposure to tech giants like Microsoft and Amazon. Scottish Mortgage Investment Trust invests in AI-powered companies like Stripe and ByteDance. AI investments can be divided into infrastructure, enablers, and consumer applications. ASML, which builds machines for advanced computer chips, is a potential investment opportunity.

Nvidia dips from highs as AI stocks keep their edge

Nvidia's stock reached a new high before slightly declining, despite a large order for H20 chips from China. Alphabet's increased spending and the U.S. government's AI Action Plan boosted AI infrastructure. Advanced Micro Devices and Broadcom also showed strength in the semiconductor sector. Nvidia's trading volume was lower than average, suggesting profit-taking rather than weakness.

Sources

• AI Deal Activity Remains Strong in Healthcare Amid Decline in Fundraising; Silicon Valley Bank Releases 16th Edition of Healthcare Investments and Exits Report
• Healthcare AI Investment Report Reveals 44% Focus on Back-Office Solutions While Non-AI Deals Plummet
• Health tech investment bolstered by AI in H1: report
• Samsung Electronics shares extend gains after Tesla deal, but challenges remain
• Samsung Electronics shares retreat after Tesla deal, as challenges remain
• Better Artificial Intelligence Stock: Palantir (PLTR) vs. Alibaba (BABA) @themotleyfool #stocks $BABA $PLTR
• Should You Forget Palantir and Buy 2 Artificial Intelligence (AI) Stocks Instead? @themotleyfool #stocks $NVDA $TSM $PLTR
• Investing in Salient
• Trump’s Big, Beautiful Bill Hands AI Stocks Like NVIDIA & Meta Platforms a Powerful Catalyst
• Private equity AI platform Keye emerges with $5m seed round
• Predictino Launches Public PREDINO Presale to Bring AI Forecasting to Crypto Traders
• Athena Security's AI-Powered X-Ray Innovation: A Game-Changer in Public Safety and a High-Growth Opportunity
• How I’m positioning my ISA and SIPP for the AI revolution
• Stock Market Today: Nvidia Dips Off New Highs While AI Stocks Maintain Their Edge