tesla, nvidia and microsoft Updates

The artificial intelligence sector continues to be a major focus for tech giants and investors alike. Tesla, despite a 37% year-over-year profit drop in Q3 2025 and record vehicle sales, is heavily investing in AI, with CEO Elon Musk calling the company's AI plan an "inflection point." Musk is prioritizing advancements in full self-driving technology, robotaxis, and the Optimus humanoid robot, with a new robotaxi version expected to operate in ten cities by year's end and a new Optimus model possibly unveiled in Q1. These AI ambitions are seen as key to Tesla's future growth, even as its core EV business faces slowing sales and stagnant earnings. Meanwhile, major players like NVIDIA, Microsoft, and Alphabet (Google) are leading the AI stock surge. NVIDIA's GPUs are critical for AI model training, Microsoft is embedding AI across its product suite and leveraging its OpenAI partnership, and Google continues its pioneering AI research. Micron Technology is also playing a vital role, supplying essential high-bandwidth memory (HBM) for AI models, with its HBM sold out through 2025 and powering chips from NVIDIA and AMD. Despite its critical position, Micron's stock may be undervalued compared to its peers. Other companies are also making strides in AI infrastructure and development; ChipAgents has raised $21 million for its AI-driven chip design platform, and Datacurve secured $15 million for AI training data collection. Analyst sentiment remains bullish on the AI trade, with some predicting the rally could continue until 2027, though companies like Super Micro Computer have recently missed revenue expectations, sparking debate about current valuations amid high demand for AI hardware.

Key Takeaways

• Tesla is at a critical "inflection point" for its AI strategy, focusing on robotaxis and the Optimus robot, despite a 37% profit drop in Q3 2025.
• Elon Musk expects robotaxis to operate in ten cities by year's end and teased a new Optimus robot version for Q1.
• NVIDIA, Microsoft, and Alphabet (Google) are identified as top US AI stocks, driven by GPU demand, AI integration, and pioneering research, respectively.
• Micron Technology is a key supplier of high-bandwidth memory (HBM) essential for AI models, with its HBM sold out through 2025.
• Micron's stock may be undervalued, trading at a significantly lower forward P/E ratio than competitors like Nvidia and AMD, despite strong demand for its HBM.
• ChipAgents secured $21 million in Series A funding to advance AI in chip design and verification.
• Datacurve raised $15 million for its platform focused on collecting high-quality AI training data using a "bounty hunter" model.
• Analysts predict the AI rally could continue until at least 2027, with positive outlooks for companies like Broadcom.
• Super Micro Computer missed Q1 revenue expectations but anticipates stronger sales later in the year due to high AI hardware demand.
• Investor focus is shifting towards Tesla's AI prospects, such as autonomous driving and robotics, as a driver of future growth amidst concerns about slowing EV sales.

Tesla Q3 earnings: Musk discusses robotaxis, AI, and pay package

Tesla reported record revenue in Q3 but missed profit expectations. CEO Elon Musk highlighted progress on the Optimus robot, teasing a new version in February or March. He also expects robotaxis to operate in ten cities by year's end. Musk also strongly criticized proxy firms ISS and Glass Lewis regarding his proposed pay package, which shareholders will vote on November 6. He clarified that Tesla's AI efforts differ from xAI's Grok, focusing on smaller models for vehicles.

Tesla's AI goals clash with profits despite record sales

Tesla achieved record vehicle sales in Q3 2025, but its profit dropped 37% year-over-year. CEO Elon Musk is focused on ambitious AI goals like a 'robot army' and self-driving cars, which are crucial for his compensation. The company's profit decline is attributed to increased operating expenses, including AI investments and restructuring charges. Tariffs also impacted profits by about $400 million. Musk believes Tesla is at a critical point for scaling AI and robotaxis.

Tesla's AI plan at 'inflection point' says CEO Elon Musk

Tesla CEO Elon Musk told investors the company is at a critical inflection point for its AI strategy, focusing on real-world applications. He believes Tesla's full self-driving technology will significantly transform transportation. Musk expects robotaxis to operate without safety drivers in Austin and expand to ten more cities by year's end. He also highlighted the Optimus humanoid robot as a major future growth driver, with a new version possibly unveiled in Q1. Despite a slight earnings miss, Musk aims to position Tesla as the world's most valuable company through its AI advancements.

Micron: An underrated AI infrastructure stock?

Micron Technology's memory solutions are crucial for AI infrastructure, yet the company may be undervalued. It is one of only three major suppliers of high-bandwidth memory (HBM), essential for AI models. Micron has become the second-largest HBM supplier, surpassing Samsung. Despite its critical role and growth, Micron's valuation, with a forward P/E ratio of 12.3, is significantly lower than competitors like Nvidia and AMD. This suggests its stock price may not fully reflect its potential in the AI boom.

Micron Technology: Attractive AI stock with strong growth

Micron Technology (MU) is considered a highly attractive AI investment due to its strong growth prospects and a forward P/E ratio of 11. Its high-bandwidth memory (HBM) is in high demand, sold out through 2025, and powers chips from Nvidia and AMD. This demand is driving record revenue and improved profit margins for Micron. The company is transforming from a volatile commodity producer to a stable innovator through manufacturing onshoring, CHIPS Act funding, and a focus on premium products. Despite some risks, Micron's strong market position and undervalued stock suggest significant upside potential.

Wall Street sees 100% upside in Upstart and Atlassian AI stocks

Despite recent stock declines, Wall Street analysts predict significant gains for AI-focused companies Upstart and Atlassian. Analysts at B. Riley Financial forecast over 100% upside for Upstart, citing its AI lending platform that improves loan approvals and reduces fraud. Upstart reported 102% revenue growth in Q2, driven by personal loans. Morgan Stanley analysts also see over 100% upside for Atlassian, a leader in work management software. Atlassian's AI tools are gaining traction, and its Q4 fiscal 2025 results showed accelerated revenue growth.

ChipAgents raises $21 million for AI-driven chip design

ChipAgents, an AI platform for chip design and verification, has secured $21 million in Series A funding, led by Bessemer Venture Partners. This funding will accelerate semiconductor innovation by integrating AI into the design process. ChipAgents' agentic AI platform automates complex hardware engineering tasks, reducing design cycles and costs. The platform has seen significant growth, with 50 semiconductor companies using it and reporting 80% higher verification productivity. Investors like Micron Ventures see ChipAgents as key to meeting the growing demand for AI hardware.

Top US AI Stocks: NVIDIA, Microsoft, Alphabet

As the stock market reaches new highs, AI stocks like NVIDIA, Microsoft, and Alphabet are leading the way. NVIDIA's GPUs are essential for AI model training, and its continuous innovation drives demand. Microsoft is integrating AI across its products, including Azure and Office, and benefits from its OpenAI partnership. Alphabet, through Google, is a pioneer in AI research, with technologies in search, cloud, and its Waymo autonomous driving division. These companies offer strong innovation, solid fundamentals, and long-term growth potential in the AI sector.

Tesla investors favor AI future over slowing EV sales

Tesla investors are increasingly focusing on the company's artificial intelligence prospects, such as autonomous driving and robotics, to drive future growth. This shift comes amid concerns about slowing electric vehicle sales and stagnant earnings, with analysts expecting a 25% drop in Q3 earnings. Despite a significant profit decline, Tesla's stock has surged this year, reflecting investor confidence in its AI ambitions. This highlights a growing trend where AI potential is overshadowing current challenges in Tesla's core electric vehicle business.

AI trade slowdown not expected until 2027, analyst likes Broadcom

Stacy Rasgon, a senior analyst at Bernstein, believes the AI rally will continue until at least 2027, with no significant downturn expected before then. He remains positive on Broadcom Inc (AVGO), a key player in semiconductor and infrastructure software. Broadcom reported a 4% year-over-year revenue increase in Q1 fiscal 2024, reaching $12.49 billion. Analysts have a 'Strong Buy' consensus for Broadcom with an average price target of $1,550. The company is well-positioned to benefit from the ongoing AI boom due to its strong product portfolio and diverse customer base.

Super Micro's revenue miss raises questions amid AI demand

Super Micro Computer missed its first-quarter revenue expectations, reporting $5 billion, but anticipates stronger sales in the second half of the year due to high demand for its AI hardware. Despite this projection, Wall Street analysts are divided, with some expressing caution about the stock's current valuation. The company cited delays in design win upgrades for the revenue shortfall. While Super Micro projects full-year revenue between $14.7 billion and $15.2 billion, its stock trades above the median target price, leading to debate about whether AI hardware demand can sustain its market expectations.

Datacurve raises $15M for AI training data collection

Datacurve, a Y Combinator graduate focused on high-quality AI training data, has closed a $15 million Series A funding round. The company uses a 'bounty hunter' model, enlisting skilled software engineers to create complex datasets for AI training. Datacurve aims to build the infrastructure for post-training data collection, starting with software engineering and expanding to fields like finance and medicine. This funding will support the expansion of its platform and infrastructure for expert data collection.

Sources

• Tesla Q3 earnings: Investors await updates from Elon Musk on robotaxis, AI
• Tesla's AI ambitions clash with profit reality after record sales
• Tesla' CEO Elon Musk Says The Company's AI Plan Is At An 'Inflection Point'
• Could This Be the Most Underrated AI Infrastructure Play of the Decade?
• Micron: The Most Attractive Artificial Intelligence Play (NASDAQ:MU)
• 2 Artificial Intelligence (AI) Stocks to Buy Before They Soar 100%, According to Select Wall Street Analysts
• ChipAgents: $21 Million Series A Raised For Transforming Chip Design With Agentic AI
• 3 US AI Stocks Still Worth Buying at Market Highs
• Tesla Investors Pivot to Dreams of AI Future as EV Sales to Slow
• Stacy Rasgon Says AI Trade Slowdown Not Expected Until At Least 2027, Continues to Like Broadcom (AVGO)
• Super Micro’s Revenue Miss Sends Mixed Signals To Investors
• Datacurve Closes $15M Series A to Redefine AI Training Data Collection for Software Development