July 28, 2025

finance  
Adobe, Google, Nvidia AI Stocks: July 2025 Analyst Ratings

Several analysts have weighed in on AI-related stocks as of late July 2025. According to a Motley Fool tech analyst on July 27, Taiwan Semiconductor, Adobe, and Alphabet are considered good AI stock investments, trading lower than the market but with strong potential. Taiwan Semiconductor manufactures chips for companies like Nvidia and Apple, while Adobe is investing in its own AI, Firefly. Alphabet has integrated AI into Google Search, potentially maintaining its market share. Bill Gates has made a significant investment in Microsoft, allocating 25% of his foundation's portfolio, approximately $10.7 billion, to Microsoft stock. Microsoft is considered a top AI pick due to its Azure platform offering leading AI models, including OpenAI's ChatGPT, Meta's Llama, and xAI's Grok. Bank of America raised its price target for Amazon to $265 per share on July 23, 2025, anticipating strong second-quarter retail data and growth in Anthropic AI, driven by Amazon Web Services (AWS) capacity and AI demand. A longer Prime Day and consumer activity may lead to a strong third-quarter outlook for Amazon. On July 23, 2025, Goldman Sachs initiated coverage of Hewlett-Packard Enterprise (HPE) with a "Neutral" rating and a $22 price target, following HPE's acquisition of Juniper Networks. HPE's expanded product line enhances its position in enterprise networking and data centers. Bank of America lowered its price target for IBM stock to $310 on July 24, 2025, but maintains a "Buy" rating. IBM's recent financial report showed adjusted earnings per share of $2.80 and revenue of $16.98 billion, exceeding expectations, with high-margin software driving growth. Nvidia has invested in AI companies like Nebius Group and CoreWeave. CoreWeave, a 'neocloud' company, provides rentable computing power, benefiting companies unable to purchase Nvidia GPUs. CoreWeave's revenue is projected to triple in the coming years. Major tech companies have invested over $246 billion in AI infrastructure, with spending projected to exceed $320 billion in 2025. Microsoft, Amazon, Google, and Meta are leading this investment. Microsoft's Azure AI has seen growth due to its stake in OpenAI. Google's Gemini chatbot and AI Overviews are also contributing to revenue. Cisco Systems is presented as a good investment for both income and growth in AI and cybersecurity. As of July 25, 2025, Cisco has a dividend yield of 2.5% and a stock price of $68.29. Cisco addresses AI security threats with tools like the Extended Detection and Response (XDR) platform, with revenue rising 8% in Q1 2025 due to AI adoption.

Key Takeaways

  • Motley Fool analysts suggest Taiwan Semiconductor (chips for Nvidia, Apple), Adobe (Firefly AI), and Alphabet (Google Search AI) are bargain AI stocks as of July 27, 2025.
  • Bill Gates has invested $10.7 billion (25% of his foundation's portfolio) in Microsoft stock, citing Microsoft's Azure AI platform with OpenAI's ChatGPT, Meta's Llama, and xAI's Grok.
  • Bank of America raised Amazon's price target to $265, expecting growth in Anthropic AI and AWS, driven by Prime Day and consumer activity.
  • Goldman Sachs initiated coverage of Hewlett-Packard Enterprise (HPE) with a "Neutral" rating at $22, following its acquisition of Juniper Networks.
  • Bank of America lowered IBM's price target to $310 but still recommends buying, citing strong earnings of $2.80 per share and $16.98 billion in revenue, driven by high-margin software.
  • Nvidia is backing AI companies like CoreWeave, a 'neocloud' service for renting computing power, with revenue expected to triple.
  • Big Tech's AI infrastructure spending is projected to exceed $320 billion in 2025, with Microsoft, Amazon, Google, and Meta leading investments.
  • Microsoft's Azure AI is growing due to its stake in OpenAI, while Google's Gemini and AI Overviews are boosting revenue.
  • Cisco Systems offers a 2.5% dividend yield with a stock price of $68.29 (as of July 25, 2025), addressing AI security threats with its XDR platform.
  • Cisco's revenue rose 8% in Q1 2025, driven by AI adoption.

Top 3 bargain AI stocks now Taiwan Semi Adobe and Alphabet

According to a Motley Fool tech analyst on July 27, 2025, Taiwan Semiconductor, Adobe, and Alphabet are good AI stock investments. These stocks are trading lower than the market but have potential. Taiwan Semiconductor makes chips for Nvidia and Apple. Adobe is investing in its own AI called Firefly. Alphabet has added AI to Google Search and may keep its market share.

Taiwan Semi Adobe and Alphabet are top AI stock bargains

According to a Motley Fool tech analyst on July 27, 2025, Taiwan Semiconductor, Adobe, and Alphabet are good AI stock investments. These stocks are trading lower than the market but have potential. Taiwan Semiconductor makes chips for Nvidia and Apple. Adobe is investing in its own AI called Firefly. Alphabet has added AI to Google Search and may keep its market share.

Taiwan Semi Adobe and Alphabet are top AI stock bargains

According to a Motley Fool tech analyst on July 27, 2025, Taiwan Semiconductor, Adobe, and Alphabet are good AI stock investments. These stocks are trading lower than the market but have potential. Taiwan Semiconductor makes chips for Nvidia and Apple. Adobe is investing in its own AI called Firefly. Alphabet has added AI to Google Search and may keep its market share.

Taiwan Semi Adobe and Alphabet are top AI stock bargains

According to a Motley Fool tech analyst on July 27, 2025, Taiwan Semiconductor, Adobe, and Alphabet are good AI stock investments. These stocks are trading lower than the market but have potential. Taiwan Semiconductor makes chips for Nvidia and Apple. Adobe is investing in its own AI called Firefly. Alphabet has added AI to Google Search and may keep its market share.

Bill Gates invests big in Microsoft AI stock through foundation

Bill Gates has invested 25% of his foundation's portfolio, about $10.7 billion, in Microsoft stock. Microsoft is a top AI pick because it offers many leading AI models on its Azure platform. These include OpenAI's ChatGPT, Meta Platforms' Llama, and xAI's Grok. Microsoft's stock is growing, but it may be too expensive compared to other tech stocks like Meta.

Bill Gates invests big in Microsoft AI stock through foundation

Bill Gates has invested 25% of his foundation's portfolio, about $10.7 billion, in Microsoft stock. Microsoft is a top AI pick because it offers many leading AI models on its Azure platform. These include OpenAI's ChatGPT, Meta Platforms' Llama, and xAI's Grok. Microsoft's stock is growing, but it may be too expensive compared to other tech stocks like Meta.

Amazon stock target raised to $265 amid AWS and AI growth

Bank of America raised its price target for Amazon stock to $265 per share on July 23, 2025. They expect strong second-quarter retail data and growth in Anthropic AI. Amazon Web Services (AWS) capacity growth and AI demand are key factors. A longer Prime Day event and consumer activity may lead to a strong third-quarter outlook for Amazon.

Goldman Sachs says is HPE the next big AI stock

On July 23, 2025, Goldman Sachs started covering Hewlett-Packard Enterprise (HPE) stock with a "Neutral" rating and a $22 price target. This follows HPE's purchase of Juniper Networks. HPE's larger product line helps it stay strong in enterprise networking and compete in data centers. While positive about HPE's networking, Goldman Sachs is neutral on the stock because of problems in its Server and Hybrid Cloud areas.

Bank of America still says buy IBM stock despite downgrade

Bank of America lowered its price target for IBM stock to $310 on July 24, 2025, but still recommends buying it. IBM's recent financial report showed adjusted earnings per share of $2.80, which beat expectations. Revenue was $16.98 billion, also higher than expected. The bank believes IBM is set for growth, especially with its high-margin software.

CoreWeave is the top Nvidia-backed data center stock

Nvidia has invested in AI companies like Nebius Group and CoreWeave. CoreWeave is a 'neocloud' company that lets businesses rent computing power. This helps companies that can't afford to buy GPUs from Nvidia. CoreWeave's revenue is expected to triple in the next few years. One analyst recommends buying CoreWeave stock over time to reduce risk.

Big Tech's AI spending is it worth the cost

Major tech companies have invested over $246 billion in AI infrastructure, with spending expected to exceed $320 billion in 2025. Microsoft, Amazon, Google, and Meta are leading this investment. Microsoft's Azure AI saw growth due to its stake in OpenAI. Google's Gemini chatbot and AI Overviews are also boosting revenue. Experts say that AI is becoming integrated into core business strategies, which translates into tangible ROI.

Cisco balances dividends with AI growth potential

Cisco Systems is a good investment for those seeking both income and growth in AI and cybersecurity. As of July 25, 2025, Cisco has a dividend yield of 2.5% and a stock price of $68.29. Cisco is addressing AI security threats with tools like the Extended Detection and Response (XDR) platform. The company's revenue rose 8% in Q1 2025, driven by AI adoption.

Sources

AI stocks Taiwan Semiconductor Adobe Alphabet Microsoft Amazon HPE IBM CoreWeave Nvidia AI investment Azure OpenAI ChatGPT Meta Llama xAI Grok AWS Anthropic AI AI infrastructure AI security Cisco Dividend stocks Tech stocks Data centers AI models Firefly Google Search Gemini AI Overviews Bill Gates Juniper Networks XDR platform