The AI market is experiencing significant growth, attracting substantial investment and driving stock surges across various companies. Analysts predict the AI market will exceed $2 trillion by the early 2030s, fueling optimism for a potential market rebound in 2025. NVIDIA's stock has surged due to the AI boom and easing trade tensions, with its Data Center business experiencing substantial growth. Other companies like AMD, Broadcom, and Oracle are also positioned to benefit from this growth, with AMD gaining ground with its MI300X AI chip, Broadcom seeing AI revenue surge from cloud service providers, and Oracle expanding its AI cloud infrastructure. Snowflake and Okta are also being considered as attractive AI investments, with Snowflake specializing in analytics and AI model development, and Okta focusing on identity and access management software using AI. Tempus AI's stock has jumped following announcements about its AI programs aimed at improving patient treatment, despite some negative reports questioning the company's AI use. Amazon's AWS is growing and profitable due to AI investments, allowing the company to reinvest in AI across its businesses. Jeffrey Katzenberg's WndrCo has invested $15.5 million in Creatify, an AI video ad platform, highlighting the growing interest in AI-driven advertising solutions. Additionally, Innodata and SoundHound AI are carving out niches in data engineering/AI model assurance and voice AI solutions, respectively. Datasite acquired Grata for $500M to enhance AI market intelligence, indicating further expansion and investment in AI-driven solutions for M&A projects. The Global X Robotics & Artificial Intelligence ETF, with NVIDIA as its largest holding, is also highlighted as a good way to invest in AI, while the Range Nuclear Renaissance Index ETF is recommended due to increasing demand for nuclear power for data centers.
Key Takeaways
- The AI market is projected to exceed $2 trillion by the early 2030s.
- NVIDIA's stock surged due to the AI boom and easing trade tensions.
- AMD, Broadcom, and Oracle are positioned to benefit from AI market growth.
- Snowflake and Okta are attractive AI investments specializing in analytics and identity management, respectively.
- Tempus AI's stock jumped after announcing AI programs for improving patient treatment.
- Amazon's AWS is growing and profitable due to AI investments.
- Jeffrey Katzenberg's WndrCo invested $15.5 million in Creatify, an AI video ad platform.
- Innodata and SoundHound AI are carving out niches in data engineering and voice AI solutions.
- Datasite acquired Grata for $500M to boost AI market intelligence.
- The Global X Robotics & Artificial Intelligence ETF is a way to invest in AI, with NVIDIA as its largest holding.
AI Stocks to Buy Now for a Potential 2025 Market Comeback
Analysts predict the AI market will grow to over $2 trillion by the early 2030s. Advanced Micro Devices (AMD) is gaining ground with its MI300X AI chip and increasing data center revenue. Broadcom (AVGO), a networking company, sees AI revenue surging, driven by cloud service providers. Oracle (ORCL), known for its database platform, is expanding in AI cloud infrastructure and is involved in the Stargate project. These AI stocks could benefit from a potential market rebound in 2025.
NVIDIA Stock Surges Amid AI Boom and Trade Easing
NVIDIA's stock jumped almost 19% in a month because of the AI boom and easing trade tensions between the U.S. and China. The company's Data Center business, which makes most of its money, grew a lot due to high demand for AI. NVIDIA's new GPU platforms, Hopper 200 and Blackwell, are being used quickly by cloud companies. Despite export challenges in China, NVIDIA expects revenues of $45 billion for the second quarter. Investors should be careful because the stock's valuation is high, but NVIDIA's long-term outlook is strong.
AI Stocks to Buy Now for a Potential 2025 Market Comeback
Analysts predict the AI market will grow to over $2 trillion by the early 2030s. Advanced Micro Devices (AMD) is gaining ground with its MI300X AI chip and increasing data center revenue. Broadcom (AVGO), a networking company, sees AI revenue surging, driven by cloud service providers. Oracle (ORCL), known for its database platform, is expanding in AI cloud infrastructure and is involved in the Stargate project. These AI stocks could benefit from a potential market rebound in 2025.
Two AI Stocks to Consider Buying Now Snowflake and Okta
Investors with $450 can consider investing in Snowflake and Okta. Snowflake, specializing in analytics, offers a cloud platform for data analysis and AI model development. Snowflake's Cortex AI helps understand data and answer questions using AI. Okta, specializing in identity and access management (IAM) software, uses AI to authenticate users and assess risk. Both stocks beat software industry expectations, making them attractive AI investments.
Two AI Stocks to Consider Buying Now Snowflake and Okta
Investors with $450 can consider investing in Snowflake and Okta. Snowflake, specializing in analytics, offers a cloud platform for data analysis and AI model development. Snowflake's Cortex AI helps understand data and answer questions using AI. Okta, specializing in identity and access management (IAM) software, uses AI to authenticate users and assess risk. Both stocks beat software industry expectations, making them attractive AI investments.
Tempus AI Stock Jumps After AI Program Announcements
Tempus AI's stock rose 15% after recent announcements about its AI programs. The company, which focuses on using AI to improve patient treatment, updated its Tempus One AI platform to access electronic health records. This will allow the platform to use real-time data to help doctors make better decisions. Tempus also announced Fuses, an initiative to create an AI-enabled diagnostic platform. TD Cowen maintains a buy rating for Tempus, despite a short report questioning the company's AI use.
Tempus AI Stock Jumps After AI Program Announcements
Tempus AI's stock rose 15% after recent announcements about its AI programs. The company, which focuses on using AI to improve patient treatment, updated its Tempus One AI platform to access electronic health records. This will allow the platform to use real-time data to help doctors make better decisions. Tempus also announced Fuses, an initiative to create an AI-enabled diagnostic platform. TD Cowen maintains a buy rating for Tempus, despite a short report questioning the company's AI use.
AI Stocks to Buy Now Nvidia and Amazon
Nvidia dominates the market for graphics processing units (GPUs) and benefits from investments in AI infrastructure. Despite challenges in China, Nvidia has secured contracts in the UAE and Saudi Arabia. Amazon's cloud unit, Amazon Web Services (AWS), is growing and profitable due to AI investments. AWS accounts for most of Amazon's operating profits, allowing the company to reinvest in AI across its businesses.
Analyst Highlights NVIDIA, AI ETFs, and Nuclear Power Investments
The Global X Robotics & Artificial Intelligence ETF is a good way to invest in AI, with NVIDIA as its largest holding. The Range Nuclear Renaissance Index ETF is recommended due to the increasing demand for nuclear power for data centers. Oklo and NuScale Power stocks rose after President Trump supported the nuclear industry. The country needs at least 50 small modular reactors (SMRs) in the next decade to support data centers.
Jeffrey Katzenberg Invests $15.5M in AI Video Ad Platform Creatify
Jeffrey Katzenberg's venture fund, WndrCo, co-led a $15.5 million investment in Creatify, an AI video ad platform. Creatify's AdMax platform uses AI to quickly create many video ads for social media. AdMax analyzes successful video campaigns on TikTok and Instagram to improve its ads. Tech leaders like Meta CEO Mark Zuckerberg are also interested in using AI to automate advertising.
Innodata vs SoundHound Which AI Stock Has More Potential
Innodata and SoundHound AI are two AI companies carving out niches in the AI market. Innodata specializes in data engineering and AI model assurance, while SoundHound focuses on voice AI solutions. Innodata's clients include tech giants like Microsoft and Amazon. SoundHound's revenue is growing due to acquisitions and partnerships in areas like fast food ordering and automotive voice assistants. Both companies show strong growth, but have different risk factors.
Tempus AI Stock Soars Despite Negative Report
Tempus AI's stock jumped 15% after investors bought shares following a "buy" recommendation. TD Cowen maintained its "buy" rating on Tempus AI, despite a negative report from Spruce Point Capital. Spruce Point said Tempus AI's growth is based on hype and that the stock could decline. Tempus AI responded that it would not address the report, which it said was inaccurate, and remains focused on creating shareholder value.
Datasite Buys Grata for $500M to Boost AI Market Intelligence
Datasite, a company that provides AI-powered solutions for M&A projects, has acquired Grata, an AI-based private market intelligence company. CapVest Partners plans to invest $500 million to expand Datasite's intelligence solutions. Grata offers data on private companies and dealmaking software. Together, Datasite and Grata aim to provide market intelligence to companies worldwide. Grata's co-founders will continue to lead the company as part of Datasite.
Sources
- 3 Artificial Intelligence (AI) Stocks to Buy If You're Bullish on a 2025 Rebound
- NVIDIA Stock Soars 19% in a Month: AI Boom, Trade Truce & What Investors Should Do Next
- 3 Artificial Intelligence (AI) Stocks to Buy If You're Bullish on a 2025 Rebound
- 2 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $450 in June 2025
- 2 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $450 in June 2025
- Why Tempus AI Stock Soared 15% Today
- Why Tempus AI Stock Soared 15% Today
- 2 No-Brainer Artificial Intelligence (AI) Stocks to Buy Hand Over Fist During the TACO Trade
- The Zacks Analyst Blog Highlights NVIDIA, Global X Robotics & Artificial Intelligence ETF, Range Nuclear Renaissance Index ETF, Oklo and NuScale Power
- Former DreamWorks CEO Jeffrey Katzenberg co-leads $15.5M Series A for AI video ad platform
- Innodata vs. SoundHound: Which AI Stock Has More Upside Potential?
- Why Tempus AI, Inc. (TEM) Skyrocketed On Monday
- Datasite Acquires Leading Private Market Intelligence Company Grata with $500 Million Investment Commitment