AI Stocks Battered Ahead of Nvidia Earnings
Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could offer clarity on demand and justify the sector's lofty valuations. Technology stocks globally sold off this week after a TD Cowen analyst note said Microsoft has canceled leases for sizeable data center capacity in the U.S., with at least two private data-center operators. AI-darling Nvidia dropped 2.1% ahead of its highly anticipated quarterly earnings on Wednesday, where investors will focus on demand for its pricey AI chips after low-cost AI models from China's DeepSeek rattled the industry.
SoundHound AI Stock Earnings Report
Over the past year, SoundHound AI ($SOUN) stock has recorded one of the wildest rides among all AI stocks. What makes SoundHound’s investment case intriguing is that the company seems to have set itself apart by focusing on voice recognition and natural language interactions rather than purely large-scale language models. In 2024, the stock surged parabolically as enthusiasm for anything AI-related reached new heights. And yet, 2025 has brought a sharp correction, with the market raising questions about its long-term outlook.
3 AI and Robotics Stocks With Huge Upside Potential
AI stocks across the board have been falling in the past week, and the bearishness surrounding AI stocks has only increased after Microsoft (NASDAQ:) started to cancel its data center leases. Wall Street is now scrutinizing AI stocks much more than usual, with AI stocks like Palantir (NASDAQ:) down almost 30% in the past five days. The Nasdaq Index has also broken below 19,000 points.
Microsoft Invests in Cloud Data Firm Veeam Software to Build AI Products
Microsoft has made an undisclosed equity investment in Veeam Software as part of an expanded partnership to build artificial intelligence products, the cloud data company said on Tuesday. Veeam's software is designed to help customers quickly recover their data after cybersecurity incidents, ransomware attacks or accidental data loss.
Cisco and Nvidia Expand AI Partnership, Secure US Government Authorization for Cloud Security
Cisco and Nvidia are expanding their partnership to accelerate AI adoption in enterprises. The partnership aims to provide a simplified, full-stack solution for AI workloads within and between data centers, clouds, and users.
Regex DoS, LLM Backdoors, Secure AI Architectures, Rust Survey
Applying forgivable vs. unforgivable criteria to reDoS vulns, what backdoors in LLMs mean for trust in building software, considering some secure AI architectures to minimize prompt injection impact, developer reactions to Rust, and more!
How Factory is Turning AI into ‘a Junior Developer in a Box’
Many things remain uncertain about AI’s future impact on our lives. One that isn’t in doubt is that more and more of the world’s software will be written, at least in part, by software. Already, 25% of Google’s code is generated by AI, CEO Sundar Pichai last October. By 2028, research firm Gartner, 75% of enterprise developers will use AI tools in their work.
Perplexity AI Launching $50 Million Venture Fund to Back Early-Stage Startups
Perplexity AI is creating a $50 million fund focused on pre-seed and seed AI startups based in the U.S., a person familiar with the matter told CNBC. The company will operate as an anchor investor in the fund but most of the capital is coming from outside limited partners.
Annie Lennox, Kate Bush, Others Contribute to Silent Album to Fight AI Proposals
The album, Is This What We Want?, was released in protest as the British government weighs changes to copyright and AI policies. The release of a new album, , which features silent contributions from musicians including Kate Bush, Damon Albarn and Annie Lennox, is drawing attention to to UK copyright law in regards to AI.
Key Takeaways
- AI stocks are battered ahead of Nvidia's earnings, with investors focusing on demand for pricey AI chips.
- SoundHound AI stock has recorded a wild ride, with the market raising questions about its long-term outlook.
- 3 AI and robotics stocks with huge upside potential are EPAM Systems, UiPath, and Intel.
- Microsoft invests in cloud data firm Veeam Software to build AI products.
- Cisco and Nvidia expand AI partnership, secure US government authorization for cloud security.
- Factory is turning AI into ‘a junior developer in a box’ with its platform, which automates tasks in the software development lifecycle.
- Perplexity AI is launching a $50 million venture fund to back early-stage AI startups.
- Annie Lennox, Kate Bush, and others contribute to a silent album to fight AI proposals in the UK.
- The proposed changes to UK copyright law in regards to AI are drawing attention and protest from musicians and experts.
Sources
- AI stocks battered heading into make-or-break Nvidia earnings
- Top Analyst Screams ‘Hold’ Ahead of SoundHound AI (SOUN) Stock Earnings Report
- 3 AI and Robotics Stocks With Huge Upside Potentialc
- Microsoft invests in cloud data firm Veeam Software to build AI products
- Cisco and Nvidia Expand AI Partnership, Secure US Government Authorization for Cloud Security
- Regex DoS, LLM Backdoors, Secure AI Architectures, Rust Survey
- How Factory is turning AI into ‘a junior developer in a box’
- Perplexity AI launching $50 million venture fund to back early-stage startups
- Annie Lennox, Kate Bush, Others Contribute to Silent Album to Fight AI Proposals