AI Stocks, Security, Chips, and Deepfakes

Several developments are shaping the AI landscape. Nebius Group NV (NBIS) experienced a stock surge following a 'buy' rating from Arete Research and a $1 billion investment to enhance its AI capabilities. Impart Security secured $12 million in Series A funding to advance its AI-driven security platform, which significantly reduces deployment times and maintains high uptime. Broadcom anticipates continued growth in AI chip sales through 2026, driven by increased spending on AI inference from major clients. Nvidia highlighted GE HealthCare Technologies (GEHC), PTC (PTC), and Vertiv (VRT) as noteworthy AI stocks, each leveraging Nvidia's technology in unique applications. Microsoft is investing $400 million in Swiss AI cloud services to bolster AI development and cloud infrastructure in Switzerland. However, not all news is positive; Alt Inc, a Tokyo-based AI firm, is under investigation for allegedly falsifying sales figures. Taiwan Semiconductor Manufacturing (TSM) is recognized as a critical player in AI chip manufacturing, benefiting from the expanding AI data center market. Web3 ai is gaining traction with AI-powered tools for crypto users, while Solana (SOL) faces price declines. Overlooked AI stocks like Tempus AI (TEM), SoundHound AI (SOUN), and Innodata (INOD) are also showing promise. Finally, AI deepfakes are being used in investment scams, prompting the development of tools to detect fake content.

Key Takeaways

  • Nebius Group NV (NBIS) stock soared after a 'buy' rating and a $1 billion investment in AI.
  • Impart Security received $12 million to enhance its AI security platform, improving deployment times and uptime.
  • Broadcom expects AI chip sales to grow through 2026 due to increased AI inference spending.
  • Nvidia highlighted GE HealthCare, PTC, and Vertiv as key AI stocks utilizing its technology.
  • Microsoft is investing $400 million in Swiss AI cloud services.
  • Alt Inc is under investigation for allegedly inflating sales numbers.
  • Taiwan Semiconductor (TSM) is a crucial manufacturer for AI chips, benefiting from data center growth.
  • Web3 ai is gaining momentum with AI-powered tools for crypto users.
  • Tempus AI, SoundHound AI, and Innodata are identified as promising, but often overlooked, AI stocks.
  • AI deepfakes are being used in investment scams, spurring the development of detection tools.

AI stock Nebius Group soars after analyst gives 'buy' rating

Nebius Group NV (NBIS) stock rose 21.5% after receiving a 'buy' rating from Arete Research, with a price target of $84. The company secured $1 billion to improve its AI. Options traders are very interested in NBIS, with many call options being traded. The stock is up about 76% since the beginning of 2025.

Nebius stock jumps 20% after $1 billion AI funding

Nebius (NBIS) stock increased 20% after getting $1 billion to build its AI. Marc Boroditsky was named Chief Revenue Officer to help with global growth. An analyst from Arete gave NBIS a Buy rating with an $84 price target. Trading volume for NBIS stock was high, with 28.32 million shares traded.

Impart Security gets $12M to boost AI security platform

Impart Security raised $12 million in Series A funding to launch its Application Detection and Response Engineering Platform. The platform helps security teams build workflows for production environments. Impart's platform protects companies by defending against threats in real-time. The AI has deployed over 2,400 security rules, reducing deployment time from 18 days to 45 minutes while maintaining 99.97% uptime.

Broadcom expects AI chip sales to keep growing through 2026

Broadcom predicts that its AI chip sales will continue to grow from FY25 into FY26. The company says big customers are spending more on AI inference. Non-AI chip sales are almost at their lowest point, but recovery is slow.

Nvidia highlights 3 AI stocks to watch now

Nvidia's CEO mentioned GE HealthCare Technologies (GEHC), PTC (PTC), and Vertiv (VRT) as key AI stocks. GE HealthCare uses Nvidia's AI to improve its imaging systems. PTC uses Nvidia's GPUs to create digital models for industrial use. Vertiv is launching an 800 volt direct current power architecture for data centers in 2026.

Microsoft invests $400M in Swiss AI cloud

Microsoft is investing $400 million in Swiss AI cloud services. The investment aims to boost AI development and cloud infrastructure in Switzerland.

Tokyo AI firm Alt Inc probed for faking sales numbers

Alt Inc, a Tokyo-based AI company, is being investigated for allegedly inflating sales figures. The company may have used a scheme to funnel money back to itself through payments for its AI Gijiroku service. About 4 billion yen of the reported 6 billion yen in sales for 2024 may be false. The investigation began after a whistleblower report.

Is Taiwan Semiconductor the best AI stock deal now?

Taiwan Semiconductor Manufacturing (TSM) is important for AI development because it makes chips for companies like Nvidia and AMD. Data center spending on AI could reach $5.2 trillion over the next five years. TSMC is expanding its manufacturing to the U.S. and Europe. Analysts predict strong revenue and earnings growth for TSMC.

Web3 ai gains momentum as Solana and Dogecoin show weakness

Solana (SOL) is facing downward price trends, while Dogecoin (DOGE) shows potential for a breakout. Web3 ai is gaining attention for its AI-powered tools for crypto users. It has raised $7 million in its presale, priced at $0.000402, with a listing price of $0.005242. The platform offers tools like trading bots, portfolio optimizers, and scam detectors.

3 overlooked AI stocks with big potential

While Nvidia gets a lot of attention, Tempus AI (TEM), SoundHound AI (SOUN), and Innodata (INOD) are also notable AI companies. SoundHound AI offers voice AI solutions and expects strong sales growth. Innodata provides data engineering solutions for AI and reaffirmed its revenue growth guidance. Tempus AI is using AI to advance medicine and increased its FY25 revenue guidance.

AI deepfakes of Israeli celebs used in investment scams

AI-generated scams are using deepfakes of Israeli celebrities to promote fake investments on Facebook and Instagram. Scammers are impersonating figures like Yuval Raphael and Yael Shelbia in fabricated videos. These scams promise quick returns on investments in stocks and crypto. AI Light has developed a tool to verify fake content via WhatsApp.

Sources

AI Nebius Group NBIS Arete Research Impart Security AI Security Application Detection and Response Engineering Platform Broadcom AI Chips Nvidia GE HealthCare Technologies GEHC PTC Vertiv Microsoft Swiss AI Cloud Alt Inc AI Gijiroku Taiwan Semiconductor Manufacturing TSM Web3 AI Solana Dogecoin Trading Bots Portfolio Optimizers Scam Detectors Tempus AI SoundHound AI Innodata AI Deepfakes Investment Scams AI Light