September 14, 2025

finance  
amazon, google and microsoft Updates

The technology sector is experiencing a significant surge driven by AI advancements and infrastructure demands. Oracle's cloud services are attracting major clients like Amazon, Alphabet, and Microsoft, leading to a substantial increase in its stock value and a projected tenfold rise in cloud infrastructure revenue over five years. This demand is fueling growth for companies supplying the necessary hardware, with Nvidia continuing its lead in AI GPUs and networking. Advanced Micro Devices (AMD) is also making strides in the AI chip market, particularly for inference, and is being tested by cloud providers like Meta, Microsoft, and Oracle. Broadcom is securing deals with hyperscalers such as Alphabet and Meta for custom AI chips. Beyond hardware, companies like Innodata are positioning themselves as key players in enterprise AI with smart data services. The demand for AI infrastructure is also impacting traditional industries, with Warren Buffett's Berkshire Hathaway investing nearly $1 billion in steel manufacturer Nucor, recognizing the need for structural steel in data center construction. In the realm of AI-driven research, biotech startup Lila Sciences has raised $235 million to accelerate drug and materials discovery using AI and robotics. Meanwhile, consulting firm Accenture is investing in its workforce by training over 700,000 employees in agentic AI, though this has led to mixed market sentiment. Adobe, despite strong AI feature adoption, faces challenges in monetizing its AI advancements, resulting in a stock downgrade.

Key Takeaways

  • Oracle's stock surged following strong AI-driven cloud contract signings, projecting a tenfold increase in cloud infrastructure revenue over five years.
  • Nvidia remains a dominant force in AI infrastructure with its GPUs and networking solutions.
  • AMD is competing in the AI chip market, with cloud providers like Meta, Microsoft, and Oracle testing its solutions.
  • Broadcom is supplying custom AI chips to hyperscalers such as Alphabet and Meta.
  • Lila Sciences, an AI biotech startup, raised $235 million to accelerate drug and materials discovery.
  • Warren Buffett's Berkshire Hathaway invested nearly $1 billion in Nucor Corp, a steel manufacturer, anticipating increased demand for data center construction.
  • Innodata is focusing on enterprise AI with smart data and evaluation services, aiming for significant growth.
  • Accenture is training over 700,000 employees in agentic AI, leading to mixed market reactions.
  • Adobe faces challenges in monetizing its AI features, resulting in a stock downgrade despite strong user adoption.
  • Alphabet is leveraging AI in its search products and benefiting from AI adoption in Google Cloud.

Oracle's AI cloud growth fuels stock surge

Oracle's stock price significantly increased after reporting strong contract signings and a projected tenfold rise in cloud infrastructure revenue over the next five years. Despite narrowly missing recent quarterly expectations, the company's AI-driven cloud services are attracting major clients, including top AI model companies and cloud providers like Amazon, Alphabet, and Microsoft. Oracle plans to invest heavily in expanding its data center capacity to meet this demand, with significant future revenue already secured through large, non-cancelable contracts. While the company faces substantial debt and capital expenditure, its projected cloud growth signals strong future potential.

Top 5 AI Stocks to Buy in September

Nvidia continues to lead in AI infrastructure with its powerful GPUs and networking solutions, projecting significant growth in both AI training and inference markets. Broadcom is gaining traction with custom AI chips for hyperscalers, securing major deals with companies like Alphabet and Meta, and expanding its AI offerings through its VMware acquisition. Advanced Micro Devices (AMD) is also competing in the AI chip market, particularly for inference, and aims to increase its market share with its GPUs and new interconnect standards. Alphabet is leveraging its AI advancements in search with AI Overviews and Gemini models, while its Google Cloud division benefits from AI adoption. Meta Platforms is using AI to enhance user experiences and ad targeting, with potential for new ad revenue streams on WhatsApp and Threads.

Lila Sciences raises $235M for AI-driven drug discovery

Lila Sciences, a biotech startup, has secured $235 million in funding, achieving unicorn status with a valuation over $1 billion. The Cambridge, Massachusetts-based company uses AI and autonomous robotic labs to speed up drug discovery and materials development. Founded earlier this year with a $200 million seed round, Lila Sciences aims to create a 'scientific superintelligence' platform. This funding will support the expansion of its automated labs and hiring of AI and robotics talent. The company faces competition but is poised to make significant advancements in AI-driven scientific research.

Investors back Lila Sciences with $235M for AI research

Lila Sciences, a new AI unicorn, has raised $235 million at a $1.23 billion valuation to accelerate scientific discovery. The company uses AI trained on academic literature and automated labs to test hypotheses, aiming to significantly reduce research time for new materials and drugs. This funding will expand its 'AI science factories' and allow for further development of its AI platform. Lila Sciences, founded in 2023, has already discovered numerous novel proteins and materials. The company plans to open its platform to outside businesses by the end of the year, with leading investors like Braidwell and Collective Global backing its ambitious goals.

Innodata: A potential AI giant like Palantir by 2030s

Innodata is transitioning from traditional data services to becoming a key player in the enterprise AI sector, focusing on smart data and evaluation services. Similar to Palantir's success, Innodata aims to become a core platform for clients building AI applications. The company reported strong revenue growth and increased profitability in its second quarter of fiscal 2025. Innodata's vendor-neutral approach and focus on high-quality training data differentiate it from competitors, attracting major technology clients. With advancements in agentic AI and a scalable business model, Innodata shows potential for significant growth in the coming decade.

Warren Buffett invests nearly $1bn in steel company Nucor for AI growth

Warren Buffett's Berkshire Hathaway has invested nearly $1 billion in Nucor Corp, a steel manufacturer, signaling a strategic bet on AI infrastructure growth. Nucor's extensive network of electric arc furnaces makes it a leading low-cost domestic steel producer, benefiting from tariffs on imported steel. The increasing demand for structural steel from AI data centers has driven Nucor's business, making it a key supplier for major data center projects in the US. Despite the cyclical nature of the steel industry, Buffett's investment suggests confidence in Nucor's position to capitalize on the expanding digital infrastructure.

AI predicts top Week 2 NFL player props

SportsLine's AI model has identified key player prop bets for Week 2 of the 2025 NFL season. For the Lions vs. Bears game, the AI predicts Amon-Ra St. Brown will exceed 63.5 receiving yards, projecting 82.5 yards based on his strong home performance. In the Vikings vs. Falcons matchup, Bijan Robinson is expected to surpass 65.5 rushing yards, with a projection of 81.8 yards. For the Buccaneers vs. Texans game, the AI forecasts Baker Mayfield will fall under 235.5 passing yards due to Houston's strong pass defense. Lastly, Justin Herbert of the Chargers is predicted to go under 254.5 passing yards against the Raiders, as the Chargers favor a run-heavy approach.

Oracle's AI surge shows AI trade momentum

Oracle's stock price surged 36% after reporting a significant increase in future business bookings, reaching $455 billion. This growth is driven by customer demand for Oracle to build data centers for AI model training. The company's valuation briefly surpassed $920 billion, with Larry Ellison's personal fortune increasing by over $88 billion in one day. Despite missing current earnings forecasts, the strong pipeline of future business has led analysts to view Oracle's valuation as inexpensive relative to its growth potential. This surge suggests that the AI investment trend continues to show strong momentum.

HSBC: AMD's AI GPU business is underestimated

HSBC maintains a 'Buy' rating on Advanced Micro Devices (AMD) but has lowered its price target to $185 due to concerns about the average selling price of its M1355 chip. Despite this adjustment, HSBC still anticipates AMD's AI GPU revenue to exceed consensus estimates. The firm believes Wall Street is underestimating AMD's potential in the AI GPU market. HSBC also expects AMD to benefit as major cloud providers like Meta, Microsoft, and Oracle test its M1400 rack solution, which could diversify its revenue streams.

Accenture trains 700,000 employees in agentic AI

Accenture is training over 700,000 employees in agentic AI to meet increasing enterprise demand for advanced AI solutions. This initiative has generated significant discussion online, with many seeing it as a strategic move to enhance Accenture's market position. However, some analysts have issued downgrades and lowered price targets for Accenture stock, creating a mixed sentiment. While some focus on the long-term benefits of AI investment, others express caution regarding current market challenges. The company has also seen considerable insider selling and significant institutional investor activity in its stock.

Adobe's AI monetization challenges lead to downgrade

Adobe is experiencing strong adoption of its AI features across its products, with high user engagement and enterprise interest. However, the company's financial results indicate slowing revenue growth and weaker cash generation. Adobe's fourth-quarter guidance projects continued deceleration in revenue and earnings per share. Despite a fair valuation, persistent issues in monetizing its AI advancements have led to a downgrade of Adobe's stock to a 'sell' rating. The company faces ongoing challenges in translating its AI momentum into significant financial gains.

Sources

AI Cloud Growth Oracle AI Infrastructure Nvidia Broadcom AMD Alphabet Meta Platforms AI Drug Discovery Lila Sciences Biotech Startup Scientific Research Innodata Enterprise AI Smart Data Agentic AI AI Data Centers Nucor Warren Buffett Berkshire Hathaway AI Sports Prediction NFL Player Props Accenture AI Solutions Adobe AI Monetization AI Features Cloud Computing Hyperscalers Custom AI Chips AI GPUs AI Research Robotics Machine Learning Data Centers Cloud Services AI Model Training Artificial Intelligence AI Investments AI Technology