September 18, 2025

finance  
amazon, microsoft and google Updates

The artificial intelligence sector continues to see significant investment and development across various companies. Oracle's cloud infrastructure (OCI) is projected to lead the AI market by 2031, potentially surpassing Amazon, Microsoft, and Google. This growth is fueled by a multicloud strategy and substantial contracts, including a significant deal with OpenAI, though this also presents concentration risk. Meanwhile, Taiwan Semiconductor Manufacturing (TSMC) remains a key player as the world's largest chip manufacturer, essential for AI technology, showing strong revenue growth. In the realm of robotics, Figure AI, backed by Nvidia and Intel Capital, has raised over $1 billion at a $39 billion valuation to expand its humanoid robot fleet and infrastructure. Nvidia itself is a notable AI leader, with its stock identified as one to watch. In contrast, Apple's stock has lagged its peers due to a perceived slower entry into the AI race, despite recent AI feature rollouts and partnerships with OpenAI and Alphabet. Other companies like Baidu are experiencing stock surges due to optimism surrounding their AI advancements. For investors, stocks like TSMC and Oracle are highlighted for their potential in the AI boom, while other AI-focused investment vehicles like the iShares AI Innovation and Tech Active ETF (BAI) are also available. ASML Holding, a critical supplier for semiconductor manufacturing, is also making strategic AI investments.

Key Takeaways

  • Oracle's cloud infrastructure (OCI) is projected to lead the AI market by 2031, potentially surpassing Amazon, Microsoft, and Google.
  • Oracle has secured a substantial contract with OpenAI, highlighting demand for its services but also introducing concentration risk.
  • Taiwan Semiconductor Manufacturing (TSMC) is a key AI chip manufacturer with strong revenue growth and future projections.
  • Robotics startup Figure AI, supported by Nvidia and Intel Capital, raised over $1 billion at a $39 billion valuation for its humanoid robot expansion.
  • Nvidia is identified as a leading AI stock to watch in the current market.
  • Apple's stock has underperformed Magnificent Seven peers due to concerns about its AI market entry, despite recent AI feature announcements and partnerships with OpenAI and Alphabet.
  • Baidu's stock has seen a significant surge attributed to its advancements and expansion in AI technologies.
  • ASML Holding, a sole producer of essential extreme ultraviolet lithography machines, is making AI investments, including in Mistral AI.
  • TSMC and Oracle are recommended as strong investment opportunities for capitalizing on the AI market growth.
  • The iShares AI Innovation and Tech Active ETF (BAI) offers investors an actively managed strategy focused on AI-related securities.

Top AI Stocks: Taiwan Semiconductor and Oracle for Investors

Two top companies, Taiwan Semiconductor Manufacturing (TSMC) and Oracle, are highlighted as strong investment opportunities in the growing artificial intelligence (AI) market. TSMC is a leading chip manufacturer essential for AI technology, with strong revenue growth and future projections. Oracle is experiencing rapid growth in its cloud infrastructure services, driven by AI demand, and its contracted revenue has significantly increased. Both companies are seen as solid long-term bets for investors looking to capitalize on the AI boom.

Oracle Cloud Poised to Lead AI Market by 2031

Oracle's cloud infrastructure (OCI) is projected to surpass Amazon, Microsoft, and Google in the AI market by 2031, with forecasts showing massive revenue growth. The company is building numerous multicloud data centers and integrating its services into other major clouds to enhance performance and reduce latency. Oracle's AI-first approach and significant increase in contracted revenue, including a large deal with OpenAI, position it for substantial growth, though concentration risk with OpenAI remains a factor.

Oracle Cloud Set to Dominate AI Market by 2031

Oracle's cloud infrastructure (OCI) is predicted to become the leading platform for artificial intelligence (AI) by 2031, potentially surpassing current giants like Amazon, Microsoft, and Google. Oracle forecasts significant revenue increases for OCI, driven by its multicloud strategy and AI-focused infrastructure. The company has secured major contracts, including a substantial deal with OpenAI, which highlights the demand for its services but also introduces concentration risk. Oracle's aggressive expansion and unique approach to AI cloud services position it for rapid growth.

Invest $1,000 in AI: Top Stocks Taiwan Semiconductor and Oracle

For investors with $1,000, Taiwan Semiconductor Manufacturing (TSMC) and Oracle are recommended AI stocks. TSMC, the world's largest chip manufacturer, benefits from high demand for AI chips and has shown consistent revenue and earnings growth. Oracle's cloud infrastructure services are rapidly expanding due to AI demand, with a significant surge in contracted revenue indicating strong future potential. Both companies are well-positioned to capitalize on the transformative growth of the AI market.

Nvidia-backed Figure AI raises over $1B at $39B valuation

Figure, a robotics startup supported by Nvidia, has successfully raised over $1 billion in its Series C funding round, valuing the company at $39 billion. The funding, led by Parkway Venture Capital, will be used to expand its fleet of humanoid robots, build infrastructure for robot training, and enhance data collection. Since its founding in 2022, Figure has secured nearly $2 billion in total funding, signaling strong investor confidence in the future of human-robot collaboration in various industries.

Figure AI reaches $39B valuation with new funding

Humanoid robotics company Figure has achieved a $39 billion valuation after raising over $1 billion in its Series C funding round. The investment, led by Parkway Venture Capital with participation from Nvidia and Intel Capital, will support scaling the company's robot fleet, accelerating training infrastructure, and advancing data collection. Founded in 2022, Figure has now raised nearly $2 billion, reflecting growing investor interest in robots designed for human workplaces.

AI Stocks: Palantir, BigBear.ai, and Veritone for $1,000

For investors with $1,000, three artificial intelligence (AI) stocks offer different investment stories. Palantir Technologies is showing record growth, while BigBear.ai Holdings faces increasing losses. Veritone is highlighted as a potential hidden gem due to its data refinery and defense contracts. The article explores which of these AI stocks might be the smartest choice for investors aiming for growth by 2026.

ASML: The AI Chip Maker with $30 Billion Revenue

ASML Holding, the sole producer of extreme ultraviolet lithography machines essential for semiconductor manufacturing, is highlighted for its significant role in the AI industry. The company recently invested 1.3 billion euros in Mistral AI and is developing next-generation high-NA systems. Despite potential export risks and high valuation, ASML's unique position and AI investments suggest strong future growth potential, with its stock nearing $1,000.

Baidu Shares Soar on AI Optimism

Shares of Chinese tech giant Baidu experienced a significant surge, rising as much as 12% in Hong Kong and about 9% in U.S. trading. This stock increase is attributed to the company's rapid advancements and expansion in artificial intelligence (AI) technologies. The positive market reaction reflects growing investor confidence in Baidu's AI initiatives.

Nvidia and Howmet Aerospace Eye New Buy Points

While the Dow Jones Industrial Average and other stock indexes saw modest declines, artificial intelligence leader Nvidia and aerospace company Howmet Aerospace were identified as key stocks to watch. The article suggests investors should look for breakout opportunities using the IBD Methodology, especially as key indexes remain near record highs. Nvidia's strong performance in the AI sector makes it a notable name in the current market.

Apple Stock Trails Peers Amid AI Concerns

Apple's stock has declined 5% this year, making it the only Magnificent Seven stock in the red, largely due to its perceived slow entry into the artificial intelligence (AI) race. While competitors like Microsoft and Nvidia have seen significant gains, Apple's AI features have been slow to roll out. Despite launching its first major AI tool, Apple Intelligence, and expanding partnerships with OpenAI and Alphabet, the company faces challenges in catching up. However, low expectations for the iPhone 17 launch could potentially boost the stock.

Immutable Azopt AI Platform Offers Smarter Investing

Immutable Azopt is an AI-driven financial platform designed for faster, smarter, and more secure investing in 2025. It integrates algorithmic execution, adaptive learning, and cloud infrastructure to process high-frequency data with low latency. The platform features an AI signal generator, real-time market data, customizable dashboards, and robust risk management tools. Immutable Azopt focuses on compliance with KYC and AML protocols, offering a structured and transparent trading environment for global markets.

BAI ETF: Actively Managed AI Strategy for Growth

The iShares AI Innovation and Tech Active ETF (BAI) is an actively managed exchange-traded fund focused on providing long-term growth through exposure to artificial intelligence (AI) related securities. As a concentrated technology strategy, BAI offers investors a way to invest in the AI sector. The fund aims to capture growth opportunities within the rapidly evolving AI landscape.

Sources

Artificial Intelligence AI Stocks Investment Technology Semiconductors Cloud Computing Robotics Humanoid Robots Data Centers Venture Capital Startups Financial Technology AI Platform Exchange Traded Funds Chip Manufacturing Lithography Machines AI Market Revenue Growth Stock Market Investor Confidence Market Trends AI Strategy Data Refinery Defense Contracts Aerospace Software OpenAI Nvidia Taiwan Semiconductor Manufacturing TSMC Oracle ASML Baidu Palantir BigBear.ai Veritone Figure AI Immutable Azopt BAI ETF Apple Microsoft Amazon Google Alphabet Howmet Aerospace Mistral AI Intel Capital Parkway Venture Capital