AMD Challenges Nvidia, Meta AI Unit, Amazon AWS Deal

The AI landscape is rapidly evolving across various sectors. Wall Street analysts are optimistic about the Nasdaq's growth, suggesting investment opportunities in AI stocks. AMD is directly challenging NVIDIA in the AI hardware arena with its Instinct MI300 series, offering more memory at a lower price point and securing commitments from major players like AWS, Meta, and Oracle. AMD plans to continue its advancement with the MI350 series in 2025 and MI400 series in 2026, targeting rack-scale AI solutions, while also improving its ROCm software. Meta is also making significant strides in AI, with TD Cowen raising its price target to $800 based on expected revenue growth driven by video monetization, engagement, and AI investments. Mark Zuckerberg has established a Superintelligence unit to spearhead these AI efforts, focusing on advertising and Business AI tools. Palantir is also benefiting from the AI surge, as the U.S. Army expands its contract for the Maven Smart System and creates new AI-focused roles for soldiers. Palantir's Artificial Intelligence Platform (AIP) is designed to help businesses leverage AI with their own data. In the realm of voice AI, SoundHound AI and Cerence are competing for market share. SoundHound AI, whose shares have outpaced NVIDIA's growth in the past year, saw first-quarter revenues increase by 151% year-over-year, though it remains unprofitable. Cerence, a long-time leader in automotive voice assistants, is focusing on innovation with its XUI platform and NVIDIA-backed CaLLM model and is currently profitable. The HR technology sector is also experiencing AI-driven shifts, with companies like Recruit Holdings replacing human labor with AI systems, leading to job cuts but also a stock increase of 2.5%. Recruit aims to have 50% of its code AI-generated by 2026. Even the airline industry is adopting AI, with Delta Air Lines using Fetcherr's AI tool to optimize pricing for 20% of its domestic flights by year's end. Furthermore, Ozak AI has launched the fourth phase of its presale for its OZ token, raising over $1.2 million for its AI-driven crypto trading platform.

Key Takeaways

  • Wall Street analysts are recommending AI stocks to capitalize on expected Nasdaq growth.
  • AMD is challenging NVIDIA in the AI hardware market with its Instinct MI300 series, offering more memory at a lower cost and future series targeting rack-scale AI.
  • AWS, Meta, and Oracle plan to use AMD's GPUs.
  • Meta's stock target was raised to $800 based on AI-driven growth expectations, with CEO Mark Zuckerberg creating a Superintelligence unit.
  • Palantir's contract with the U.S. Army is expanding for the Maven Smart System, and its AIP platform helps businesses use AI with their data.
  • SoundHound AI's shares have grown faster than NVIDIA's in the past year, with first-quarter revenues up 151% year-over-year, but the company is not yet profitable.
  • Cerence is focusing on innovation with its XUI platform and NVIDIA-backed CaLLM model and is currently profitable.
  • Recruit Holdings is replacing human labor with AI, aiming for 50% AI-generated code by 2026, and saw a 2.5% stock increase after the announcement.
  • Delta Air Lines is using Fetcherr's AI tool to set prices for 20% of its domestic flights by the end of the year.
  • Ozak AI has launched the fourth phase of its presale for its OZ token, raising over $1.2 million for its AI-driven crypto trading platform.

Wall Street says Nasdaq will soar Buy these AI stocks now

Wall Street analysts predict the Nasdaq will increase significantly. They recommend buying two artificial intelligence stocks to take advantage of this growth. These stocks are expected to perform well in the near future.

Wall Street says Nasdaq will soar Buy these AI stocks now

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AI changes HR tech workforce Labor shifts to algorithms

The $300 billion HR technology market is changing as companies use AI instead of traditional labor. Recruit Holdings cut 1,300 jobs to use AI systems. CEO Hisayuki Idekoba aims for 50% AI-generated code by 2026. Recruit's stock rose 2.5% after the announcement. Companies are using AI for talent sourcing, upskilling, and workforce planning.

AMD's AI plan Pricing and execution boost stock value

AMD is challenging NVIDIA in the AI hardware market with its Instinct MI300 series. AMD offers more memory at a lower cost. AWS, Meta, and Oracle plan to use AMD's GPUs. The MI350 series in 2025 will improve performance, and the MI400 series in 2026 will target rack-scale AI. AMD's ROCm software is improving, making it easier to use AMD GPUs.

SOUN versus CRNC Which voice AI stock is better

SoundHound AI and Cerence are leading voice AI companies. SoundHound AI is growing quickly and expanding into different industries. Cerence is a long-time leader in voice assistants for cars. SoundHound's revenue is expected to double in 2025, but it is not yet profitable. Cerence is profitable and focusing on innovation with its XUI platform and Nvidia-backed CaLLM model.

Will Palantir's key development drive stock to new heights

The U.S. Army is expanding its work with Palantir. They are also creating a new job for soldiers focused on AI. Palantir's stock has increased significantly due to the rise of AI. The Army increased its contract with Palantir for the Maven Smart System, which uses AI to analyze battlefield data. Palantir's Artificial Intelligence Platform (AIP) helps businesses use AI with their own data.

Can SoundHound AI be the next NVIDIA Is it a buy

SoundHound AI's shares have grown faster than NVIDIA's in the past year. SoundHound AI provides voice AI platforms. NVIDIA's market cap reached $4 trillion due to the AI boom. SoundHound AI's revenue is increasing because businesses want efficient and quick service. SoundHound AI's first-quarter revenues were up 151% year over year, but the company is not yet profitable.

Meta's stock gets $800 target Analyst sees AI growth

TD Cowen analyst John Blackledge raised Meta's price target to $800. The firm expects Meta to beat Q2 estimates with 16% revenue growth. This growth is driven by video monetization and engagement. Meta is investing in AI to improve its advertising business and develop Business AI tools. CEO Mark Zuckerberg has created a Superintelligence unit to focus on AI.

Ozak AI launches presale for AI crypto platform

Ozak AI has launched the fourth phase of its presale, offering its OZ token at $0.005. Ozak AI is a platform that uses AI for crypto trading. It has already raised over $1.2 million. The platform provides real-time market sentiment and personalized prediction agents. The OZ token will be used for accessing AI modules and governance.

Will AI determine the price of your next Delta ticket

Delta Air Lines is using AI to set prices for some flights. They plan to use it for 20% of domestic flights by the end of the year. The AI tool, from Fetcherr, identifies the maximum price someone will pay. Fetcherr helps Delta change how it sets prices. The AI tool is like a 'super analyst' that is always working.

Sources

AI stocks Nasdaq Wall Street HR technology AI in HR Recruit Holdings AMD NVIDIA AI hardware GPUs Instinct MI300 ROCm software SoundHound AI Cerence Voice AI Palantir Artificial Intelligence Platform (AIP) Maven Smart System Meta AI investment Business AI Ozak AI AI crypto platform OZ token Delta Air Lines AI pricing Fetcherr Revenue growth Market analysis AI-generated code Workforce planning Talent sourcing Upskilling AI modules AI trading Superintelligence unit