August 16, 2025

finance  
AMD, Nvidia, Apple Demand Drives TSMC 38% Growth

The AI sector is experiencing significant growth, driving stock increases and new product developments across various companies. AMD's stock is soaring due to AI-powered PCs and data centers, with a 32% revenue increase in Q2 2025 and expectations of faster data center revenue growth with its MI350 AI accelerators. Micron Technology is also seeing rapid growth, raising its Q4 2025 revenue expectations to $11.1-$11.3 billion due to high demand for its memory chips used in AI data centers and is a key supplier to Nvidia and AMD. Taiwan Semiconductor Manufacturing (TSMC) is benefiting from high chip demand from Nvidia, Apple, and AMD, with revenue growing 38% in the first seven months of 2025. Gartner expects overall AI spending to jump 76% in 2025, reaching $644 billion. AI-focused companies like Cohere are attracting substantial investment; Cohere recently raised $500 million, valuing the company at $6.8 billion, and its annual recurring revenue has doubled to $100 million in 2025. Even established companies like Peloton are integrating new AI features. NICE Ltd reported strong Q2 2025 results, driven by AI and cloud services, with AI Annual Recurring Revenue (ARR) growing by 42%, and acquired Cognigy for $955 million to enhance AI capabilities. Other companies are also making strides in the AI space. Broadcom's new Jericho4 router is setting standards for AI data center networking. Cisco Systems is highlighted as a strong AI stock for income investors, given its essential role in AI infrastructure. However, some companies face challenges; Irisity's Q2 sales were impacted by delays in large international AI projects, and C3.ai, Inc. was downgraded due to weak results and CEO departure. BigBear.ai launched a new cargo security management solution, while its stock faces volatility. The CI Global Artificial Intelligence ETF (CIAI) offers concentrated exposure to the AI sector with a low management expense ratio of 0.39%.

Key Takeaways

  • AMD's stock is rising due to AI-capable PC processors and MI350 AI accelerators, projecting a 28% revenue increase in the current quarter.
  • Micron Technology anticipates $11.1-$11.3 billion in Q4 2025 revenue, driven by demand for its high-bandwidth memory (HBM) chips used in AI data centers.
  • Taiwan Semiconductor Manufacturing (TSMC) revenue grew 38% in the first seven months of 2025 due to high chip demand from Nvidia, Apple, and AMD.
  • Gartner forecasts a 76% increase in AI spending in 2025, reaching $644 billion.
  • Cohere, an OpenAI competitor, raised $500 million, valuing the company at $6.8 billion, with annual recurring revenue doubling to $100 million in 2025.
  • NICE Ltd's AI Annual Recurring Revenue (ARR) grew by 42% and acquired Cognigy for $955 million to bolster AI capabilities.
  • Broadcom's Jericho4 router is setting new standards for AI data center networking.
  • Cisco Systems is considered a strong AI stock for income investors due to its essential role in AI infrastructure and attractive dividend yield.
  • BigBear.ai launched a new cargo security management solution to improve global supply chain security.
  • The CI Global Artificial Intelligence ETF (CIAI) provides concentrated exposure to the AI sector with a management expense ratio of 0.39%.

AMD stock soars with AI-powered PCs and data centers

AMD's stock is rising due to growth in its PC processor and data center businesses. The company's revenue increased by 32% in Q2 2025, driven by AI-capable PC processors. Shipments of AI-enabled PCs are expected to increase significantly through 2028. AMD anticipates faster data center revenue growth with its MI350 AI accelerators and expects a 28% revenue increase in the current quarter.

Micron stock grows fast with AI memory chips

Micron Technology is experiencing rapid growth due to high demand for its memory chips used in AI data centers. The company raised its Q4 2025 revenue expectations to $11.1-$11.3 billion. This boost is due to increased pricing and strong demand for its high-bandwidth memory (HBM) chips. Micron is a key supplier to Nvidia and AMD. The company's stock is considered undervalued, trading at only 10 times its projected earnings.

Top AI stocks Taiwan Semiconductor and Twilio show growth

Spending on AI hardware and software is increasing, benefiting companies like Taiwan Semiconductor Manufacturing (TSMC) and Twilio. Gartner expects AI spending to jump 76% in 2025 to $644 billion. TSMC's revenue grew 38% in the first seven months of 2025 due to high chip demand from Nvidia, Apple, and AMD. Twilio, a cloud communications company, is seeing growth due to AI tools, with a 57% increase in large deals.

Top AI stocks Taiwan Semiconductor and Twilio show growth

Spending on AI hardware and software is increasing, benefiting companies like Taiwan Semiconductor Manufacturing (TSMC) and Twilio. Gartner expects AI spending to jump 76% in 2025 to $644 billion. TSMC's revenue grew 38% in the first seven months of 2025 due to high chip demand from Nvidia, Apple, and AMD. Twilio, a cloud communications company, is seeing growth due to AI tools, with a 57% increase in large deals.

Top AI stocks Taiwan Semiconductor and Twilio show growth

Spending on AI hardware and software is increasing, benefiting companies like Taiwan Semiconductor Manufacturing (TSMC) and Twilio. Gartner expects AI spending to jump 76% in 2025 to $644 billion. TSMC's revenue grew 38% in the first seven months of 2025 due to high chip demand from Nvidia, Apple, and AMD. Twilio, a cloud communications company, is seeing growth due to AI tools, with a 57% increase in large deals.

Top AI stocks Taiwan Semiconductor and Twilio show growth

Spending on AI hardware and software is increasing, benefiting companies like Taiwan Semiconductor Manufacturing (TSMC) and Twilio. Gartner expects AI spending to jump 76% in 2025 to $644 billion. TSMC's revenue grew 38% in the first seven months of 2025 due to high chip demand from Nvidia, Apple, and AMD. Twilio, a cloud communications company, is seeing growth due to AI tools, with a 57% increase in large deals.

Top AI stocks Taiwan Semiconductor and Twilio show growth

Spending on AI hardware and software is increasing, benefiting companies like Taiwan Semiconductor Manufacturing (TSMC) and Twilio. Gartner expects AI spending to jump 76% in 2025 to $644 billion. TSMC's revenue grew 38% in the first seven months of 2025 due to high chip demand from Nvidia, Apple, and AMD. Twilio, a cloud communications company, is seeing growth due to AI tools, with a 57% increase in large deals.

Micron stock grows fast with AI memory chips

Micron Technology is experiencing rapid growth due to high demand for its memory chips used in AI data centers. The company raised its Q4 2025 revenue expectations to $11.1-$11.3 billion. This boost is due to increased pricing and strong demand for its high-bandwidth memory (HBM) chips. Micron is a key supplier to Nvidia and AMD. The company's stock is considered undervalued, trading at only 10 times its projected earnings.

AI startup Cohere raises $500 million for AI models

Cohere, a Canadian AI startup, has raised $500 million in funding, valuing the company at $6.8 billion. The company focuses on selling AI models to businesses, training them on internal company data. Cohere has hired Victor Gomez from Meta and Karen Chadwick from Uber as executives. The company's annual recurring revenue has doubled to $100 million in 2025 and aims to reach $200 million by year-end.

Peloton uses AI, Cohere gets funding to compete with OpenAI

Peloton plans to introduce new AI features in October. Cohere, an OpenAI competitor, has raised $500 million with support from Nvidia and AMD. Anthropic is offering its Claude chatbot to the U.S. government for $1 per agency. Additionally, an MIT startup called Fundamental Research Labs has launched Shortcut, an AI tool for automating Excel tasks.

Wall Street watches these 10 AI stocks closely

DeepSeek, a Chinese AI startup, is delaying its new model release due to issues with Huawei's chips. CoreWeave, Inc. is a cloud platform provider for AI and computing. Freshworks Inc., a software company, is recommended for AI exposure. Oppenheimer analysts are positive about Freshworks' AI momentum and growth opportunities.

Investors keep an eye on these 10 AI stocks

Sam Altman, CEO of OpenAI, believes the term artificial general intelligence (AGI) is losing its meaning. Oklo Inc. is an advanced nuclear technology company focused on powering AI data centers. Wedbush analysts are optimistic about Oklo's long-term vision. C3.ai, Inc. is an enterprise AI software company, but Oppenheimer analysts downgraded the stock due to weak results and CEO Tom Siebel stepping down.

AI project delays impact Irisity's Q2 sales

Irisity's CEO reports strong commercial interest in adding AI to safety and security operations. However, Q2 net sales were impacted by delays in large international AI projects due to the US-initiated global trade war. EBITDA improved due to personnel cost reductions. The company is reviewing personnel costs to achieve a cash flow positive quarterly result.

NICE's AI-driven cloud growth faces margin sustainability questions

NICE Ltd reported strong Q2 2025 results, driven by AI and cloud services. AI Annual Recurring Revenue (ARR) grew by 42%. The acquisition of Cognigy for $955 million aims to enhance NICE's AI capabilities. Wedbush analysts caution about execution risks and margin pressures from rising R&D costs. Investors should monitor cloud ARR growth and Cognigy integration progress.

Cisco Systems is a top AI stock for income investors

Cisco Systems is a strong stock for income investors due to its recent positive results and future growth potential in AI. The company's products are essential for AI infrastructure. Cisco Systems offers an attractive dividend yield and has a history of increasing its dividend. The stock is expected to benefit significantly from the growing AI sector.

Broadcom's Jericho4 AI router could boost AVGO investment

Broadcom's new Jericho4 router sets a new standard for AI data center networking. The company's Tomahawk Ultra Ethernet switches complement Jericho4 for AI infrastructure. Broadcom's success depends on capturing a significant share of AI infrastructure spending. The company anticipates $98.8 billion in revenue and $42.0 billion in earnings by 2028.

Taiwan Semiconductor stock hits 52-week high, still undervalued

Taiwan Semiconductor Manufacturing (TSM) is a leading AI company and recently hit a 52-week high. Analysts believe the stock is still undervalued. TSM is the world's largest contract chip manufacturer, producing chips for Nvidia and Apple. Its dominance in advanced manufacturing gives it a competitive edge. Strong demand and technological leadership position TSM for continued growth.

BigBear.ai launches cargo security solution amid stock volatility

BigBear.ai's stock (BBAI) has faced pressure recently due to disappointing earnings. The company launched a new cargo security management solution with Narval Holding. This solution aims to improve global supply chain security and combat illicit trafficking, starting in Panama. BigBear.ai's technology enhances cargo tracking and predicts security breaches using AI.

Is this AI ETF the right buy now

The CI Global Artificial Intelligence ETF (CIAI) is an actively managed AI-focused ETF. It has a low management expense ratio of 0.39% and $883 million in assets. The ETF is heavily invested in U.S. equities (85.32%) and technology (82%). CIAI provides concentrated exposure to the AI sector and is best used as a tactical addition to a diversified portfolio.

Sources

AI Artificial Intelligence AI Stocks Stock Market AMD Micron Technology Taiwan Semiconductor Manufacturing TSMC Twilio Nvidia Apple Cohere OpenAI Anthropic Cloud Communications AI Models Data Centers AI Hardware AI Software AI Chips Memory Chips HBM High-Bandwidth Memory AI Accelerators AI-powered PCs AI Infrastructure Cloud Services AI Tools AI Spending Revenue Growth Earnings Investment AI Startups AI ETF BigBear.ai Cisco Systems Broadcom NICE Ltd C3.ai Oklo Inc. Irisity Cargo Security Supply Chain Security AI-driven Cloud Growth Jericho4 Router Tomahawk Ultra Ethernet Switches