Several companies are making significant strides in the AI sector, drawing attention from investors and analysts alike. Apple is gearing up for its annual event amid concerns about its AI progress, particularly with Siri, while analysts predict that upcoming AI enhancements and a Siri revamp could boost iPhone sales, potentially partnering with Alibaba in China. Investment firms are also closely watching other AI stocks, with analysts suggesting The Trade Desk and Upstart as strong buying opportunities, and retail investors shifting focus to smaller data center and quantum computing companies like Applied Digital and D-Wave Quantum. Meta is considering a multi-billion dollar investment in Scale AI, while Guardz secured $56 million to enhance cybersecurity for small businesses using AI. OmniChat, a Brazilian startup, launched AI sales agents for WhatsApp after raising $9 million. Morgan Stanley has picked Nvidia as its top AI stock, highlighting its leadership in GPUs, while analysts are also touting ASML, a Dutch firm with a monopoly on EUV lithography machines, as a key AI stock due to its critical role in manufacturing advanced AI chips.
Key Takeaways
- Apple faces challenges with its AI assistant Siri but is expected to unveil AI strategies to boost iPhone sales.
- Analysts predict The Trade Desk and Upstart are strong AI stock buying opportunities with potential for significant price increases.
- Retail investors are shifting their focus from major AI stocks like Nvidia to smaller data center and quantum computing companies.
- Meta is exploring a multi-billion dollar investment in Scale AI.
- Guardz secured $56 million to enhance cybersecurity for small and midsize businesses using AI-led platforms.
- OmniChat launched AI sales agents for WhatsApp after raising $9 million.
- Morgan Stanley favors Nvidia as the top AI stock due to its leadership in high-performance GPUs.
- ASML is considered a critical AI stock due to its monopoly on EUV lithography machines essential for manufacturing advanced AI chips.
- Wedbush analyst predicts Alibaba will become Apple's AI partner in China, potentially upgrading over 100 million iPhones.
Apple faces AI challenges and trade war concerns before annual event
Apple is preparing for its annual showcase amid concerns about its AI progress and trade issues. The company's AI assistant, Siri, has faced delays, widening the gap between Apple and competitors like Google and Samsung. Regulatory threats and President Trump's trade war with China also pose challenges. Investors are worried, causing Apple's stock price to drop and its ranking to fall behind Microsoft and Nvidia.
Analyst predicts AI reveal and Siri update will boost Apple's iPhone
Wedbush analyst Daniel Ives believes Apple's AI strategy and Siri revamp will drive iPhone upgrades. He anticipates Apple Intelligence will unlock the developer ecosystem and start the AI monetization period. Ives expects updates on Siri's integration with Gemini and ChatGPT, which will boost the iPhone 17. He also predicts Alibaba will become Apple's AI partner in China, potentially upgrading over 100 million iPhones.
Analysts say these AI stocks are set to soar
Analysts suggest The Trade Desk and Upstart are strong buying opportunities. The Trade Desk, an ad tech company using AI, could see a 90% increase from its current price. Upstart, a software company using AI for credit risk assessment, might jump 57%. Both companies have strong positions in growing industries, making them attractive to long-term investors.
Analysts say these AI stocks are set to soar
Analysts suggest The Trade Desk and Upstart are strong buying opportunities. The Trade Desk, an ad tech company using AI, could see a 90% increase from its current price. Upstart, a software company using AI for credit risk assessment, might jump 57%. Both companies have strong positions in growing industries, making them attractive to long-term investors.
Meta explores multi-billion dollar investment in Scale AI
Meta is reportedly in discussions for a multi-billion dollar investment in Scale AI.
Guardz secures $56M to boost cybersecurity for small businesses
Guardz, an Israeli cybersecurity startup, raised $56 million in Series B funding. The company's AI-led platform helps Managed Service Providers protect small and midsize businesses from cyber threats. Guardz consolidates identity, endpoint, email, cloud, and data protection into one system. The funding will help Guardz expand its threat detection, risk prevention, and insurance capabilities.
Retail investors shift AI stock focus to smaller companies
Retail investors are changing their focus in the AI stock market. They are moving away from big names like Nvidia and investing in smaller data center and quantum computing stocks. Companies like Applied Digital, CoreWeave, and D-Wave Quantum are seeing increased interest. This shift suggests a higher risk appetite among retail investors, despite ongoing economic uncertainties.
OmniChat launches AI sales agents for WhatsApp after $9M raise
OmniChat, a Brazilian AI startup, raised $9 million and launched AI sales agents for WhatsApp. Their new product allows businesses to create AI agents for sales on WhatsApp without coding. OmniChat's platform integrates AI and human support across multiple channels. The company will use the funding to develop new AI features and expand into education, healthcare, and insurance.
Morgan Stanley picks Nvidia as top AI stock over Palantir
Morgan Stanley analysts favor Nvidia over Palantir as the superior AI stock. Nvidia, a leader in high-performance GPUs, is benefiting from the AI boom. Despite potential challenges from trade policies, Nvidia continues to innovate with its Blackwell architecture and AI supercomputer. Morgan Stanley gives Nvidia an Overweight rating with a price target of $170, indicating a 20% upside.
ASML is the key AI stock to own, says analyst
ASML, a Dutch firm, is considered a critical AI stock due to its monopoly on EUV lithography machines. These machines are essential for manufacturing advanced AI chips. Companies like TSMC, Intel, and Nvidia rely on ASML's technology. Despite risks like geopolitical tensions, ASML's unique position and long-term growth potential make it a valuable asset in the AI industry.
Sources
- Apple heads into annual showcase reeling from AI missteps, tech upheaval and Trump's trade war
- Apple's WWDC: Analyst Sees AI Unveil, Siri Revamp And Alibaba Deal As Catalyst For iPhone Upgrade
- 2 AI Stocks Down 49% and 86% to Buy Before They Soar, According to Certain Wall Street Analysts
- 2 AI Stocks Down 49% and 86% to Buy Before They Soar, According to Certain Wall Street Analysts
- Meta in Talks for Scale AI Multi-Billion Investment
- Guardz raises $56M to bring enterprise-level cybersecurity to small businesses
- Retail Investors Are Buying AI Stocks, But Not the Ones They Used To
- OmniChat raises $9M and launches AI sales agents for WhatsApp
- Nvidia or Palantir: Morgan Stanley Selects the Superior AI Stock to Buy
- The Insane Opportunity In the Only AI Stock You Need to Own