July 29, 2025

finance  
apple, amazon and meta Updates

Warren Buffett's Berkshire Hathaway has allocated 40% of its $293 billion portfolio to AI-focused companies, including Apple and Amazon, both of which are actively developing AI systems. Apple is enhancing its Apple Intelligence, while Amazon is expanding its Amazon Web Services (AWS) cloud computing with new data centers. Meta is also making significant strides in AI, with analysts suggesting it could reach a $2 trillion valuation, joining Nvidia, Microsoft, Apple, and Amazon. Meta is leveraging AI to improve advertising, user experiences, and business messaging, and is developing AI chatbots and AI glasses. In the AI chip market, AMD has increased the price of its Instinct MI350 AI chip from $15,000 to $25,000, signaling confidence in its ability to compete with Nvidia's Blackwell B200. This price increase has positively impacted AMD's stock. Microsoft's stock performance is outpacing Amazon's, even with AI-related staff reductions, as Microsoft consistently exceeds expectations. Dropzone AI, a cybersecurity firm, secured $37 million in Series B funding to advance its AI security analyst technology, which automates alert investigations. Plexision is using a $365,000 investment to enhance its AI-powered blood tests for transplant outcome predictions. Micro1, a data labeling service competing with Scale AI, is raising funds at a $500 million valuation. Super Micro Computer's stock jumped 26.4% following a partnership with Meta and a $70 billion AI investment boost. ASML, despite strong Q2 2025 results, faces potential 'no growth' in 2026 due to tariff uncertainty, but its long-term outlook remains positive due to AI-driven demand. An AI stock selection strategy has shown a 97.22% success rate in 2025, identifying stocks with strong potential.

Key Takeaways

  • Warren Buffett's Berkshire Hathaway has invested 40% of its $293 billion portfolio in AI companies like Apple and Amazon.
  • Meta is projected by analysts to potentially reach a $2 trillion valuation due to its AI advancements.
  • AMD has increased the price of its Instinct MI350 AI chip to $25,000, confident in competing with Nvidia's Blackwell B200.
  • Dropzone AI raised $37 million in Series B funding to develop AI security analysts.
  • Plexision is using $365,000 to improve AI-powered blood tests for transplant outcome predictions.
  • Micro1, a competitor to Scale AI, is raising funds at a $500 million valuation.
  • Super Micro Computer's stock surged 26.4% due to a partnership with Meta and a $70 billion AI investment boost.
  • Microsoft's stock is outperforming Amazon's, even with AI-driven staff cuts.
  • ASML anticipates strong long-term growth driven by AI demand, despite potential near-term challenges.
  • An AI stock selection strategy has achieved a 97.22% success rate in 2025.

Warren Buffett invests big in AI with Apple, Amazon, Amex, Visa, Mastercard

Warren Buffett is investing in AI by putting 40% of Berkshire Hathaway's $293 billion portfolio into five companies. These companies include Apple, Amazon, American Express, Visa, and Mastercard. They are all working on AI systems to improve productivity and revenue. Some of these stocks may be better deals than others right now.

Buffett's Berkshire Hathaway invests $293 billion in AI stocks like Apple and Amazon

Warren Buffett's Berkshire Hathaway has invested 40% of its $293 billion portfolio in five AI companies. These include Apple, Amazon, American Express, Visa, and Mastercard. Apple is working to improve its Apple Intelligence system. Amazon is building new data centers for its Amazon Web Services (AWS) cloud computing. American Express uses AI to prevent fraud and improve customer service.

Meta could be next $2 trillion AI stock, says analyst

Meta Platforms may soon join companies like Nvidia, Microsoft, Apple, and Amazon in the $2 trillion club. Meta is using AI to improve advertising, create engaging experiences, and enhance business messaging. They are also developing a stand-alone AI chatbot and AI glasses. Meta's CEO Mark Zuckerberg sees five major opportunities for the company with AI.

Warren Buffett invests big in AI with Apple, Amazon, Amex, Visa, Mastercard

Warren Buffett is investing in AI by putting 40% of Berkshire Hathaway's $293 billion portfolio into five companies. These companies include Apple, Amazon, American Express, Visa, and Mastercard. They are all working on AI systems to improve productivity and revenue. Some of these stocks may be better deals than others right now.

AMD raises AI chip price, confident it can compete with Nvidia

Advanced Micro Devices (AMD) has increased the price of its Instinct MI350 AI chip from $15,000 to $25,000. This shows AMD is confident it can compete with Nvidia in the AI chip market. HSBC analysts say AMD's MI350 can now compete with Nvidia's Blackwell B200. AMD's AI chip sales are expected to be significantly higher next year.

AMD stock jumps on report of big AI chip price increase

AMD's stock rose after reports that it will increase the price of its Instinct MI350 AI chips to $25,000. The previous price was $15,000. AMD believes the Instinct MI350 AI chips are now comparable to Nvidia's Blackwell B200 AI chips. Even with the price increase, AMD's chips are still cheaper than Nvidia's.

AMD stock jumps as AI chip prices rise before earnings report

AMD's stock price increased after the company announced it would raise the price of its Instinct MI350 AI accelerator from $15,000 to $25,000. Analysts say that even at the higher price, the MI350 is cheaper than Nvidia's Blackwell B200. Wells Fargo analysts say the newly launched MI355X GPUs are key for AMD's upcoming Q2 earnings report on August 5. AMD is trying to gain a larger share of the $500 billion AI market.

Dropzone AI gets $37M to boost AI security analysts

Dropzone AI, which provides AI security analysts, has raised $37 million in Series B funding. The funding will help develop autonomous AI SOC agents. These agents will help reduce security risks and analyst burnout. Dropzone AI's technology helps security teams by automating alert investigations.

Dropzone AI raises $37M to advance AI cybersecurity solutions

Dropzone AI, an AI cybersecurity firm, has raised $37 million in a Series B funding round. The company builds AI agents that act like human analysts to investigate alerts. This helps reduce repetitive tasks and improves detection speed. Dropzone AI will use the funds to expand its teams and improve its technology.

Microsoft stock beats Amazon's despite AI staff cuts

Microsoft's stock is performing better than Amazon's, even with AI-driven staff cuts. Companies that announce AI-related job cuts don't always see big stock gains. Microsoft is different because it consistently beats expectations and uses AI for growth. Stock prices rise when companies exceed revenue and earnings expectations.

ASML is a top AI investment idea for second half of 2025

ASML reported strong results for Q2 2025, beating expectations for revenue and profit. However, the stock price didn't increase because management warned of potential 'no growth' in 2026. This is due to tariff uncertainty and delayed spending. Despite these risks, ASML's long-term growth outlook is strong, especially with AI driving demand.

AI stock picks boast 97% success rate in 2025

An AI stock selection strategy has achieved a 97.22% success rate in 2025. Several stocks chosen by the AI model have already shown big gains in July. The AI model identifies stocks with strong potential before the market recognizes them. The ProPicks AI model uses over 50 metrics to compare thousands of stocks worldwide.

Meta's AI strategy balances innovation with financial strength

Meta is investing heavily in AI infrastructure while maintaining financial stability. The company's 2024 financial report shows a balance between innovation and profitability. Meta is building AI data centers with NVIDIA H100 GPUs. The company's strong revenue and cash flow support its AI ambitions and shareholder returns.

Plexision uses AI to improve transplant outcome predictions

Plexision is using a $365,000 investment to improve its AI-powered blood tests for transplant outcomes. The company's platform uses immune cell function and machine learning to predict rejection and infection risks. Plexision's tests provide results in 6 to 24 hours. The tests will be presented at the 2025 World Transplant Congress.

Micro1 raises funds at $500M valuation to compete with Scale AI

Micro1, a competitor to Scale AI, is raising funds in a Series A round that values the company at $500 million. Micro1 provides data labeling services to AI labs. The company uses an AI-powered recruitment engine to find specialized experts. Micro1's revenue has increased significantly this year.

Super Micro Computer stock jumps on Meta partnership, AI investment

Super Micro Computer's stock surged 26.4% due to a partnership with Meta and a $70 billion AI investment boost. Meta's plan to expand its data centers could increase demand for Super Micro Computer's liquid-cooling technology. The U.S. government's AI investment could also drive demand for data centers. Analysts predict Super Micro Computer's earnings per share will increase significantly.

Sources

AI Warren Buffett Berkshire Hathaway Apple Amazon American Express Visa Mastercard Meta Platforms Nvidia Microsoft AMD AI Chips Instinct MI350 Blackwell B200 Dropzone AI Cybersecurity AI Security Analysts AI SOC Agents ASML AI Stock Picks Plexision Transplant Outcome Prediction Machine Learning Micro1 Scale AI Data Labeling Super Micro Computer AI Investment Data Centers AWS Apple Intelligence AI Chatbot AI Glasses AI Cybersecurity AI-driven staff cuts AI infrastructure Liquid-cooling technology