August 7, 2025

finance  
Google $96.4B Revenue, Apple AI Search, Nvidia Demand

In August 2025, the AI landscape continues to evolve rapidly across various sectors. Several reports highlight ASML, Alphabet (Google), and Taiwan Semiconductor Manufacturing (TSMC) as strong AI stock picks, with ASML providing essential equipment for AI chip manufacturing, Google demonstrating resilience in ad revenue despite the rise of AI models like ChatGPT and the promise of its Gemini AI model, and TSMC benefiting from the increasing demand for AI chips, including those for Nvidia. Concerns exist around Google's market position due to the rise of AI models, but its Q2 2025 revenue reached $96.4 billion, a 14% increase year-over-year, fueled by ventures like YouTube and Waymo. Apple is also making moves in the AI space, developing its own AI search engine to potentially rival Google and power features like Siri, Safari, and Spotlight, which could reduce the $20 billion it pays Google annually for default search placement in Safari. Elsewhere, Kobalt has struck a deal with ElevenLabs' Eleven Music platform to ensure fair pay for music publishing in the AI music space, splitting royalties 50/50. Zeta Global's AI-powered marketing platform is driving revenue growth, with Q2 2025 revenue reaching $308 million, a 35% year-over-year increase, supported by the launch of Zeta Answers and increased agency partnerships. Apollo is investing in Stream Data Centers to capitalize on the growing need for data centers driven by AI and cloud computing, anticipating a potential $6.7 trillion market by 2030. MongoDB is emerging as a generative AI player, with its vector search technology and AI-driven database capabilities earning an "Outperform" rating from BMO Capital Markets. Ultromics secured $55 million in funding to advance its AI-powered heart care solutions, expanding its FDA-cleared AI software for heart failure and cardiac amyloidosis. Finally, Power Trades, an AI-based trading app, is gaining traction in Canada, offering real-time market insights with a focus on data security.

Key Takeaways

  • ASML, Alphabet (Google), and TSMC are consistently highlighted as strong AI stock picks for August 2025 due to their roles in AI chip manufacturing and related technologies.
  • Alphabet's Q2 2025 revenue increased by 14% year-over-year to $96.4 billion, despite concerns about competition from AI models like ChatGPT.
  • Apple is developing its own AI search engine to compete with Google, potentially impacting the $20 billion it pays Google annually for default search placement in Safari and enhancing Siri.
  • Kobalt's deal with ElevenLabs' Eleven Music platform sets a precedent for fair royalty splits (50/50) between music publishing and recorded music in the AI music space.
  • Zeta Global's Q2 2025 revenue grew by 35% year-over-year to $308 million, driven by its AI-powered marketing platform and the launch of Zeta Answers.
  • Apollo is investing in Stream Data Centers, anticipating significant growth in the data center market, potentially reaching $6.7 trillion by 2030, due to AI and cloud computing demands.
  • MongoDB is recognized as a key player in generative AI, with BMO Capital Markets giving it an "Outperform" rating and a $280 price target.
  • Ultromics secured $55 million in Series C funding to expand its AI-powered heart care solutions, including FDA-cleared software for heart failure and cardiac amyloidosis.
  • Power Trades, an AI-based trading app, is gaining popularity in Canada, focusing on secure trading and providing real-time market insights.
  • Alphabet's Gemini AI model is expected to enhance Google's search capabilities.

Top 3 Artificial Intelligence Stocks to Buy Now ASML, Alphabet, TSMC

According to a report from August 6, 2025, ASML, Alphabet, and Taiwan Semiconductor Manufacturing (TSMC) are strong AI stocks to consider. ASML makes important equipment for advanced chips, and despite concerns, analysts expect its earnings to grow. Alphabet's Google ad revenue is still growing, and its AI and autonomous driving projects are promising. TSMC is a leading semiconductor producer benefiting from the increasing demand for AI chips, though it faces geopolitical risks in Taiwan.

Must-Buy AI Stocks ASML, Alphabet, and Taiwan Semiconductor Lead the Way

Three AI stocks, ASML, Alphabet, and TSMC, are highlighted as great buys for investors in August 2025. ASML makes important equipment for creating high-end AI chips. Alphabet's Google is still making money from ads even with the rise of AI models like ChatGPT. TSMC is a top semiconductor maker that produces AI chips for companies like Nvidia.

AI Stock Opportunities ASML, Alphabet, and Taiwan Semiconductor

ASML, Alphabet, and Taiwan Semiconductor Manufacturing (TSMC) are recommended AI stocks for investors to consider in August 2025. ASML builds important systems for making AI chips. Alphabet's Google is performing well, even with the rise of AI models. TSMC is a leading semiconductor manufacturer that is expanding its market share in AI chip production.

Alphabet's AI Challenges Raise Investor Concerns About Market Position

Giverny Capital Asset Management discussed Alphabet Inc in their second-quarter 2025 investor letter. Investors are worried that AI models like ChatGPT might threaten Google's search engine. However, Giverny Capital believes Alphabet's Gemini AI model is promising and will enhance Google's search capabilities. Alphabet's other ventures like YouTube and Waymo also hold significant value, with the company generating $96.4 billion in revenue in Q2 2025, a 14% increase from the previous year.

Can Apple's AI Search Engine Dethrone Google?

Apple is developing its own AI search engine to compete with Google. This new engine could power Siri, Safari, and Spotlight, potentially reducing Apple's reliance on Google. Currently, Apple pays Google $20 billion yearly for being the default search engine in Safari. With its own engine, Apple could control search data and revenue. Analysts rate Apple stock a Moderate Buy with a potential upside of 14.25%.

Apple's AI Search Engine Aims to Rival Google

Apple is working on an AI answer engine to compete with Google Search. This could allow Apple to control its own search infrastructure and ad revenue. Currently, Apple pays Google $20 billion per year for default search placement in Safari. If successful, this move could reframe Apple as an AI-first leader. Analysts have given Apple stock a Moderate Buy rating.

Kobalt's AI Deal Ensures Fair Pay for Music Publishing

Kobalt, a music publisher, made a deal with ElevenLabs' new AI music platform, Eleven Music, that sets a new standard for the music industry. The deal ensures that music publishing gets paid the same as recorded music, splitting royalties 50/50. Kobalt also secured a "Most Favored Nation" clause, meaning they'll get better terms if any other music company does. This agreement is a pilot program that may expand to other platforms and rights holders in the future.

Zeta Global's AI Marketing Platform Drives Revenue Growth

Zeta Global's Q2 2025 earnings call highlighted the company's revenue growth of 35% year-over-year, reaching $308 million. This growth was fueled by the demand for its AI-powered marketing platform. Zeta launched Zeta Answers, an AI framework that improves client ROI. The company's agency partnerships also increased by 40% year-over-year. Zeta achieved a 57% free cash flow conversion through efficient spending.

Apollo Invests in Stream Data Centers for AI Growth

Apollo has agreed to buy a majority stake in Stream Data Centers (SDC), betting on the increasing need for data centers due to AI and cloud computing. SDC builds and manages data center campuses. Apollo believes that large cloud service providers will continue to need outside developers to build data centers. The demand for data centers could reach $6.7 trillion worldwide by 2030. Other firms like Blackstone and KKR are also investing in this area.

MongoDB Stock Gains Favor as a Generative AI Hidden Gem

MongoDB is gaining attention as a key player in generative AI. BMO Capital Markets started covering MongoDB with an "Outperform" rating and a $280 price target. MongoDB's vector search technology and potential in AI-driven databases are key growth factors. MongoDB acquired Voyage AI and launched its Model Context Protocol (MCP) server. Analysts have a Strong Buy consensus rating for MongoDB, with a mean price target suggesting a 19% upside.

Ultromics Secures $55M to Advance AI in Heart Care

Ultromics, a healthcare company using AI to improve heart evaluations, has raised $55 million in Series C funding. The company has developed FDA-cleared AI software for heart failure and cardiac amyloidosis. Ultromics' software analyzes echocardiogram results and provides real-time risk scores to help cardiologists make treatment decisions. The funding will help Ultromics expand its presence in the U.S. market and develop new AI-enabled offerings for other heart conditions.

Power Trades App Uses AI for Secure Trading in Canada

Power Trades is an AI-based trading app gaining popularity in Canada in 2025. It uses AI to analyze market activity and provide real-time insights to traders. The app focuses on security, using encryption and secure infrastructure to protect user data. Power Trades does not execute trades or access brokerage accounts, but provides trade suggestions. It is praised for its user-friendly design and focus on data security, earning a 4.6/5 rating from Canadian users.

Sources

ASML Alphabet TSMC AI Stocks Semiconductor Google ChatGPT Gemini AI Model AI Chip Production Apple AI Search Engine Siri Safari Spotlight Kobalt ElevenLabs AI Music Platform Music Publishing Zeta Global AI Marketing Platform Zeta Answers Apollo Stream Data Centers Data Centers Cloud Computing MongoDB Generative AI Vector Search Voyage AI Model Context Protocol Ultromics AI in Heart Care Echocardiogram Power Trades AI Trading App Data Security