August 3, 2025

finance  
Google $96.4B Revenue, Meta, Microsoft AI Spend $155B

The AI sector continues to see significant activity across multiple companies and investment areas. Alphabet, Google's parent company, reported Q2 2025 revenue of $96.4 billion, a 14% increase, and is investing heavily in AI, including its Gemini models for YouTube and Search. Alphabet plans to allocate $85 billion to AI infrastructure. However, its stock dipped 1.51% on August 1 despite these investments, even with Google Cloud revenue growing 32% due to AI demand. Other major tech players like Meta, Microsoft, and Amazon are also making substantial investments, with total AI development spending reaching $155 billion this year. Microsoft alone plans to spend around $100 billion on AI in the next fiscal year, while Meta intends to invest between $66 billion and $72 billion. In other company news, C3.ai's stock experienced a dip following the announcement that CEO Tom Siebel would step down, though he will remain executive chairman. Despite this, C3.ai anticipates $466 million in revenue for FY 2026. Marvell Technology is also poised to benefit from high AI demand, particularly in optical technology, leading Morgan Stanley to increase its price target to $80.00. AppLovin is considered a strong investment choice, with analysts predicting a 30% annual return over the next two years. Upstart, an AI lending platform, saw its revenue increase by 67% to $213 million in the first quarter. Nebius Group, a European AI infrastructure company, reported impressive revenue growth of 385%. An AI-driven token presale has raised $2.6 million after selling over 210 million tokens, boosted by its CoinMarketCap listing.

Key Takeaways

  • Alphabet's Q2 2025 revenue reached $96.4 billion, up 14%, with significant AI investments including Gemini models.
  • Alphabet plans to spend $85 billion on AI infrastructure to address a $106 billion order backlog in Google Cloud.
  • Total AI development spending by major tech companies like Meta, Microsoft, Amazon, and Alphabet has reached $155 billion this year.
  • Microsoft plans to invest approximately $100 billion in AI in the next fiscal year.
  • Meta intends to spend between $66 billion and $72 billion on AI development.
  • C3.ai's CEO Tom Siebel is stepping down, but will remain executive chairman; the company expects $466 million in revenue for FY 2026.
  • Marvell Technology's price target was increased to $80.00 due to optimism about AI demand in optical technology.
  • AppLovin is considered a top investment choice with analysts predicting a 30% annual return over the next two years.
  • Upstart, an AI lending platform, experienced a 67% revenue increase in the first quarter, reaching $213 million.
  • An AI-driven token presale raised $2.6 million after selling over 210 million tokens, boosted by its CoinMarketCap listing.

Top AI stocks now Alphabet and Upstart

The artificial intelligence revolution offers many investment options. Alphabet, Google's parent company, invests heavily in AI, using models like Gemini to improve YouTube and Search. Alphabet's Q2 revenue was $96.4 billion, up 14%, and it plans to spend $85 billion on AI infrastructure. Upstart, an AI lending platform, had a strong first quarter with revenue up 67% to $213 million and is suited for risk-tolerant investors.

Top AI stocks now Alphabet and Upstart

The artificial intelligence revolution offers many investment options. Alphabet, Google's parent company, invests heavily in AI, using models like Gemini to improve YouTube and Search. Alphabet's Q2 2025 revenue was $96.4 billion, up 14%, and it plans to spend $85 billion on AI infrastructure. Upstart, an AI lending platform, had a strong first quarter with revenue up 67% to $213 million and is suited for risk-tolerant investors.

C3.ai stock dips as CEO steps down

C3.ai's stock dropped after CEO Tom Siebel announced he would step down due to health reasons. Siebel's departure raises questions about the company's future direction. C3.ai provides AI solutions and has government contracts, with revenue up 25% in Q4 2025. The company expects $466 million in revenue for FY 2026. Investors should wait to see who C3.ai hires as the new CEO before buying more shares.

Is C3.ai stock a good investment now

C3.ai's stock is down despite the growing AI market. The company provides AI solutions to businesses like the U.S. Air Force and ExxonMobil. C3.ai's revenue increased 26% in its fiscal fourth quarter, but it is not yet profitable. CEO Tom Siebel is stepping down, but will remain executive chairman. C3.ai's low stock valuation and growing sales make it a potentially good investment.

Marvell stock boosted by AI optimism

Morgan Stanley analyst Joseph Moore increased the price target for Marvell Technology stock to $80.00. Moore believes Marvell is set to gain from high AI demand in the coming year. He is especially optimistic about Marvell's opportunities in optical technology. Marvell Technology focuses on developing and producing semiconductors, especially for data centers.

Alphabet stock falls despite AI investment

Alphabet's stock decreased by 1.51% on August 1, 2025, even as CEO Sundar Pichai announced an increased $85 billion capital expenditure plan for AI. This investment aims to address a $106 billion order backlog in Google Cloud. Google Cloud's revenue grew 32% in Q2 2025, driven by AI demand. Alphabet's focus on AI infrastructure aims to maintain its competitive edge, but faces risks in deploying these capital-intensive projects.

AppLovin stock still a good buy despite AI hype

AppLovin is considered a top investment choice, offering both high growth and a reasonable price. Analysts predict a 30% annual return over the next two years. Investors are awaiting Q2 earnings for potential buyback announcements and updates on the company's market leadership. AppLovin's stock has already increased by 5.69% since the last analysis, indicating its continued attractiveness.

AI token presale hits 210M after CoinMarketCap listing

An AI-driven token has sold over 210 million tokens in its presale, raising $2.6 million. Its listing on CoinMarketCap has boosted investor confidence and accelerated sales. The token integrates AI and blockchain to provide solutions for businesses, like enhancing marketing and streamlining workflows. A cybersecurity audit confirmed the project's security. Analysts predict a high return on investment, noting its utility beyond just a store of value.

Big Tech spends billions on AI development

Major tech companies have spent $155 billion on AI development this year, exceeding the US government's spending on education and social services. Companies like Meta, Microsoft, Amazon, and Alphabet are investing heavily in data centers and infrastructure for AI. Microsoft plans to spend about $100 billion on AI in the next fiscal year, while Meta plans to spend between $66 billion and $72 billion. This massive investment highlights the importance of AI in the tech industry.

Top AI stocks to invest in this August

Three AI stocks stand out this August. Nebius Group, a European AI infrastructure company, reported revenue growth of 385%. Microsoft is integrating AI across its productivity suite, driving growth in Microsoft 365 and cloud services. Meta Platforms is using AI to improve ad delivery and user engagement. These companies represent different strategies for capitalizing on the AI revolution.

Sources

AI Artificial Intelligence Alphabet Google Upstart C3.ai Marvell Technology AppLovin AI Token Nebius Group Microsoft Meta Platforms Investment Stocks Revenue AI Infrastructure Data Centers Google Cloud AI Lending Platform Semiconductors Optical Technology AI Solutions AI Development CoinMarketCap Blockchain AI Market Gemini AI Demand