Google AI Bargain, Apple Delays, Meta Oracle Deals

The artificial intelligence landscape is seeing significant investment and strategic moves across major tech players and emerging companies. Alphabet is positioned as an AI bargain among the 'Magnificent Seven' stocks, leveraging its diverse operations from DeepMind research to consumer tools like Gemini. In contrast, Apple's stock has faced a downgrade due to a stretched valuation and delayed AI features, with its AI monetization lagging behind competitors. Oracle is recognized as a key AI industry player, securing substantial compute contracts, notably a major deal with OpenAI and potential agreements with Meta, which has driven its stock up 70%. Beyond the 'Magnificent Seven', Broadcom is noted for its AI inference silicon, networking, and software, while Palantir Technologies is seen as the execution layer for AI decision engines. True Labs has raised $10 million in seed funding for its AI crypto trading platform, TRUE DEX, which utilizes Solana Layer-2 and NVIDIA GPU clusters. Meanwhile, traders are shifting from volatile assets like XRP towards emerging AI projects such as DeepSnitch AI, which has raised $252K in its presale. In the venture capital space, Expeditions' Fund II has secured over 100 million for early-stage European companies in AI, cybersecurity, and defense, with backing from the NATO Innovation Fund. Separately, investors are betting on AI to reduce costs and boost profits in the acquisition of EA, with a consortium believing AI can automate tasks like play testing and asset generation. Even in sports, AI is being used for predictions, with one model forecasting Jordan Love to pass for under 234.5 yards in an upcoming game.

Key Takeaways

  • Alphabet is considered an AI bargain among 'Magnificent Seven' stocks due to its broad AI operations and attractive valuation.
  • Apple's stock was downgraded due to valuation concerns and delayed AI features, with its AI monetization lagging.
  • Oracle is a significant AI industry player, boosted by major compute contracts with OpenAI and potential deals with Meta.
  • Expeditions' Fund II raised over 100 million for early-stage European AI and security tech companies, backed by the NATO Innovation Fund.
  • True Labs secured $10 million in seed funding for its AI crypto trading platform, TRUE DEX, leveraging Solana Layer-2 and NVIDIA GPUs.
  • Traders are showing interest in AI presale projects like DeepSnitch AI, which raised $252K, amid crypto market volatility.
  • Investors are betting on AI to cut costs and boost profits in the $55 billion acquisition of EA, expecting automation in game development tasks.
  • Broadcom is recognized for its role in AI inference across silicon, networking, and software.
  • Palantir Technologies is identified as the execution layer for AI decision engines.
  • An AI model predicts Jordan Love will pass for under 234.5 yards in the Packers vs. Cowboys game.

Alphabet stock offers AI value with diverse operations

Alphabet stock is highlighted as a top artificial intelligence bargain due to its forward price-to-earnings ratio, making it the cheapest among 'Magnificent Seven' stocks. The company is involved in many parts of the AI process, from research with DeepMind to operating data centers and offering consumer AI tools like Gemini. This broad involvement gives Alphabet more control over innovation and integration. Its lower valuation suggests more potential for growth than risk, making it an attractive investment.

Alphabet stock offers AI value with diverse operations

Alphabet is identified as a prime investment for artificial intelligence, boasting the lowest forward price-to-earnings ratio among 'Magnificent Seven' stocks. The company's extensive work across the AI pipeline, including research via DeepMind and data center operations, positions it strongly. Its involvement spans AI research, data infrastructure, and consumer applications like Gemini. This diverse operational scope and attractive valuation suggest significant upside potential for investors.

Traders shift from XRP to DeepSnitch AI amid market volatility

As Bitcoin ETFs experience significant outflows, sparking market fears, traders are exploring new opportunities like DeepSnitch AI. XRP price predictions remain uncertain, contributing to investor caution in the altcoin market. DeepSnitch AI has gained attention by raising $252K in its presale, with its AI-powered analytics platform seen as a potential major growth project. This shift occurs as institutional interest in crypto faces volatility, leading investors to seek out promising presale projects.

True Labs secures $10M seed for AI crypto trading platform

True Labs, an AI-focused decentralized exchange developer, has raised $10 million in seed funding led by UAE-based investor Core Holding. The investment will fuel the development of TRUE AI, a large language model powering the TRUE DEX. This platform uses Solana Layer-2 and NVIDIA GPU clusters to process data, predict prices, and execute trades with risk controls. Led by former NAGA CEO Ben Bilski, True Labs aims to integrate AI and DeFi, rewarding users for contributing data to train the AI model.

AI predicts Jordan Love under 234.5 passing yards in Cowboys vs Packers game

A self-learning AI model from SportsLine predicts Jordan Love will pass for under 234.5 yards in the upcoming Sunday Night Football game between the Green Bay Packers and Dallas Cowboys. The AI model, which uses advanced machine learning, suggests this outcome based on Love's past performance, having gone under this total in two of his three games this season. The model projects Love to pass for 187.6 yards. This pick is rated as a 4.5-star prop bet.

Polish Expeditions Fund II raises over €100M for AI and security tech

Warsaw-based Expeditions has secured over €100 million for its Fund II, surpassing its initial goal and aiming for a €150 million final close. The fund focuses on early-stage European companies in cybersecurity, AI, quantum, and defense. Founded by defense and technology experts, Expeditions supports dual-use ventures and has already invested in seven companies through Fund II. LPs include the NATO Innovation Fund and the Polish Development Fund, highlighting strong confidence in European deep tech innovation.

Apple's AI monetization lags, leading to stock downgrade

Apple Inc. (AAPL) stock has been downgraded from Buy to Hold due to a stretched valuation and excessive optimism surrounding its AI capabilities. Despite a recent rally, concerns remain about potential future demands from President Trump regarding manufacturing. While iPhone sales saw a temporary boost, a slowdown is expected, and key AI features are delayed until 2026. Currently, Apple's AI monetization is very low, and it lags behind industry leaders.

Oracle recognized as top AI industry player

Oracle (ORCL) is being highlighted by analysts as a key player in the AI industry, largely due to significant compute contracts, including a major deal with OpenAI. This news, alongside reports of potential deals with Meta, has driven Oracle's stock up 70% this year. While some analysts express caution about the financial demands of these AI contracts, Oracle's strong market position in enterprise software and cloud services is noted. The company is seen as a fundamental provider for enterprise AI solutions.

Beyond Magnificent Seven: Top AI stocks identified by analysts

Analysts at Futurum Group identify several tech stocks poised to benefit from the next phase of AI development, extending beyond the 'Magnificent Seven'. Broadcom is highlighted for its role in taxing AI inference across silicon, networking, and software. Palantir Technologies is recognized as the execution layer for AI decision engines. Oracle is praised for its fundamental enterprise AI provision, while Nebius is noted for its AI compute infrastructure. MongoDB's Atlas platform is also recognized for simplifying large-scale AI applications.

Investors bet on AI to cut costs and boost profits in EA buyout

A consortium of investors, including Saudi Arabia's Public Investment Fund, Silver Lake, and Affinity Partners, is acquiring EA with a significant bet on artificial intelligence. They believe AI can drastically reduce operating costs and increase profitability by automating tasks like play testing, asset generation, and potentially voice acting. This strategy aims to shorten production cycles and lower development expenses across EA's game portfolio. Jared Kushner reportedly played a key role in securing the deal, which is valued at approximately $55 billion.

Sources

Artificial Intelligence AI Alphabet DeepMind Gemini DeepSnitch AI XRP Bitcoin ETFs Crypto True Labs TRUE AI DeFi Solana NVIDIA Sports AI Jordan Love Cybersecurity Quantum Computing Defense Tech Apple Oracle OpenAI Meta Broadcom Palantir Technologies Nebius MongoDB Gaming AI EA Venture Capital Stock Market Investment Technology Stocks