August 24, 2025

finance  
google, apple and nvidia Updates

Recent developments in the AI sector highlight both potential partnerships and investment opportunities. Alphabet's stock saw a rise following reports that Apple is considering using Google's Gemini AI to enhance Siri, with possibilities of a customized Gemini model for Apple by 2026. Meanwhile, Apple is also reportedly testing its own AI models and exploring the use of ChatGPT for image creation in iOS 26. In the cybersecurity domain, Palo Alto Networks is making strides with its AI-driven security solutions, experiencing a 16% revenue growth and anticipating further expansion with products like AI Access Security and PAN-OS 12.1 Orion, designed to counter quantum computing security risks. NVIDIA remains a favored AI stock, with analysts like TD Cowen's Joshua Buchalter setting a price target of $235.00, citing the company's crucial role in providing GPUs for AI models. Investors are also exploring AI through ETFs to diversify holdings, which often include companies like NVIDIA and Microsoft. Beyond these tech giants, companies like Tempus AI, Salesforce, Super Micro Computer, AvePoint, Blend Labs, Kratos, Kinaxis and Descartes Systems are also gaining attention for their innovative applications of AI. Finally, Kraken's acquisition of Capitalise.ai, which automates crypto trading strategies using natural language, signals further integration of AI in the financial sector.

Key Takeaways

  • Apple is in discussions to integrate Google's Gemini AI into Siri, potentially by 2026.
  • Alphabet's stock increased by 3.17% following reports of a possible AI partnership with Apple.
  • Palo Alto Networks' revenue grew by 16% due to its AI-driven cybersecurity solutions.
  • Palo Alto Networks offers AI Access Security to assess the safety of AI software, analyzing over 4,000 apps.
  • NVIDIA remains a top AI stock pick, with TD Cowen setting a price target of $235.00.
  • Investors are using ETFs to manage risk in AI investments, which often include NVIDIA and Microsoft.
  • Kraken acquired Capitalise.ai to automate crypto trading using natural language strategies.
  • Tempus AI, Salesforce, and Super Micro Computer are highlighted as AI stocks to watch.
  • AvePoint, Blend Labs, and Kratos have shown significant gains, driven by their use of AI in cloud data management, mortgage applications, and defense systems, respectively.
  • Kinaxis and Descartes Systems are Canadian AI stocks innovating in supply chain management.

Palo Alto Networks stock a smart AI buy under $200

Palo Alto Networks is a large cybersecurity company investing heavily in AI. Its revenue is growing fast because of its AI products. The company protects businesses using AI and even quantum computing. Investors can buy a share for under $200, making it a potentially good investment.

Palo Alto Networks a top AI cybersecurity stock to watch

Palo Alto Networks is a leading cybersecurity company using AI to protect businesses. They offer AI Access Security to check the safety of AI software. Their new product, PAN-OS 12.1 Orion, helps companies prepare for quantum computing security risks. The company's revenue grew by 16% in the last quarter, and they expect more growth. Investors might find Palo Alto Networks stock a good buy.

Palo Alto Networks stock shows promise in AI cybersecurity market

Palo Alto Networks is a major cybersecurity company using AI to protect businesses. They offer AI Access Security to check the safety of AI software, assessing over 4,000 apps. Their new product, PAN-OS 12.1 Orion, helps companies prepare for quantum computing security risks. The company's revenue grew by 16% and they think their NGS ARR could triple by 2030. Palo Alto Networks stock might be a good investment now.

Alphabet stock jumps on possible Apple AI partnership with Gemini

Alphabet's stock increased by 3.17% after reports that Apple may use Google's Gemini AI for Siri. Alphabet might train a special Gemini model for Apple's servers. This could improve Siri with features like understanding text, voice, and video by 2026. The U.S. Justice Department is still checking Alphabet's $10 billion search deal with Apple.

Apple stock rises amid talks of Google AI for Siri

Apple's stock went up 1.27% after reports that they might use Google's Gemini AI to improve Siri. Apple is testing Google's AI along with its own to upgrade Siri. Apple's AI team has seen changes, pushing them to work with other companies. They are also using ChatGPT for image creation in iOS 26.

Investing in AI using ETFs to manage market concentration

Investing in AI can be done through ETFs, which help manage risk by holding a mix of stocks. There are 23 AI ETFs, with many created after ChatGPT became popular. Some ETFs focus on AI chips and software, while others invest in utilities and infrastructure that support AI. Many AI ETFs include Nvidia and Microsoft, so it's important to check what stocks an ETF holds. Investors should research ETFs to diversify their AI investments.

Analysts say NVIDIA is still a top AI stock pick

Analysts believe NVIDIA is a top AI stock because its GPUs are important for AI models. TD Cowen analyst Joshua Buchalter increased the price target on NVIDIA to $235.00. NVIDIA's software and market position give it an advantage. Despite recent growth, analysts think NVIDIA has more potential as AI demand increases.

Kraken acquires Capitalise.ai for automated crypto trading

Kraken, a crypto platform, is buying Capitalise.ai, an Israeli company that automates trading. Capitalise.ai uses everyday language to create trading strategies. Kraken Pro will soon use Capitalise.ai's tech, letting users automate complex strategies without coding. Capitalise.ai's team will join Kraken to improve Kraken Pro.

Top AI stocks to watch Tempus AI, Salesforce, and Super Micro

Tempus AI, Salesforce, and Super Micro Computer are AI stocks to watch. These companies develop and use AI technology in different ways. Investing in AI stocks can be a good opportunity because the AI sector is growing. Investors should research these companies to see if they fit their investment plans.

AI stocks AvePoint, Blend Labs, and Kratos show big gains

Three AI stocks, AvePoint, Blend Labs, and Kratos, have shown big gains for investors. AvePoint used AI for cloud data management and had a 105% gain. Blend Labs used AI to improve mortgage applications and doubled in value. Kratos used AI in defense systems and had a 324% gain. These companies show how AI can create big opportunities for investors.

Kinaxis and Descartes Systems top Canadian AI stocks

Kinaxis and Descartes Systems are two Canadian AI stocks focused on supply chain management. Kinaxis uses its Maestro platform to innovate in AI. Descartes Systems uses its AI Advisor to solve specific problems. Descartes Systems is seen as better positioned to make money from AI. Both companies could see growth as AI becomes more important in supply chain management.

Sources

Palo Alto Networks Cybersecurity AI Quantum Computing AI Access Security PAN-OS 12.1 Orion Alphabet Google Gemini Apple Siri AI Partnership AI ETFs NVIDIA AI Chips AI Software Microsoft TD Cowen Kraken Capitalise.ai Automated Crypto Trading Tempus AI Salesforce Super Micro Computer AvePoint Blend Labs Kratos Kinaxis Descartes Systems Supply Chain Management Investment Stocks Revenue Growth