September 24, 2025

finance  
google, nvidia and microsoft Updates

The artificial intelligence landscape continues to see significant developments across major tech players and specialized firms. Alphabet, Google's parent company, is poised for substantial market value growth, potentially reaching $6 trillion by 2030, driven by AI integrations into products like Google Search and Chrome, alongside its expanding Waymo robotaxi service. Despite antitrust scrutiny, Alphabet's stock has performed well, offering a competitive valuation against rivals like Nvidia and Microsoft. Meanwhile, Nvidia is exploring a new business model with OpenAI, discussing chip leasing as an alternative to outright purchase to finance the vast AI infrastructure required for advanced models. This follows Nvidia's announcement of a potential $100 billion investment in OpenAI for AI infrastructure, including deploying at least 10 gigawatts of Nvidia's AI systems. Meta Platforms is also pushing AI boundaries with its new Meta Ray-Ban Display glasses, featuring a high-resolution display and AI-powered functions, starting at $799. In the defense sector, BigBear.ai's stock has surged following its participation in U.S. Navy exercises, where it will deploy AI solutions and demonstrate its ConductorOS platform for improved coordination and threat detection. SoundHound AI is also experiencing stock gains, bolstered by a $60 million acquisition of an AI customer service firm and a partnership with Red Lobster for voice ordering, validating its enterprise AI strategy. SkySparc has secured a significant growth investment to expand its AI-powered finance and treasury solutions. Separately, Merck & Co. is collaborating with Variational AI, a deal potentially worth up to $349 million, to discover new drug candidates using generative AI. These developments underscore the widespread integration and investment in AI across various industries, from consumer tech and cloud services to defense and pharmaceuticals.

Key Takeaways

  • Alphabet's market value could reach $6 trillion by 2030, driven by AI integrations into Google Search and Chrome, and expansion of its Waymo robotaxi service.
  • Nvidia and OpenAI are discussing a potential chip leasing model to finance AI infrastructure, moving beyond traditional purchasing.
  • Nvidia plans to invest up to $100 billion in OpenAI for AI infrastructure, including deploying at least 10 gigawatts of AI systems.
  • Meta Platforms is launching new AI glasses, the Meta Ray-Ban Display, with advanced features for $799.
  • BigBear.ai's stock rose after announcing its AI solutions will be used in U.S. Navy maritime exercises to enhance coordination and threat detection.
  • SoundHound AI acquired an AI customer service firm for $60 million and partnered with Red Lobster for voice ordering, boosting its stock.
  • SkySparc received a majority growth investment to enhance its AI-powered finance and treasury solutions.
  • Merck & Co. is collaborating with Variational AI, a deal potentially worth up to $349 million, to discover drug candidates using generative AI.
  • Four stocks selected by AI algorithms have achieved over 20% monthly gains, increasing the strategy's hit rate to over 93%.
  • Alphabet's stock offers a reasonable valuation compared to competitors like Nvidia and Microsoft.

Alphabet's AI could boost market value to $6 trillion by 2030

Alphabet, Google's parent company, is expected to see its market value potentially double to $6 trillion by 2030 due to advancements in artificial intelligence. The company is integrating its powerful Gemini AI model into key products like Google Search and the Chrome browser, enhancing user experience and retaining customers. Google Cloud is also a significant asset, showing strong growth and profitability, while the autonomous robotaxi service Waymo is expanding aggressively across the U.S. These AI-driven innovations and services position Alphabet for substantial future growth.

Alphabet is a top AI stock with strong growth potential

Alphabet, the parent company of Google, is considered a leading artificial intelligence stock. Despite recent antitrust rulings, its shares have surged, driven by AI enhancements to its search engine that increased user engagement. The company is also expanding its AI-powered robotaxi service, Waymo, through partnerships with Uber and Lyft. Alphabet's stock offers a reasonable valuation compared to competitors like Nvidia and Microsoft, making it an attractive investment in the AI sector.

Alphabet's AI investments drive revenue growth

Alphabet, the parent company of Google, is making significant strides in the artificial intelligence sector, investing billions to enhance its AI capabilities. Following a favorable antitrust ruling, the company's stock reached an all-time high, boosted by AI features in its search engine that increased user numbers. Alphabet is also expanding its Waymo robotaxi service across the U.S. with partners like Uber and Lyft. The company's AI investments are leading to rising revenue, and its stock remains attractively valued compared to rivals like Nvidia and Microsoft.

BigBear.ai stock surges on U.S. Navy participation

BigBear.ai's stock experienced a significant increase after the company announced its participation in U.S. Navy maritime exercises. The company will deploy AI solutions to improve coordination and threat detection in naval operations. BigBear.ai will also demonstrate ConductorOS, a platform for integrating AI, data, and sensor orchestration. This development highlights BigBear.ai's role in the defense industry's adoption of AI, positioning it as a viable opportunity for investors alongside competitors like Palantir Technologies.

BigBear.ai stock rises on Navy AI demonstration

BigBear.ai's stock saw a significant jump after the company announced its involvement in a U.S. Navy demonstration of AI solutions. The company will showcase its capabilities to enhance coordination and threat detection in maritime operations. BigBear.ai will also demonstrate its ConductorOS platform, which integrates AI, data, and sensor orchestration. This participation signals continued interest from the military in BigBear.ai's technology, presenting an opportunity for investors in the AI defense sector.

SoundHound AI stock gains on acquisition and analyst upgrades

SoundHound AI (SOUN) stock has seen a significant rise, gaining nearly 43% in the past month, partly due to a broader tech sector surge following Nvidia's data center expansion news. The company recently acquired an AI-powered customer service firm for $60 million, strengthening its position in Agentic AI and expanding its enterprise customer base. Analysts remain largely bullish on SoundHound AI's long-term prospects, with some raising price targets following the acquisition, although one analyst maintains a Hold rating due to competition and valuation concerns.

SoundHound AI partners with Red Lobster for voice ordering

SoundHound AI's stock rallied over 10% after announcing a partnership with Red Lobster to implement automated phone ordering across all its locations. This collaboration validates SoundHound's enterprise strategy and demonstrates the scalability of its voice AI technology in a commercial setting. The deal is expected to improve customer experience and reduce staff workload, potentially attracting other large restaurant chains. Despite a high valuation, SoundHound AI has strong revenue growth and a solid cash position, making it attractive for long-term investors.

SkySparc receives investment for AI finance transformation

SkySparc, a provider of digital transformation solutions for finance and treasury, has secured a majority growth investment from Bregal Milestone. This partnership aims to accelerate SkySparc's global reach and enhance its AI-powered capabilities. The company helps organizations streamline reporting, automate reconciliations, and improve cash visibility using its OmniFi platform. With this investment, SkySparc plans to expand its services across the CFO's office, focusing on areas like risk management and financial planning.

Four AI-selected stocks achieve over 20% monthly gains

Four stocks chosen by artificial intelligence algorithms have achieved gains of over 20% this month. This success has boosted the hit rate of the AI selection strategy to over 93%. The specific stocks and the AI methodology behind their selection were not detailed in the provided text.

Meta showcases advanced AI glasses at Meta Connect 2025

Meta Platforms highlighted its latest AI innovations, including advanced AI glasses, at its Meta Connect 2025 event. The new Meta Ray-Ban Display glasses feature a high-resolution display and support various functions like messaging, photos, and translations, powered by Meta AI. A Meta Neural Band allows users to interact with the glasses using simple gestures. These AI glasses, starting at $799, aim to enhance user interaction with AI and offer features like visual AI assistance and live translation, reflecting Meta's focus on expanding its platform and innovating with AI.

Merck partners with Variational AI for drug discovery

Merck & Co. has entered into a significant collaboration with Variational AI, potentially worth up to $349 million, to discover small molecule drug candidates. The partnership will utilize Variational AI's Enki technology, which employs generative artificial intelligence to design molecules based on specific target product profiles. Merck will select two challenging targets and will have exclusive rights to develop and commercialize any resulting compounds. This deal expands Merck's use of AI in drug discovery, following previous collaborations with other AI companies.

Nvidia and OpenAI discuss chip leasing for AI infrastructure

Nvidia and OpenAI are exploring a new business model where OpenAI would lease Nvidia's AI chips instead of purchasing them. This potential deal aims to finance the massive build-out of AI infrastructure needed for advanced AI models. Leasing could provide Nvidia with predictable revenue and OpenAI with reduced upfront costs, allowing for flexible scaling. The discussions highlight the immense cost of AI development and the innovative financial structures required to support it, potentially setting a precedent for the industry.

Nvidia invests $100 billion in OpenAI AI infrastructure

Nvidia announced plans to invest up to $100 billion in ChatGPT developer OpenAI as part of a new AI infrastructure partnership. OpenAI will deploy at least 10 gigawatts of Nvidia's AI systems, including the Vera Rubin platform, for its data centers. This significant investment aims to secure Nvidia's dominance in the AI chip market by co-optimizing hardware and software roadmaps with a key partner like OpenAI. The deal could generate substantial revenue for Nvidia, estimated at $500 billion.

Sources

Artificial Intelligence AI Stocks Alphabet Google Gemini AI Google Cloud Waymo Robotaxi Nvidia Microsoft BigBear.ai Defense AI U.S. Navy ConductorOS Palantir Technologies SoundHound AI Agentic AI Voice AI Red Lobster SkySparc AI Finance OmniFi Meta Platforms AI Glasses Meta Ray-Ban Display Meta AI Merck Variational AI Drug Discovery Generative AI OpenAI AI Infrastructure AI Chips ChatGPT