July 29, 2025

finance  
google, openai and amazon Updates

In July 2025, the AI landscape continues to evolve, presenting both opportunities and challenges for major tech players. Alphabet is experiencing growth in its AI sector, with Google Cloud revenue jumping 32% to $13.6 billion in Q2 2025, fueled by Gemini 2.5 models and a 12% increase in Google Search revenue to $52.2 billion. OpenAI's decision to use Google Cloud servers for ChatGPT could further boost Alphabet's stock. Despite these gains, Alphabet and IBM's AI stocks are considered undervalued compared to other tech companies, making them potentially attractive investments. Amazon, a leader in AI cloud services through AWS, is also poised to benefit from increased AI spending, with analysts projecting a 9.5% revenue increase for Q2 2025. Tesla has solidified its commitment to AI with a $16.5 billion deal with Samsung for AI chips, to be manufactured at Samsung's new Texas factory starting in July 2025. This deal is expected to last until December 2033 and will help Samsung compete with TSMC. Graphjet Technology's stock has surged 56% due to its role in supplying graphite and graphene for semiconductor manufacturing, essential for AI chip production. AMD is also anticipated to report strong earnings, driven by AI and data center demand, with Q1 revenue up 36% and data center sales increasing 57%. Meta is under scrutiny as it invests heavily in AI, with analysts questioning whether it can maintain a profit margin above 40%. The company is set to release its Q2 2025 earnings report on July 30. Apple faces challenges, including a lawsuit alleging inflated stock prices due to app commissions and premature AI feature promotion. An analyst remains optimistic about Apple's stock, viewing the iPhone as a catalyst for AI adoption, despite an 8% revenue decrease in China in 2024 and competition for its Vision Pro from Meta's Quest. Meanwhile, SoundThinking Inc's earnings have been impacted by increased AI investments and tariffs; its stock closed at $12.13 on July 25, 2025. The broader AI stock market is expected to grow significantly, with analysts recommending investments in companies involved in semiconductors, AI model training, data centers, AI tool development, and hardware manufacturing. ASML, Baidu, and Taiwan Semiconductor Manufacturing are among the recommended AI stocks.

Key Takeaways

  • Alphabet's Google Cloud revenue increased by 32% to $13.6 billion in Q2 2025, driven by AI advancements like Gemini 2.5.
  • OpenAI will use Google Cloud for ChatGPT, potentially boosting Alphabet's stock value.
  • Tesla has signed a $16.5 billion deal with Samsung for AI chips to be produced in Samsung's Texas factory.
  • Amazon's AWS is expected to benefit from increased AI spending, with projected revenue growth of 9.5% in Q2 2025.
  • Meta's AI investments are under scrutiny as analysts question its ability to maintain a profit margin above 40%.
  • Apple is facing a lawsuit alleging inflated stock prices due to app commissions and premature AI feature promotion.
  • AMD's Q1 revenue increased 36%, with data center sales up 57%, driven by AI and data center demand.
  • Graphjet Technology's stock surged 56% due to its role in supplying materials for AI chip manufacturing.
  • SoundThinking Inc's earnings were negatively impacted by increased AI investments and tariffs.
  • Alphabet and IBM AI stocks are considered undervalued compared to other tech companies.

Alphabet and IBM AI Stocks Still on Sale in 2025

Alphabet and IBM are AI companies with strong AI technology and good finances. Their stocks are trading at lower prices compared to other tech companies. Alphabet's AI Overviews are used by over 2 billion people monthly. IBM's acquisition of Red Hat has made it a big player in AI. Both companies are good choices for investors in 2025.

Alphabet and IBM AI Stocks Still on Sale in 2025

Alphabet and IBM are AI companies with strong AI technology and good finances. Their stocks are trading at lower prices compared to other tech companies. Alphabet's AI Overviews are used by over 2 billion people monthly. IBM's acquisition of Red Hat has made it a big player in AI. Both companies are good choices for investors in July 2025.

Alphabet's AI Growth Accelerates Is It Time to Buy the Stock

Alphabet is growing in AI, especially with Google Cloud. Google Cloud's revenue jumped 32% to $13.6 billion in the second quarter of 2025. Alphabet's Gemini 2.5 models are helping growth, with 9 million developers using Gemini. Google Search revenue increased 12% to $52.2 billion. Alphabet's stock is a good buy because AI is helping it grow.

Alphabet and IBM AI Stocks Still on Sale in 2025

Alphabet and IBM are AI companies with strong AI technology and good finances. Their stocks are trading at lower prices compared to other tech companies. Alphabet's AI Overviews are used by over 2 billion people monthly. IBM's acquisition of Red Hat has made it a big player in AI. Both companies are good choices for investors in July 2025.

Alphabet and IBM AI Stocks Still on Sale After Tech Rally

Alphabet and IBM are AI companies with strong AI technology and good finances. Their stocks are trading at lower prices compared to other tech companies. Alphabet's AI Overviews are used by over 2 billion people monthly. IBM's acquisition of Red Hat has made it a big player in AI. Both companies are good choices for investors in July 2025.

Alphabet and IBM AI Stocks Still on Sale After Tech Rally

Alphabet and IBM are AI companies with strong AI technology and good finances. Their stocks are trading at lower prices compared to other tech companies. Alphabet's AI Overviews are used by over 2 billion people monthly. IBM's acquisition of Red Hat has made it a big player in AI. Both companies are good choices for investors in July 2025.

OpenAI Chooses Google Cloud Alphabet Stock Could Soar

OpenAI will use Alphabet's Google Cloud servers to run ChatGPT. This is good news for Alphabet, and its stock price could increase. Google Cloud's revenue increased 32% in the second quarter of 2025. The market is worried about Google Search losing market share, but Google Search revenue increased 12%. Alphabet's stock is a good value because of these factors.

Tesla Confirms $16.5 Billion AI Chip Deal with Samsung

Tesla has signed a $16.5 billion deal with Samsung for AI chips. Samsung will make Tesla's next-generation AI6 chips at a new Texas factory. The deal starts in July 2025 and lasts until December 2033. Tesla will help Samsung improve production. This deal helps Samsung compete with TSMC in the AI chip market.

Tesla and Samsung Sign $16.5 Billion AI Chip Deal

Tesla plans to buy AI chips from Samsung in a new deal worth $16.5 billion. The US and EU have reached a trade agreement that will put a 15% tax on European exports. Investors are getting ready for tech earnings reports from Microsoft, Meta, Apple, and Amazon.

Tesla and Samsung Sign $16.5 Billion AI Chip Deal

Tesla CEO Elon Musk said Tesla has signed a $16.5 billion deal with Samsung for AI chips. Samsung's new Texas factory will make the chips. Musk said the $16.5 billion is just the beginning of the deal.

SoundThinking's Earnings Down Due to AI Investment and Tariffs

SoundThinking Inc's earnings were lower than expected because of more investment in AI and tariffs. SoundThinking sells a system that detects gunfire to help cities respond to gun violence. Conestoga Capital Advisors still thinks SoundThinking is targeting a good market with its technology. SoundThinking's stock closed at $12.13 per share on July 25, 2025.

SoundThinking's Earnings Down Due to AI Investment and Tariffs

SoundThinking Inc's earnings were lower than expected because of more investment in AI and tariffs. SoundThinking sells a system that detects gunfire to help cities respond to gun violence. Conestoga Capital Advisors still thinks SoundThinking is targeting a good market with its technology. SoundThinking's stock closed at $12.13 per share on July 25, 2025.

Amazon Stock Could Benefit from Google's AI Spending Wave

Google is increasing its AI spending, which could help Amazon. Amazon is a leader in AI cloud services through AWS. AWS provides AI hardware and services. Analysts think Amazon's revenue will increase about 9.5% in the second quarter of 2025. Amazon is a good stock to buy because of its AI growth.

Palantir, Amazon, SoundHound AI Stocks Compared Before Q2 Results

Palantir Technologies, Amazon, and SoundHound AI are AI stocks that will announce their Q2 results soon. Palantir's stock has increased a lot this year. Wall Street expects Amazon's earnings per share to grow 5.5%. SoundHound AI offers AI voice solutions. Analysts are comparing these stocks to find the best one to invest in.

Meta's AI Investments Face Profitability Questions Before Earnings

Meta will release its Q2 2025 earnings report this July 30. Analysts are wondering if Meta can keep its profit margin above 40% with its AI investments. Meta's ad business is still making a lot of money. Meta is opening access to its Llama AI model. WhatsApp's monetization could bring in a lot more revenue.

Graphjet Technology Stock Jumps on AI Chip Boom Benefits

Graphjet Technology stock increased 56% because it will benefit from AI chip production. Tesla and Samsung have a $16.5 billion chipmaking agreement. Graphjet makes graphite and graphene, which are important for semiconductor manufacturing. Graphjet plans to build a production plant in Nevada.

AMD Stock Could Rise as AI Demand Increases

AMD is expected to have strong earnings because of AI and data center demand. In Q1, AMD's revenue increased 36% and EPS increased 55%. AMD's data center sales increased 57%. AMD is partnering with other companies and launching new products to take advantage of the AI market. Analysts think AMD's stock price could increase.

Apple Investor Sues Over App Commissions and Siri AI Delay

An Apple investor is suing the company. The investor claims Apple inflated its stock price by charging a commission for app transactions and by promoting AI features too early. The investor says this caused the stock price to decline. The lawsuit was filed in the US District Court for the Northern District of California.

Apple Stock Attractive With iPhone as AI Catalyst Analyst Says

An analyst at Capital Wealth Planning is hopeful about Apple's stock. He believes the iPhone will help Apple use artificial intelligence. Apple's revenue in China decreased 8% in 2024. Apple's Vision Pro faces competition from Meta's Quest. The analyst thinks Apple's stock is attractive at $200.

Best AI Stocks to Buy Now in July 2025

AI stocks are expected to grow a lot. Investors can invest in AI stocks that build semiconductors, train AI models, build data centers, develop AI tools, or manufacture hardware. Some AI stocks may be overvalued. ASML, Baidu, and Taiwan Semiconductor Manufacturing are AI stocks that analysts recommend.

Sources

AI Stocks Alphabet IBM Google Cloud Tesla Samsung AI Chips SoundThinking Amazon AWS Palantir Technologies SoundHound AI Meta Graphjet Technology AMD Apple AI Investment Earnings Reports Stock Analysis Gemini Red Hat AI Overviews ChatGPT Llama AI model Data Centers Semiconductors AI Models AI Tools AI Hardware TSMC ASML Baidu Taiwan Semiconductor Manufacturing AI Market AI Growth AI Voice Solutions AI Chip Production AI Demand iPhone Siri Vision Pro Meta Quest