September 29, 2025

finance  
Google Partners With Anthropic, Black Forest Labs Seeks $4 Billion

The artificial intelligence sector continues to see significant investment and strategic moves, with companies like Google and Anthropic attracting attention. German AI startup Black Forest Labs is aiming for a $4 billion valuation in a new funding round, seeking between $200 million and $300 million to bolster its image generation capabilities, building on previous investments from Andreessen Horowitz and collaborations with Mistral AI. Meanwhile, IBM is positioning itself as a key AI player with its watsonx platform, supported by its Red Hat acquisition, and is involved in a $23 million licensing deal with Datavault AI, which is also undertaking equity offerings to enhance operational flexibility. Datavault AI projects $94.2 million in revenue by 2028. Atlassian is also enhancing its AI focus through acquisitions and a strengthened partnership with Google Cloud, aiming for $8.7 billion in revenue by 2028, though customer migration remains a challenge. SK Telecom, despite a recent cybersecurity breach, is making substantial AI investments, including stakes in Anthropic, and is considered undervalued. In contrast, C3.ai faces a class action lawsuit over alleged securities fraud following disappointing financial results and reduced revenue guidance for fiscal year 2026. Analysts are also issuing warnings about potential significant drops in certain AI stocks due to competition and regulatory concerns, advising investors to research thoroughly. Micron Technology, however, reported better-than-expected earnings and revenue, forecasting strong demand across various sectors. Other AI stocks being watched include SoundHound AI, BigBear.ai Holdings, Tempus AI, Upstart, and Hut 8, each leveraging AI in distinct industries.

Key Takeaways

  • German AI startup Black Forest Labs is seeking a $4 billion valuation in a funding round aiming to raise $200 million to $300 million.
  • Datavault AI's stock increased following a $23 million IBM licensing agreement and equity offerings, projecting $94.2 million in revenue by 2028.
  • Atlassian is expanding its Google Cloud partnership and acquiring DX to boost AI capabilities, targeting $8.7 billion in revenue by 2028.
  • SK Telecom is making significant AI investments, including stakes in Anthropic, and is considered undervalued despite a recent cybersecurity breach.
  • IBM is advancing its AI and quantum computing efforts with its watsonx platform and a strong hybrid cloud position.
  • A class action lawsuit has been filed against C3.ai, Inc. concerning alleged securities fraud after disappointing financial results.
  • Some analysts warn that certain AI stocks could fall by as much as 75% due to competition and potential regulations.
  • Micron Technology exceeded earnings expectations with a strong forecast, reporting $11.32 billion in revenue for its fourth quarter.
  • Several AI stocks are being monitored by investors, including SoundHound AI, BigBear.ai Holdings, Tempus AI, Upstart, and Hut 8.
  • Black Forest Labs collaborates with Mistral AI on image creation tools.

Atlassian boosts AI focus with acquisitions and board changes

Atlassian Corporation is acquiring DX and expanding its Google Cloud partnership to enhance AI capabilities. The company also added Jason Warner, an AI and developer ecosystem expert, to its board. These moves aim to strengthen Atlassian's position in AI and enterprise software. The company expects $8.7 billion in revenue by 2028, but successful migration of Data Center customers to Cloud remains a key challenge.

Datavault AI surges on IBM deal and new funding

Datavault AI's stock price increased significantly after announcing a deal to license IBM offerings for over $23 million. The company also raised new capital through equity offerings and amended its bylaws. These actions aim to provide operational flexibility and support future growth. Datavault AI projects $94.2 million in revenue by 2028, but faces risks related to revenue recognition and potential dilution.

Datavault AI gains on IBM deal, governance changes

Datavault AI has seen a significant stock increase following a $23 million IBM licensing agreement and changes to its corporate governance. The company also conducted equity offerings to secure additional financing. These moves are intended to enhance operational flexibility and prepare for future transactions. Datavault AI anticipates $94.2 million in revenue by 2028, but investors are watching for consistent revenue growth and potential dilution.

Analysts warn two AI stocks could fall 75%

Certain Wall Street analysts are warning investors about two popular artificial intelligence (AI) stocks, predicting they could drop by as much as 75%. Analysts cite intense competition, potential regulations, and current valuations that may not reflect long-term growth. The specific stocks are not named, but concerns include unsustainable revenue growth and market position threats. Investors are advised to research thoroughly and diversify.

Future outlook for three AI stocks analyzed

The article examines the future prospects of three artificial intelligence (AI) stocks: Company A, a software developer facing competition; Company B, a hardware maker dealing with supply chain issues; and Company C, an R&D firm needing to commercialize its technology. Company A's stock has surged, while Company B's has been volatile. Company C is still working to profit from its research. Future success for these companies depends on technological advances, market adoption, and competition.

German AI startup Black Forest Labs seeks $4B valuation

German AI startup Black Forest Labs, specializing in image generation, is seeking to raise $200 million to $300 million in new funding. This round would value the company at $4 billion, a significant increase from its previous $1 billion valuation. Black Forest Labs, which is about a year old, previously received investment from Andreessen Horowitz. The company also collaborates with Mistral AI on image creation tools.

Black Forest Labs aims for $4B valuation in new funding round

AI startup Black Forest Labs is reportedly seeking a $4 billion valuation in its latest funding round, aiming to raise between $200 million and $300 million. The German company, which launched just over a year ago, previously raised funds at a $1 billion valuation. Black Forest Labs develops its own AI models and collaborates with Mistral AI on image creation tools. This news follows reports of Mistral AI nearing a $500 million funding round.

Micron beats earnings expectations with strong forecast

Micron Technology reported better-than-expected earnings and revenue for its fourth quarter of fiscal year 2025, along with a strong forecast for the current quarter. The company's earnings per share were $3.03, surpassing the expected $2.86, and revenue reached $11.32 billion. Analysts noted positive trends in high bandwidth memory and embedded solid state drive prices. Micron anticipates improved demand across servers, PCs, and automotive sectors.

Five AI stocks to watch: SOUN, BBAI, TEM, UPST, HUT

MarketBeat has identified five artificial intelligence stocks for investors to follow: SoundHound AI (SOUN), BigBear.ai Holdings (BBAI), Tempus AI (TEM), Upstart (UPST), and Hut 8 (HUT). These companies utilize AI in various sectors, including voice AI, decision intelligence, healthcare, lending, and digital asset mining. SoundHound AI offers voice solutions, BigBear.ai provides decision intelligence, Tempus AI focuses on healthcare, Upstart uses AI for lending, and Hut 8 integrates AI into its mining operations.

SK Telecom undervalued with strong AI potential

SK Telecom is considered significantly undervalued, trading at a low EV/EBITDA and earnings multiple compared to global peers. A recent cybersecurity breach impacted profitability, but the company is making substantial AI investments, including stakes in Anthropic and Perplexity AI. These AI initiatives are not fully reflected in its current valuation. With a strong balance sheet and market leadership, SK Telecom is positioned for a rebound.

IBM: An overlooked dividend stock and AI player

International Business Machines (IBM) is emerging as a leader in AI and quantum computing, despite past struggles. The company's acquisition of Red Hat has positioned it strongly in hybrid cloud, supporting its watsonx AI platform. IBM's revenue grew 4% in the first half of 2025, and it forecasts $13.5 billion in free cash flow for the year. The stock offers a dividend yield double that of the S&P 500 and a reasonable forward P/E ratio.

Class action lawsuit filed against C3.ai, Inc.

A class action lawsuit has been filed against C3.ai, Inc. concerning alleged securities fraud. Investors who purchased C3.ai securities between specific dates are advised to contact Pomerantz LLP by October 21, 2025, to be considered for Lead Plaintiff. The lawsuit follows C3.ai's announcement of disappointing preliminary financial results and reduced revenue guidance for fiscal year 2026, which caused a significant drop in its stock price.

Sources

AI stocks Artificial Intelligence Stock market Technology investments Company acquisitions Venture capital Funding rounds Corporate governance Revenue growth Market valuation Semiconductors Cloud computing Enterprise software Image generation Quantum computing Cybersecurity Class action lawsuit Securities fraud Financial results Stock performance