July 28, 2025

finance  
Google Q1 Revenue Soars, AMD & Nvidia Chip Race Heats Up

The AI cloud infrastructure market is heating up, with companies like CoreWeave and Nebius Group seeing significant stock growth. CoreWeave's stock has jumped 224% since March, with revenue reaching $981 million in the first quarter. Nebius Group has also experienced growth, with its stock up 84% in 2025 and first-quarter revenue hitting $55 million. Both companies are investing heavily in data centers to support this growth. Meanwhile, Morgan Stanley is optimistic about Alphabet's AI initiatives, raising its price target and highlighting the company's success in monetizing AI. Alphabet's Q1 2025 revenue rose 12% to $90.23 billion, with AI boosting net income by 46%. Google Cloud revenue also saw a 28.1% increase to $12.3 billion. Alphabet is increasing its capital expenditure guidance to $85 billion to support data center expansions and AI chips. However, Microsoft Azure is leading in AI monetization due to its enterprise relationships. In the semiconductor space, ASML Holding N.V. received a stock upgrade from New Street Research, while TSMC is benefiting from the AI chip boom, reporting a 44% year-over-year increase in Q2 revenue to $30.1 billion. Investors are also looking at bargain AI stocks like Qualcomm, AMD, and UiPath. On a different note, Dogecoin's price experienced a sharp drop of 40.53% to $0.24 amid unverified rumors of a 'DOGE AI Deregulation Decision Tool'.

Key Takeaways

  • CoreWeave's stock has increased by 224% since March, with Q1 revenue reaching $981 million.
  • Nebius Group's stock is up 84% in 2025, with Q1 revenue at $55 million.
  • Morgan Stanley increased its price target for Alphabet, citing AI monetization success.
  • Alphabet's Q1 2025 revenue rose 12% to $90.23 billion, with AI improvements boosting net income by 46%.
  • Google Cloud revenue increased 28.1% to $12.3 billion, driven by AI solutions.
  • Alphabet is increasing its capital expenditure guidance to $85 billion to support data center expansions and AI chips.
  • Microsoft Azure is leading in AI monetization due to its enterprise relationships.
  • TSMC reported a 44% year-over-year increase in Q2 revenue to $30.1 billion, benefiting from the AI chip boom.
  • AMD is challenging Nvidia in the AI chip space with its Ryzen and EPYC processors.
  • Dogecoin's price fell 40.53% to $0.24 amid unverified rumors of a 'DOGE AI Deregulation Decision Tool'.

CoreWeave vs Nebius Which AI Stock Is a Better Buy Now

CoreWeave and Nebius Group stocks are rising due to the high demand for AI cloud infrastructure. CoreWeave's stock jumped 224% since March, while Nebius gained 84% in 2025. CoreWeave's revenue increased fivefold in the first quarter to $981 million. Nebius' revenue jumped 385% year over year in the first quarter to $55 million. Both companies are investing heavily in data centers to support AI growth, but CoreWeave may be a better buy based on sales.

CoreWeave or Nebius Which AI Stock Should You Buy Now

CoreWeave and Nebius Group stocks are performing well because of the increasing need for AI cloud services. CoreWeave's stock is up 224% since March, and Nebius has gained 84% in 2025. CoreWeave's revenue increased fivefold in the first quarter reaching $981 million. Nebius' revenue jumped 385% in the first quarter to $55 million. Both companies are expanding their data center capacity to meet the growing demand for AI infrastructure.

CoreWeave vs Nebius Which AI Stock Is the Best Investment

CoreWeave and Nebius Group are experiencing stock price increases due to high demand for AI cloud infrastructure. CoreWeave's stock has risen 224% since its IPO in March, while Nebius has seen an 84% gain in 2025. CoreWeave's revenue jumped fivefold in the first quarter to $981 million. Nebius' revenue increased 385% year over year in the first quarter to $55 million. Both companies are investing in data centers to support AI growth, but CoreWeave appears to be a better buy.

CoreWeave vs Nebius Which AI Stock Should You Choose

CoreWeave and Nebius Group stocks are rapidly growing due to high demand for AI cloud infrastructure. CoreWeave's stock has increased 224% since its initial public offering in March, while Nebius has gained 84% in 2025. CoreWeave's revenue jumped fivefold in the first quarter to $981 million. Nebius' revenue increased 385% year over year in the first quarter to $55 million. Both companies are investing in data centers to capitalize on AI growth, but CoreWeave may be the better option.

Morgan Stanley Predicts Alphabet's AI Could Bring $205 Stock Price

Morgan Stanley increased its price target for Alphabet to $205, citing the company's success in using AI to make money. Alphabet's Q1 2025 revenue rose 12% to $90.23 billion, with AI improvements boosting net income by 46%. Google Search usage increased 40%, and YouTube ad revenue grew 10.3% due to AI. Google Cloud revenue also rose 28.1% to $12.3 billion, driven by AI solutions. Alphabet is investing in AI to expand into new markets and increase earnings.

Alphabet Invests $85 Billion in AI Cloud Growth

Alphabet's cloud business is growing, leading to increased profitability. Google Cloud's Q2 revenue was $13.6 billion, a 32% increase, driven by AI products. The company's annual revenue run rate now exceeds $50 billion. Alphabet is increasing its capital expenditure guidance to $85 billion to support data center expansions and AI chips. Google Search and YouTube also remain strong, with YouTube Shorts generating 200 billion daily views.

Google Stock Overcomes Obstacles But Faces AI Competition

Google's Q2 earnings show resilience in its search business, with a 12% year-over-year revenue increase to $54.2 billion. Alphabet's total revenue reached $96.4 billion, up 14% year over year. Google is integrating AI Overviews into its search experience, with 2 billion monthly users. Google Cloud revenue reaccelerated to 32%, reaching $13.6 billion. However, Microsoft Azure is leading in AI monetization due to its enterprise relationships.

Morgan Stanley Sees More Growth for Alphabet Stock Due to AI

Morgan Stanley has restated Alphabet stock as "Overweight" and increased its price target to $210 per share. Analyst Brian Nowak is optimistic about Google's cloud revenue growth and AI engagement metrics. He believes that AI-driven innovation is accelerating growth in Search, YouTube, and Google Cloud. Nowak expects Alphabet to have durable multi-year growth due to its innovation pace.

ASML Stock Upgrade Strong AI Exposure Could Drive Gains

New Street Research upgraded ASML Holding N.V. stock to "Buy" with a price target of €790. The firm believes ASML is well-positioned for 2026 and can outperform its peers in semiconductor equipment. ASML is expected to benefit from high growth in leading-edge spending and limited risk in China. Normal order intake in quarter 3 should ease concerns about growth for 2026.

TSMC Is the Top AI Chip Stock to Buy Now

Taiwan Semiconductor Manufacturing (TSMC) is benefiting from the AI chip boom as the world's largest semiconductor foundry. TSMC reported a 44% year-over-year increase in Q2 revenue to $30.1 billion. Adjusted earnings per share shot up 61%, showing its strong pricing power. TSMC anticipates its full-year revenue will grow 30% in 2025. The company's stock is an attractive buy due to its valuation and healthy growth.

Top 3 Bargain AI Stocks You Can Buy Now

Investors can find value in AI stocks like Qualcomm, Advanced Micro Devices (AMD), and UiPath. Qualcomm's chips enable AI in smartphones and cars, offering growth potential. AMD is challenging Nvidia in the AI chip space with its Ryzen and EPYC processors. UiPath is a leader in robotic process automation, helping businesses streamline operations. These stocks offer compelling value for investors seeking growth opportunities in the AI sector.

Dogecoin Price Drops Amid Unverified AI Tool Rumors

Dogecoin's price fell 40.53% in 24 hours to $0.24 amid unverified reports of a 'DOGE AI Deregulation Decision Tool.' The tool was allegedly used by a fictional U.S. Government Efficiency Department. Experts emphasize the lack of official confirmation, calling market volatility speculative. The Trump administration's AI deregulation initiatives are under scrutiny, but the tool's existence is unsubstantiated. Analysts caution against premature market reactions to unconfirmed claims.

Sources

AI cloud infrastructure CoreWeave Nebius Group AI stocks Data centers Alphabet Morgan Stanley Google Cloud Google Search YouTube AI monetization Microsoft Azure ASML Holding N.V. Semiconductor equipment TSMC AI chip Qualcomm Advanced Micro Devices (AMD) UiPath Robotic process automation Dogecoin AI deregulation Market volatility