August 20, 2025

finance  
intel, openai and nvidia Updates

Several significant developments are shaping the artificial intelligence and semiconductor landscape. SoftBank is making substantial investments, including a $2 billion infusion into Intel to bolster its AI and chip manufacturing capabilities. This investment reflects confidence in Intel's strategy to compete with companies like Taiwan Semiconductor Manufacturing Co. and Samsung Electronics. Intel's stock saw a bump following the announcement. The U.S. government may also invest in Intel through the CHIPS Act, potentially taking an equity stake. SoftBank is also involved in a potential $500 billion joint venture with OpenAI and Oracle, named Stargate, and is leading a $40 billion funding round for OpenAI. They've also invested in companies like Perplexity AI, Ampere Computing, and Graphcore, and increased their stakes in Arm Holdings and Nvidia. Meanwhile, Arm's stock is on the rise as it shifts towards chip manufacturing, hiring Rami Sinno to lead the charge. This move signals a departure from solely licensing IP. Several AI stocks are being watched for growth potential, including ServiceNow and Salesforce, though ServiceNow's stock has struggled despite strong AI-driven results. SoundHound AI's stock dipped despite positive developments like partnerships and better-than-expected earnings. Palantir Technologies experienced a decline in a mixed market. In other AI news, Courserev.ai, an AI company focused on golf, received investment from The Walden Golf Group to expand its AI-driven solutions for golf courses. Investors can also consider a bottom-up approach to AI investing through ETFs like the Alger AI Enablers & Adopters ETF (ALAI), which focuses on companies developing and adopting AI. Companies like Microsoft and Meta Platforms are advancing AI, supported by chips from NVIDIA and Broadcom. Global spending on AI is projected to reach $307 billion in 2025 and $632 billion by 2028.

Key Takeaways

  • SoftBank is investing $2 billion in Intel to boost its AI and chip manufacturing efforts, reflecting confidence in Intel's competitive strategy.
  • Intel's stock increased following SoftBank's investment announcement, and the U.S. government may also invest through the CHIPS Act.
  • SoftBank is involved in a potential $500 billion joint venture with OpenAI and Oracle, named Stargate, and is leading a $40 billion funding round for OpenAI.
  • Arm's stock is rising as it moves into chip manufacturing, hiring Rami Sinno to lead the development of semiconductor solutions.
  • ServiceNow's stock has struggled despite strong AI-driven results and increased outlook, while Salesforce is being watched for growth potential.
  • SoundHound AI's stock decreased despite positive developments, including partnerships and better-than-expected earnings.
  • Palantir Technologies experienced a stock decline in a mixed market.
  • Courserev.ai, an AI company focused on golf, received investment from The Walden Golf Group to expand its AI-driven solutions.
  • The Alger AI Enablers & Adopters ETF (ALAI) offers a bottom-up approach to AI investing, focusing on companies developing and adopting AI.
  • Global spending on AI is projected to reach $307 billion in 2025 and $632 billion by 2028, with companies like Microsoft, Meta Platforms, and NVIDIA driving advancements.

SoftBank invests $2 billion in Intel for AI expansion

SoftBank is investing $2 billion in Intel to help the company grow its artificial intelligence technology. SoftBank will acquire a stake in Intel's semiconductor manufacturing. Intel, led by CEO Pat Gelsinger, wants to improve its chip technology and compete with companies like Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. SoftBank's investment shows confidence in Intel's plan to benefit from the increasing need for AI chips.

Intel gains $2 billion from SoftBank to boost AI efforts

Intel will receive up to $2 billion from SoftBank to help with its artificial intelligence and manufacturing plans. Intel's stock increased by about 5% after the announcement. The money will help Intel create new AI processors and expand its services for other companies to manufacture chips at Intel's facilities. The U.S. government may also invest in Intel through the CHIPS and Science Act. CEO Pat Gelsinger is working to make Intel a leader in chip manufacturing again, competing with companies like Taiwan Semiconductor Manufacturing Co. and Samsung Electronics.

Is Intel the next big AI stock to buy now?

Intel's stock is gaining attention because the U.S. government might invest in it through the CHIPS Act. SoftBank is also investing $2 billion in Intel, showing confidence in its AI and manufacturing abilities. Intel is becoming a focus for investors interested in AI growth stocks after struggling for years. The U.S. government is considering converting grants into a 10% equity stake, highlighting Intel's importance in reducing reliance on Asian foundries. SoftBank's investment supports Intel's strategy, including its AI-focused chips like the Xeon 6 and Gaudi 3.

SoftBank's $2 billion investment to boost Intel's AI development

Intel Corp. will receive a $2 billion investment from SoftBank Group Corp. to speed up its work in artificial intelligence. This deal shows SoftBank's confidence in Intel's plan to compete in the AI hardware market. Intel's stock reacted positively to the news. There is also talk of a possible investment from the U.S. government, which could further strengthen Intel's position, especially considering national security concerns related to chip manufacturing and AI development.

SoftBank invests more in AI and semiconductor companies

SoftBank is increasing its investments in artificial intelligence and semiconductor companies. Recently, SoftBank announced a $2 billion investment in Intel, believing that chip manufacturing will grow in the U.S. SoftBank is also involved in Stargate, a joint venture with OpenAI and Oracle, planning to invest up to $500 billion. Additionally, SoftBank is leading a $40 billion funding round for OpenAI and has invested in companies like Perplexity AI, Ampere Computing, and Graphcore. The company also owns a majority stake in Arm Holdings and has been increasing its stake in Nvidia.

SoftBank increases investments in AI and chip industry

SoftBank is investing more in artificial intelligence and the chip industry. On August 18, SoftBank announced a $2 billion investment in Intel, believing that chip manufacturing and supply will expand in the U.S. Stargate is a joint project between SoftBank, OpenAI, and Oracle, with potential investments up to $500 billion. SoftBank is also leading a $40 billion funding round for OpenAI and has invested in Perplexity AI. In March, SoftBank agreed to acquire Ampere Computing, and in 2024, it bought the British AI company Graphcore. SoftBank owns a majority of Arm Holdings and has been building up its stake in Nvidia.

AI stocks to watch for potential growth

ServiceNow, Salesforce, Applied Digital, Tempus AI, Super Micro Computer, SoundHound AI, and Accenture are artificial intelligence stocks to consider. These companies develop, produce, or use artificial intelligence technology. The AI sector is growing, driven by advancements in machine learning and natural language processing. Investors are interested in these stocks because of their potential for growth.

Growth stocks break key levels in mixed market

Dow Jones futures increased slightly, while S&P 500 and Nasdaq futures decreased. The stock market was mixed, with the Dow gaining a little. The Nasdaq fell as growth stocks like Palantir Technologies, Credo Technology, and AppLovin declined, along with GE Vernova, Oracle and Advanced Micro Devices.

SoundHound AI stock drops despite positive developments

SoundHound AI Inc. stocks have decreased by 4.63% because of negative market sentiment. SoundHound AI recently partnered with a major car company to include voice recognition software, attracting investors. A positive earnings report showed smaller losses than expected, leading to market confidence. More AI technology is being used in different areas, positioning SoundHound AI as a popular choice. Despite daily changes, the overall trend for SoundHound AI stock is positive, showing strong market sentiment and fundamentals.

Arm shares rise as company shifts to chip manufacturing

Arm's stock increased by 1.55% as it moves towards chip manufacturing. Arm hired Rami Sinno, formerly with Amazon, to lead the development of semiconductor solutions. This move shows a change from licensing IP to manufacturing chips. Arm aims to increase revenue beyond royalties. Sinno previously worked on Amazon's Trainium and Inferentia AI chips. Arm's technology is used in most smartphones and is growing in data centers, competing with AMD and Intel.

ServiceNow stock struggles despite AI boom

ServiceNow's CEO, Bill McDermott, says the company helps businesses avoid problems with technology. ServiceNow posted strong results and increased its outlook because more companies are using artificial intelligence. McDermott says ServiceNow is at the forefront of enterprise AI with its Agentic AI capabilities. However, ServiceNow's stock has dropped 26% since reaching a 52-week high in January. One analyst noted that investors are frustrated because the stock is not performing well despite the company's strong earnings.

Courserev.ai gets investment for golf AI tech

Courserev.ai, a company in Warner Robins, GA, that focuses on AI for the golf industry, has received an investment from The Walden Golf Group. The Walden Group, founded in 1993, invests in and manages properties, including over 20 golf courses. Courserev.ai will use the money to develop AI products, hire people, and expand its market. Courserev.ai offers AI tools to automate tee time booking for golf courses, helping them operate efficiently and improve customer service.

AI investing with a bottom-up approach

While some U.S. equity sectors have been unstable, artificial intelligence has remained strong. Companies like Nvidia and Microsoft are benefiting from increased AI use. As trade war and inflation concerns decrease, AI adoption could grow. One way to invest in AI is through an ETF like the Alger AI Enablers & Adopters ETF (ALAI). ALAI focuses on companies that develop, use, or adopt AI, using a bottom-up research process to find leading AI innovators.

Top AI stocks for portfolio growth

Artificial Intelligence is changing industries by helping machines analyze data and make decisions. Companies like Microsoft and Meta Platforms are making advances in AI technology, supported by chips from NVIDIA and Broadcom. Global spending on AI is expected to reach $307 billion in 2025 and $632 billion by 2028. PTC is benefiting from demand for its PLM and CAD solutions. Broadcom is seeing strong demand for its ASICs, and Microsoft is integrating AI into its applications, driving revenue growth.

Sources

SoftBank Intel Artificial Intelligence (AI) Chip Manufacturing Investment Semiconductors Pat Gelsinger Taiwan Semiconductor Manufacturing Co. (TSMC) Samsung Electronics Co. AI Chips AI Processors CHIPS and Science Act AI Growth Stocks Xeon 6 Gaudi 3 AI Hardware Market Stargate OpenAI Oracle Perplexity AI Ampere Computing Graphcore Arm Holdings Nvidia ServiceNow Salesforce Applied Digital Tempus AI Super Micro Computer SoundHound AI Accenture Machine Learning Natural Language Processing Palantir Technologies Credo Technology AppLovin GE Vernova Advanced Micro Devices (AMD) Voice Recognition Software Rami Sinno Amazon Trainium Inferentia Bill McDermott Agentic AI Courserev.ai Golf Industry The Walden Golf Group AI Tools Tee Time Booking Alger AI Enablers & Adopters ETF (ALAI) Microsoft Meta Platforms Broadcom PTC ASICs