July 22, 2025

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Meta $2T Valuation, Snowflake AI Growth, AMD Gains

Several companies are making significant strides in the AI space. Meta Platforms is seeing its stock rise, potentially reaching a $2 trillion valuation this month, driven by the success of its AI tools and better-than-expected earnings. The company anticipates spending $68 billion on AI in 2025. Snowflake's stock has also jumped 47% in three months, thanks to its AI-driven data cloud tools, growing its customer base by 19% to nearly 11,600. Alphabet's upcoming Q2 earnings report will be closely watched for growth in advertising, cloud services, and AI, with analysts expecting $93.3 billion in revenue. In hardware, Super Micro Computer (SMCI) and Advanced Micro Devices (AMD) are highlighted as strong AI hardware stocks, with experts suggesting a portfolio split of $600 in SMCI and $400 in AMD. SMCI partners with companies like NVIDIA and Microsoft, and AMD's MI350 series GPUs offer strong performance. Nebius, backed by Nvidia, is also noted as a potentially undervalued data center stock, providing cloud-based access to Nvidia's GPUs and generating $249 million in annual revenue. Rezolve AI (RZLV) has been added to the Russell indices, targeting $100 million in annual recurring revenue by the end of 2025, and has integrated its Brainpowa LLM into Microsoft Azure and is expanding through the Google Cloud Marketplace. Heartflow, an AI imaging company, has filed for a $100 million IPO, reporting nearly $126 million in revenue last year. Jefferies has given AvePoint a buy rating, anticipating it will benefit from the AI wave due to its data management software. Despite heavy AI investments, Amazon's stock has seen a modest increase of about 3% this year. AppLovin and HubSpot are also identified as top buys in AI software, with AppLovin using AI for advertising and HubSpot integrating AI into its CRM software.

Key Takeaways

  • Meta Platforms' stock could reach a $2 trillion valuation in July, driven by successful AI tools and a planned $68 billion AI investment in 2025.
  • Snowflake's stock has increased 47% due to its AI data cloud tools, with a 19% customer base growth to almost 11,600.
  • Alphabet's Q2 earnings are expected to show $93.3 billion in revenue, with a focus on AI and cloud growth.
  • Super Micro Computer (SMCI) and AMD are recommended AI hardware stocks, with SMCI partnering with NVIDIA and Microsoft.
  • Nebius, backed by Nvidia, is highlighted as a potentially undervalued AI data center stock with $249 million in annual revenue.
  • Rezolve AI (RZLV) joins Russell Indices, targeting $100 million ARR by 2025, integrating its LLM into Microsoft Azure and expanding via Google Cloud.
  • Heartflow, an AI imaging company, files for a $100 million IPO after a 44% revenue increase to $126 million.
  • Jefferies recommends AvePoint, expecting it to benefit from the AI wave due to its data management software.
  • AppLovin and HubSpot are identified as top AI software stocks, leveraging AI in advertising and CRM, respectively.
  • AMD's data center revenue grew 38%, and the company is expected to keep benefiting from AI growth.

Top AI stocks: Super Micro Computer and AMD for long-term growth

Super Micro Computer and Advanced Micro Devices (AMD) are good choices for investing in AI. Super Micro Computer makes computer servers for AI, and its revenue increased 20% because of high demand. AMD makes CPUs and GPUs and had a revenue increase of 36%. Super Micro Computer is more affordable, while AMD has more business areas to rely on.

Best AI stocks: Super Micro Computer and AMD for $1,000 investment

Super Micro Computer and Advanced Micro Devices (AMD) are highlighted as top AI stocks for investment. Super Micro Computer's sales increased 33% and are expected to continue growing. AMD's data center revenue grew 38%, and the company is expected to keep benefiting from AI growth. Both companies are good options for investing in the growing AI market.

SMCI and AMD: Top AI hardware stocks for 2025

Super Micro Computer (SMCI) and Advanced Micro Devices (AMD) are strong AI hardware stocks. SMCI's revenue was $3.19 billion, up 43%, and it partners with companies like NVIDIA and Microsoft. AMD's MI350 series GPUs offer strong performance, and its revenue hit $7.4 billion, up 36%. Experts suggest investing $600 in SMCI and $400 in AMD for a balanced AI portfolio.

Super Micro Computer and AMD: Top AI stocks for $1,000 investment

Super Micro Computer and Advanced Micro Devices (AMD) are recommended AI stocks. Super Micro Computer makes computer servers for AI and had a revenue increase of 20%. AMD makes CPUs and GPUs and had a revenue increase of 36%. Super Micro Computer is considered a better pick due to its lower price.

Meta Platforms stock could reach $2 trillion valuation soon

Meta Platforms stock is rising and could reach a $2 trillion valuation by July 31. The company's market value is already at $1.8 trillion. Meta's earnings have been better than expected, and its AI tools are helping advertisers. Meta expects to spend $68 billion on AI in 2025, which could help it grow faster than the market.

Meta Platforms stock may hit $2 trillion valuation in July

Meta Platforms stock is predicted to possibly reach a $2 trillion valuation in July. Meta's stock has increased by 32% in three months, bringing its market value to $1.8 trillion. The company's second-quarter results are expected to be strong because of its AI tools. Meta's earnings have been better than expected, and it is growing faster than the digital ad market.

Meta Platforms stock could reach $2 trillion valuation this month

Meta Platforms stock might reach a $2 trillion valuation in July. The company's stock has risen 32% recently, pushing its market value to $1.8 trillion. Meta's second-quarter results are expected to be strong due to its AI tools. The company's earnings have been better than expected, and it is growing faster than the digital ad market.

Snowflake stock soars with AI, growth expected to continue

Snowflake stock has increased 47% in three months because of its AI data cloud tools. The company's AI products are helping it gain more customers. Snowflake's customer base grew 19% to almost 11,600. The company's revenue is expected to grow, and investors may see more gains in the stock.

Snowflake stock jumps 47% with AI, growth may accelerate

Snowflake stock has risen 47% in three months, driven by its AI-focused data cloud tools. The company's AI products are attracting more customers. Snowflake's customer base grew 19% to nearly 11,600. The company's revenue is expected to increase, making it a good option for growth investors.

Rezolve AI joins Russell Indices, targets $100M revenue

Rezolve AI (RZLV) has been added to the Russell 2000 and Russell 3000 Indices. The company has reached $70 million in annual recurring revenue (ARR) and aims to exceed $100 million by the end of 2025. Rezolve AI provides GenAI solutions for retail and e-commerce. It has also integrated its Brainpowa LLM into Microsoft Azure and is expanding through the Google Cloud Marketplace.

Amazon stock lags despite AI investments

Amazon's stock has only increased by about 3% this year, even with heavy spending on AI. This is less than the S&P 500's gain of 7.1%. Amazon is investing in AI to improve efficiency and increase sales growth.

Jefferies says AvePoint stock to benefit from AI wave

Jefferies says AvePoint is set to benefit from the AI wave. Jefferies started covering AvePoint with a buy rating and a $22 price target. AvePoint is a data management software company. Jefferies believes AvePoint's data protection platform will help businesses manage data as AI use grows.

Alphabet's Q2 earnings: Ads, AI, and spending in focus

Alphabet Inc. is releasing its second-quarter 2025 earnings report. Investors are watching for growth in advertising, cloud, and AI. Analysts expect revenue of $93.3 billion and earnings per share of $1.90. The company's spending on AI and cloud services is also a key focus.

Nebius: Nvidia-backed AI data center stock is a bargain

Nebius, backed by Nvidia, is a data center stock that could be a bargain. Nebius provides cloud-based access to Nvidia's GPUs through data centers in Europe and the U.S. The company's AI infrastructure business had $249 million in annual revenue. Analysts predict the stock price could increase significantly.

Heartflow files for $100M IPO amid AI imaging growth

Heartflow, an AI imaging company, has filed for a $100 million IPO. The company creates 3D models of arteries from CT scans to help diagnose heart disease. Heartflow's revenue was nearly $126 million last year, a 44% increase. The company plans to use the IPO funds to pay off debt and invest in sales, marketing, and research.

AI software sales to surge: AppLovin and HubSpot are top buys

AI software sales are predicted to increase greatly by 2028. AppLovin and HubSpot are two AI stocks to consider buying. AppLovin uses AI to help with advertising, and its revenue increased 40%. HubSpot uses AI in its customer relationship management (CRM) software, and customers are using its AI features more.

Sources

AI stocks Super Micro Computer (SMCI) Advanced Micro Devices (AMD) Meta Platforms Snowflake Rezolve AI (RZLV) Amazon AvePoint Alphabet Inc. Nebius Heartflow AppLovin HubSpot AI hardware AI data cloud GenAI AI imaging AI software Revenue growth Market valuation Investment Data centers GPUs CPUs Advertising Cloud services Data management Customer relationship management (CRM) Initial Public Offering (IPO)