July 29, 2025

finance  
Meta Earnings, Palantir AI Lead, Apple AI Hardware

Several companies are making significant moves in the AI space, reflecting a growing trend across various sectors. Meta Platforms is under close watch as it prepares to release its second-quarter earnings report, with analysts and investors keenly focused on the company's AI investments, including its work with Scale AI and the development of its Super Intelligence team. Revenue is expected to be around $44.79 billion, a 14.6% increase. MP Materials is positioning itself as a key player in the U.S. AI hardware race, emphasizing the importance of rare earth magnets in AI components and highlighting its partnerships with the Department of Defense and Apple. Palantir Technologies is also making waves, leading the S&P 500's AI stocks and expecting a substantial increase in earnings and revenues. In other sectors, Global Health Limited is integrating AI into its MasterCare Plus platform to improve productivity and reduce costs, while Quantica Infrastructure is launching AI-optimized data center solutions. Pudong New Area in Shanghai has launched a 2-billion-yuan AI seed fund to boost innovation in areas like robotics and data analytics. ServiceNow's stock is also on the rise following positive analyst reports on its AI strategy. Samsung is reportedly entering a $16.5 billion deal to supply Tesla with AI chips.

Key Takeaways

  • Meta Platforms' Q2 earnings report will focus on AI investments, including Scale AI and a new Super Intelligence team, with revenue expected to increase by 14.6% to $44.79 billion.
  • MP Materials is positioning the U.S. to compete in AI hardware, leveraging rare earth magnets and partnerships with the Department of Defense and Apple.
  • Palantir Technologies is leading AI stocks in the S&P 500, with expected earnings of $0.14 per share, a 55.6% increase, and revenues of $938.34 million, up 38.4%.
  • Global Health Limited is integrating AI into its MasterCare Plus platform to boost productivity and cut costs, targeting profitability by June 2026.
  • Quantica Infrastructure is launching AI-optimized data center solutions, backed by EnCap Investments.
  • Pudong New Area in Shanghai has launched a 2-billion-yuan AI seed fund to support early-stage AI innovation.
  • ServiceNow's stock is rising due to positive analyst reports on its AI strategy, with a price target of $1,200.
  • Samsung is reportedly entering a $16.5 billion deal to supply Tesla with AI chips.
  • AI and autonomous tech stocks under $15 are emerging in logistics, autonomous vehicles, cybersecurity, robotics, and healthcare.
  • The U.S. and China are competing for energy resources to support growing data centers and AI technologies.

Meta's AI spending plans in focus for earnings report

Meta Platforms will release its second-quarter earnings report on Wednesday, focusing on the company's AI investments. Mark Zuckerberg has been investing heavily in AI, including hiring top researchers and building data centers. Investors are curious if Meta's core business can handle the costs of its AI plans. Analysts expect Meta's digital ad revenue to increase, driven by AI-powered advertising tools. The report will reveal if Meta will raise its capital expenditure estimate for 2025.

Meta's AI investments may be offset by strong revenue

Meta Platforms is increasing its investments in AI, which could lead to higher revenue and earnings per share. Bank of America Securities analyst Justin Post expects Meta's second-quarter earnings call to focus on AI plans. Meta's investments include $14 billion in Scale AI and a new Super Intelligence team. Post predicts strong second-quarter revenue for Meta, which could ease concerns about AI spending. He also anticipates Meta will benefit from new tax laws, potentially boosting free cash flow.

Is Meta stock a buy as AI interest returns

AI is becoming a major investing theme, with companies like Meta Platforms making big moves. Meta will release its Q2 earnings report on July 30, and analysts will be watching for updates on its AI strategy. The company has been hiring AI talent and investing in Scale AI. Meta's Q2 revenue is expected to be $44.79 billion, a 14.6% increase. Investors are still cautious about companies increasing their AI investments.

Meta earnings preview AI push, spending, and ads in focus

Meta Platforms will report its Q2 2025 earnings, with attention on its AI investments. CEO Mark Zuckerberg has been recruiting AI researchers, leading to increased capital expenditures. Analysts are looking to see if Meta's spending will produce returns without hurting profits. Advertising revenue is also a key focus, as Meta works to make money from platforms like WhatsApp and Threads. Meta's Q1 results were strong, with revenue up 16% and strong engagement metrics.

Samsung to supply Tesla with AI chips in $16.5bn deal

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Marcelo Claure leads UK university deal in AI education

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MP Materials CEO says US can win AI hardware race

MP Materials CEO James Litinsky believes the U.S. can compete with China in AI hardware. Rare earth magnets are important for AI components like robots and drones. MP Materials is the largest U.S. supplier and refiner of rare earth materials. The company has a $400 million partnership with the Department of Defense and a deal with Apple Inc. Litinsky says government support is needed to compete with Chinese mercantilism.

Rare earth and AI energy stocks are rising in 2025

The demand for energy is growing because of data centers and AI technologies. Companies like Vistra Corp are seeing impressive growth. The U.S. and China are in competition for energy resources. Investing in energy production and rare earth minerals is important. MP Minerals is a key player in the rare earth market, with investments from the Department of Defense and Apple.

Global Health Limited reports sales growth and AI integration

Global Health Limited reported a 65% increase in new sales orders, driven by its MasterCare Plus platform. The company is reducing R&D spending as major projects near completion. Global Health is using AI to improve productivity and lower costs. The company aims to be profitable and have positive cash flow by June 2026. Global Health provides digital health solutions through its MasterCare Plus platform and HotHealth Digital Front Door.

Palantir leads S&P 500's hottest AI stocks

AI stocks are leading the market, with Palantir Technologies and GE Vernova as top performers in the S&P 500. Other leading AI-related stocks include Nvidia partner Super Micro Computer, Seagate Technology, and NRG Energy.

Top 5 AI and autonomy stocks under $15 with potential

AI and autonomous technology are growing, and some stocks offer good opportunities for investors. Company A develops AI for the logistics industry, optimizing supply chains. Company B specializes in autonomous vehicle software. Company C focuses on AI-powered cybersecurity solutions. Company D provides robotics and automation for manufacturing and warehousing. Company E develops AI tools for healthcare, focusing on diagnostic imaging analysis.

Quantica Infrastructure launches AI-optimized data center solutions

Quantica Infrastructure, backed by EnCap Investments, is launching to provide integrated digital infrastructure solutions for data center development. Quantica delivers sites with renewable energy, grid power, and network connectivity. The company aims to minimize risk and simplify deployment for customers. Quantica's leadership team has experience in power, network, and data center development. EnCap Investments has raised approximately $47 billion in private capital since 1988.

ServiceNow stock rises on positive AI analyst report

ServiceNow's stock increased after an analyst released a positive report about the company's AI strategy. The analyst from Cantor Fitzgerald reiterated a buy recommendation and a $1,200 price target. The report is based on ServiceNow's recent earnings, highlighting the success of its AI products. Some investors are concerned about ServiceNow's work with the federal government, but the analyst believes the company can adjust to any spending cuts.

Pudong launches AI seed fund to boost innovation

Pudong New Area in Shanghai has launched a 2-billion-yuan AI seed fund to support early-stage AI innovation. The fund will invest in high-risk AI projects in areas like robotics and data analytics. The goal is to strengthen technological self-reliance and make Shanghai a global AI hub. The fund will connect startups with research institutions and global markets. The initiative aims to advance core technologies and reduce reliance on foreign systems.

Palantir Technologies earnings expected to grow should you buy

Palantir Technologies Inc. is expected to report higher earnings and revenues for the quarter ended June 2025. The company is expected to post earnings of $0.14 per share, a 55.6% increase. Revenues are expected to be $938.34 million, up 38.4% from last year. Palantir Technologies has an Earnings ESP of +0.72% but a Zacks Rank of #5, making it difficult to predict an earnings beat.

Sources

AI Meta Platforms Mark Zuckerberg AI Investments Digital Advertising Revenue Earnings Per Share Scale AI Super Intelligence Team AI Strategy AI Talent Capital Expenditures Advertising Revenue WhatsApp Threads AI Hardware Rare Earth Materials MP Materials Department of Defense Apple Energy Resources Data Centers Global Health Limited MasterCare Plus Digital Health Solutions Palantir Technologies GE Vernova S&P 500 Autonomous Technology Cybersecurity Robotics Automation Healthcare Diagnostic Imaging Quantica Infrastructure Data Center Solutions Renewable Energy ServiceNow Pudong New Area AI Seed Fund AI Innovation Data Analytics