August 23, 2025

finance  
meta, google and amazon Updates

Meta is making significant moves in the AI space, partnering with Google Cloud in a $10 billion deal to enhance its AI infrastructure and reduce reliance on AWS and Azure. This six-year agreement provides Meta with access to Google's AI tools, including TPUs and Vertex AI, to improve its Llama models. Despite these advancements, Meta's stock experienced a 1.15% drop, closing at $739.10, with a $6.56 billion trading volume, extending a 6% weekly decline. Analysts attribute this to cost-cutting measures and insider sales, though some remain optimistic about Meta's ad business and AI plans. Meanwhile, OpenAI is cautioning investors that advanced AI (AGI) could potentially make money obsolete, even as it raises billions, with SoftBank leading a new investment round valuing the company at $300 billion and current/former employees selling $6 billion in stock, valuing the company at $500 billion. Elsewhere, Adobe is focusing on AI, with Morgan Stanley positive about its AI-driven platforms, while Melius Research lowered the stock's rating due to competition; trading volume decreased by 37.37% on August 21. Nvidia's stock is expected to rise by 22% before its Q2 FY26 earnings report, driven by high demand for AI chips and the anticipated shipping of GB300 chips. AMD's stock also saw an increase after investing in AI startup Somite.ai, which uses AMD Instinct GPUs for its data generation platform. Amazon, Nvidia, and ASML are highlighted as leading AI growth stocks, with Amazon Web Services (AWS) powering AI applications globally, Nvidia's GPUs being essential for AI, and ASML being the sole supplier of EUV lithography machines. The robotics industry is also experiencing growth due to AI and automation, with AI-powered robots improving efficiency and reducing costs across various sectors. Netskope is planning an IPO to capitalize on the growing SASE market, which is driven by hybrid work, AI threats, and security regulations, aiming to address the demand for AI security and digital sovereignty. Companies like Scale AI are also becoming important in the AI infrastructure market.

Key Takeaways

  • Meta partners with Google Cloud in a $10 billion deal to enhance AI capabilities, accessing Google's TPUs and Vertex AI.
  • Meta's stock dropped 1.15% to $739.10 amid AI division restructuring and insider sales, despite being up 25% YTD.
  • OpenAI warns advanced AI could make money useless but is still raising billions, valuing the company up to $500 billion.
  • Adobe focuses on AI, with mixed analyst opinions and a 37.37% decrease in trading volume on August 21.
  • Nvidia's stock is expected to rise 22% before its Q2 FY26 earnings report due to high demand for AI chips.
  • AMD's stock increased after investing in AI startup Somite.ai, which uses AMD Instinct GPUs.
  • Amazon (AWS), Nvidia, and ASML are identified as top AI growth stocks.
  • The robotics industry is growing due to AI and automation, enhancing efficiency and reducing costs.
  • Netskope plans an IPO targeting the growing SASE market, driven by AI threats and security regulations.
  • Google Cloud's revenue grew by 32% to $13.6 billion in Q2 2025, driven by AI demand.

Meta Stock Drops After AI Changes Despite Long-Term Optimism

Meta's stock decreased by 1.15% with a $6.56B trading volume after reorganizing its AI division. Analysts believe this is due to cost-cutting measures because of rising talent costs. Despite concerns about regulatory checks and insider sales, some analysts are still positive about Meta's ad business and AI plans. The stock fell 6% this week, but it is still up over 25% for the year.

Meta Stock Dips Amid AI Shifts and Executive Sales

Meta Platforms stock closed at $739.10, a 1.15% drop, with $6.56 billion in trading volume. This extends a 6% weekly drop, though the stock is still up 25% this year. Restructuring in the AI division and sales by company insiders are affecting investor confidence. The stock has support at $725 and resistance at $753, as traders watch for more information on market trends and regulatory issues.

Meta Partners with Google Cloud in $10 Billion AI Deal

Meta is partnering with Google Cloud in a $10 billion deal to boost its AI capabilities. This six-year agreement gives Meta access to Google's AI tools like TPUs and Vertex AI. Meta aims to improve its Llama models and reduce its reliance on AWS and Azure. Google Cloud expects this deal to help them compete with AWS and Azure in the cloud market.

Meta's $10B Google Cloud Deal Reshapes AI Investment

Meta is partnering with Google Cloud in a $10 billion deal to improve its AI infrastructure. This move allows Meta to use Google's AI tools to scale its AI models. Google Cloud's revenue grew by 32% to $13.6 billion in Q2 2025, driven by AI demand. Companies like Scale AI and semiconductor firms like NVIDIA and AMD are also becoming important in the AI infrastructure market.

OpenAI Warns AI Could Make Money Useless, Still Raises Billions

OpenAI is warning investors that advanced AI, called AGI, might make money unnecessary in the future. However, the company is still raising billions of dollars. SoftBank is leading a new investment round that values OpenAI at $300 billion. Current and former employees are also selling $6 billion in stock, valuing the company at $500 billion.

Adobe's AI Focus Amid Analyst Debate Shows Volume Drop

Adobe's stock remained steady on August 21, but trading volume decreased by 37.37%. This happened as analysts have different opinions on the stock. Morgan Stanley is positive about Adobe's AI-driven platforms, but Melius Research lowered the stock's rating because of competition. Adobe is focusing on AI, with a large increase in shopping traffic to its AI tools and partnerships with the Premier League.

Top 3 AI Growth Stocks for Your Investment Portfolio

Three U.S. stocks are leading the AI revolution Amazon, Nvidia, and ASML. Amazon Web Services (AWS) is a key player in cloud computing, powering AI applications globally. Nvidia's GPUs are essential for AI, with projected revenue reaching US$130.5 billion in FY2025. ASML is the sole supplier of EUV lithography machines, critical for manufacturing advanced semiconductors used in AI.

Nvidia Stock Expected to Rise Before Earnings Report

Nvidia's stock is expected to increase by 22% before its Q2 FY26 earnings report. Analysts are optimistic because of high demand for AI chips. TipRanks' A.I. Stock Analysis tool predicts a stock price of $213. Nvidia is also expected to begin shipping its GB300 chips this quarter, which should support revenue growth.

AMD Stock Increases After Investing in AI Startup Somite.ai

AMD's stock rose after announcing a strategic investment in the AI startup Somite.ai. Somite.ai uses AMD Instinct GPUs for its data generation platform, which aims to improve cell therapy development. AMD Ventures' Sagi Paz said that Somite is leading the way in using computing for biology. Analysts have given AMD stock a 'Moderate Buy' rating, with a potential upside of 9.79%.

Top 3 Robotics Stocks Leading the AI Revolution

The robotics industry is growing because of AI and automation. AI-powered robots are being used more in healthcare, logistics, and enterprise software. These robots are improving efficiency, reducing costs, and enhancing safety. Investing in key robotics companies could lead to significant returns as AI and robotics continue to advance.

Netskope's IPO Focuses on Cloud and AI Security Future

Netskope is planning an IPO to target the growing SASE market, which is expected to reach $17.22 billion by 2030. The SASE market is expanding due to hybrid work, AI threats, and security regulations. Netskope's platform, Netskope One, combines SD-WAN, CASB, ZTNA, and AI threat detection. The IPO aims to take advantage of the demand for AI security and digital sovereignty.

Sources

Meta Google Cloud OpenAI Adobe Nvidia AMD Netskope AI Artificial Intelligence AI Investment AI Infrastructure AI Chips AI Security Cloud Computing Cloud Market Llama Models TPUs Vertex AI AWS Azure AGI Robotics Automation SASE SD-WAN CASB ZTNA Stock Market Investment Earnings Report Revenue Data Generation Cell Therapy Digital Sovereignty IPO