July 30, 2025

finance  
Meta Invests $14B in Scale AI, Amazon AWS Growth

Several companies are making significant strides in the AI space, impacting various sectors. Meta Platforms is heavily investing in AI, allocating US$14 billion to Scale AI, with projections to reach $247.4 billion in revenue and $85.6 billion in earnings by 2028. They are leveraging their extensive user base to test new AI products. Amazon's AWS is experiencing rapid growth due to the increasing demand for AI models, with projected revenue near $30.7 billion for the second quarter of 2025. Apple is also focusing on AI, integrating new features into Siri, Messages, and Photos, while analysts anticipate revenue of $88.9 billion for its fiscal Q3 2025. ServiceNow is seeing success with its AI-powered agentic workforce management, which has automated IT and customer support, leading to a 40% reduction in service desk volume. They anticipate $19.3 billion in revenue and $3.2 billion in earnings by 2028. JFrog has launched its Model Context Protocol (MCP) Server, enhancing AI tools for developers and partnering with NVIDIA's Enterprise AI Factory. BigBear.ai is outperforming major tech companies, focusing on AI solutions for government, industrial, and defense applications, with a 30% increase in backlog to $385 million. They are deploying AI at airports like LAX and DFW to enhance security. Positron AI raised $51.6 million to develop AI hardware, with its Atlas product outperforming NVIDIA's H100. eStake is using AI in DeFi to automate investment decisions, improving performance by 30-50%. However, Groq, an AI chip startup, has reduced its revenue forecast for 2025 from over $2 billion to over $500 million. Other companies like Aurora Innovations in autonomous trucking and Uber Technologies in robotaxis are also leveraging AI. Reddit's stock is rising after strong Q1 results and AI upgrades like Reddit Search and Reddit Answers.

Key Takeaways

  • Meta is investing US$14 billion in Scale AI and expects $247.4 billion in revenue by 2028.
  • ServiceNow's AI automation has reduced service desk volume by 40% and projects $19.3 billion in revenue by 2028.
  • JFrog launched its Model Context Protocol (MCP) Server and partnered with NVIDIA's Enterprise AI Factory.
  • Amazon's AWS is growing rapidly due to AI model demand, with projected revenue near $30.7 billion for Q2 2025.
  • Apple is integrating AI features into Siri, Messages, and Photos, with analysts expecting $88.9 billion in revenue for fiscal Q3 2025.
  • BigBear.ai's backlog increased by 30% to $385 million, deploying AI at LAX and DFW airports.
  • Positron AI raised $51.6 million to develop AI hardware, with Atlas outperforming NVIDIA's H100.
  • eStake's AI trading in DeFi improves performance by 30-50%.
  • Groq reduced its 2025 revenue forecast from over $2 billion to over $500 million.
  • Reddit's stock is rising due to strong Q1 results and new AI products like Reddit Search and Reddit Answers.

Meta's big AI investment could reshape its future

Meta Platforms is investing heavily in AI to boost advertising, user engagement, and create new ways to make money. They plan to invest US$14 billion in Scale AI to improve their AI. By 2028, Meta Platforms expects to reach $247.4 billion in revenue and $85.6 billion in earnings. Some experts think Meta's stock could be worth up to 24% more than it is now.

ServiceNow's AI automation and strong results change investment outlook

ServiceNow's second-quarter results beat expectations, with subscription revenues reaching US$3.22 billion and net income at US$385 million. The company's AI-powered agentic workforce management has greatly automated IT and customer support. This has reduced service desk volume by almost 40% and sped up resolution times by 50%. ServiceNow expects $19.3 billion in revenue and $3.2 billion in earnings by 2028. Some analysts are concerned that hybrid pricing models could slow near-term growth.

ServiceNow's AI partnerships and strong results point to growth

ServiceNow reported strong second-quarter results, with revenue of US$3.22 billion. They are launching new AI tools like agentic workforce management and partnering with companies like Ferrari. ServiceNow's AI platform helps employees and AI work together in different business areas. The company projects $19.3 billion in revenue and $3.2 billion in earnings by 2028. Some analysts think the stock might be worth 41% less than its current price.

JFrog integrates secure AI with MCP server, changing investment story

JFrog launched its Model Context Protocol (MCP) Server, which connects AI with the JFrog Platform. This gives developers better tools for AI and keeps software delivery secure. JFrog also partnered with NVIDIA's Enterprise AI Factory in May 2025. JFrog expects $688.1 million in revenue and $91.1 million in earnings by 2028. Some investors think the stock might be worth just $45.50.

Four AI stocks besides Nvidia to buy and hold

Meta Platforms uses its large user base to create and test new AI products. Amazon's AWS cloud service is growing fast because of companies building AI models. Aurora Innovations is a leader in self-driving trucks, and Uber Technologies plans to use robotaxis. A McKinsey analysis estimates the global autonomous vehicle market will be worth over $600 billion by 2035.

Four AI stocks besides Nvidia to buy and hold long term

Meta Platforms uses its large social media presence to develop and test AI products. Amazon's AWS is benefiting from the AI boom. Aurora Innovations leads in autonomous trucking. Uber Technologies is focusing on connecting robotaxis to its customer base. The Motley Fool suggests considering other top stocks for investment instead of Amazon.

Four AI stocks besides Nvidia to buy and hold

Meta Platforms dominates social media and invests heavily in AI. Amazon's AWS is growing rapidly due to the demand for AI models. Aurora Innovations leads in autonomous trucking. Uber Technologies is partnering to connect robotaxis with its users. The Motley Fool suggests exploring their top 10 stock picks instead of investing in Amazon right now.

BigBear.ai stock beats big tech in 2025

BigBear.ai, a mid-cap company, is outperforming major AI and tech companies in 2025. The company focuses on government, industrial, and defense applications. BigBear.ai's first-quarter revenue was $34.8 million, up 5% from last year, and its backlog increased by 30% to $385 million. They are developing AI solutions like veriScan, Trueface, and ConductorOS. Analysts have mixed ratings on the stock, but the company is focused on growth and innovation.

Top 5 AI and autonomy stocks under $15 with potential

Several AI and autonomy stocks are trading under $15 with growth potential. AEye, Inc. integrated with NVIDIA's DRIVE AGX platform, boosting its stock. BigBear.ai Holdings offers AI solutions for national security and enterprise AI. Aurora Innovation, Inc. focuses on autonomous trucking. SoundHound AI, Inc. specializes in voice AI. These stocks carry higher risk but also offer significant potential returns.

Apple's Q3 earnings focus on iPhone, tariffs, and AI

Apple will report its fiscal Q3 2025 results on July 31. Analysts expect revenue of $88.9 billion and EPS of $1.42. Apple estimates a $900 million tariff impact. The company is also working on AI features for Siri, Messages, and Photos. Investors are watching to see if Apple will make a big AI acquisition.

Amazon's Q2 earnings preview focuses on AWS, AI, and tariffs

Amazon is expected to report strong revenue growth in its second-quarter 2025 earnings. Analysts expect revenue of $162.28 billion and EPS of $1.33. AWS revenue is projected to be near $30.7 billion, while advertising is expected to rise 19%. Amazon recently acquired Bee, an AI startup. Tariffs remain a concern, with an estimated $900 million cost impact.

eStake's AI trading beats manual by 30-50% in DeFi

eStake uses AI and DeFi to improve investment management. Its system automates decisions using smart contracts, reducing errors. The fund's AI monitors markets and adjusts strategies to protect investments. eStake's growth aligns with Wall Street's move towards crypto frameworks. The SEC is recognizing Ethereum's role in finance. eStake partners with companies to integrate crypto into commerce.

AI chipmaker Groq cuts revenue forecast after sharing with investors

Groq, an AI chip startup, initially projected over $2 billion in revenue for 2025. However, the company recently reduced this forecast to over $500 million.

Corning sees strong response to AI and US solar products

Corning's shares rose after its second-quarter results and third-quarter outlook beat expectations. Second-quarter GAAP net income grew about 19% to $3.86B. Core EPS increased around 28% to $0.60.

BigBear.ai uses AI at LAX and DFW airports

BigBear.ai is expanding in the US market with its AI solutions. The company is deploying AI at airports like LAX and DFW to improve security and traveler experience. BigBear.ai also partnered with Smith Detection to expand globally. The company's backlog was up 30% to $384.9 million as of March 31, 2025.

Reddit stock rises after strong Q1 and AI upgrades

Reddit's stock is performing well after its first quarter 2025 results exceeded expectations. Needham analyst Laura Martin raised the price target on the stock to $165.00. Reddit is benefiting from strong user trends and growing ad revenue. New AI products like Reddit Search and Reddit Answers are expected to improve user engagement.

Positron AI raises $51.6 million to boost AI hardware

Positron AI raised $51.6 million in a Series A funding round. The company will use the money to deploy its Atlas product and develop new products for 2026. Positron's Atlas delivers better performance and uses less power than NVIDIA's H100. The company's next product, Titan, will support larger AI models.

Sources

AI Artificial Intelligence Meta Platforms ServiceNow JFrog Amazon AWS Aurora Innovations Uber Technologies BigBear.ai AEye, Inc. SoundHound AI, Inc. Apple eStake Groq Corning Reddit Positron AI AI Investment AI Automation Agentic Workforce Management AI Partnerships Model Context Protocol (MCP) NVIDIA Autonomous Vehicles Robotaxis AI Solutions veriScan Trueface ConductorOS AI Features AI Trading DeFi AI Chips AI Hardware AI at Airports Reddit Search Reddit Answers Atlas Titan Revenue Earnings Stock Analysis Investment Outlook Tariffs AI Models User Engagement Advertising Subscription Revenues Net Income AI Platform AI Tools AI Startup Funding AI Products AI Development AI Integration AI Security AI Applications Autonomous Trucking Voice AI AI Acquisition Smart Contracts Crypto AI Upgrades