June 29, 2025

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meta, microsoft and nvidia Updates

AI continues to be a major theme across the tech and investment sectors. Meta, Microsoft, and Nvidia are outperforming other big tech companies due to their strategic AI investments. Meta is seeking $29 billion, including $3 billion in equity and $26 billion in debt, from private capital firms to construct AI data centers in the U.S., and has already invested $14.8 billion in Scale AI. Meanwhile, hedge fund manager Philippe Laffont has reduced his Nvidia holdings to invest in CoreWeave, an AI infrastructure and software provider experiencing rapid revenue growth after a 300% increase since its IPO. In cybersecurity, Palo Alto Networks is partnering with Binary Defense to enhance its Cortex XSIAM platform with AI-driven security services. Pony AI is also making strides in the autonomous vehicle space, demonstrating growth and regulatory approval for its robotaxi business in both the U.S. and China. However, not all AI-related assets are thriving; AI tokens have seen a 29% value decrease, bringing their total value to $26.72 billion, even as Web3 adoption grows. Lightchain AI, in contrast, is gaining traction on trading streams after completing its presale stages.

Key Takeaways

  • Meta, Microsoft, and Nvidia are leading in AI investment and seeing corresponding stock performance.
  • Meta is attempting to raise $29 billion to fund new AI data centers in the U.S.
  • Philippe Laffont sold some Nvidia stock and invested in CoreWeave, which has grown 300% since its IPO.
  • Palo Alto Networks is partnering with Binary Defense to enhance its Cortex XSIAM platform with AI.
  • Pony AI's robotaxi business is growing and gaining regulatory approvals in the U.S. and China.
  • AI tokens have decreased in value by 29%, now totaling $26.72 billion, despite Web3 growth.
  • Meta has invested $14.8 billion in Scale AI.
  • Lightchain AI is attracting attention on trading streams after completing its presale.

Top 5 AI Semiconductor Stocks to Watch Now

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AMD or Arista Networks Which AI Stock Is Best

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Meta Microsoft and Nvidia Lead While Others Lag

Meta Platforms, Microsoft, and Nvidia are doing better than other big tech companies because of their AI investments. These companies are using AI to make more money. Their stocks are also reasonably priced, even though they are near record highs. Meta uses AI to improve its apps, Microsoft uses AI in its software, and Nvidia makes the chips that power AI.

Palo Alto Networks and Binary Defense Team Up for AI Security

Palo Alto Networks is partnering with Binary Defense to improve its Cortex XSIAM platform using AI. This partnership will give customers different ways to use XSIAM, including implementation, co-managed, and fully managed security services. Binary Defense's expertise will be added to Cortex XSIAM, Palo Alto's AI-powered platform. This helps companies deal with security challenges and improve their Security Operations Centers.

Billionaire Sells Nvidia Buys AI Stock CoreWeave Up 300%

Philippe Laffont, a billionaire hedge fund manager, sold some of his Nvidia stock and invested in CoreWeave. Nvidia is a leader in AI technology, but Laffont took profits after the stock increased greatly since 2016. He bought CoreWeave, an AI stock that has increased 300% since its IPO. CoreWeave provides AI infrastructure and software, and its revenue is growing quickly.

Pony AI a Great Robotaxi Investment

Pony AI is a company focused on self-driving cars in China. They are growing quickly and making money. They operate in both the U.S. and China, have different ways to make money, and have lowered the costs of their AV system. Recent results show that their robotaxi business is growing, and they are getting approval from regulators.

AI Tokens Plunge Despite Web3 Growth What's Happening

AI tokens have dropped in value by 29%, even though Web3 is becoming more popular. The total value of AI tokens is now $26.72 billion. This is happening even as the number of crypto users has grown to 659 million. AI tokens are not following the stock performance of Nvidia, suggesting they are now more connected to the crypto market.

Meta Seeks $29 Billion for AI Data Centers

Meta Platforms wants to raise $29 billion from private capital firms to build AI data centers in the U.S. They are talking with investors like Apollo Global Management and KKR. Meta plans to raise $3 billion in equity and $26 billion in debt. This comes as Meta invests heavily in AI, including a $14.8 billion investment in Scale AI.

Lightchain AI Gains Attention on Trading Streams

Lightchain AI is getting noticed on YouTube trading streams, unlike Solana and BNB. The company has finished all 15 of its presale stages. Traders are paying attention to Lightchain AI's price movements.

Sources

AI Semiconductors AMD Arista Networks Meta Platforms Microsoft Nvidia AI Investments Palo Alto Networks Binary Defense Cortex XSIAM AI Security Philippe Laffont CoreWeave AI Infrastructure AI Software Pony AI Robotaxi Self-Driving Cars China AI Tokens Web3 Crypto AI Data Centers Apollo Global Management KKR Scale AI Lightchain AI Trading Streams