Several companies are making significant investments and advancements in AI technology across various sectors. Meta Platforms has signed a 20-year deal with Constellation Energy to power its AI infrastructure with nuclear energy, following similar moves by Microsoft, Google, and Amazon. This deal aims to provide clean energy for Meta's data centers and supports its goal of using 100% clean energy. Investor Peter Andersen raises concerns about the profitability of AI investments relative to spending by big tech companies. Despite these concerns, Wall Street is eyeing several AI stocks for potential gains. Pony AI Inc. has partnered with Shenzhen Xihu to deploy Robotaxis in Shenzhen, while Elastic N.V. remains a 'Buy' despite a lowered price target. Deutsche Bank raised New York Times price target after Amazon AI deal. In China, the AI market is experiencing growth, driven by companies like DeepSeek, but is also facing challenges due to US-China trade tensions. JPMorgan reports that AI is the top investment priority in 2025, with AI companies receiving a significant portion of late-stage investments, although the venture capital market is slowing down. Companies like Innodata Inc., Fastly Inc., and AeroVironment Inc. are also seeing gains. AltSignals is listing its $ASI token on Dex-Trade for AI trading, highlighting the integration of AI in trading platforms. Chart Industries and Flowserve are merging in a stock deal, while Amazon plans to invest $10 billion in North Carolina to expand its AI infrastructure, creating new jobs. Goldman Sachs upgraded Yum! Brands due to growth and AI investment.
Key Takeaways
- Meta is securing nuclear power for its AI operations with a 20-year deal, joining other tech giants in seeking clean energy sources.
- Wall Street analysts are monitoring specific AI stocks for potential investment opportunities, despite concerns about profitability.
- China's AI market is growing but faces challenges from trade tensions and economic targets.
- AI is the top investment priority for venture capital in 2025, though the market is experiencing a slowdown.
- Lesser-known AI stocks like Innodata, Fastly, and AeroVironment are showing gains.
- AltSignals is listing its $ASI token for AI trading, showcasing AI's integration into trading platforms.
- Amazon is investing $10 billion to expand its AI infrastructure in North Carolina, creating 500 jobs.
- Deutsche Bank raised New York Times price target after Amazon AI deal.
- Yum! Brands may rise 16% due to growth and AI investment.
- Chart Industries and Flowserve are merging in a stock deal.
Meta goes nuclear to power its AI tech with 20-year deal
Meta Platforms is making AI tech that needs a lot of power. They signed a 20-year deal with Constellation Energy for power from the Clinton Clean Energy Center in Illinois. This will give Meta clean energy for its data centers. The deal helps Meta reach its goal of using 100% clean energy. Nuclear power is reliable for data centers that need constant power.
Meta buys nuclear power for AI, following Microsoft, Google, Amazon
Meta signed a 20-year deal with Constellation Energy to buy nuclear power for its AI. This follows similar moves by Microsoft, Google, and Amazon. The deal supports the Clinton Clean Energy Center near Chicago. Meta is buying clean energy to offset its carbon footprint. Constellation Energy controls over 20% of US nuclear capacity.
Wall Street eyes these 10 AI stocks for potential gains
Investor Peter Andersen says big tech hasn't shown profitable AI uses to justify spending. He questions when users will benefit from AI investments. One company, Pony AI Inc., partnered with Shenzhen Xihu to deploy 1,000 Robotaxis in Shenzhen. Elastic N.V., a search AI company, had its price target lowered by Citi analyst Tyler Radke. However, Citi maintains a 'Buy' rating due to potential AI monetization.
Deutsche Bank raises New York Times price target after Amazon AI deal
AI needs lots of energy, and one company owns nuclear energy infrastructure. This company is involved in oil, gas, renewable fuels, and industrial projects. It plays a big role in U.S. LNG exports. The company is debt-free and has a stake in another AI company. Hedge funds are interested because it's undervalued and tied to AI infrastructure.
China's market in 2025 AI boost, trade tensions, and outlook
Chinese stocks started strong in 2025, led by DeepSeek's AI model launch. US-China trade tensions caused problems, with tariffs increasing. Beijing is trying to reach a 5% growth target with policy support. Trade talks are causing market changes. Hong Kong's IPO market is improving. The market is facing both opportunities and problems.
Meta's nuclear deal shows AI trade is just beginning Nvidia wins
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JPMorgan says AI is top investment priority in 2025
JPMorgan reports AI is the main focus for venture capital in 2025. AI companies received nearly 60% of late-stage investments. AI startups have high valuations and expectations. However, the venture capital market is slowing down. Transaction sizes and overall valuations have decreased.
3 lesser-known AI stocks climbing up this past month
AI is still popular despite trade policy worries. Four big tech companies plan to invest $325 billion in AI infrastructure in 2025. Three AI stocks with recent gains are Innodata Inc., Fastly Inc., and AeroVironment Inc. Innodata provides data for training AI models. Fastly offers cloud computing and edge technology solutions.
AltSignals lists $ASI token on Dex-Trade for AI trading
AltSignals, an AI trading platform, is listing its $ASI token on Dex-Trade on June 6, 2025. AltSignals' bot, ActualizeAI, had a 442% profit in May. The platform's Low-Level Futures strategy made 520% profit. AltSignals is giving away over $10,000 in rewards. The $ASI token integrates with a high-performing utility platform.
Chart Flowserve merger, Nio R&D, Amazon's AI investment
Chart Industries and Flowserve are merging in a stock deal. The combined company will be worth about $19 billion. Nio aims to break even in the fourth quarter by cutting R&D spending. Amazon plans to invest $10 billion in North Carolina to expand its AI infrastructure. This investment will create at least 500 new jobs.
Yum! Brands may rise 16% due to growth and AI investment
Goldman Sachs upgraded Yum! Brands because of its unit growth. Yum! has a high franchise mix, making it strong. Digital improvements like Byte! by YUM are expected to help. Taco Bell has a chance to grow internationally. The analyst estimates $2.90 billion EBITDA for FY25.
Sources
- Meta Platforms Is Going Nuclear to Power its AI Technologies
- Meta Goes Nuclear to Fuel Its Massive AI Ambitions
- 10 AI Stocks on Wall Street’s Radar
- Deutsche Bank Lifts New York Times (NYT) PT After AI Deal with Amazon
- China markets 2025: AI boost, trade tensions & what's next
- Meta’s 20-Year Nuclear Deal Shows AI Trade Is Just Beginning. Nvidia Is a Winner.
- AI At The Top Of Investors' Priorities In 2025, According To JPMorgan
- Watch 3 Little-Known Mid-Cap AI Stocks That Have Climbed Past Month
- AltSignals to List $ASI Token on Dex-Trade – A New Chapter for AI Trading Innovation
- Chart-Flowserve merger, Nio R&D, Amazon's $10B AI investment
- Yum! Brands Tipped For 16% Upside As Analyst Points To Strong Unit Growth, AI Investment