August 9, 2025

finance  
meta, openai and nvidia Updates

Several companies are making significant moves in the AI space. SoundHound AI, known for its voice assistant technology, saw its stock jump after reporting a 217% increase in second-quarter revenue, reaching $42.68 million. This positive performance led the company to raise its full-year revenue forecast to between $160 million and $178 million. Tempus AI, focused on AI-driven drug discovery, is also experiencing growth, with revenues up nearly 90% and a full-year revenue forecast of $1.26 billion. Other companies are investing heavily in AI infrastructure. Meta is investing $290 billion in an AI data center in Louisiana, with funding from Pacific Investment Management and Blue Owl Capital. SoftBank is acquiring Foxconn's Ohio plant to kickstart its $500 billion Stargate data center project in partnership with OpenAI and Oracle. Brookfield is also investing billions in AI infrastructure projects, including GPU infrastructure and liquid cooling systems. Navitas Semiconductor, which has partnered with NVIDIA, focuses on improving power efficiency in AI data centers with its GaNFast technology. Deutsche Bank maintains a "Buy" rating for Microsoft stock, citing the company's strong position in AI and potential stock price increases. Even smaller players are seeing success with AI. Lemonade, an AI-powered insurance company, experienced a stock jump after a strong second quarter and increased its full-year revenue guidance by $50.5 million to $712.5 million. In a unique experiment, an AI model, GPT-4o, was given $100 to trade stocks and outperformed the S&P 500 with a 25% gain, highlighting the potential of AI in investment, though experts advise caution and human oversight.

Key Takeaways

  • SoundHound AI's stock soared after Q2 revenue jumped 217% to $42.68 million, leading to an increased full-year revenue forecast of $160-$178 million.
  • Tempus AI's revenue increased by nearly 90%, with a full-year revenue forecast of $1.26 billion, driven by high demand for cancer testing.
  • Meta is investing $290 billion in a Louisiana AI data center, funded by Pacific Investment Management and Blue Owl Capital.
  • SoftBank is purchasing Foxconn's Ohio plant to initiate its $500 billion Stargate data center project with OpenAI and Oracle.
  • Brookfield is investing billions in AI infrastructure, including GPU infrastructure, liquid cooling, and robotics manufacturing.
  • Navitas Semiconductor (NVTS) is focusing on AI data centers and partners with NVIDIA to improve power efficiency with GaNFast technology.
  • Lemonade, an AI-powered insurance company, increased its full-year revenue guidance by $50.5 million to $712.5 million after a strong Q2.
  • GPT-4o, an AI model, earned a 25% gain trading stocks with $100, outperforming the S&P 500, but experts advise human oversight.
  • Deutsche Bank recommends Microsoft stock due to AI gains, with a price target between $630 and $700.

SoundHound AI stock soars after strong sales and outlook

SoundHound AI's stock jumped 25% after reporting strong sales and a positive outlook. The company's second-quarter revenue increased by 217% to $42.68 million, beating expectations. SoundHound AI also gained new customers, especially in China, for its voice assistant technology in cars. Because of these gains, SoundHound AI raised its full-year revenue forecast to between $160 million and $178 million.

SoundHound AI stock jumps after strong Q2 results

SoundHound AI's stock rose sharply after its second-quarter results beat Wall Street's expectations. The company reported a loss of $0.03 per share on sales of $42.7 million, which was much better than expected. SoundHound AI also increased its full-year revenue forecast to between $160 million and $178 million. The company's sales are growing quickly, making investors optimistic about its future.

SoundHound AI stock gains as traders react to strong quarter

SoundHound AI stock is trending as retail investors react positively to the company's recent earnings report. The company's Q2 revenue increased by 217% to $42.68 million, exceeding expectations. SoundHound AI reported a smaller loss than expected, at $0.03 per share. The company also raised its full-year revenue outlook to a range of $160 million to $178 million. Traders on Stocktwits are very positive about SoundHound's future.

Tempus AI stock rises on strong AI drug demand

Tempus AI's stock is performing well after a strong second quarter, with revenues up nearly 90% due to high demand for cancer testing. The company's revenue reached $314.6 million, beating estimates. Tempus AI also narrowed its loss per share, surpassing expectations. The company raised its full-year revenue forecast to $1.26 billion and expects to be profitable with an adjusted EBITDA of $5 million.

Tempus AI raises outlook after strong growth and margins

Tempus AI increased its financial outlook after reporting faster-than-expected growth and improved profit margins. The company reported a second-quarter adjusted loss of 22 cents per share, which was better than expected. Tempus AI's quarterly revenue was $314.64 million, also exceeding expectations. The company now expects full-year revenue of approximately $1.26 billion and has reaffirmed its adjusted EBITDA forecast of $5 million.

Is Navitas stock's dip a buying opportunity?

Navitas Semiconductor (NVTS) stock has dropped, leading to questions about whether it's a good time to buy. The company is focusing on the AI data center market and has partnered with NVIDIA. Navitas's GaNFast technology is important for improving power efficiency in data centers. Despite the stock's recent ups and downs, the company's strong plans suggest it could be a good investment for the long term.

Lemonade stock down 70% Is it time to buy?

Lemonade, an insurance technology company that uses AI, saw its stock jump 30% after a strong second quarter in 2025. The company uses AI to provide quick insurance quotes and process claims. Lemonade had a record 2.7 million customers, a 24% increase from last year. The company has also raised its full-year revenue guidance for 2025 by $50.5 million, to $712.5 million.

AI beats Wall Street with $100 investment experiment

A Reddit user gave $100 to GPT-4o, an AI model, to trade stocks for a month. The AI outperformed major market indexes, including the S&P 500, by earning a 25% gain. The AI chose small-cap stocks with short-term potential, especially in biotech and emerging tech. While the results are impressive, experts caution that AI investing still requires human oversight and may not work as well with larger portfolios or changing market conditions.

SoftBank buys Foxconn's Ohio plant for AI project

SoftBank Group Corp is buying Foxconn Technology Group’s electric vehicle plant in Ohio. This purchase will help SoftBank start its $500 billion Stargate data center project with OpenAI and Oracle Corp. Foxconn will operate the plant and use it to manufacture AI servers. The two companies previously worked together to produce SoftBank’s Pepper robots.

Brookfield invests in AI infrastructure for future growth

Brookfield is investing in AI infrastructure projects to meet the increasing demand for scalable solutions. The company plans to invest in projects that support hyperscalers, enterprises, and governments. Brookfield has already invested billions in this area and sees many more opportunities. These include GPU infrastructure, liquid cooling systems, fiber networks, robotics manufacturing, and recycling infrastructure.

Deutsche Bank recommends Microsoft stock due to AI gains

Deutsche Bank has reiterated a "Buy" rating for Microsoft stock, highlighting the company's strong position in AI. Microsoft is seeing double-digit productivity gains across its business due to AI. Analysts predict the stock could rise, with an average price target of $630 and a high target of $700. Microsoft provides AI-powered cloud, productivity, and business solutions.

Meta invests $290B in Louisiana AI data center

Meta is investing $290 billion in an AI data center in Louisiana, with funding led by Pacific Investment Management and Blue Owl Capital. Pacific Investment Management will handle $260 billion in debt financing, while Blue Owl Capital will provide $30 billion in equity. This investment will help Meta expand its AI development and generate more revenue. Other tech companies like Microsoft and Elon Musk's xAI are also investing heavily in AI data centers.

Sources

SoundHound AI Tempus AI Navitas Semiconductor Lemonade GPT-4o SoftBank Foxconn OpenAI Oracle Corp Brookfield Deutsche Bank Microsoft Meta Pacific Investment Management Blue Owl Capital AI Artificial Intelligence Stock Revenue Data Center Investment Financial Outlook Earnings Report Voice Assistant Technology AI Servers AI Infrastructure AI Drug Demand AI Investing AI Data Center Cloud Computing Robotics GPU Infrastructure Liquid Cooling Systems Fiber Networks Robotics Manufacturing Recycling Infrastructure