August 26, 2025

finance  
Nvidia $46B Revenue, AMD AI Lab, Microsoft & Google AI

Several companies are making significant strides in AI, while others face challenges. Nvidia is anticipated to announce record-breaking Q2 results, driven by high demand for its AI processors and Blackwell system, with expected earnings of $1.01 per share on revenue close to $46 billion. AMD is expanding its AI efforts with a new engineering lab in Malaysia and partnering with Oracle, integrating AMD Instinct MI355X GPUs into Oracle's cloud. Google (Alphabet), Microsoft, and Amazon are also recognized as top AI stocks, leveraging AI in various sectors. In other news, Perplexity AI is launching a $42.5 million revenue-sharing program for publishers to compensate for content used in AI summaries, while facing lawsuits over content usage. Robinhood is expanding into AI investing tools, projecting $5.3 billion in revenue by 2028. DXC Technology is focusing on AI partnerships, projecting $12.1 billion in revenue by 2028. DocuSign's AI contract management earned IDC recognition, projecting $3.8 billion in revenue by 2028. Toast is expanding globally with new AI tools, projecting $8.9 billion in revenue by 2028. UiPath is pushing AI automation with a share buyback. Baidu is focusing on AI growth despite advertising challenges. Roblox is addressing safety concerns amid AI moderation efforts. Accenture invested in AI edge platform CLIKA. Ukraine's AI drone warfare is attracting global investment. MSTY's AI automation is showing volatility. Broadcom is a key player in the AI hardware market. C3.ai is facing a class action lawsuit over its CEO's health. Finally, YieldMax MSTY ETF surged 336.59% in 2025, driven by MicroStrategy's AI growth and Treasury holdings.

Key Takeaways

  • Nvidia is expected to report record Q2 earnings, with analysts projecting $1.01 EPS on $46 billion in revenue, driven by AI processor demand.
  • AMD is expanding its AI capabilities with a new engineering lab in Malaysia and a partnership with Oracle.
  • Perplexity AI is launching a $42.5 million revenue-sharing program for publishers amid legal challenges over content usage.
  • Robinhood projects $5.3 billion in revenue by 2028 as it expands into AI investing tools.
  • DXC Technology is focusing on AI partnerships, projecting $12.1 billion in revenue by 2028.
  • DocuSign's AI contract management was recognized by IDC, with the company projecting $3.8 billion in revenue by 2028.
  • Toast is expanding globally with new AI tools, projecting $8.9 billion in revenue by 2028.
  • C3.ai is facing a class action lawsuit alleging misleading statements about the CEO's health and its impact on the business.
  • Ukraine's AI drone warfare is attracting global investment and revolutionizing defense technology.
  • YieldMax MSTY ETF surged 336.59% in 2025, driven by MicroStrategy's AI growth.

Robinhood expands into AI investing and new financial services

Robinhood is growing its business beyond commission-free trading into areas like credit, crypto, and AI investing tools. Zacks Equity Research highlighted Robinhood's expansion, which aims to attract younger users and diversify its services. Robinhood's success depends on its ability to innovate and navigate regulations. The company projects $5.3 billion in revenue by 2028, but faces competition from traditional brokers.

DXC Technology gains recognition for AI partnerships and leadership

DXC Technology is focusing on AI and partnerships to transform its business. The company appointed new executives in Canada and partnered with Boomi to improve AI-driven modernization. DXC was also recognized as a leader in Everest Group’s PEAK Matrix Assessment for its AI and software solutions. DXC projects $12.1 billion in revenue by 2028, but faces challenges in stabilizing revenue and competition from larger companies.

DocuSign's AI contract management earns IDC recognition

DocuSign was named a leader in AI-enabled contract lifecycle management by IDC MarketScape. This recognition highlights DocuSign's AI contract management solutions and secure platform. DocuSign launched its first AI contract agent in April 2025. The company projects $3.8 billion in revenue by 2028, driven by its Intelligent Agreement Management (IAM) platform, but faces competition in the AI space.

Toast expands globally with new AI tools

Toast reported a 25% revenue increase and stronger margins, expanding to 148,000 locations. The company launched in Australia, entering its fourth international market. Toast introduced new AI tools like ToastIQ, which provides real-time recommendations. Toast projects $8.9 billion in revenue by 2028, driven by the adoption of its payment and automation tools, but faces pressure on net margins.

Roblox faces safety concerns amid AI moderation efforts

Roblox is facing scrutiny after a lawsuit alleging unsafe conditions for children on its platform. The company addressed a shutdown hoax and open-sourced its AI moderation system, Roblox Sentinel. Roblox is working to balance growth with user protection and regulatory attention. Roblox projects $9.5 billion in revenue by 2028, but faces competition in the social platform market.

Baidu focuses on AI growth despite advertising challenges

Baidu reported a slight revenue decline but saw growth in its AI cloud and autonomous driving businesses. The company completed a share buyback program, repurchasing 6.5% of shares for $2.23 billion. Baidu is transitioning to an AI-driven business, but faces challenges in monetizing AI search. Baidu projects CN¥150.8 billion in revenue by 2028, but earnings are expected to decrease.

AMD expands AI efforts with new Malaysian hub

Advanced Micro Devices (AMD) opened a new engineering lab in Malaysia to advance AI computing solutions. The expansion aims to strengthen AMD's engineering and support the semiconductor industry in Malaysia. AMD is partnering with Oracle, integrating AMD Instinct MI355X GPUs into Oracle's cloud. AMD projects $46.2 billion in revenue by 2028, driven by its Data Center and AI segments, but faces geopolitical risks.

Accenture invests in AI edge platform CLIKA

Accenture invested in CLIKA, an AI compression platform, to boost infrastructure engineering and AI use for edge devices. Accenture's stock has declined this year, despite its growing tech ambitions. The company aims to create secure edge deployments for clients. Investors are watching to see if Accenture's investments will lead to future growth.

UiPath pushes AI automation with share buyback

UiPath launched a $227.5 million share repurchase program, showing confidence in its long-term prospects. The company is focused on capitalizing on the demand for AI automation and transitioning to a cloud-centric model. UiPath's success depends on enterprise adoption of generative AI. UiPath projects $1.9 billion in revenue by 2028, but faces uncertainty in customer budgets.

C3.ai faces class action lawsuit over CEO's health

A class action lawsuit was filed against C3.ai, alleging that the company misled investors about the impact of its CEO's health on its business. C3.ai announced disappointing financial results and reduced its revenue guidance, citing the CEO's health. The lawsuit claims that C3.ai failed to disclose the CEO's health issues and their impact on the company's ability to close deals. Investors who purchased C3.ai securities may be eligible to participate in the class action.

C3.ai investors can lead class action lawsuit

A law firm announced that investors with substantial losses in C3.ai can seek to become the lead plaintiff in a class action lawsuit. The lawsuit alleges that C3.ai made false statements about its revenue outlook and growth potential, while downplaying the risks related to the CEO's health. The lawsuit claims that C3.ai's stock price fell after the company announced disappointing financial results and attributed them to the CEO's health. Investors who purchased C3.ai securities may be eligible to participate in the class action.

Perplexity AI to share revenue with publishers

Perplexity AI is offering publishers a share of revenue generated from their articles, allocating $42.5 million to the program. This move aims to address criticism and legal action from media outlets regarding the use of their content. Publishers will earn money when their content drives traffic through Perplexity's Comet browser. The funds come from Comet Plus, a new subscription tier for the Comet browser.

Perplexity AI offers publishers $42.5M amid lawsuits

Perplexity AI is launching a $42.5 million revenue-sharing program for publishers. The program aims to compensate publishers when their content drives traffic or assists AI-powered tasks. This initiative comes as Perplexity faces lawsuits and disputes over the use of content in AI summaries. Perplexity recently bid $34.5 billion to acquire Google's Chrome browser.

Ukraine's AI drone warfare attracts global investment

Ukraine's defense-tech startups are revolutionizing warfare with AI-driven drones, producing 4.5 million units annually. The Ukrainian government provides grants and mandates local production. The U.S. DoD and NATO are adopting Ukrainian models for drone warfare. Investors are targeting AI autonomy, counter-drone systems, and modular platforms in Ukraine.

Top 5 AI stocks for long-term investors

Artificial intelligence is transforming industries, creating investment opportunities. Nvidia is a leader in AI with its GPUs. Alphabet (Google) invests heavily in AI research. Microsoft integrates AI into its cloud services and tools. Amazon uses AI in e-commerce and cloud services. Advanced Micro Devices (AMD) is a competitor to Nvidia in the AI chip market.

MSTY's AI automation volatility and investment case

The YieldMax MSTY ETF surged 336.59% in 2025, driven by MicroStrategy's AI growth and Treasury holdings. MicroStrategy's AI tools automate workflows and address concerns through explainability features. AI automation is displacing some jobs but creating demand for data analytics roles. MSTY's success depends on MicroStrategy's AI innovation and MSTY's risk management.

Nvidia expected to post record results amid AI boom

Nvidia is expected to release record-breaking second-quarter results due to high demand for its AI processors. Wall Street predicts earnings of about $1.01 per share and revenue close to $46 billion. Nvidia's data center segment is expected to bring in $41 billion, fueled by the adoption of its Blackwell system. The company is working to navigate new US rules on advanced AI chips impacting its China business.

Nvidia Q2 earnings preview focuses on AI and China

Nvidia is set to report its second-quarter earnings, testing market sentiment about AI investment. Analysts expect earnings per share to be $1.01 on revenue of $46 billion. Nvidia is developing a new chip for the China market, but China is skeptical about potential compromises. Concerns are growing about the sustainability of companies' investments in AI.

Nvidia versus CrowdStrike which AI stock is better

Nvidia and CrowdStrike will announce their Q2 earnings, putting two top growth stories in the spotlight. Nvidia is the face of the AI boom, while CrowdStrike delivers AI-driven cybersecurity solutions. Wall Street expects Nvidia to earn $1.01 per share on revenue of $45.9 billion. Analysts expect CrowdStrike to report earnings of $0.83 per share, with revenue projected at nearly $1.15 billion.

Should you buy Broadcom stock before September 4

Broadcom is a key player in the AI hardware market, supplying products to power data centers. The company's AI semiconductor revenue is increasing due to demand from major tech companies. Broadcom is expected to report strong quarterly results on Sept. 4. Broadcom's stock is expensive, but its AI-driven momentum could continue.

Sources

AI investing Financial services Robinhood DXC Technology AI partnerships AI solutions DocuSign AI contract management Contract lifecycle management Toast AI tools Roblox AI moderation Baidu AI cloud Autonomous driving AMD AI computing Accenture AI edge platform UiPath AI automation C3.ai Class action lawsuit Perplexity AI Revenue sharing Publishers Ukraine AI drone warfare Nvidia AI processors MSTY ETF MicroStrategy AI automation volatility Broadcom AI hardware CrowdStrike AI-driven cybersecurity