July 10, 2025

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Nvidia $4T Valuation, Meta AI Wearables, OpenAI Growth

The AI sector continues to see significant activity and investment. Nvidia has achieved a $4 trillion valuation, driven by its dominance in the AI chip market, with its stock reaching $164.42. Its chips are essential for companies like OpenAI, Meta, and Amazon. Trump's One Big Beautiful Bill Act, offering tax breaks for US chipmaking facilities, may further benefit Nvidia and Intel. Venture funding for North American AI startups surged by 43% in the first half of 2025, totaling $145 billion, with Scale AI and Thinking Machines leading the way. A UN report indicates that investments in AI, data, and software now exceed those in physical assets, growing 3% to $7.6 trillion in 2024, with the US leading in intangible asset investment. Oppenheimer suggests Microsoft's AI potential, boosted by its OpenAI partnership, isn't fully priced into its stock, predicting a 21% increase. Meta is also increasing its stake in AI, investing in EssilorLuxottica (Ray-Ban maker) to enhance its AI-powered wearable devices, including the new 'Oakley Meta HSTN' glasses. Elsewhere, BigBear.ai, specializing in AI software for government and defense, received a $9 price target from H.C. Wainwright, reflecting optimism in the AI-driven defense sector. SoundHound AI, focused on conversational AI, and DigitalOcean, providing cloud services with AI tools, both demonstrate growth in the AI space, though with differing profitability profiles. Nvidia's revenue is projected to reach $200 billion in 2026, with a 90% share of the data center GPU market.

Key Takeaways

  • Nvidia hit a $4 trillion valuation, driven by its leadership in AI chips and a stock price of $164.42.
  • Trump's One Big Beautiful Bill Act could benefit Nvidia and Intel by incentivizing US chip manufacturing.
  • North American AI startups saw a 43% funding surge, reaching $145 billion in the first half of 2025, led by companies like Scale AI.
  • Investments in AI, data, and software now exceed physical assets, reaching $7.6 trillion in 2024.
  • Oppenheimer predicts a 21% stock increase for Microsoft, citing its underappreciated AI potential and partnership with OpenAI.
  • Meta is investing in EssilorLuxottica (Ray-Ban) to advance its AI-powered wearable devices, like the 'Oakley Meta HSTN' glasses.
  • BigBear.ai, an AI software provider for government and defense, received a $9 price target, indicating strong growth potential.
  • SoundHound AI's revenue grew 85% but remains unprofitable, while DigitalOcean is profitable with growing AI revenue.
  • Nvidia dominates the data center GPU market with a 90% share and expects $200 billion in revenue in 2026.
  • The United States leads in investments in intangible assets, driven by the AI boom.

SoundHound AI or DigitalOcean Which AI Stock is a Better Buy?

SoundHound AI and DigitalOcean are both growing AI companies. SoundHound AI makes conversational AI software used by companies like Hyundai and Chipotle. DigitalOcean provides cloud services and AI tools to small businesses. SoundHound's revenue grew 85% last year, but it is still losing money. DigitalOcean is profitable and expects its AI revenue to keep growing fast.

SoundHound AI or DigitalOcean Which AI Stock is a Better Buy?

SoundHound AI and DigitalOcean are both growing AI companies. SoundHound AI makes conversational AI software used by companies like Hyundai and Chipotle. DigitalOcean provides cloud services and AI tools to small businesses. SoundHound's revenue grew 85% last year, but it is still losing money. DigitalOcean is profitable and expects its AI revenue to keep growing fast.

Meta Invests in Ray-Ban Maker Amid AI Wearables Push

Meta Platforms bought almost 3% of EssilorLuxottica, the company behind Ray-Ban. This investment shows Meta's interest in AI-powered wearable devices. Meta wants to improve its wearable tech with AI to attract more users. Meta and EssilorLuxottica already released AI smart glasses. The new 'Oakley Meta HSTN' glasses will have a camera, speakers, and Meta AI.

Trump's Bill Could Boost AI Chip Stocks Like Nvidia and Intel

President Trump signed the One Big Beautiful Bill Act into law. It includes a tax break for companies that build chipmaking facilities in the US before 2026. This could help AI semiconductor stocks like Nvidia, Intel, and Micron. Analysts say this law shows the government supports the chip sector, which helps companies plan for the future.

UN Report Shows Investments in AI and Data Surpass Physical Assets

A UN report says investments in data, AI, and software are growing faster than investments in physical things like machines. In 2024, investments in these intangible assets grew 3%, reaching $7.6 trillion. The United States invested the most in intangible assets. Software and databases are the fastest-growing areas, driven by the AI boom. This shift shows that technology and innovation are becoming more important for economic growth.

AI Drives Surge in Venture Funding for North American Startups

Funding for North American startups jumped 43% in the first half of 2025, reaching $145 billion. This increase was mainly due to excitement around artificial intelligence. Big funding rounds for AI companies like Scale AI and Thinking Machines helped drive the growth. There were also successful IPOs from companies like Circle and Chime. AI-related startups in North America received $34.5 billion in funding during the second quarter.

Microsoft's AI Potential Not Fully Priced In Says Oppenheimer

Oppenheimer upgraded Microsoft, saying its AI potential is not fully reflected in the stock price. They predict a 21% increase from Tuesday's closing price. Microsoft's partnership with OpenAI is a key factor in the AI boom. Analysts believe Microsoft's AI business will drive growth for Azure, its cloud computing service. They also think investors are underestimating how Microsoft can make money from AI.

Nvidia Reaches $4 Trillion Valuation Amid AI Boom

Nvidia became the first company ever to be valued at $4 trillion. The company's stock reached a new high of $164.42. Nvidia is a leader in artificial intelligence chips. Its value has increased nearly 35,000% in the last ten years. Nvidia's chips are used by companies like OpenAI, Tesla, Meta, and Amazon.

Nvidia Stock Nears $4 Trillion Valuation Amid AI Investment Surge

Nvidia's stock is close to reaching a $4 trillion valuation. The company's shares have increased 40% in the last three months. Nvidia dominates the data center GPU market with a 90% share. The company's revenue is expected to reach $200 billion in 2026. Nvidia is expanding into Europe and focusing on robotics and autonomous vehicles.

BigBear.ai Stock Gets New High Price Target

BigBear.ai develops AI software for organizations, especially in government and defense. H.C. Wainwright set a new price target of $9 for BigBear.ai stock. The company's software helps with complex data analysis and decision-making. BigBear.ai's stock has risen significantly this year. Analysts are optimistic about the company's potential in the AI-driven defense sector.

Nvidia First Company Ever to Reach $4 Trillion Valuation

Nvidia has become the first publicly traded company to reach a $4 trillion market value. The company's stock price rose to $164.42 on July 9, 2025. Nvidia is a leader in AI chip manufacturing, especially GPUs. The company's success is due to its role in enabling AI in various industries. Analysts are discussing if Nvidia can maintain its high valuation.

Sources

AI Artificial Intelligence SoundHound AI DigitalOcean Meta Platforms EssilorLuxottica Ray-Ban AI Wearables Smart Glasses Nvidia Intel Micron AI Chips Semiconductors One Big Beautiful Bill Act UN Report Data Investment Software Investment Venture Funding Startups Scale AI Thinking Machines Circle Chime Microsoft OpenAI Azure Cloud Computing GPU Data Center Robotics Autonomous Vehicles BigBear.ai Defense Government Stock Valuation Investment Revenue Profitability Market Value