Nvidia AI Chip Sales Resume, Meta EU AI Code Clash

The AI landscape is rapidly evolving, with significant developments across various sectors. Nvidia is navigating trade restrictions while resuming AI chip sales to China, which has positively impacted its stock. Meanwhile, Perplexity AI's valuation has surged to $18 billion, fueled by investments from Nvidia, Softbank, and Jeff Bezos, as it aims to challenge Google in the search engine market. Meta, however, is pushing back against the EU's AI code, citing concerns about overregulation. In the pharmaceutical sector, Agentic AI is gaining traction, with companies like Isomorphic and Pathos AI securing substantial funding to optimize clinical research. Cathie Wood's ARK Invest is strategically investing in AI and robotics, including Nvidia and AMD, while reducing its stake in Meta. Apple is under pressure to enhance its AI capabilities, particularly with Siri, to drive iPhone sales, while Tempus AI's stock is rising following FDA clearance for its AI-powered diagnostic software. Furthermore, the stock market is reaching new highs, driven by AI advancements and positive economic indicators, benefiting companies like Nvidia and TSMC. In the crypto space, AI-driven tokens like Snorter Bot and SUBBD are emerging as potential investment opportunities, leveraging AI to improve blockchain network functions. Finally, while Nvidia designs AI chips, TSMC manufactures them, and analysts suggest TSMC is a potentially less risky AI investment.

Key Takeaways

  • Nvidia resumes AI chip sales to China after US approval, boosting its stock, while China seeks further cooperation.
  • Perplexity AI's valuation hits $18 billion with backing from Nvidia, Softbank, and Jeff Bezos, aiming to disrupt the search engine market.
  • Meta rejects the EU's AI code, citing overreach and potential harm to European AI competitiveness.
  • Agentic AI is increasingly used in pharmaceutical research, with companies like Isomorphic and Pathos AI receiving significant funding.
  • Cathie Wood's ARK Invest increases investments in AI and robotics stocks like Teradyne, Nvidia, and AMD, while reducing Meta holdings.
  • Apple needs to improve its AI, especially Siri, to drive iPhone sales, according to HSBC analysts.
  • Tempus AI's stock jumps after FDA clearance for its AI-powered ECG-Low EF software, signaling growth in precision medicine.
  • The stock market reaches new highs, fueled by AI chip advancements and positive economic data, benefiting Nvidia and TSMC.
  • AI crypto tokens like Snorter Bot ($SNORT) and SUBBD ($SUBBD) are highlighted as potential investment opportunities for 2025.
  • TSMC is considered a potentially less risky AI investment than Nvidia due to its manufacturing role and lower stock valuation.

Find hot AI crypto tokens for smart trading

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Top AI crypto coins and projects to buy in 2025

The best AI crypto coins to buy in 2025 include Snorter Bot ($SNORT) and SUBBD ($SUBBD). Other top picks are Bittensor (TAO) and NEAR Protocol (NEAR). These AI cryptocurrencies combine blockchain with artificial intelligence to improve network functions. They offer potential for growth, unique uses, passive income, and AI-blockchain benefits. Investing in these tokens could provide early access to innovative technologies.

Agentic AI emerges as key tool for pharma research

Agentic AI is becoming important for pharmaceutical companies due to disruptions in federal funding for clinical research. Define Ventures is investing in AI startups that optimize clinical site selection and enrollment. AI agents can assist with tasks like creating trial plans and finding new drug candidates. Big Pharma is increasing AI budgets to reduce administrative work and improve efficiency. Companies like Isomorphic and Pathos AI have raised significant funding for AI-driven pharma research.

China welcomes Nvidia H20 AI chip sales Japan warns on tariffs

China is happy that Nvidia can resume selling its H20 AI chips to Chinese companies. This happened after the US government gave the green light. China hopes for more cooperation and wants the US to remove trade restrictions. Japan warned against using tariffs to fix trade issues at a G20 meeting. Nvidia's stock prices increased after the news of potential chip sales to China.

Perplexity AI value jumps to $18B amid AI investor frenzy

Perplexity AI's value has soared to $18 billion after raising $100 million in a new funding round. The AI startup is backed by Nvidia, Softbank, and Jeff Bezos. Perplexity aims to compete with Google in internet search using its AI-powered browser. The company's revenue has increased from $35 million to $150 million annually. Perplexity has about 35 million users and earns money from subscriptions and advertising.

Nvidia or TSMC Which semiconductor stock is a better AI bet

NVIDIA and Taiwan Semiconductor (TSMC) are key companies in the AI chip industry. NVIDIA designs AI chips, while TSMC manufactures them. NVIDIA faces challenges from US export restrictions, causing lost sales in China. TSMC is expanding its production and expects AI-related revenue to double in 2025. Analysts suggest TSMC is a better AI investment due to lower risk and reasonable stock value.

Meta rejects EU's AI code calls it overreach

Meta Platforms will not sign the European Commission's new AI code. Meta believes the EU's approach to AI regulation creates legal uncertainties. The company argues the code goes beyond the official AI Act requirements. Other organizations share concerns that the regulations could harm Europe's AI competitiveness. The EU's AI Act includes copyright protections and transparency rules.

Stocks reach new highs driven by AI and economic news

The stock market is doing well, with the S&P 500 and Nasdaq reaching record highs. This is mainly because of news about AI chips and positive economic data. Nvidia and Advanced Micro Devices can now sell some AI chips to China again. Taiwan Semiconductor, which makes chips for these companies, reported strong earnings.

HSBC Apple needs better AI to boost hardware sales

HSBC analysts say Apple needs more impressive AI to encourage people to buy new iPhones. Apple's AI, called Apple Intelligence, hasn't significantly improved user experience yet. Delays in launching AI-powered Siri may cause users to wait before upgrading their phones. Apple is relying on traditional hardware upgrades to increase demand. The iPhone 17 may attract buyers, but tariffs could raise prices.

Cathie Wood invests millions in AI and robotics stocks

Cathie Wood's ARK Invest ETFs invested millions in AI and robotics on July 17. Her largest investment was $7.8 million in Teradyne, a robotics company. Wood also bought $1.8 million of Nvidia stock and $798,400 of Advanced Micro Devices stock. On the selling side, she sold $3.3 million of Rocket Lab USA stock and $2.5 million of Meta Platforms shares. Wood is increasing her investment in Teradyne, seeing it as a buying opportunity.

Tempus AI stock jumps after AI breakthrough is it time to buy

Tempus AI's stock rose after its ECG-Low EF software received FDA clearance. The company's revenue is up 75%, and it has a $200 million deal with AstraZeneca and Pathos. Tempus AI is becoming a leader in precision medicine. The FDA clearance helps Tempus AI expand its clinical diagnostics using AI. Analysts predict the stock price could increase, but its current valuation is high.

Sources

AI crypto tokens Crypto analytics platforms CoinMarketCap CoinGecko Crypto Twitter trends LunarCrush GitHub activity DeFi dashboards DeBank Dune Analytics Tokenomics AI crypto coins Snorter Bot ($SNORT) SUBBD ($SUBBD) Bittensor (TAO) NEAR Protocol (NEAR) Agentic AI Pharmaceutical research Clinical site selection Clinical trial enrollment Drug discovery Isomorphic Pathos AI Nvidia H20 AI chips China Trade restrictions Tariffs Perplexity AI AI-powered search Nvidia Softbank Jeff Bezos TSMC Semiconductor stock AI chip industry US export restrictions Meta Platforms EU AI Act AI regulation Copyright protections Transparency rules Stock market S&P 500 Nasdaq Economic news Advanced Micro Devices Apple Intelligence iPhone Siri Cathie Wood ARK Invest ETFs Robotics stocks Teradyne Rocket Lab USA Tempus AI FDA clearance Precision medicine AstraZeneca ECG-Low EF software