June 28, 2025

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nvidia, amd and microsoft Updates

The AI landscape is rapidly evolving, presenting both opportunities and challenges for investors and tech companies alike. Nvidia continues to be a dominant force, with Wedbush Securities suggesting its market value could reach $5 trillion, driven by the growing AI revolution and potential consumer applications in robotics. However, competition is intensifying, as cheaper AI models from China could pose a threat to Nvidia's market share, though its valuation remains reasonable given its revenue and profit growth. AMD is also emerging as a strong competitor in the AI chip market, focusing on efficiency and cost-effectiveness with its MI series and improving AI software. Meanwhile, SoftBank is aiming to become the leading platform for 'artificial super intelligence' within the next decade, drawing comparisons to the current dominance of Microsoft and Google, and regretting not investing in OpenAI sooner. In other areas, quantum computing is gaining traction as a potential next big thing, with companies like D-Wave Quantum, Rigetti Computing, and IonQ attracting investor attention, the latter partnering with Amazon and Microsoft. For those looking at more established AI plays, investing $5,000 in companies like Taiwan Semiconductor Manufacturing (TSMC), Alibaba, and Dell could be a smart move, as these stocks are considered cheap with significant growth potential. TSMC manufactures advanced chips for AI, Alibaba's cloud computing business is growing with AI, and Dell's AI-optimized servers are in high demand. Apple is also making moves in the AI space, with Alibaba releasing new AI models for Apple's MLX framework, potentially boosting iPhone sales in China. Metropolis, an AI company focused on checkout-free experiences, has hired Lookman Olusanya as CFO and is raising funds at a valuation near $5 billion, expanding its AI applications into retail and hospitality. Finally, RevEng.ai, a British startup, secured $4.15 million to protect software supply chains with its AI-powered platform that detects malicious code and vulnerabilities.

Key Takeaways

  • Nvidia's market value could reach $5 trillion due to the AI revolution, according to Wedbush Securities.
  • AMD is emerging as a strong competitor in the AI chip market, focusing on efficiency and cost.
  • SoftBank aims to be the leading platform for 'artificial super intelligence' in the next 10 years.
  • Quantum computing stocks like D-Wave Quantum, Rigetti Computing, and IonQ are gaining traction as potential AI alternatives.
  • Investing in TSMC, Alibaba, and Dell could be a smart move due to their growth potential in the AI sector.
  • Alibaba has released new AI models for Apple's MLX framework, potentially boosting iPhone sales in China.
  • Metropolis, an AI company focused on checkout-free experiences, is raising funds at a valuation near $5 billion.
  • RevEng.ai secured $4.15 million to protect software supply chains with its AI-powered platform.
  • Cheaper AI models from China could threaten Nvidia's dominance, but its valuation remains reasonable.
  • Palantir is expected to grow, potentially reaching a $1 trillion market cap due to its software and AI capabilities.

Is Taiwan Semiconductor, Alibaba, and Dell good AI stock buys?

Investing $5,000 in AI stocks like Taiwan Semiconductor Manufacturing (TSMC), Alibaba Group Holding, and Dell Technologies could be a smart move. TSMC makes most of the world's advanced chips, including those for AI. Alibaba's cloud computing business is growing fast with AI, and Dell's AI-optimized servers are in high demand. These stocks are considered cheap, with potential for significant growth as AI expands.

Is Taiwan Semiconductor, Alibaba, and Dell good AI stock buys?

Investing $5,000 in AI stocks like Taiwan Semiconductor Manufacturing (TSMC), Alibaba Group Holding, and Dell Technologies could be a smart move. TSMC makes most of the world's advanced chips, including those for AI. Alibaba's cloud computing business is growing fast with AI, and Dell's AI-optimized servers are in high demand. These stocks are considered cheap, with potential for significant growth as AI expands.

Quantum computing stocks could be the next big thing like AI

Quantum computing stocks might become as popular as AI stocks. AI has changed how things are done, making processes more efficient. Quantum computing, which uses quantum mechanics, could also be a game changer. D-Wave Quantum recently launched its Advantage2 quantum computer. Investing in quantum computing stocks like D-Wave, Rigetti Computing, and IonQ could bring big returns, but it's riskier than investing in AI right now.

Quantum computing stocks could be the next AI investment opportunity

Quantum computing stocks, like IonQ, Rigetti Computing and D-Wave Quantum, could be the next big thing. IonQ uses trapped ion technology and partners with Amazon and Microsoft. Rigetti Computing focuses on superconducting quantum computers and cloud services. D-Wave Quantum specializes in quantum annealing for optimization problems. These companies are still early in development, but offer long-term growth potential for investors.

Nvidia stock could reach $5 trillion as AI revolution grows

Nvidia is driving the AI revolution with its chips. Wedbush Securities believes Nvidia could reach a $5 trillion market value. AI's biggest growth is still to come, especially in consumer uses like robotics. Despite China trade issues, Nvidia's growth opportunities are strong. Palantir is also expected to grow, potentially reaching a $1 trillion market cap due to its software and AI capabilities.

Metropolis hires new CFO, valuation nears $5 billion

Metropolis, an AI company focused on checkout-free experiences, has appointed Lookman Olusanya as its new CFO. Olusanya previously worked at Square, Google Cloud, and Amazon Web Services. Metropolis is currently raising funds at a valuation near $5 billion. The company uses AI to automate parking payments and is expanding into retail and hospitality. Olusanya aims to build a strong financial foundation for Metropolis, using AI to improve financial systems.

Alibaba AI models for Apple: Should you buy AAPL stock?

Alibaba Group has released new AI models for Apple's MLX framework. This could help Apple launch its AI features in China, where regulations are strict. Apple's stock has been down, but this partnership could boost iPhone sales. Analysts are mostly positive on Apple, with an average price target suggesting a potential upside. However, some worry this deal could help China's AI development.

SoftBank wants to lead in artificial super intelligence

SoftBank CEO Masayoshi Son wants his company to be the top platform for 'artificial super intelligence' in the next 10 years. He compares this to the dominance of companies like Microsoft and Google. SoftBank is investing heavily in AI, including acquiring Ampere and investing in OpenAI. Son regrets not investing in OpenAI sooner and expects it to go public eventually.

AMD's AI opportunity is growing in chip market

AMD's stock is rising as it gains confidence in the AI chip market. Nvidia dominates the AI semiconductor space, but AMD doesn't need to beat Nvidia to grow. As AI models improve, the focus will shift to efficiency and cost. AMD's MI series offers a good balance of memory and performance for AI tasks. AMD is also improving its AI software and systems, making it a strong competitor.

RevEng.ai gets $4.15M to protect software supply chains

RevEng.ai, a British startup, raised $4.15 million to secure software supply chains. Their AI platform finds malicious code and vulnerabilities in software. The platform uses the BinNet AI model to check software integrity and create security rules. It supports Linux, Windows, and Android, and works with existing security tools. The funding will help RevEng.ai grow, improve its AI, and expand in the US.

Is Nvidia stock still a good investment now?

Nvidia's stock has greatly increased due to the high demand for AI hardware and software. However, cheaper AI models from China could threaten Nvidia's dominance. Despite this risk, Nvidia's stock valuation still seems reasonable. Nvidia's revenue and profit have grown significantly. The company's innovation and strong market position make it a compelling investment for those seeking AI exposure.

Sources

AI stocks Taiwan Semiconductor Manufacturing (TSMC) Alibaba Group Holding Dell Technologies Cloud computing AI-optimized servers Quantum computing D-Wave Quantum Rigetti Computing IonQ Nvidia AI revolution Robotics Palantir Metropolis Checkout-free experiences Artificial super intelligence SoftBank OpenAI AMD AI chip market RevEng.ai Software supply chain security BinNet AI model Apple MLX framework AI models Investment Market Value Valuation Semiconductors China Microsoft Google Cloud Amazon Web Services