June 7, 2025

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Nvidia, AMD, CrowdStrike, SoundHound AI and Apple AI

Several factors are influencing the AI stock market in 2025. While companies like Nvidia, TSMC, and Palantir are expected to benefit from the growing AI sector, other companies like SoundHound AI, Innodata and Tempus AI are also experiencing growth. CrowdStrike's stock has also risen significantly due to its AI-powered Falcon platform. AMD is actively trying to compete with Nvidia by acquiring Brium to enhance its AI software. However, Nvidia faces challenges, including insider selling and restrictions in the Chinese market due to U.S. regulations, highlighted by a retracted announcement from ZJK Industrial. Broadcom's disappointing forecast suggests potential concerns about the strength of AI spending. Apple's WWDC event is anticipated to be low-key due to delays in their AI development, putting them behind competitors like Alphabet and Microsoft.

Key Takeaways

  • AI stocks, including Nvidia, TSMC, and Palantir, are projected to rise in 2025.
  • SoundHound AI, Innodata, and Tempus AI are rapidly growing AI companies.
  • CrowdStrike's stock is up 34% in 2025 due to its Falcon platform and AI-powered security.
  • AMD acquired Brium to improve its AI performance and compete with Nvidia.
  • Nvidia insiders have sold shares worth over $3.35 billion, raising concerns.
  • A Chinese company retracted an announcement about producing parts for a new Nvidia AI chip due to US regulations.
  • Broadcom's weaker-than-expected revenue forecast suggests potential concerns about AI spending.
  • Apple's WWDC event is expected to be low-key due to delays in AI features.
  • SoundHound AI's stock has dropped nearly 60% since December 2024, despite expected revenue growth.
  • Tempus AI increased its 2025 revenue forecast, showing significant growth in its Genomics and Data segments.

AI Stocks Ready to Run Nvidia, TSMC, and Palantir

AI stocks are expected to rise after market gains in April 2025. Nvidia's GPUs and CUDA software are key for AI, with a large market share. Taiwan Semiconductor Manufacturing (TSMC) is crucial for making advanced chips. Palantir Technologies uses AI to help businesses and governments solve problems with its Artificial Intelligence Platform (AIP).

AI Stocks Ready to Run Nvidia, TSMC, and Palantir

AI stocks are expected to rise after market gains in April 2025. Nvidia's GPUs and CUDA software are key for AI, with a large market share. Taiwan Semiconductor Manufacturing (TSMC) is crucial for making advanced chips. Palantir Technologies uses AI to help businesses and governments solve problems with its Artificial Intelligence Platform (AIP).

Under the Radar AI Stocks Tempus AI, SoundHound AI, Innodata

While Nvidia gets lots of attention, other AI companies are growing fast. SoundHound AI provides voice AI solutions and expects big sales growth. Innodata, a data engineering company, reaffirmed its strong revenue forecast for 2025. Tempus AI uses AI to improve medicine and increased its 2025 revenue forecast, showing significant growth in its Genomics and Data segments.

CrowdStrike Stock Soars Is the AI Cybersecurity Company Still a Buy

CrowdStrike's stock is up 34% in 2025, beating the S&P 500, because of its Falcon platform and AI-powered security. Falcon offers 30 modules protecting networks and devices. A record 48% of customers use at least six modules. CrowdStrike aims for $10 billion in annual recurring revenue by fiscal year 2031, but the stock is expensive right now.

SoundHound AI Stock Down Should You Buy the Dip

SoundHound AI's stock has dropped nearly 60% since December 2024. The company makes AI-powered audio recognition tools. Nvidia invested in SoundHound but later sold its stake. SoundHound's revenue is expected to increase significantly, but its high valuation and history of issuing more shares could limit gains.

AMD Buys Brium to Improve AI Performance Competing with Nvidia

AMD acquired Brium to improve its AI software and performance on AMD hardware. Brium helps AI software work better across different hardware types. This is AMD's fourth AI-related purchase in two years. The move challenges Nvidia's lead in the AI hardware market and gives a different option to Nvidia's software.

Nvidia Faces Red Flag Insiders Selling Shares

Nvidia's stock has risen greatly due to its AI technology. However, no Nvidia insiders have bought shares in 54 months, while many have sold shares worth over $3.35 billion. This lack of insider buying, along with other challenges like competition, could mean trouble for Nvidia's stock.

Chinese Company Retracts Announcement About New Nvidia AI Chip

A Chinese company, ZJK Industrial, retracted a press release about producing parts for a new Nvidia AI chip called B40. Nvidia stated it is still locked out of China's AI data center market due to U.S. regulations. ZJK's stock initially rose but then fell after the retraction. Nvidia's stock saw some movement but analysts are not commenting on the situation.

Broadcom's Forecast Disappoints AI Investors Stock Falls

Broadcom, a chip supplier for companies like Alphabet and Apple, gave a weaker-than-expected revenue forecast. This suggests that the growth in AI spending may not be as strong as some investors thought. Broadcom expects sales of about $15.8 billion for the current quarter.

Apple's WWDC Expected to Be Low-Key After AI Delays

Apple's WWDC event is expected to be less exciting this year after delays in its AI features. Apple is behind companies like Alphabet and Microsoft in AI. The event will likely focus on new operating systems and opening AI models to developers. Analysts believe Apple will only discuss features ready for release this fall.

Sources

AI Stocks Nvidia TSMC Palantir Artificial Intelligence Platform (AIP) SoundHound AI Innodata Tempus AI CrowdStrike Falcon Platform AI Cybersecurity AMD Brium AI Hardware AI Software Insider Selling ZJK Industrial B40 AI Chip China AI Market Broadcom Apple WWDC AI Delays GPUs CUDA Voice AI Data Engineering Genomics Data Segments AI-powered security AI Performance AI Models Revenue Forecast Market Share Valuation