July 24, 2025

finance  
nvidia, google and amazon Updates

Several companies are leveraging AI to enhance their operations and gain a competitive edge as of July 2025. JPMorgan Chase is using AI to combat fraud and develop investment products, while Deere & Company employs computer vision in farming to reduce costs. Sherwin-Williams is utilizing AI to refine paint manufacturing processes and forecast color trends. In the AI infrastructure space, Nvidia is a leading provider of GPUs, essential for AI computing, while Broadcom produces custom AI accelerators, and Taiwan Semiconductor manufactures chips for AI companies. Other beneficiaries of AI advancements include ASML, Digital Realty Trust, Alphabet, Amazon, and Microsoft, all crucial for building AI infrastructure. Reka, an AI research firm, has achieved a $1 billion valuation after a $110 million funding round with investments from Snowflake and Nvidia; Reka plans to expand its multimodal platform, Reka Flash, which processes video, images, text, and audio. Snowflake will integrate Reka AI's models for its clients. OpenAI has committed to paying Oracle $30 billion annually for data center services, involving 4.5 gigawatts of capacity as part of the $500 billion Stargate project in Abilene, Texas. CoreWeave, specializing in cloud-based GPUs for larger companies, including Microsoft and OpenAI, is experiencing rapid revenue growth, while DigitalOcean caters to smaller businesses. Magnetar Capital considers AI the biggest investment opportunity in its history. Learn Capital's 2025 Outcomes Report highlights AI's transformative role in education, with AI-powered tools accelerating learning and enhancing reading skills. In other news, Bank of America maintains a "Neutral" rating on Tesla but raised the stock price target to $341, even as Tesla faces a challenging second quarter due to tariffs and delivery issues; Tesla's autonomous driving technology is progressing with the robotaxi service launch in Austin, Texas. President Trump announced a trade framework with Japan, including a 15% tax on imported goods, while Japan will invest $550 billion in the U.S. and open its economy to American autos and rice. Answer ALS has launched an initiative to accelerate AI-powered drug discovery for ALS and other neurodegenerative diseases. Morgan Stanley is under investigation for potential money laundering oversights.

Key Takeaways

  • JPMorgan Chase, Deere & Company, and Sherwin-Williams are quietly using AI to improve business operations and gain an advantage in their respective industries.
  • Nvidia is a leading provider of GPUs for AI computing, while Broadcom makes custom AI accelerators, and Taiwan Semiconductor manufactures chips for AI companies.
  • Reka, an AI research firm, has reached a $1 billion valuation after raising $110 million, with Snowflake and Nvidia as investors.
  • Reka plans to expand its multimodal platform, Reka Flash, which understands video, images, text, and audio.
  • Snowflake will offer Reka AI's models to its clients.
  • OpenAI will pay Oracle $30 billion per year for data center services as part of the $500 billion Stargate project.
  • CoreWeave, a cloud-based GPU provider focused on larger companies like Microsoft and OpenAI, is experiencing rapid revenue growth.
  • Magnetar Capital views AI as the biggest investment opportunity in its 20-year history.
  • Learn Capital's 2025 Outcomes Report highlights AI's transformative role in education.
  • Bank of America has restated Tesla's stock as "Neutral" but increased the stock price target to $341.

AI hidden gems JPMorgan, Deere, Sherwin-Williams lead industry transformation

JPMorgan Chase, Deere & Company, and Sherwin-Williams are using AI to improve their businesses. JPMorgan Chase uses AI to reduce fraud and create investment products. Deere & Company uses AI in farming to cut costs. Sherwin-Williams uses AI to improve paint manufacturing and predict color trends. These companies are using AI to gain an advantage in their industries as of July 2025.

JPMorgan, Deere, and Sherwin-Williams quietly use AI to boost profits

JPMorgan Chase, Deere & Company, and Sherwin-Williams are quietly using AI to improve their businesses and gain an advantage. JPMorgan Chase uses AI to reduce fraud and create investment products. Deere & Company uses AI in farming to cut costs by using computer vision. Sherwin-Williams uses AI to improve paint manufacturing and predict color trends. These companies are using AI to gain an advantage in their industries as of July 2025.

JPMorgan, Deere, and Sherwin-Williams quietly use AI to boost profits

JPMorgan Chase, Deere & Company, and Sherwin-Williams are quietly using AI to improve their businesses and gain an advantage. JPMorgan Chase uses AI to reduce fraud and create investment products. Deere & Company uses AI in farming to cut costs by using computer vision. Sherwin-Williams uses AI to improve paint manufacturing and predict color trends. These companies are using AI to gain an advantage in their industries as of July 2025.

AI stocks face off Rigetti Computing versus Nvidia who wins

Rigetti Computing and Nvidia are competing in the AI market. Nvidia is the leading producer of GPUs, which are important for AI tasks. Rigetti Computing is developing quantum processing units (QPUs), which could be used for AI in the future. Analysts believe Nvidia will continue to lead the AI market. Investors may want to consider Nvidia because Rigetti's stock price may be too high as of July 2025.

AI stocks face off Rigetti Computing versus Nvidia who wins

Rigetti Computing and Nvidia are competing in the AI market. Nvidia is the leading producer of GPUs, which are important for AI tasks. Rigetti Computing is developing quantum processing units (QPUs), which could be used for AI in the future. Analysts believe Nvidia will continue to lead the AI market. Investors may want to consider Nvidia because Rigetti's stock price may be too high as of July 2025.

Top 10 AI stocks Nvidia, Broadcom, Taiwan Semiconductor lead the way

Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing are among the top AI stocks to consider. Nvidia is the leading company for AI computing. Broadcom makes custom AI accelerators. Taiwan Semiconductor manufactures chips for AI companies. Other companies benefiting from AI include ASML, Digital Realty Trust, Alphabet, Amazon, Microsoft, Arista Networks and Synopsys. These companies are essential for building AI infrastructure as of July 2025.

Top 10 AI stocks Nvidia, Broadcom, Taiwan Semiconductor lead the way

Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing are among the top AI stocks to consider. Nvidia is the leading company for AI computing. Broadcom makes custom AI accelerators. Taiwan Semiconductor manufactures chips for AI companies. Other companies benefiting from AI include ASML, Digital Realty Trust, Alphabet, Amazon and Microsoft. These companies are essential for building AI infrastructure.

AI research firm Reka hits $1 billion valuation after funding round

Reka, an AI research and product development company, has been valued at $1 billion after raising $110 million. Investors like Snowflake and Nvidia contributed to the funding. Reka will use the money to expand its multimodal platform, Reka Flash, which understands video, images, text, and audio. Snowflake will offer Reka AI's models to its clients. Reka is an independent AI company competing with OpenAI, Meta, and Anthropic as of July 2025.

Tesla faces challenges but Bank of America raises stock price target

Bank of America has restated Tesla's stock as "Neutral" but increased the stock price target to $341. Tesla is expected to have a challenging second quarter in 2025 due to tariffs and disappointing deliveries. However, Tesla's autonomous driving technology is advancing with the robotaxi service launch in Austin, Texas. Bank of America believes Tesla's autonomous driving push continues to advance with the rollout of its robotaxi service launch in Austin, Texas.

Trade with Japan, Morgan Stanley probe, AI drug research news

President Donald Trump announced a trade framework with Japan, placing a 15% tax on goods imported from that nation. Japan will invest $550 billion into the U.S. and open its economy to American autos and rice. Morgan Stanley is under investigation for potential money laundering oversights. Answer ALS launched an initiative to accelerate AI-powered drug discovery for ALS and other neurodegenerative diseases as of July 2025.

OpenAI to pay Oracle $30 billion per year for data centers

OpenAI has agreed to pay Oracle $30 billion a year for data center services. The deal involves 4.5 gigawatts of capacity as part of Stargate, a $500 billion data-center-building project. OpenAI and Oracle will build the data center in Abilene, Texas. This commitment is triple OpenAI's current annual revenue. Oracle's stock hit an all-time high after the deal was disclosed as of July 2025.

Cloud AI stocks CoreWeave versus DigitalOcean which is better

CoreWeave and DigitalOcean both offer cloud-based GPUs for AI tasks. CoreWeave focuses on larger companies, while DigitalOcean serves smaller businesses. CoreWeave's revenue grew faster due to its focus on AI and large customers like Microsoft and OpenAI. Analysts expect CoreWeave to grow faster, but it will rely on debt. CoreWeave looks like a better play on the cloud and AI markets as of July 2025.

Magnetar Capital sees AI as biggest investment opportunity ever

Magnetar Capital views AI as the biggest investment opportunity in the firm's 20-year history as of July 2025.

Learn Capital releases report on AI transforming education

Learn Capital released its 2025 Outcomes Report on AI and the Future of Learning. The report highlights how AI is improving education and human potential. AI-powered products are helping students learn faster and improve reading skills. Learn Capital's AI Learning Science Evidence Hub sets benchmarks for education. The firm invests in companies using technology to improve learning as of July 2025.

Sources

Artificial Intelligence AI JPMorgan Chase Deere & Company Sherwin-Williams Fraud Reduction Investment Products Farming Computer Vision Paint Manufacturing Color Trend Prediction Rigetti Computing Nvidia GPUs Quantum Processing Units QPUs AI Stocks Broadcom Taiwan Semiconductor Manufacturing AI Accelerators AI Infrastructure ASML Digital Realty Trust Alphabet Amazon Microsoft Arista Networks Synopsys Reka Multimodal Platform Reka Flash Snowflake OpenAI Meta Anthropic Tesla Autonomous Driving Robotaxi Morgan Stanley AI Drug Discovery Oracle Data Centers CoreWeave DigitalOcean Cloud AI Magnetar Capital Investment Opportunity Learn Capital AI in Education AI Learning Science Evidence Hub