September 17, 2025

finance  
nvidia, google and amazon Updates

The artificial intelligence sector continues to see significant investment and development across various companies. Nvidia and Alphabet are highlighted as strong long-term prospects, with Nvidia leading in AI hardware like GPUs and CUDA software, and Alphabet building an AI-first ecosystem with custom TPUs. Amazon, through its AWS cloud division, is also a major player, partnering with AI startups such as Anthropic and integrating AI into its operations. Palantir Technologies is experiencing rapid growth, driven by its Artificial Intelligence Platform (AIP), which is securing large deals and attracting customers, contrasting with BigBear.ai, which faces declining revenue and risks associated with its reliance on government contracts. IBM is also positioned well in the hybrid cloud and AI market, bolstered by its acquisition of Red Hat. Dell Technologies is reporting accelerated growth, with its AI servers contributing significantly to its Infrastructure Solutions Group, projecting $20 billion in AI server shipments for the year. Meanwhile, Toast Inc. is focusing on AI innovation and global expansion, aiming to introduce new AI-powered products to attract enterprise clients and enhance its restaurant technology platform. In the realm of AI biometrics, UK-based FARx has secured 250,000 in seed funding to develop technology that combats AI-driven cyber-attacks using fused biometrics. SoundHound AI is demonstrating a strong turnaround with substantial revenue growth, specializing in voice AI and audio recognition. Tabs has raised $55 million to advance its AI agents for finance teams, automating the contract-to-cash cycle and speeding up financial processes. The Roundhill Magnificent Seven ETF (MAGS), which includes Alphabet, Amazon, and Apple, has significantly outperformed the S&P 500, underscoring the market's focus on profitable AI-centric companies.

Key Takeaways

  • Nvidia and Alphabet are identified as top AI stocks for long-term growth due to Nvidia's hardware dominance and Alphabet's AI ecosystem development.
  • Amazon's AWS is a key player in AI services, partnering with companies like Anthropic and integrating AI into its business.
  • Palantir Technologies is experiencing significant customer acquisition and revenue growth with its Artificial Intelligence Platform (AIP).
  • BigBear.ai faces declining revenue and investor caution despite a recent stock price increase, with its business model tied to specific government programs.
  • Dell Technologies reported record revenues of $16.8 billion in its Infrastructure Solutions Group in Q2 fiscal 2026, with AI servers contributing $8.2 billion and full-year AI server guidance at $20 billion.
  • FARx, a UK company, secured 250,000 in seed funding for its AI-fused biometrics technology to combat cyber-attacks.
  • SoundHound AI shows strong momentum with a 217% year-over-year revenue increase, focusing on voice AI and audio recognition.
  • Tabs raised $55 million in Series B funding to enhance its AI agents for finance, automating the contract-to-cash cycle.
  • The Roundhill Magnificent Seven ETF (MAGS), including Alphabet, Amazon, and Apple, has returned 160% since its April 2023 inception, outperforming the S&P 500.
  • Toast Inc. is prioritizing AI innovation and global expansion, planning new AI-powered products to enhance its restaurant technology platform.

BigBear.ai vs. AI Leaders Palantir, IBM, and Amazon

The article suggests investors look beyond BigBear.ai for AI stock opportunities. While BigBear.ai focuses on government contracts, its revenue is declining, and it faces risks if its main client, the U.S. Army, reduces its programs. In contrast, Palantir Technologies is rapidly growing with its versatile Artificial Intelligence Platform (AIP), securing numerous large deals. International Business Machines (IBM) is also a strong contender due to its strategic 2019 acquisition of Red Hat and its hybrid cloud and AI offerings. Amazon's cloud computing division, AWS, is a major profit driver and offers AI services through its Amazon Bedrock platform, positioning it for future AI growth.

Palantir, IBM, Amazon: Top AI Stock Picks Over BigBear.ai

This article advises investors to consider Palantir Technologies, IBM, and Amazon over BigBear.ai for AI investments. Palantir's Artificial Intelligence Platform (AIP) is driving significant customer acquisition and revenue growth, unlike BigBear.ai, which faces revenue declines. IBM's strategic investment in Red Hat has positioned it strongly in hybrid cloud and AI. Amazon's Amazon Web Services (AWS) is a leader in cloud computing and offers AI services, making it a powerful player in the AI market. BigBear.ai's reliance on specific government programs makes it a riskier investment compared to these established tech giants.

BigBear.ai Stock Surges Amidst Slow Growth and Losses

BigBear.ai, a company specializing in AI data analysis for defense and national security, saw its stock price increase significantly without clear news. Despite its market value exceeding $2 billion, the company's revenue growth is minimal, and it has incurred substantial losses. BigBear.ai recently announced a contract for AI analytics at Nashville International Airport, but details on its financial impact are scarce. Analysts remain cautious about the company's future profitability, suggesting its stock may be overvalued given its slow sales growth and ongoing losses.

Nvidia, Alphabet, Amazon: Top AI Stocks for Long-Term Investors

This article highlights Nvidia, Alphabet, and Amazon as top artificial intelligence (AI) stocks for long-term investment. Nvidia leads in AI hardware with its GPUs and CUDA software, essential for developing AI models. Alphabet is building an AI-first ecosystem across its services, including AI research labs and custom Tensor Processing Units (TPUs). Amazon, through Amazon Web Services (AWS), partners with AI startups like Anthropic and is integrating AI into its logistics. These companies demonstrate strong capital allocation, leading to accelerated revenue growth and profit margins in the evolving AI landscape.

Dell Technologies' AI Infrastructure Drives Record Growth

Dell Technologies is experiencing accelerated growth in its Infrastructure Solutions Group (ISG), driven by high demand for AI infrastructure. In the second quarter of fiscal 2026, ISG achieved record revenues of $16.8 billion, with AI servers contributing $8.2 billion. Dell has increased its full-year AI server shipment guidance to $20 billion and is expanding its AI offerings through partnerships with companies like NVIDIA. The company is well-positioned to capture a significant share of the growing AI infrastructure market, despite facing competition from Applied Materials and Cisco Systems.

Roundhill Magnificent Seven ETF Outperforms Market with AI Stocks

The Roundhill Magnificent Seven ETF (MAGS) offers investors exposure to leading AI companies, holding Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. Since its inception in April 2023, MAGS has returned 160%, significantly outperforming the S&P 500's 65.9% return. This ETF focuses on profitable companies heavily involved in AI, providing an equal-weighted approach to its seven holdings. These tech giants are leveraging AI to enhance existing products and develop new ones, positioning them for sustained growth in the AI revolution.

FARx Secures £250,000 Seed Funding for AI Biometrics

FARx, a UK-based company specializing in AI-fused biometrics, has secured £250,000 in seed investment. This funding, supported by the UK Government's SEIS initiative, will accelerate research and development to combat AI-driven cyber-attacks. FARx's patented technology combines speaker, speech, and face recognition to provide advanced identity security, detecting threats like deepfakes and voice cloning. The system continuously learns user behavior and operates discreetly in the background. FARx's technology is already integrated into financial trading platforms and has applications across various industries requiring secure identity verification.

AI Infrastructure Stocks: Nvidia and Alphabet for Long-Term Growth

This article identifies two artificial intelligence (AI) stocks with significant long-term potential: Nvidia and Alphabet. Nvidia is crucial for AI development due to its powerful GPUs and CUDA software, forming a strong technological advantage. Alphabet is building a comprehensive AI ecosystem, embedding AI across its services and developing its own AI chips (TPUs). These companies provide essential infrastructure and tools for AI, positioning them for sustained growth as AI technology continues to advance and integrate into various industries.

Toast Inc. Focuses on AI Innovation and Global Expansion

Toast Inc. is prioritizing AI innovation and international expansion as key strategic goals. The company reported a 31% year-over-year increase in gross profit for the second quarter and aims to add over $400 million in annual recurring revenue. Toast plans to develop new AI-powered products, such as Sous Chef and an AI Marketing assistant, to enhance its offerings and attract enterprise clients. CEO Aman Narang highlighted record net customer additions, indicating strong momentum. Toast provides an all-in-one technology platform for restaurants, integrating hardware and software for various operational needs.

SoundHound AI Bull Case: Revenue Surges Amidst Turnaround

SoundHound AI, Inc. (SOUN) is showing strong momentum with a significant turnaround, driven by a 217% year-over-year revenue increase. Despite a past SPAC merger at a market peak and initial struggles, the company now boasts a strong balance sheet with no long-term debt and substantial cash reserves. SoundHound specializes in voice AI and audio recognition, offering customizable platforms for brands, music recognition, and voice-driven customer support. Its SaaS business model, usage-based pricing, and key partnerships position it for growth in an increasingly voice-first world, though profitability concerns remain.

Tabs Raises $55 Million for AI Agents in Finance

Tabs has successfully raised $55 million in Series B funding to advance its AI agents designed for finance teams. The company's AI-native platform automates the contract-to-cash cycle, speeding up invoicing, collections, and month-end closing processes. Founded in 2023, Tabs now serves over 200 customers and automates more than $500 million in annual invoice volume. New AI agents handle billing by syncing with CRM and ERP systems and collections by monitoring payments. This funding will help Tabs bring modern AI solutions to the CFO's office, aiming to accelerate cash collection and reduce manual work.

Sources

AI Stocks BigBear.ai Palantir Technologies IBM Amazon AWS Artificial Intelligence Platform (AIP) Hybrid Cloud Amazon Bedrock Nvidia Alphabet Dell Technologies AI Infrastructure AI Servers Roundhill Magnificent Seven ETF (MAGS) Nvidia GPUs CUDA Software Google Tensor Processing Units (TPUs) FARx AI Biometrics Cybersecurity Deepfakes Voice Recognition Speech Recognition Face Recognition Toast Inc. AI Innovation Restaurant Technology SoundHound AI Voice AI Audio Recognition SaaS Tabs AI Agents Finance Automation Contract-to-Cash Cycle Invoicing Collections