September 28, 2025

finance  
nvidia, google and amazon Updates

The artificial intelligence landscape is rapidly evolving, with major tech players investing heavily and new applications emerging across various sectors. Nvidia's GPUs remain central to AI development, powering models for giants like Alphabet, Amazon, Microsoft, and OpenAI, with the company's stock poised for growth amid the race for artificial general and superintelligence. Taiwan Semiconductor Manufacturing Company (TSMC) is a critical enabler, holding a dominant 70% share of the semiconductor foundry market and expected to reach a $2 trillion market cap by 2028, supplying essential chips to companies including Nvidia and Alphabet. In the defense sector, Palantir and IBM are set to benefit from increased Pentagon spending on AI, with Palantir's Artificial Intelligence Platform (AIP) and IBM's Red Hat hybrid cloud services supporting military operations. Meanwhile, SAP is also positioned as a key AI beneficiary, with analysts maintaining a Buy rating due to its software upgrades, infrastructure migration, and AI product suite, including SAP Joule. Beyond large-scale infrastructure, platforms like ChatPlayground AI and 1min.AI are offering accessible lifetime subscriptions to multiple AI models, aiming to boost efficiency for small businesses and individuals. In finance, Light has raised $30 million for its AI-native platform designed for hypergrowth companies, reporting significant customer efficiency gains. However, the market also sees volatility, with SoundHound AI's stock experiencing a drop following executive share sales, despite ongoing partnerships. Even in the art world, AI is making its mark, with analysis confirming a painting previously thought to be a copy is likely an original Caravaggio, demonstrating AI's growing influence in authentication.

Key Takeaways

  • Nvidia's GPUs are essential for AI model training, supporting companies like Alphabet, Amazon, Microsoft, and OpenAI, with its stock expected to grow due to the pursuit of artificial general and superintelligence.
  • TSMC, holding 70% of the semiconductor foundry market, is crucial for advanced AI chip production and is projected to reach a $2 trillion market cap by 2028.
  • Palantir and IBM are positioned to gain from the U.S. Pentagon's increased AI investments, leveraging Palantir's AIP and IBM's Red Hat hybrid cloud for military applications.
  • SAP is considered a strong AI stock pick, with its software, infrastructure migration, and AI products like SAP Joule driving long-term growth.
  • Platforms like ChatPlayground AI and 1min.AI offer lifetime access to multiple AI models for a fixed price, aiming to improve efficiency for businesses and individuals.
  • Light secured $30 million in Series A funding for its AI finance platform, which helps hypergrowth companies manage finances and reduce operational time.
  • SoundHound AI's stock fell after its CEO and COO sold shares, despite its AI phone ordering system partnerships.
  • AI analysis has confirmed a painting, previously valued at £71,000 as a copy, is likely an original Caravaggio, showcasing AI's role in art authentication.
  • 1min.AI's Advanced Business Plan offers lifetime access to various AI models for $99.99, including unlimited prompts and AI generation credits.
  • ChatPlayground AI's Unlimited Plan provides lifetime access to over 40 AI models for $89.99, featuring prompt engineering and AI image creation tools.

TSMC poised to reach $2 trillion market cap by 2028

Taiwan Semiconductor Manufacturing Company (TSMC) is predicted to join the $2 trillion market cap club by 2028. The company holds about 70% of the semiconductor foundry market, making it essential for advanced AI chip production. Despite its current $1.4 trillion valuation, TSMC's strong growth and expanding profit margins suggest it can achieve this goal. Its crucial role in the AI ecosystem, supplying chips for companies like Nvidia and Alphabet, positions it for continued success.

TSMC could reach $2 trillion market cap by 2028

Taiwan Semiconductor Manufacturing Company (TSMC) is on track to potentially reach a $2 trillion market value by 2028. With a dominant 70% share in semiconductor manufacturing, TSMC is vital for creating advanced AI chips. Companies like Nvidia and Alphabet rely on TSMC's capabilities. The company has shown strong revenue growth and improving profit margins, supporting predictions of its continued expansion and market leadership.

ChatPlayground AI offers lifetime access to over 40 AI models

ChatPlayground AI provides a lifetime subscription to its Unlimited Plan for $89.99, allowing users to compare over 40 AI models side-by-side. This tool helps small businesses, where 98% use AI, to work more efficiently. It offers features like prompt engineering, chat with images and PDFs, and AI image creation. The subscription includes unlimited messages, priority support, and saved chat history, simplifying AI model comparison and usage.

1min.AI lifetime subscription offers access to multiple AI models

A lifetime subscription to 1min.AI's Advanced Business Plan is available for $99.99, down from $540. This platform centralizes access to various AI models like ChatGPT, Gemini, and Mistral, simplifying AI use for individuals and businesses. It offers unlimited prompts, storage, and brand voice options, along with monthly credits for generating text, images, and videos. Users can earn more credits through app usage or referrals.

AI confirms £71,000 painting is a Caravaggio masterpiece

Artificial intelligence analysis has confirmed that a painting known as 'The Lute Player,' previously valued at £71,000 and considered a copy, is likely an original work by the 17th-century master Caravaggio. The AI study by Art Recognition and Liverpool University showed an 85.7% probability of authenticity, contradicting earlier assessments by Sotheby's and the Metropolitan Museum. This finding challenges traditional art scholarship and highlights AI's role in art authentication.

Palantir and IBM to benefit from Pentagon's AI spending

Palantir Technologies and IBM are well-positioned to capitalize on the U.S. Pentagon's increasing investment in artificial intelligence. The Department of Defense is prioritizing AI adoption to gain operational advantages. Palantir's Artificial Intelligence Platform (AIP) enhances its data analysis tools for military use, while IBM's Red Hat hybrid cloud and consulting services support secure military operations. Both companies have secured significant contracts and are expected to see continued growth in government AI spending.

Nvidia stock to soar with race for artificial superintelligence

Nvidia's stock is expected to see significant growth driven by the ongoing race to achieve artificial general intelligence (AGI) and artificial superintelligence (ASI). The company's GPUs are essential for training AI models, making them a must-have for tech leaders like Alphabet, Amazon, and Microsoft, as well as OpenAI. Nvidia's planned $100 billion investment in OpenAI is anticipated to accelerate this development, further boosting demand for its technology.

Light raises $30 million for AI finance platform

Light, a Denmark-based company, has secured $30 million in Series A funding for its AI-native finance platform designed for hypergrowth companies. The funds will support global expansion, including a new New York office, and growth of its engineering team. Light's platform handles large data volumes, instant balance sheets, and global accounting, aiming to replace legacy financial tools. The company reported 30x growth in the past year, with customers reducing finance operations time by 84%.

SoundHound AI stock drops amid executive share sales

SoundHound AI's stock price has fallen by 7.91% following significant share sales by its CEO and COO. This insider activity has raised investor concerns, despite the company's recent growth, including a partnership with Red Lobster to implement its AI phone ordering system. Analysts maintain a 'Moderate Buy' rating, but acknowledge challenges in profitability and competition. The stock's recent decline contrasts with its over 60% surge in the prior six months.

AI trading signals for Atrium Mortgage Investment Corporation

Stock Traders Daily Canada provides AI-generated trading signals for Atrium Mortgage Investment Corporation (AI:CA). The current ratings are Neutral for the near and mid-term, and Strong for the long-term. Specific trading plans include buying near 11.46 with a target of 11.87 and a stop loss at 11.40, or shorting near 11.87 with a target of 11.46 and a stop loss at 11.93. Updated signals are available based on the latest data.

SAP remains a top AI stock pick despite price target cut

BofA Securities maintains a Buy rating on SAP SE, reiterating it as a top large-cap pick despite a slight price target reduction. Analysts believe SAP's long-term growth is strong, driven by software upgrades and infrastructure migration. The company is also seen as an AI beneficiary due to its data ownership and broad AI product set, including SAP Joule. SAP anticipates AI efficiencies and revenue acceleration in the coming years.

Sources

AI chips TSMC Nvidia Alphabet semiconductor manufacturing market cap AI models ChatPlayground AI lifetime subscription prompt engineering AI image creation 1min.AI ChatGPT Gemini Mistral AI art authentication Caravaggio artificial intelligence Palantir IBM Pentagon AI spending artificial general intelligence artificial superintelligence GPUs OpenAI Microsoft Amazon AI finance platform Light Series A funding global accounting SoundHound AI AI phone ordering AI trading signals Atrium Mortgage Investment Corporation SAP AI stock software upgrades SAP Joule