Nvidia Hits High, $4B Profit, AMD Gains, Palantir AI

AI stocks are experiencing a surge, driven by factors ranging from potential U.S.-Iran talks to strong demand for AI memory chips and data analytics platforms. Nvidia's stock hit an all-time high, fueled by its dominance in AI chip design and a $4 billion profit from its investment in CoreWeave, an AI-data center infrastructure company. Nvidia's AI hardware, such as Hopper GPUs, and its CUDA software platform are in high demand. Micron Technology also saw its stock rise, with revenue reaching $9.3 billion and expectations of nearly $11 billion for the fourth quarter, a 40% increase year-over-year, driven by demand for its high-bandwidth memory (HBM) chips used in AI data centers. Analysts predict Micron's HBM chip sales could reach $8 billion annually. Advanced Micro Devices (AMD) also experienced gains alongside Nvidia. Palantir Technologies, known for its data analytics platforms, is another key player in the AI space, offering a different investment profile compared to Nvidia. Other companies like Zeta Global, SoundHound AI, and Cerence are also attracting attention for their AI-driven technologies in marketing and voice AI, respectively. Coherent Corp's stock also saw a rise, mirroring the overall positive trend in AI-related stocks.

Key Takeaways

  • Nvidia's stock reached an all-time high, boosted by its leading position in AI chip design and a $4 billion profit from its CoreWeave investment.
  • Micron Technology's revenue reached $9.3 billion, driven by high demand for its high-bandwidth memory (HBM) chips used in AI, with expectations of nearly $11 billion in revenue for the next quarter.
  • Analysts predict Micron's HBM chip sales could reach $8 billion annually in the coming quarters.
  • Potential U.S.-Iran talks have contributed to a rise in AI stocks, including Nvidia and Advanced Micro Devices, due to anticipated increased demand for data-center equipment.
  • Palantir Technologies is a key player in AI with its data analytics platforms, offering a high-growth investment option compared to Nvidia.
  • Zeta Global, a marketing technology company using AI for audience targeting, is attracting bullish traders.
  • SoundHound AI, specializing in voice AI, saw a 151% revenue increase in the first quarter of 2025.
  • Coherent Corp's stock increased, reflecting the overall positive trend in AI-related stocks, following Nvidia's surge.
  • Nvidia's investment in CoreWeave, an AI-data center infrastructure company, yielded a $4 billion profit.
  • Nvidia's AI hardware, including Hopper GPUs, and its CUDA software platform are experiencing high demand.

AI Stocks Rise as Trump Teases Iran Talks Boosts Super Micro Computer

Super Micro Computer's stock increased by 5% after President Trump mentioned possible U.S.-Iran talks. This news, along with the growing demand for AI, helped boost other AI chip companies like Nvidia and Advanced Micro Devices. Investors are buying server hardware like Super Micro because they think easing tensions could help data center equipment sales. The combination of world events and AI tech trends is causing these sudden stock increases. People are watching Super Micro's stock volume and company comments to see if this is a lasting tech recovery.

AI Stocks Rise as Trump Teases Iran Talks Boosts Super Micro Computer

Super Micro Computer's stock jumped as President Trump announced possible U.S.-Iran talks. The stock rose about 5% on Wednesday, hitting its highest level since May 16. This increase is partly due to the anticipation of U.S.-Iran talks. Nvidia and Advanced Micro Devices also saw their stocks rise. Investors believe that easing tensions could increase demand for data-center equipment.

AI Stocks Rise as Trump Teases Iran Talks Boosts Super Micro Computer

Super Micro Computer's stock jumped as President Trump announced possible U.S.-Iran talks. The stock increased roughly 5% on Wednesday, reaching its highest level since May 16. This rise is partly attributed to the anticipation of U.S.-Iran talks. Nvidia and Advanced Micro Devices also experienced gains. Investors are moving towards server hardware like Super Micro, expecting that reduced tensions could boost demand for data-center equipment.

Micron's AI Memory Chips Drive Stock Surge After Strong Forecast

Micron Technology's shares increased by 2% after the company predicted strong revenue for the fourth quarter. This forecast is due to high demand for memory chips used in AI data centers. Sales of Micron's high-bandwidth memory (HBM) chips nearly doubled in the third quarter. Companies like Nvidia and Advanced Micro Devices are customers of Micron. Analysts expect Micron's HBM chip sales to continue growing, potentially reaching $8 billion annually in the next few quarters.

Micron Stock Soars on AI Memory Demand and Positive Outlook

Micron Technology's stock is up 2% after reporting strong third-quarter revenue and a positive forecast. The company's revenue reached $9.3 billion, exceeding expectations. This growth is driven by high demand for memory chips used in AI. Revenue from high-bandwidth memory (HBM) chips grew nearly 50% compared to last quarter. Micron expects nearly $11 billion in revenue for the fourth quarter, representing a 40% increase from last year.

Granite Asia Leads $60M Investment in AI Firm Centific

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AI Investment Showdown Palantir vs Nvidia Stocks

Palantir Technologies and Nvidia are two key companies in the AI world. Palantir is known for its data analytics platforms used in AI applications. Nvidia is a leader in AI chip design, with its GPUs being essential for AI model training. Palantir's business model involves long-term contracts, while Nvidia sells GPUs and related software. Investors who want high-growth potential may prefer Palantir, while those seeking a more stable investment may choose Nvidia.

Nvidia Stock Hits All-Time High Amid AI Investment Focus

Nvidia is a key company to watch in the artificial intelligence revolution. Wall Street is paying close attention to Nvidia as an important AI stock. Nvidia's stock has reached an all-time high after a technical reset.

Nvidia's AI Success Includes $4 Billion Profit from CoreWeave Investment

Nvidia, a major AI company, has gained a $4 billion profit from an investment in CoreWeave. CoreWeave is an AI-data center infrastructure company that went public in late March. Nvidia invested $350 million in CoreWeave and now holds shares worth over $4 billion. Nvidia's AI hardware, like Hopper GPUs, is in high demand. The company's CUDA software platform also helps keep clients loyal to Nvidia's products.

Zeta Global Stock Attracts Bullish Traders Due to AI Marketing

Zeta Global, a marketing technology company, is gaining attention from bullish traders. Zeta Global uses AI and predictive analytics for audience targeting. Analysts have given Zeta Global a consensus price target of $24.77, suggesting a potential 65% increase from current levels. Options flow data indicates confidence in the upward trajectory of Zeta Global's stock.

SoundHound AI vs Cerence Which Voice AI Stock Is Best

SoundHound AI and Cerence are two companies in the voice AI market. SoundHound's technology is used in various industries, including automotive and restaurants. Cerence focuses on voice assistants for cars and works with major automakers. SoundHound combines speech recognition with language models, while Cerence is expanding into retail and mobility. SoundHound's revenue increased by 151% in the first quarter of 2025, while Cerence's revenue rose 15% in its fiscal second quarter.

Coherent Stock Rallies as Funds Invest in AI

Coherent Corp's stock increased by 5.77% on Wednesday, closing at $85.63. This increase mirrors the rise in stocks related to Artificial Intelligence. The rally follows technology giant Nvidia Corp.'s surge to a new all-time high.

Sources

AI Stocks Nvidia Super Micro Computer Micron Technology Advanced Micro Devices Data Centers AI Chips HBM (High-Bandwidth Memory) Palantir Technologies CoreWeave Zeta Global SoundHound AI Cerence Voice AI Coherent Corp Investment Stock Market Revenue AI Hardware AI Model Training Data Analytics GPUs AI Marketing Predictive Analytics Stock Surge