Several developments are shaping the AI landscape. Wall Street analysts are particularly optimistic about JD.com, anticipating a 64% stock increase, surpassing expectations for Nvidia and Palantir. JD.com, often called the 'Amazon of China,' is expanding its AI and cloud capabilities through JD Technology. Meanwhile, Nebius Group, operating in the neocloud market with a GPU-as-a-service model, has outperformed Nvidia this year, projecting revenue between $750 million and $1 billion by the end of 2025, with revenue increasing by 385%. Government initiatives are also playing a role, supporting AI efforts at Nvidia, Microsoft (with Azure AI services), Alphabet (Google AI in search and autonomous vehicles), and Amazon (AI in e-commerce and cloud). TSMC, benefiting from high AI processor demand, reported a record $30.07 billion in revenue for Q2 2025 and plans to build 15 new factories, with advanced processes accounting for 74% of wafer revenue. They anticipate mass production using N2 technology in late 2025. In AI security, Rapid7's InsightCloudSec and InsightAppSec are now available in the AWS Marketplace to secure AI agents and workflows. Empirical Security secured $12 million in seed funding to build AI-powered cybersecurity defenses, focusing on dual-model AI architecture. BigBear AI's stock rose 15.45% ahead of its Q2 earnings report on August 11, 2025, after reducing its net loss by 51% and increasing revenues by 4.8% in Q1. Oracle's stock has increased by 45% this year due to its AI focus and growing cloud infrastructure, which is positioned as a lower-cost alternative to Amazon AWS and Microsoft Azure. Finally, Salesforce, TSMC, and Alphabet are highlighted as AI stocks trading under $300, with each company integrating AI into their respective business models.
Key Takeaways
- Wall Street predicts a 64% stock increase for JD.com, exceeding expectations for Nvidia and Palantir.
- Nebius Group's revenue increased by 385% and expects to reach $750 million to $1 billion in annual revenue by the end of 2025, outperforming Nvidia this year.
- Government initiatives support AI development at Nvidia, Microsoft, Alphabet (Google), and Amazon.
- TSMC reported record revenue of $30.07 billion for Q2 2025 and plans to build 15 new factories.
- Rapid7's InsightCloudSec and InsightAppSec are now available in the AWS Marketplace for AI security.
- Empirical Security received $12 million to build AI-powered cybersecurity defenses.
- BigBear AI's stock rose 15.45% ahead of its Q2 earnings report on August 11, 2025.
- Oracle's stock has increased by 45% this year due to its AI focus and cloud infrastructure growth.
- Salesforce, TSMC, and Alphabet are AI stocks trading under $300.
- TSMC's advanced process technologies accounted for 74% of its wafer revenue.
Wall Street predicts JD.com AI stock to jump 64% Nvidia and Palantir
Wall Street analysts believe Chinese AI stock JD.com could increase by 64% in the next year. The analysts are more optimistic about JD.com than Nvidia or Palantir. JD.com is called the 'Amazon of China' because it runs a large e-commerce platform and logistics operations. The company also has a stake in JD Technology, which focuses on AI and cloud business.
Wall Street predicts JD.com AI stock to jump 64% Nvidia and Palantir
Wall Street analysts believe Chinese AI stock JD.com could increase by 64% in the next year. The analysts are more optimistic about JD.com than Nvidia or Palantir. JD.com is called the 'Amazon of China' because it runs a large e-commerce platform and logistics operations. The company also has a stake in JD Technology, which focuses on AI and cloud business.
Nebius Group quietly outperforms Nvidia in AI this year
Nebius Group, a smaller AI company, has outperformed Nvidia this year. Nebius operates in the neocloud market, offering GPU-as-a-service. The company focuses on AI workloads, optimizing its architecture for large-scale AI projects. Nebius' revenue increased by 385% and expects to reach $750 million to $1 billion in annual revenue by the end of 2025.
Government supports Nvidia, Microsoft, Alphabet and Amazon AI stocks
Several AI companies are receiving support from government initiatives. Nvidia's GPUs are used in autonomous vehicles and data centers. Microsoft's Azure cloud platform offers AI services used in healthcare and education. Alphabet's Google uses AI in search and autonomous vehicles. Amazon uses AI in e-commerce and cloud computing and has secured government contracts.
TSMC sales hit record $30 billion plans 15 new chip factories
TSMC reported record revenue of $30.07 billion for the second quarter of 2025 due to high demand for AI processors. The company plans to build 15 new factories in the coming years. TSMC's advanced process technologies accounted for 74% of its wafer revenue. The company expects mass production of chips using its N2 technology in late 2025.
Rapid7 expands AI security tools in AWS Marketplace
Rapid7's InsightCloudSec and InsightAppSec are now available in the AWS Marketplace. These tools help AWS users secure their AI agents and workflows. InsightCloudSec assesses cloud infrastructure for AI security and compliance. InsightAppSec tests AI applications for vulnerabilities. Analysts predict Rapid7's stock price could increase by 40.99% from its current price of $22.33.
Empirical Security gets $12M to build AI cybersecurity defenses
Empirical Security, a cybersecurity startup, received $12 million in seed funding. The company builds AI-powered defenses for enterprise infrastructure. Empirical's AI models are tailored to each enterprise's systems and risks. The funds will advance Empirical’s dual-model AI architecture, which builds both global and local cybersecurity models.
BigBear AI stock climbs ahead of Q2 earnings report
BigBear AI's stock rose 15.45% as investors anticipate the company's Q2 earnings report. The company will release its financial results on August 11, 2025. In Q1, BigBear AI reduced its net loss by 51% and increased revenues by 4.8%. BigBear AI also participated in a military exercise to test advanced defense technologies.
Oracle stock rises with AI growth can the rally last
Oracle's stock has increased by 45% this year due to its focus on AI. The company is growing its revenue and has signed cloud infrastructure deals. Oracle's Cloud Infrastructure is a lower-cost alternative to Amazon AWS and Microsoft Azure. Analysts are optimistic about Oracle's AI and cloud growth, but some worry about converting revenue into earnings.
3 AI stocks under $300 Salesforce, TSMC, Alphabet
Salesforce, Taiwan Semiconductor Manufacturing (TSMC), and Alphabet are three AI stocks trading under $300. Salesforce is integrating AI into its software with Agentforce. TSMC is the largest contract chip fabricator, benefiting from AI-related demand. Alphabet, parent of Google, is addressing AI competition by developing new AI search technologies.
Sources
- 1 Artificial Intelligence (AI) Stock That Wall Street Thinks Will Soar 64% Higher Over the Next 12 Months (Hint: It's Not Nvidia or Palantir)
- 1 Artificial Intelligence (AI) Stock That Wall Street Thinks Will Soar 64% Higher Over the Next 12 Months (Hint: It's Not Nvidia or Palantir)
- This Artificial Intelligence (AI) Stock Has Quietly Outperformed Nvidia All Year
- Government Backs These AI Stocks for Future Advancement
- TSMC's quarterly sales hit a record $30 billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand
- Rapid7 (RPD) Expands AI Security Tools in AWS Marketplace
- Cybersecurity AI firm Empirical Security lands $12m seed round
- BigBear AI (BBAI) Climbs 15.45% Ahead of Q2 Earnings
- Oracle's AI-driven surge: Can its stock rally last?
- 3 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $300 Right Now @themotleyfool #stocks $CRM $GOOGL $TSM $GOOG