September 17, 2025

finance  
nvidia, microsoft and meta Updates

The artificial intelligence sector continues to see massive investment and development, with companies like Nvidia and Oracle at the forefront. Nvidia dominates the AI chip market, supplying essential GPUs for AI training, while Oracle is rapidly expanding its cloud infrastructure to support these demanding applications. This AI boom is projected to drive trillions in spending on infrastructure by 2030. Beyond hardware and cloud services, diverse AI applications are emerging, from quantum computing pioneers like IonQ and nuclear reactor developers for data centers like Oklo, to Microsoft's integration of AI across its products and Meta Platforms' significant investments in AI infrastructure and open-source models. Ukrainian startup Swarmer has raised $15 million for its AI drone swarm management software, highlighting defense applications. However, concerns about a potential AI stock market bubble are growing, with some analysts pointing to historically high valuations and questioning the financial viability of massive deals, such as OpenAI's reported $300 billion cloud infrastructure agreement with Oracle. Despite these concerns, companies like SoundHound AI are experiencing significant growth, with revenue tripling and its voice AI platform handling over a billion queries monthly. In the fintech space, Upstart is leveraging AI for credit markets, offering a different approach than Intuit's ecosystem integration.

Key Takeaways

  • Nvidia holds a dominant position in the AI chip market, supplying over 90% of discrete GPUs essential for AI training.
  • Oracle is significantly expanding its cloud infrastructure to meet the growing demand for AI applications, projecting substantial revenue increases in its cloud business.
  • Global AI infrastructure spending is expected to reach $5.2 trillion by 2030, indicating a massive investment cycle.
  • Broadcom's backlog has reached a record $110 billion, driven by strong demand for its AI chips.
  • CoreWeave, a GPU cloud provider focused on AI, is experiencing explosive growth, with revenue projected to reach $1.92 billion in 2024.
  • Microsoft is integrating AI across its product suite, while Meta Platforms is investing heavily in AI infrastructure and open-source models.
  • Concerns are rising about a potential AI stock market bubble due to historically high valuations, with Bank of America cautioning investors.
  • OpenAI has reportedly entered into a five-year, $300 billion cloud infrastructure deal with Oracle, intensifying bubble fears.
  • Ukrainian startup Swarmer has raised $15 million for its AI software that manages drone swarms.
  • SoundHound AI's revenue has tripled, and its voice AI platform now handles over 1 billion queries monthly, leading to significant stock surges.

Oracle and Broadcom: Top AI Stocks for Long-Term Investors

Companies are investing heavily in artificial intelligence, with data center spending for AI workloads expected to reach $5.2 trillion by 2030. Oracle is seeing massive demand for its cloud infrastructure services, with contracted revenues jumping 359% year over year. Broadcom's backlog reached a record $110 billion, driven by strong demand for its AI chips. Both companies are considered solid investments for those looking to capitalize on the AI boom.

CoreWeave Outshines Navitas Semiconductor in AI Stock Race

Navitas Semiconductor, known for its power-efficient chips, faces near-term challenges in its core markets, though a partnership with Nvidia could boost its AI exposure by 2027. In contrast, CoreWeave, a cloud-based GPU provider, is experiencing explosive growth, with revenue skyrocketing from $16 million in 2022 to an expected $1.92 billion in 2024. CoreWeave's direct focus on AI applications and its rapid expansion make it the more compelling investment despite its capital-intensive strategy.

Nvidia and Iren Limited: AI Stocks Poised for Long-Term Growth

The AI market is driving a massive investment cycle, with Morgan Stanley estimating AI infrastructure spending could exceed $3 trillion in three years. Nvidia, dominating the GPU market with 90% share, continues to see high demand for its chips essential for AI training. Iren Limited (Iris Energy) is shifting focus to building high-performance data centers for AI, addressing the critical need for power capacity. Both companies are positioned for significant long-term gains as AI adoption accelerates.

Nvidia and Oracle: AI Powerhouses for Investor Portfolios

Nvidia and Oracle are identified as key players providing the hardware and cloud infrastructure for the booming AI market. Nvidia's data center GPUs are essential for AI workloads, holding over 90% of the discrete GPU market. Oracle's cloud platform is increasingly hosting AI applications, with significant projected revenue growth from its cloud infrastructure business. Both companies are expected to experience substantial growth over the next few years as AI adoption expands.

Nvidia and Oracle: AI Stocks for Long-Term Investor Gains

Nvidia and Oracle are highlighted as strong investment opportunities in the rapidly growing AI market. Nvidia's dominance in data center GPUs and its CUDA ecosystem make it a critical hardware provider. Oracle is transforming its cloud infrastructure to support AI applications, projecting significant revenue increases in its cloud business. Both companies are well-positioned for continued growth as AI adoption accelerates across industries.

5 Diverse AI Stocks: From Quantum Computing to Cloud Giants

The AI boom offers diverse investment opportunities beyond just semiconductors. IonQ is pioneering quantum computing for AI model training, while Oklo is developing nuclear reactors for AI data center power. Microsoft is integrating AI across its product suite, Meta Platforms is investing heavily in AI infrastructure and open-source models, and Oracle is rapidly expanding its AI-driven cloud infrastructure. These five stocks represent different facets of the AI revolution.

US-China Trade Talks Impact TikTok, Nvidia, and Chinese AI Stocks

Ongoing US-China trade negotiations are impacting major tech players like TikTok and Nvidia, with AI chips becoming a key point of discussion. China aims to reduce its reliance on US chip technology, promoting domestic companies like Cambricon and Smic. Investors are watching for details on market access and potential benefits for Chinese AI firms such as Minimax and Moonshot, while also considering political risks associated with investing in China.

Best Buy CEO Discusses Consumer Spending and AI's Impact

Best Buy CEO Corie Barry notes that consumers remain steady in their demand, particularly for innovative products like new gaming consoles and computing devices. While some areas like appliances and TVs face challenges due to low housing turnover, the company sees value in innovation and offers products across various price points. Barry also observes that all consumer income levels are spending, though they are being more mindful of their purchases.

Ukrainian AI Drone Startup Swarmer Raises $15 Million

Ukrainian startup Swarmer, which develops AI for managing drone swarms, has secured $15 million in funding, marking the largest investment in a Ukrainian defense company since 2022. The software allows a single operator to control multiple drones, with human input limited to target selection and strike authorization. This funding will help Swarmer scale its operations and provide its technology to Ukraine and NATO-aligned nations.

AI Predicts Top NFL Player Props for Monday Night Football

SportsLine's AI model has analyzed player props for the Monday Night Football doubleheader featuring Buccaneers vs. Texans and Raiders vs. Chargers. The AI suggests betting the Under on Chargers quarterback Justin Herbert's passing yards, citing potential reliance on the run game and past inconsistencies. The AI also highlights a top prop bet for Brock Bowers and provides additional picks for the games.

SoundHound AI Stock Surges on Analyst Upgrades and Strong Revenue Growth

SoundHound AI's stock rose significantly following positive commentary from Wall Street analysts, including a maintained 'Strong Buy' rating and increased price target from DA Davidson. The company's revenue tripled in the second quarter, and its voice AI platform now handles over 1 billion queries monthly. Despite its volatility, the market views this news as meaningful for SoundHound AI's position in the growing AI market.

Bank of America Warns of Potential AI Stock Market Bubble

Bank of America strategist Michael Hartnett is raising concerns about a potential bubble in AI stocks, citing valuation metrics that have reached historic highs, surpassing those seen during the dot-com bubble. While many AI companies are exceeding earnings expectations, Hartnett cautions investors to be prepared for a market shift, suggesting that bonds and non-US stocks could benefit if the market corrects.

OpenAI's $300 Billion Oracle Deal Sparks AI Bubble Fears

A massive five-year, $300 billion cloud infrastructure deal between OpenAI and Oracle has intensified concerns about a potential AI bubble. While the deal boosted Oracle's stock and highlighted its growing AI infrastructure capabilities, some analysts question its financial viability, noting that OpenAI's current revenue falls far short of the contract's cost. This deal, alongside other reports on AI project failures, fuels skepticism about the gap between AI hype and real-world results.

Margin Rivou: AI Trading Platform Offers Security and ROI

Margin Rivou is an AI-powered trading platform designed for both new and experienced traders, offering analysis across various asset classes like cryptocurrencies, stocks, and forex. The platform emphasizes security with encrypted communications and partnerships with regulated brokers. Key features include AI-driven market analysis, customizable dashboards, automated alerts, and a demo account for risk-free testing, aiming to provide a streamlined and empowering trading experience.

Upstart Offers Greater Upside Than Intuit in AI Fintech

Intuit Inc. and Upstart Holdings are both leveraging AI in fintech, but Upstart presents a more compelling opportunity for investors seeking higher upside. Intuit focuses on scale and ecosystem integration with its financial software, while Upstart is disrupting credit markets with its AI-driven underwriting and expanding product suite. Upstart's rapid diversification into auto, home equity, and small-dollar loans, along with improvements in loan servicing, positions it for significant disruptive potential.

Sources

AI Stocks Artificial Intelligence Cloud Infrastructure Data Centers Nvidia Oracle Broadcom CoreWeave Navitas Semiconductor Iren Limited Iris Energy Microsoft Meta Platforms IonQ Oklo Quantum Computing Nuclear Reactors US-China Trade Talks TikTok Cambricon Smic Minimax Moonshot Consumer Spending Best Buy Drone Swarms Swarmer Defense Technology NFL Player Props Sports Analytics SoundHound AI Voice AI Analyst Ratings AI Bubble Bank of America Valuation Metrics Dot-com Bubble OpenAI Cloud Computing AI Trading Platform Margin Rivou Cryptocurrency Trading Stock Trading Forex Trading Fintech Upstart Intuit