August 30, 2025

finance  
Nvidia, Palantir Outperformed! SoundHound Targets $47 Billion

Several companies are making significant moves in the AI space. Alibaba is investing heavily in AI to boost its cloud computing business, which saw a 26% revenue increase due to AI product adoption. Despite facing e-commerce competition and a drop in profits due to a food delivery price war, Alibaba's stock is performing well, and the company is developing new AI chips. They also bought back shares in its Cainiao logistics arm from Fosun International for $349.8 million. SoundHound, specializing in voice AI for cars and drive-thru systems, is targeting a $47 billion market by 2034. The company's revenue grew significantly, and analysts consider its stock undervalued. NVIDIA previously invested in SoundHound, selling its shares in 2024. aPriori, a blockchain project, is using AI to improve DeFi trading for institutions, having raised $50 million across funding rounds. Their platform optimizes order flow and reduces risks. Primoris Services, a specialty contractor, is outperforming AI stocks like Nvidia and Palantir due to high demand in the power, utilities, and data center sectors. In other news, Daniel Nadler, founder of medical AI company OpenEvidence, purchased a $38.2 million penthouse in Miami. The sports analytics market is also expected to grow significantly, driven by AI investments. However, companies not investing in AI, like Marvell Technologies, are facing stock market penalties. Investors are also using leveraged ETFs to bet on AI stocks like Nvidia, though these come with risks.

Key Takeaways

  • Alibaba's cloud division revenue increased by 26% due to AI product adoption, despite overall mixed financial results.
  • Alibaba is developing new AI chips and bought back shares in its Cainiao logistics arm from Fosun International for $349.8 million.
  • SoundHound, specializing in voice AI, targets a $47 billion market by 2034 and saw revenue growth of 217% in Q2 2025.
  • NVIDIA previously invested in SoundHound, selling its shares in 2024.
  • aPriori is using AI to improve DeFi trading for institutions, raising $50 million across funding rounds.
  • Primoris Services is outperforming Nvidia and Palantir due to high demand in data center sectors.
  • Daniel Nadler, founder of medical AI company OpenEvidence, purchased a $38.2 million penthouse in Miami.
  • The sports analytics market is projected to reach $4.75 billion by 2030, driven by AI investments.
  • Marvell Technologies stock dropped due to concerns about missing out on AI spending.
  • Investors are using leveraged ETFs to invest in AI stocks like Nvidia, but these investments carry significant risks.

Alibaba's profit drops as China's food fight cuts into earnings

Alibaba's profit fell 3% to 35 billion yuan because of a price war with Meituan and JD.com in the food delivery business. However, revenue from AI products increased significantly, and cloud division sales rose 26%. Alibaba is also developing AI chips to compete with Baidu and Tencent. The company is investing heavily in AI to improve cloud computing and challenge OpenAI and Google. Alibaba's stock is performing well due to its international business growth.

Alibaba's revenue lower than expected but AI boosts cloud business

Alibaba's quarterly revenue missed market estimates due to tough e-commerce competition, but its cloud computing business grew by 26% to 33.40 billion yuan. The company is investing heavily in AI, recently unveiling a model that turns photos into video avatars. Revenue from China's e-commerce group, including Taobao and Ele.me, grew by 10%. Alibaba bought back shares in its Cainiao logistics arm from Fosun International for $349.8 million.

Alibaba stock rises despite mixed results new AI chip planned

Alibaba's stock increased despite mixed financial results for the first fiscal quarter. Cloud Intelligence revenue grew 26% due to AI product adoption. Alibaba is testing a new AI chip for various AI tasks. The company earned 14.75 yuan per share, beating estimates, but sales increased only 2% to 247.65 billion yuan. Alibaba is competing with Meituan and JD.com in food delivery, impacting profits.

Alibaba's cloud division sees revenue jump thanks to AI products

Alibaba's cloud division saw a 26% revenue increase, driven by customers using AI-related products. Overall, Alibaba's revenue grew by 2% for the quarter ending June 30. The company is focusing on consumption and AI + Cloud. Alibaba International Digital Commerce Group (AIDC) revenue grew 19%, while China E-Commerce Group revenue increased 10% due to the Taobao Instant Commerce service.

SoundHound AI once backed by NVIDIA could be next big thing

SoundHound, an AI company specializing in voice technology, was previously invested in by NVIDIA. NVIDIA sold its shares in 2024 at a profit, driving SoundHound's stock price up. SoundHound focuses on voice AI for cars and drive-thru systems, targeting a $47 billion market by 2034. Analysts project high sales growth, but the company's $90 million R&D budget raises concerns about competition with larger tech companies.

SoundHound and Duolingo AI stocks with big potential

SoundHound AI and Duolingo are using AI to lead in voice tech and education. SoundHound's voice AI is used in cars and customer service, targeting a $50 billion market by 2031. Duolingo uses AI for personalized language learning, with a $7 trillion education market. SoundHound's revenue grew 217% in Q2 2025, while Duolingo's subscribers increased 37%. Both stocks are considered undervalued, offering different AI investment opportunities.

aPriori uses AI to improve DeFi trading for big investors

aPriori, a blockchain project, uses AI to make DeFi trading better for institutions. It raised $30 million to optimize order flow and reduce risks like front-running. aPriori's system identifies toxic trades and routes good orders to protect liquidity providers. The MEV Auction (MEVA) shares extracted value with stakers. Built on Monad, it offers fast execution and low gas fees, showing 87% efficiency gains in tests.

AI trading platform aPriori connects traditional and onchain finance

aPriori, a Web3 startup, secured $20 million to build better on-chain trading tools for institutions. Its platform tackles problems like MEV leakage and toxic order flow, improving trading. Institutional interest in DeFi is growing due to high yields and good rules. aPriori's AI-driven DEX aggregator, Swapr, aims to optimize trades and reduce risks. JPMorgan is also exploring on-chain strategies, showing the trend of finance and blockchain coming together.

This stealth AI stock beats Palantir and Nvidia

Primoris Services, a specialty contractor, is outperforming big AI stocks like Nvidia and Palantir. The company's stock has risen over 50% this year due to high demand in the power, utilities, and data center sectors. Primoris has $1.7 billion in potential data center projects in its pipeline. The company's second-quarter revenue increased by 20.9%, and it raised its full-year earnings forecast.

Medical AI founder buys $38M Miami penthouse

Daniel Nadler, founder of medical AI company OpenEvidence, purchased a $38.2 million penthouse in Miami. This is his first U.S. real estate investment. OpenEvidence uses AI to help doctors find relevant medical research quickly. The company recently received $210 million in funding and is valued at $3.5 billion. Nadler's penthouse has 6,000 square feet, five bedrooms, and an infinity pool.

Sports analytics market to boom with AI investments

The sports analytics market is expected to grow from $2.29 billion in 2025 to $4.75 billion by 2030. This growth is driven by AI and real-time data for player performance, injury prevention, and fan engagement. Companies like IBM, SAS, SAP, and Zebra Technologies are leading the market. Real-time analytics are improving fan experiences through VR/AR and personalized content. Zebra Technologies saw a 32.2% revenue increase, showing strong demand.

Stock market punishes companies that don't spend on AI

Marvell Technologies stock dropped after a disappointing earnings report. The company's data-center revenue was weak, and its sales forecast missed estimates. Analysts worry Marvell is missing out on AI spending. Nvidia's strong report showed AI spending is still strong. Bank of America downgraded Marvell to a neutral rating.

Investors bet big on AI with leveraged ETFs

Investors are using leveraged ETFs to invest in AI stocks like Nvidia. In 2025, 112 new leveraged/inverse ETFs were launched, with $17.7 billion in AI-focused assets. Nvidia's 2x ETF holds $4.56 billion. A 17% drop in Nvidia triggered 34% losses in its 2x ETF. Critics warn of risks due to high fees and potential misunderstandings of leveraged ETFs.

NVIDIA ETFs face scrutiny amid AI growth expectations

NVIDIA reported strong revenue growth, but its data center revenue narrowly missed estimates. Shares of NVIDIA fell slightly after the earnings release. Other AI-related stocks like Micron and Broadcom rose. Analysts are concerned about NVIDIA's reliance on Big Tech spending and potential margin pressures. The company also faces geopolitical challenges in China. Investors may prefer ETFs to minimize company-specific risks.

Sources

Alibaba AI Cloud Computing NVIDIA SoundHound AI Duolingo aPriori DeFi Web3 Primoris Services OpenEvidence Medical AI Sports Analytics Marvell Technologies Leveraged ETFs Stock Market Revenue Earnings Data Centers Voice Technology E-commerce China Investment Financial Performance AI Chips AI Models MEV DEX Nvidia ETFs