July 26, 2025

finance  
Nvidia, Palantir Surge; Intel Dips, Tesla Robotaxi Plan

The AI landscape is seeing significant activity across multiple sectors. Defiance ETFs has launched the AI Power Infrastructure ETF (AIPO) to focus on companies involved in powering AI, targeting areas like data centers and AI hardware. The fund tracks the MarketVector US Listed AI and Power Infrastructure Index and includes companies like GE Vernova and Eaton Corp. Meanwhile, some established tech companies are leveraging AI to boost their financial performance. Broadcom's AI revenue reached $4.4 billion, a 46% year-over-year increase, and NVIDIA's Data Center sales climbed 73% year-over-year; both are also offering dividends. IBM's Q2 earnings benefited from strong sales of AI mainframes, with revenue rising 8% to $16.98 billion, though a software revenue miss caused some investor concern. Palantir is also making waves, with one analyst projecting its market cap could reach $1 trillion by 2028, driven by its Artificial Intelligence Platform (AIP), which has already led to a 71% jump in U.S. commercial revenue. Venture capital investment in AI agent startups is also on the rise, with firms like Temporal and Decagon securing substantial funding. Geographically, Singapore's GIC is increasing its investments in the Americas, particularly in US AI deals, reflecting confidence in the region's AI growth potential. Not all companies are seeing immediate gains; Intel stock recently dropped amid concerns about its turnaround efforts. Tesla, on the other hand, is planning to expand its robotaxi service to San Francisco.

Key Takeaways

  • Defiance ETFs launched AIPO, an ETF focused on companies powering AI infrastructure, including data centers and AI hardware.
  • Broadcom's AI revenue reached $4.4 billion, a 46% year-over-year increase, and the company is paying dividends.
  • NVIDIA's Data Center sales increased by 73% year-over-year, and it also offers dividend payments.
  • IBM's revenue rose 8% to $16.98 billion in Q2, driven by AI mainframe sales, but a software revenue miss impacted investor sentiment.
  • Palantir's AIP is driving growth, with one analyst projecting a potential $1 trillion market cap by 2028.
  • Venture capital investment in AI agent startups is increasing significantly in 2025, with companies like Temporal and Decagon receiving substantial funding.
  • GIC is increasing its investments in the Americas, focusing on US AI deals.
  • Intel stock experienced a drop due to concerns about its turnaround efforts.
  • Tesla is planning to expand its robotaxi service to San Francisco.
  • Vertiv, a company providing services to data centers, anticipates 18% sales growth this year.

Defiance Launches AIPO, the First AI Power Infrastructure ETF

Defiance ETFs launched AIPO, the first ETF focused on companies that power AI infrastructure. AIPO invests in sectors like power generation, data centers, and AI hardware. The ETF tracks the MarketVector US Listed AI and Power Infrastructure Index. It holds 52 companies, including GE Vernova, Eaton Corp, and Quanta Services. The ETF has a 0.69% expense ratio and rebalances quarterly.

Defiance's AIPO ETF Targets AI and Power Infrastructure Growth

Defiance ETFs launched the Defiance AI & Power Infrastructure ETF (AIPO) to invest in companies involved in AI and power infrastructure. AIPO tracks the MarketVector US Listed AI and Power Infrastructure Index. It focuses on areas like nuclear energy, data centers, and AI hardware. The ETF aims to capitalize on the increasing energy needs of AI technologies. Sylvia Jablonski, CEO of Defiance ETFs, sees AIPO as a timely opportunity for investors.

AI Stocks That Pay Dividends Broadcom, Vertiv, and NVIDIA

Broadcom (AVGO), Vertiv (VRT), and NVIDIA (NVDA) are AI stocks that pay dividends. Vertiv provides services for data centers and expects 18% sales growth this year. Broadcom's AI revenue was $4.4 billion, up 46% year-over-year, and it has increased its dividend six times in five years. NVIDIA's Data Center sales climbed 73% year-over-year. While their dividend yields are modest, these stocks offer a blend of growth and income.

AI Stocks That Pay Dividends Broadcom, Vertiv, and NVIDIA

Broadcom (AVGO), Vertiv (VRT), and NVIDIA (NVDA) are technology stocks involved in AI that offer dividend payments. Vertiv, which supports data centers, expects 25% EPS growth this year. Broadcom's AI revenue reached $4.4 billion, a 46% increase, and its dividend has grown significantly. NVIDIA's Data Center sales rose 73% year-over-year. These stocks provide investors with both growth potential and income through dividends.

IBM's AI Mainframe Sales Boost Earnings; Software Miss Upsets Investors

IBM's second-quarter earnings beat expectations due to strong sales of AI mainframes. However, a software revenue miss caused the stock to drop. Revenue rose 8% to $16.98 billion, and net income increased to $2.19 billion. IBM's hybrid cloud revenue, including Red Hat, grew by 16%. The company's generative AI business increased to $7.5 billion. IBM launched the Telum processor-based z16 mainframe, boosting sales.

AI Agent Startups See Surge in Venture Capital Investments in 2025

Venture capital investment in AI agent startups is increasing significantly in 2025. Agentic AI, especially in enterprise applications, is attracting substantial funding. Startups in this area have already secured large investments this year. For example, Temporal raised a significant amount led by Tiger Global, and Decagon raised funds co-led by Accel and Andreessen Horowitz. The number of funding deals is also on the rise.

GIC Increases Investments in the Americas, Focuses on US AI Deals

Singapore's GIC has increased its investments in the Americas to 49% of its assets. This shift reflects a belief that the US will benefit most from the AI boom. Meanwhile, GIC's investments in Asia-Pacific have decreased to 24%. The fund's holdings in Europe, the Middle East, and Africa remained steady at 20%.

Palantir Stock Could Soar to $1 Trillion by 2028 Analyst Says

Palantir Technologies (PLTR) has potential to reach a $1 trillion market cap by 2028, according to one Wall Street analyst. Palantir has experience in AI and its Artificial Intelligence Platform (AIP) is attracting customers. The company's U.S. commercial revenue jumped 71% due to strong demand for AIP. Wedbush analyst Dan Ives believes the AI revolution will continue to drive Palantir's growth.

AI Titans Rally; Intel Plunges; Tesla Robotaxi Plans

Dow Jones futures were mostly unchanged, while S&P 500 and Nasdaq futures showed slight movement. Intel (INTC) stock dropped due to concerns about its turnaround efforts. Tesla (TSLA) is reportedly planning to expand its robotaxi service to San Francisco. The stock market saw a mixed session, but the S&P 500 and Nasdaq reached new highs.

Sources

AI Artificial Intelligence AIPO Defiance ETFs ETF AI Infrastructure Power Infrastructure Data Centers AI Hardware MarketVector US Listed AI and Power Infrastructure Index GE Vernova Eaton Corp Quanta Services Nuclear Energy AI Stocks Dividends Broadcom Vertiv NVIDIA IBM AI Mainframes Hybrid Cloud Red Hat Generative AI Telum Processor AI Agent Startups Venture Capital Funding Temporal Decagon GIC Investments Palantir AIP Robotaxi Tesla Stock Market Intel