September 17, 2025

finance  
Nvidia Rubin CPX, AMD MI350, Google AI Stocks

The artificial intelligence sector continues to see significant investment and strategic maneuvering. Nvidia, a dominant player, is launching its new Rubin CPX AI chip and has also entered an agreement to purchase unused AI capacity from CoreWeave, a move that has prompted some investor questions about current AI market demand. Meanwhile, AMD is positioning itself against Nvidia in the AI and data center markets, expecting growth from its MI350 AI accelerators despite recent inventory write-downs. Figure AI, a startup developing humanoid robots, has secured over $1 billion in new funding, reaching a $39 billion valuation, with notable investors including Nvidia, Intel Capital, and Qualcomm Ventures. In a separate deal, Abu Dhabi-based MGX has partnered with Silver Lake to acquire a majority stake in chip business Altera for $3.3 billion, leaving Intel with a 49% holding. Investors Cathie Wood and Dan Ives find common ground on at least 11 AI stocks, including major tech companies like Alphabet, Nvidia, Meta Platforms, and Tesla. Beyond hardware and robotics, AI is driving efficiency in other sectors; Trustpilot is enhancing its profit outlook and initiating a share buyback program by integrating AI into its customer review strategy, while Envive AI has raised $15 million to scale its AI shopping agents, reflecting a growing consumer reliance on AI for product recommendations. Quantum Computing Inc. is also seeing commercial success with deals for its EmuCore device in machine learning applications and quantum cybersecurity solutions.

Key Takeaways

  • Nvidia is launching its new Rubin CPX AI chip and has an agreement to buy unused AI capacity from CoreWeave if demand is insufficient.
  • Figure AI, a humanoid robot startup, has raised over $1 billion, valuing the company at $39 billion, with investors including Nvidia and Intel Capital.
  • AMD expects Q3 growth driven by its MI350 AI accelerators and is competing in the AI and data center markets against Nvidia.
  • MGX and Silver Lake are acquiring a majority stake in chip business Altera for $3.3 billion, with Intel retaining a 49% holding.
  • Cathie Wood and Dan Ives agree on at least 11 AI stocks, including Alphabet, Nvidia, Meta Platforms, and Tesla.
  • Trustpilot is raising its profit guidance and initiating a £30 million share buyback program by integrating AI into its strategy.
  • Envive AI has raised $15 million in Series A funding to scale its AI shopping agents, as consumer use of AI for product recommendations increases.
  • Quantum Computing Inc. has secured deals for its EmuCore device for machine learning and its quantum cybersecurity solutions.
  • AMD reported Q2 revenue growth of 2% year-over-year despite an $800 million inventory write-down.
  • Pony AI stock saw a 9.3% increase, reaching $5.65 per share, with analysts holding a consensus buy rating.

CoreWeave and Nvidia strike AI capacity deal

Nvidia has agreed to purchase unused artificial intelligence (AI) capacity from CoreWeave if demand is insufficient. This deal has led some investors to question the current demand within the AI market. The article discusses recent developments concerning both Nvidia and CoreWeave. Stock prices mentioned are from September 15, 2025.

CoreWeave and Nvidia AI deal sparks investor questions

Nvidia and CoreWeave have entered into an agreement where Nvidia will buy unused AI capacity from CoreWeave if demand falls short. This development has prompted investors to question the current state of demand in the artificial intelligence market. The article references stock prices from September 15, 2025, and was published on the same date.

Nvidia launches new AI chip Rubin CPX

Nvidia has announced its new AI chip, the Rubin CPX, potentially reshaping the artificial intelligence market once again. The article discusses recent updates concerning Nvidia. Stock prices used were from after the market closed on September 11, 2025, and the video was published on that date.

Figure AI valued at $39 billion in new funding round

Figure AI, a startup developing humanoid robots, has secured over $1 billion in new funding, valuing the company at $39 billion. This financing round, led by Parkway Venture Capital, includes other major investors like Brookfield Asset Management and Align Ventures. Founded in 2022, Figure AI aims to create general-purpose humanoid robots that can learn and reason like humans, utilizing recent advances in artificial intelligence technology. The company was previously valued in a deal last year.

Figure AI raises $1 billion, values robots at $39 billion

Figure AI, a startup focused on developing humanoid robots, has raised over $1 billion in new funding, achieving a valuation of $39 billion. This significant investment reflects a growing belief in a future where advanced robots are part of daily life. The company aims to create general-purpose humanoid robots capable of human-level intelligence and reasoning. Figure AI's latest funding round was supported by major investors including NVIDIA, Intel Capital, and Qualcomm Ventures.

AMD stock shows promise despite AI market challenges

Advanced Micro Devices (AMD) reported strong Q2 results, with revenue growing 2% year-over-year despite an $800 million inventory write-down. While data center sales declined, AMD expects Q3 growth driven by its new MI350 AI accelerators. The company is positioning itself in the AI and data center market to compete with NVIDIA. Despite risks from U.S.-China trade tensions and intense competition, AMD's long-term prospects in AI remain promising.

Cathie Wood and Dan Ives agree on 11 AI stocks

Prominent investors Cathie Wood and Dan Ives share common ground on at least 11 artificial intelligence (AI) stocks. These stocks are held across various ETFs managed by Ark Invest and also feature in the new Dan Ives Wedbush AI Revolution ETF. Notable shared holdings include Alphabet, NVIDIA, Taiwan Semiconductor Manufacturing, Meta Platforms, Tesla, Amazon, Palantir, Advanced Micro Devices, Salesforce, Baidu, and Oklo.

Trustpilot boosts profit outlook with AI strategy

Customer review company Trustpilot has raised its profit margin guidance and initiated a £30 million share buyback program. The company is placing artificial intelligence products at the core of its strategy, leading to improved efficiency and strong cash flow. Trustpilot is using AI to generate review summaries for consumers and internally to detect suspicious patterns, enhancing content reliability. AI-powered features have significantly increased search impressions and ChatGPT citations.

Envive AI secures $15M for shopping agents

Envive AI, an agentic AI commerce platform, has successfully raised $15 million in a Series A funding round. The round was led by Fuse VC with participation from Point72 Ventures. This funding will support Envive AI's efforts to scale its AI shopping agents. A recent study indicates that a significant percentage of consumers now use generative AI tools for product recommendations, replacing traditional search engines.

MGX partners with Silver Lake on Altera acquisition

Abu Dhabi-based AI investment firm MGX has co-invested with Silver Lake in the acquisition of a majority stake in chip business Altera. This deal leaves Intel with a 49% holding in Altera. MGX views Altera as a foundational platform for next-generation computing and a key player in the AI era. The acquisition values Altera at $3.3 billion, a decrease from Intel's 2015 purchase price.

Quantum Computing Inc. lands AI and cybersecurity deals

Quantum Computing Inc. (QUBT) has achieved commercial success with deals involving its EmuCore reservoir computing device and quantum cybersecurity solutions. The EmuCore device was sold to a major automotive manufacturer for machine learning applications. QCi also secured a $332,000 order from a top U.S. bank for its quantum communication system, which will be used to test next-generation security tools. QCi's shares have seen significant growth over the past year.

Pony AI stock rises 9.3%

Pony AI (NASDAQ:PONY) experienced a 9.3% increase in its stock price during trading on Friday, reaching $5.65 per share. The company recently paid a quarterly dividend of $0.04 per share. Analysts have a consensus buy rating on the stock with a price target of $9.50. In related news, the CEO sold 100,000 shares of the company's stock on August 19th.

Sources

AI capacity Nvidia CoreWeave AI market demand AI chip Rubin CPX Figure AI Humanoid robots Venture capital Artificial intelligence technology AMD AI accelerators Data center market AI stocks ETFs Alphabet Taiwan Semiconductor Manufacturing Meta Platforms Tesla Amazon Palantir Salesforce Baidu Oklo Trustpilot AI strategy Generative AI Review summaries Envive AI AI shopping agents Product recommendations MGX Silver Lake Altera Chip business Next-generation computing Quantum Computing Inc. Reservoir computing Cybersecurity Machine learning Quantum communication system Pony AI Autonomous driving