Nvidia to Sell Advanced AI Chips in China as Early as August

Key Takeaways

• SpaceX's IPO raised $75 billion, indicating significant investor interest in AI.
• Nvidia plans to sell advanced AI chips in China as early as August.
• Anthropic blindsided business partners with Claude Design launch.
• Equal AI raised $30 million for call screening and context.
• Mitek Systems' Verified Identity Platform is now available through FICO Marketplace.
• Lantronix provides Edge AI and IoT solutions.
• Morgan Stanley opens platforms to external AI agents.
• SpaceX believes its AI business has a $26.5 trillion potential market.
• Meta faces a copyright infringement suit over AI training.
• Micron Technology and Nvidia compete in the AI-driven HBM market.

Mitek Systems Among Top AI Stocks to Buy

Mitek Systems, Inc. is a promising AI stock to buy in 2026. The company's Verified Identity Platform is now available through the FICO Marketplace, expanding access to its identity verification and fraud prevention technologies. Mitek's AI-powered solutions help prevent fraud and improve customer experience. The company has 21 hedge funds with stakes in its stock, making it an attractive investment opportunity. Mitek's focus on innovation and customer satisfaction has led to significant revenue growth.

Lantronix Among Top AI Stocks to Buy

Lantronix, Inc. is among the top AI stocks to buy in 2026. The company provides Edge AI and Internet of Things solutions and has 24 hedge funds with stakes in its stock. Lantronix's focus on AI and IoT has led to significant growth in its stock price. The company has a strong track record of innovation and growth, making it an attractive investment opportunity.

SpaceX IPO Signals Investor Enthusiasm for AI

Goldman Sachs President John Waldron says SpaceX's record-shattering IPO shows investors are eager to finance AI buildout. SpaceX's IPO has raised $75 billion, making it one of the world's biggest listed companies. The company's focus on AI and its potential applications has generated significant investor interest.

SpaceX Stock Starts Trading

SpaceX's stock started trading on the Nasdaq, rising above its IPO price. The company's IPO was record-shattering, raising $75 billion. SpaceX's focus on AI and its potential applications has generated significant investor interest. The company's plans to expand its data centers and develop AI microchips have also generated excitement.

Equal AI Raises $30M to Screen Calls

Equal AI, a startup founded by Keshav Reddy, has raised $30 million in Series B funding to screen calls and provide context on why someone is calling. The app uses AI to screen calls and display the reason for the call, helping users manage unwanted calls. The company plans to expand its services and introduce new features.

Anthropic Blindsides Business Partners

Anthropic, an AI company, has blindsided its business partners by not featuring them in its launch announcement for Claude Design. The company had asked the partners to provide feedback and help promote the tool, but ultimately did not give them a prominent role in the launch. The incident has raised questions about Anthropic's business practices and its relationships with its partners.

Nvidia Tells Chinese Customers About Advanced AI Chips

Nvidia has told Chinese customers that it could be ready to sell more advanced AI chips in the country as soon as August. The company has been looking to boost its sales to China, which represents a significant market opportunity. Nvidia's plans to sell more advanced AI chips in China could mark a major breakthrough for the company.

Micron vs. NVIDIA: One AI Stock Is a Clear Buy

Micron Technology and NVIDIA are two leading stocks in the AI-driven HBM market. Micron has outpaced NVIDIA in terms of growth and has strong margins and revenue momentum. The company's lower valuation also makes it a more attractive buy for investors.

SpaceX Thinks Its AI Business Has $26.5 Trillion in Potential

SpaceX believes its total addressable market is $28.5 trillion, with $26.5 trillion related to AI. The company's focus on AI and its potential applications has generated significant investor interest. SpaceX plans to use its funds to develop AI microchips and expand its data centers.

Meta Must Face Porn Studio's IP Suit Over AI Training

Meta Platforms Inc. must face a porn studio's copyright infringement suit accusing the social media giant of downloading the studio's films to train generative artificial intelligence models. A California federal judge ruled that the studio's allegations suffice to infer a claim.

How Investors May Respond To Morgan Stanley Opening Stock-Plan Platforms To External AI Agents

Morgan Stanley is opening its ShareWorks and Equity Edge platforms to external AI agents, signaling a push to deepen client automation and differentiate its equity compensation services through advanced technology. The move is seen as a significant step in the bank's efforts to leverage AI and machine learning to enhance its services.

Sources

• Here is why Mitek Systems, Inc. (MITK) is among the Under-the-Radar AI Stocks to Buy in 2026
• Lantronix, Inc. (LTRX): 10 Under-the-Radar AI Stocks to Buy in 2026
• Goldman President Says SpaceX IPO Signals Investor Enthusiasm for AI
• It's SpaceX's first day on the stock market
• Equal AI raises $30M to screen calls so Indians don't have to
• Anthropic Blindsides Its Business Partners
• Nvidia Is Telling Chinese Customers It Could Be Ready to Sell Them More Advanced AI Chips Soon
• Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
• SpaceX Thinks Its AI Business Has $26.5 Trillion in Potential. Here's Why It May Actually Be True.
• Meta Must Face Porn Studio's IP Suit Over AI Training
• How Investors May Respond To Morgan Stanley (MS) Opening Stock-Plan Platforms To External AI Agents