May 21, 2025

finance  
Read News
Palantir, SoundHound, xAI, and Nvidia Lead AI Growth

The artificial intelligence (AI) industry is experiencing tremendous growth, with companies like Palantir Technologies and SoundHound AI leading the charge. Palantir's stock has surged 71% in 2025, while SoundHound's stock has dropped more than 43%. However, both companies have a lot of room for growth, with Palantir's contract value exceeding the AI software platforms market's projected annual growth rate of 40%. The global AI trading platform market is expected to grow at a CAGR of 20.0% from 2025 to 2030, driven by the adoption of AI and machine learning in financial markets. Experts like Feng Ji, founder and CEO of Baiont, believe that quant fund managers who don't adopt AI will be eliminated by the market. Meanwhile, companies like Elon Musk's xAI and Kalshi are partnering to provide tailored information to users, and Vertiv Holdings Co is enhancing its AI infrastructure with NVIDIA's 800V DC power architectures. With the increasing demand for AI solutions, investors are watching top AI stocks like Nvidia, and experts like Josh Brown believe that AI is the most important theme in the market, driving growth and investment opportunities.

Key Takeaways

  • Palantir Technologies' stock has surged 71% in 2025, while SoundHound AI's stock has dropped more than 43%.
  • The global AI trading platform market is expected to grow at a CAGR of 20.0% from 2025 to 2030.
  • Quant fund managers who don't adopt AI will be eliminated by the market, according to Feng Ji, founder and CEO of Baiont.
  • Elon Musk's xAI is partnering with Kalshi to provide tailored information to users.
  • Vertiv Holdings Co is enhancing its AI infrastructure with NVIDIA's 800V DC power architectures.
  • Experts like Josh Brown believe that AI is the most important theme in the market, driving growth and investment opportunities.
  • The AI software platforms market is projected to grow at an annual rate of 40%.
  • SoundHound AI's revenue increased by 151% year over year in the first quarter, and the company expects its top line to almost double in 2025.
  • The conversational AI space is expected to grow 11x in size by 2035.
  • Investors are watching top AI stocks like Nvidia, with potential for exponential growth and investment opportunities.

Palantir vs SoundHound AI

Palantir Technologies and SoundHound AI are two companies growing at a tremendous pace due to demand for their artificial intelligence solutions. Palantir's stock surged 71% in 2025, while SoundHound's stock dropped more than 43%. Palantir's Artificial Intelligence Platform has been a hit among customers, enabling them to improve efficiency and reduce downtime. SoundHound AI is tapping into the conversational AI space, with a market expected to grow 11x in size by 2035. Both companies have a lot of room for growth, with Palantir's contract value exceeding the AI software platforms market's projected annual growth rate of 40%. SoundHound's revenue increased by 151% year over year in the first quarter, and the company expects its top line to almost double in 2025.

Palantir vs SoundHound AI

Palantir Technologies and SoundHound AI are two companies growing at a tremendous pace due to demand for their artificial intelligence solutions. Palantir's stock surged 71% in 2025, while SoundHound's stock dropped more than 43%. Palantir's Artificial Intelligence Platform has been a hit among customers, enabling them to improve efficiency and reduce downtime. SoundHound AI is tapping into the conversational AI space, with a market expected to grow 11x in size by 2035. Both companies have a lot of room for growth, with Palantir's contract value exceeding the AI software platforms market's projected annual growth rate of 40%. SoundHound's revenue increased by 151% year over year in the first quarter, and the company expects its top line to almost double in 2025.

AI Trading Platform Market

The global AI trading platform market size was estimated at USD 11.23 billion in 2024 and is expected to grow at a CAGR of 20.0% from 2025 to 2030. The market is driven by the adoption of artificial intelligence and machine learning in financial markets, enabling automation and improved efficiency. The algorithmic trading segment led the market in 2024, accounting for over 39% share of the global revenue. The risk management segment is anticipated to grow at the highest CAGR during the forecast period. The market is also driven by the increasing reliance on algorithmic trading by institutional investors and trading firms, along with advancements in data analytics and access to alternative data sources.

Baiont's Feng Ji on AI

Feng Ji, founder and CEO of Baiont, believes that quant fund managers who don't adopt AI will be eliminated by the market. Baiont is a top-performing quant fund in China that uses artificial intelligence to develop trading strategies. Ji argues that quant trading is fundamentally a computer science task and predicts that AI will become an essential tool in the industry. He also believes that the space is getting more competitive, and machine learning will become a key driver of success. Baiont's team is composed of computer scientists and engineers with no finance background, and they regard quantitative trading as a pure AI task.

Unstoppable AI Stocks

Two AI stocks have recently joined the $1 trillion club, highlighting the growing importance of artificial intelligence in the tech industry. The article discusses the potential of these stocks and the opportunities for investors in the AI space. With the increasing demand for AI solutions, these stocks are expected to continue growing and providing strong returns for investors.

Elon Musk's xAI Partners with Kalshi

Elon Musk's artificial intelligence firm, xAI, is partnering with prediction market Kalshi to provide tailored information to users. Kalshi allows users to buy derivative contracts that enable them to place wagers on the outcome of events. The partnership aims to enhance the user experience by providing more accurate and informative content, increasing user engagement and competitiveness in the prediction market space.

Super Micro Computer vs Intel

The article compares Super Micro Computer and Intel as AI stocks, discussing their potential for growth and investment opportunities. Super Micro Computer has been growing due to its provision of servers and full rack scale systems to data centers, including the latest technologies from AI leaders like Nvidia. Intel, on the other hand, has fallen behind in the high-growth area of AI but is developing its own AI chips and has a new CEO who plans to cut costs and streamline processes.

Josh Brown on AI

Josh Brown, CEO of Ritholtz Wealth Management, believes that artificial intelligence is more important than tariffs to the stock market. He cites JPMorgan research that shows the term 'AI' was mentioned 2.6 times more often than 'tariff' in recent S&P 500 earnings reports. Brown is bullish on chipmaker Nvidia and believes that AI is the most important theme in the market, driving growth and investment opportunities.

Vertiv Enhances AI Infrastructure

Vertiv Holdings Co is enhancing its AI infrastructure with NVIDIA's 800V DC power architectures for future AI-centric data centers. The company is planning to release its 800 VDC power portfolio in the second half of 2026, ahead of NVIDIA's next-generation compute platforms. This strategic alignment aims to enable customers to deploy their power and cooling infrastructure in alignment with NVIDIA's next-generation compute platforms, providing more efficient and centralized power delivery.

Top AI Stocks to Watch

The article discusses the top AI stocks that investors are watching, highlighting the potential for exponential growth and investment opportunities in the AI space. It also mentions the importance of getting in early on AI investments, citing the example of the early days of the internet. The article concludes that AI is the future and that savvy investors stand to make a fortune by investing in AI stocks.

Sources

Artificial Intelligence AI Stocks AI Trading Platform Machine Learning Conversational AI Quantitative Trading