August 12, 2025

finance  
Palantir Stock Alert, AMD $7.7B Revenue, Salesforce AI Jump

In the AI and tech stock landscape, several key developments are unfolding. Palantir's stock is under scrutiny, with analysts suggesting it may be overvalued at its current price of $186.96 as of August 8, 2025, and could drop by 17%. Meanwhile, in the AI chip market, both ASML and AMD are significant players; ASML anticipates a 15% sales increase over 2024, while AMD reported record second-quarter revenue of $7.7 billion, a 35% stock increase this year. Despite AMD's strong performance, ASML is currently viewed as a better investment. Elsewhere, analysts predict that Atlassian, Salesforce, and Adobe stocks could jump over 40% in the next year, driven by AI advancements, even after recent stock drops. Laurel, an AI time-tracking company, has received investment from Workday Ventures to enhance its AI capabilities for legal, consulting, and accounting teams, reporting up to an 80% reduction in manual time entry for its users and processing over $5 billion in gross market value. The U.S. government is set to profit from AI chip sales to China, taking 15% of revenue from Nvidia and AMD in exchange for export licenses. Nvidia is also addressing security concerns related to its H20 AI chips in China. Surmount, an AI investment platform, has launched new features to help retail investors make quicker, data-driven decisions, aligning with predictions that AI may manage over half of retail trading volume by 2027. However, experts caution about the risks of relying on AI chatbots for investment advice, highlighting potential red flags such as overconfident or generalized recommendations. MARA Holdings is investing $168 million for a 64% stake in Exaion, an EDF subsidiary, to boost its AI capabilities, with the deal expected to close in Q4 2025. In contrast, BigBear.ai's stock experienced a 20% drop following disappointing financial results, reporting a loss per share of $0.71.

Key Takeaways

  • Analysts predict Palantir's stock could fall 17% from its current price of $186.96 (as of August 8, 2025) due to overvaluation.
  • AMD's stock is up 35% this year, with record Q2 revenue of $7.7 billion, but ASML is considered a better investment right now.
  • Atlassian, Salesforce, and Adobe stocks are projected to increase by over 40% due to AI advancements, despite recent declines.
  • Laurel, an AI time-tracking company, received investment from Workday Ventures and reports up to 80% reduction in manual time entry for its customers.
  • Nvidia and AMD will pay the U.S. government 15% of their revenue from AI chip sales to China in exchange for export licenses.
  • Surmount has launched new AI features for retail investors, as AI may manage over half of retail trading volume by 2027.
  • Experts warn against relying solely on AI chatbots for investment advice, citing risks of generalized or overconfident recommendations.
  • MARA Holdings is investing $168 million for a 64% stake in Exaion to enhance its AI capabilities; deal expected to close in Q4 2025.
  • BigBear.ai's stock dropped 20% after announcing worse-than-expected financial results, with a loss per share of $0.71.

Wall Street says sell Palantir stock now before it drops

Analysts predict Palantir Technologies' stock could fall 17% from its high price. Although the company's revenue is growing quickly, its stock price may be too high compared to its actual value. Palantir provides software and analytics to businesses and the U.S. government. Experts suggest investors should sell or avoid buying Palantir stock at its current price of $186.96 as of August 8, 2025.

ASML or AMD Which AI stock is better to buy now

ASML and AMD are important companies in the AI market. ASML makes machines that produce advanced microchips, while AMD sells AI chips. ASML's stock has been flat in 2025, but they expect sales to increase by 15% over 2024. AMD's stock is up 35% this year, with record revenue in the second quarter of $7.7 billion. Despite AMD's strong performance, ASML's stock looks like a better deal right now.

ASML or AMD Which AI stock is better to buy now

ASML and AMD are important companies in the AI market. ASML makes machines that produce advanced microchips, while AMD sells AI chips. ASML's stock has been flat in 2025, but they expect sales to increase by 15% over 2024. AMD's stock is up 35% this year, with record revenue in the second quarter of $7.7 billion. Despite AMD's strong performance, ASML's stock looks like a better deal right now.

Wall Street predicts these AI stocks could jump over 40%

Analysts believe that Atlassian, Salesforce, and Adobe stocks could increase by over 40% in the next year. Atlassian's shares might jump 60% due to AI benefits. Salesforce's stock could rise 45%, despite concerns about acquiring Informatica. Adobe's stock is also expected to increase, with AI boosting its products for creators. All three companies have seen their stocks drop this year, but analysts remain optimistic about their potential.

Analysts say these AI stocks Atlassian Salesforce Adobe could jump 40%

Analysts predict that Atlassian, Salesforce, and Adobe stocks could rise significantly in the next 12 months. Atlassian's shares may jump 60% due to AI advancements. Salesforce's stock could increase 45%, even with concerns about acquiring Informatica. Adobe's stock is also expected to rise, as AI improves its products for creators. Despite recent stock drops, analysts are positive about these AI-driven companies.

Laurel gets Workday investment to improve AI time tracking

Laurel, an AI time-tracking company, received investment from Workday Ventures. Laurel will join Workday's partner network to enhance AI time-tracking for legal, consulting, and accounting teams. Laurel's AI platform helps companies capture and analyze time data to improve productivity and profitability. Companies using Laurel have seen up to 80% reduction in manual time entry. The platform processes over $5 billion in gross market value for its customers.

Laurel gets Workday investment to improve AI time tracking

Laurel, an AI time-tracking company, received investment from Workday Ventures. Laurel will join Workday's partner network to enhance AI time-tracking for legal, consulting, and accounting teams. Laurel's AI platform helps companies capture and analyze time data to improve productivity and profitability. Companies using Laurel have seen up to 80% reduction in manual time entry. The platform processes over $5 billion in gross market value for its customers.

US government to get cut of AI chip sales from Nvidia and AMD

The U.S. government is profiting from AI by taking a percentage of chip sales to China. Nvidia and AMD will pay the U.S. government 15% of their China chip sales in exchange for export licenses. Nvidia is also addressing concerns that its H20 AI chips pose a security risk to China. The consumer price index will be released this week, which could affect the Federal Reserve's interest rates.

Surmount adds new AI features for retail investors

Surmount, an AI investment platform, has launched new features for retail investors. These include faster back testing, more data like sentiment analysis, and better automation for rebalancing. These updates help investors make quicker, data-driven decisions. Surmount allows users to create custom strategies without coding and offers pre-built, back-tested models. By 2027, AI may manage over half of retail trading volume.

Nvidia and AMD stocks fall after chip deal with US government

The Dow Jones Industrial Average was mixed Monday after a strong week. Nvidia and Advanced Micro Devices stocks fell after agreeing to give the U.S. government 15% of their revenue from chip sales to China. This agreement is in exchange for export licenses.

Is AI giving you bad investment advice Experts warn of red flags

Experts are warning about the risks of using AI chatbots for investment advice. AI might provide generalized or overconfident advice without solid data. Red flags include advice that sounds too good to be true or lacks specific numbers and dates. It's important to watch out for confirmation bias and remember that AI tools have no legal accountability.

MARA invests $168M in Exaion for AI power play

MARA Holdings is buying a 64% stake in Exaion, an EDF subsidiary, for $168 million. Exaion specializes in high-performance computing and secure cloud/AI infrastructure. The deal aims to boost MARA's AI capabilities and expand its cloud solutions. EDF will remain a minority stakeholder and client. The transaction is expected to close in Q4 2025.

BigBear.ai stock drops after disappointing financial results

BigBear.ai's stock price fell 20% after announcing worse-than-expected financial results for the second quarter of 2025. The company, based in Virginia, reported a loss per share of $0.71.

Sources

AI stocks Investment advice Stock market Palantir Technologies ASML AMD Atlassian Salesforce Adobe Workday Ventures Laurel AI time-tracking Nvidia AI chips China Export licenses Surmount AI investment platform Retail investors MARA Holdings Exaion Cloud infrastructure BigBear.ai Financial results Stock performance AI High-performance computing Sentiment analysis Back testing Automation Microchips Revenue Analysts Predictions Investment U.S. government Security risk Legal Consulting Accounting Productivity Profitability Data-driven decisions AI capabilities Cloud solutions Stock drops