July 4, 2025

finance   Read News
scale ai, meta and apple Updates

The second quarter of 2025 is showing a venture capital market comeback, particularly for AI-focused companies. U.S. startups secured $69.9 billion in funding, with San Francisco AI startups like Scale AI, which received $14.3 billion from Meta, leading the way. Overall, AI startups accounted for $40.5 billion of the total venture capital invested. Despite this surge, new VC funds are facing fundraising challenges, with only $26.6 billion raised in the first half of the year. AI is also influencing investment strategies in the stock market. Warren Buffett's Berkshire Hathaway has allocated 22% of its portfolio to AI stocks, primarily Apple and Amazon. While reducing its Apple holdings to 300 million shares, Apple still represents 21.2% of Berkshire's portfolio, while Amazon accounts for 0.7%. Amazon is investing over $100 billion in its AI platform and holds a 30% share of the cloud services market through AWS. JP Morgan also includes Amazon, Microsoft and Digital Realty Trust on its Analyst Focus List as top stocks with high potential, citing Amazon's AWS cloud services, Microsoft's expanding AI offerings, and Digital Realty Trust's data centers, which are essential for AI. Companies across various sectors are integrating AI to enhance their operations. Tocexa has upgraded its trading platform with AI TradeX, providing AI-powered trend forecasts. PepsiCo is adopting Salesforce's Agentforce AI to improve marketing and customer service. BigBear.ai, an AI module developer, is showing signs of recovery with a 30% increase in backlog, reaching $385 million in the first quarter of 2025, and is securing new government contracts. Notta, a Japanese AI company, raised $6.3 million to launch its AI Voice Recorder in the U.S., targeting healthcare organizations with its HIPAA compliance. Morgan Stanley has reiterated a Buy rating on Dell Technologies, anticipating growth from the demand for AI servers. In the crypto space, Ruvi AI is being touted as a potentially better investment than Shiba Inu, focusing on real-world applications of AI and blockchain.

Key Takeaways

  • AI investments drove a venture capital comeback in Q2 2025, with $40.5 billion going to AI startups.
  • Scale AI received $14.3 billion in funding from Meta.
  • Warren Buffett's Berkshire Hathaway has 22% of its portfolio in AI stocks, mainly Apple and Amazon.
  • Amazon is investing over $100 billion in its AI platform and has a 30% cloud services market share with AWS.
  • Tocexa integrated AI TradeX into its trading platform for AI-powered trend forecasts.
  • PepsiCo is using Salesforce's Agentforce AI to improve marketing and customer service.
  • BigBear.ai's backlog grew 30% to $385 million in Q1 2025, driven by new government contracts.
  • Notta raised $6.3 million to launch its AI Voice Recorder in the U.S., targeting healthcare with HIPAA compliance.
  • Morgan Stanley has reiterated a Buy rating on Dell Technologies, anticipating growth from the demand for AI servers.
  • Ruvi AI is being suggested as a potentially better crypto investment than Shiba Inu, focusing on real-world AI applications.

AI powers venture capital comeback in second quarter of 2025

The venture capital market showed signs of recovery in the second quarter of 2025, with $67.6 billion in exit value. However, fundraising remains a concern, with new U.S. VC funds raising only $26.6 billion in the first half of the year. AI deals dominated investments, driving $24 billion in funding for companies like OpenAI. Europe and Asia Pacific also faced challenges, while Latin America struggled with limited new funds.

San Francisco AI startups see big boost from venture capital

U.S. startups raised $69.9 billion in venture capital in the second quarter of 2025. San Francisco-based AI startups like Scale AI, Thinking Machines Lab, Grammarly, and Anysphere received a large portion of this funding. Scale AI received $14.3 billion from Meta. AI-related startups overall garnered $40.5 billion, or 58% of the total. Fundraising for new venture capital firms is slow, creating a split market.

Warren Buffett invests big in Apple and Amazon for AI

Warren Buffett's Berkshire Hathaway has invested about 22% of its portfolio in AI stocks, mainly Apple and Amazon. While reducing its Apple holdings to 300 million shares, Apple still accounts for 21.2% of Berkshire's portfolio. Amazon makes up 0.7% of the portfolio. Amazon is investing over $100 billion in its AI platform in 2025 and has a 30% share of the cloud services market with AWS.

Tocexa upgrades trading software with AI TradeX integration

Tocexa has launched a major update to its trading platform by integrating AI TradeX. The update provides users with AI-powered trend forecasts and personalized asset recommendations for crypto and tokenized equity markets. The new version also features faster order matching and improved system stability. The upgrade includes enhanced AML modules and KYC logic to meet global regulatory standards. All users can update their apps manually or await the automated rollout.

Is BigBear.ai stock a good investment now?

BigBear.ai, an AI module developer, has shown signs of recovery after a rocky start. The company's backlog grew 30% to $385 million in the first quarter of 2025. BigBear.ai secured new government contracts, including digital ID and biometrics initiatives for the DHS. Analysts expect revenue to rise 1%-14% to $160 million-$180 million for the full year. Despite improvements, some factors suggest it may not be a compelling long-term buy.

JP Morgan picks Amazon, Microsoft, and more AI dividend stocks

JP Morgan's Analyst Focus List includes top stocks with high potential, including several AI dividend stocks. Amazon is making big advancements in AI with its AWS cloud services. Digital Realty Trust is a leader in data centers, essential for AI. Microsoft is expanding its AI offerings and cloud computing capabilities. Vistra will work with tech companies to provide power for data centers.

PepsiCo uses Salesforce AI to improve marketing and efficiency

PepsiCo is adopting Salesforce's Agentforce AI platform to improve operations and customer service. The company will use AI agents to manage tasks and gain insights from customer data. This will allow PepsiCo to create more targeted and automated marketing campaigns. PepsiCo is also implementing new Trade Promotion Management technology to improve retail partnerships.

Notta raises $6.3M to bring AI voice recorder to America

Notta, a Japanese AI company, raised $6.3 million to expand into the U.S. with its AI Voice Recorder. The company's hardware-first approach sets it apart from software-only solutions. Notta's AI Voice Recorder features high storage capacity and advanced audio technology. The company has enterprise-grade compliance certifications like HIPAA, making it suitable for healthcare organizations.

Dell Technologies poised for AI growth says Morgan Stanley

Dell Technologies is positioned to benefit from the increasing demand for AI servers. Morgan Stanley reiterated a Buy rating on Dell Technologies with a price target of $135.

Ruvi AI versus Shiba Inu which is the better crypto bet?

Analysts suggest Ruvi AI (RUVI) may be a better investment than Shiba Inu (SHIB). Ruvi AI combines blockchain with artificial intelligence. Early investors in Ruvi AI can receive bonuses. Ruvi AI focuses on real-world applications and transparency, unlike meme tokens.

Sources

Venture Capital AI Investments OpenAI San Francisco AI Startups Scale AI Thinking Machines Lab Grammarly Anysphere Meta Warren Buffett Berkshire Hathaway Apple Amazon AWS Tocexa AI TradeX Trading Platform BigBear.ai JP Morgan AI Dividend Stocks Digital Realty Trust Microsoft Vistra PepsiCo Salesforce Agentforce AI Notta AI Voice Recorder Dell Technologies Morgan Stanley Ruvi AI Shiba Inu Crypto Blockchain AI Servers Data Centers Cloud Computing AI Platform AI Stocks AI Module Developer AI Agents AI-powered trend forecasts Personalized asset recommendations AML modules KYC logic Digital ID Biometrics Marketing Customer Service Healthcare HIPAA