Snowflake, Microsoft, Nvidia AI Exposure Ranked by Morningstar

AI is rapidly changing how businesses and individuals operate, with adoption rates soaring, especially among leaders. A recent Gallup poll indicates that 33% of leaders are frequently using AI, nearly double the rate of other employees. To encourage AI integration, Whoop's product leader, Hilary Gridley, implemented '30 Days of GPT,' a program designed to build consistent AI habits among her team. Investors are also taking note, with the QBIG ETF offering a simplified way to invest in AI stocks, including the 'Magnificent Seven' and Snowflake. Morningstar analysts have ranked these companies based on AI exposure, with Alphabet, Microsoft, and Nvidia leading the pack; Alphabet is considered potentially undervalued. In terms of hardware, AMD unveiled its new MI350X and MI355X GPUs, along with ROCm 7.0 software, while Fujitsu announced its Monaka chip. The rise of AI coding tools is also reshaping software development, challenging giants like Salesforce by enabling 'AI-native developers' to quickly build custom apps. This trend is reflected in the IPO excitement surrounding CoreWeave, backed by Nvidia, which is experiencing high demand for its AI infrastructure. OpenAI is also hinting at a new device that aims to revolutionize AI interaction, moving beyond traditional screens and keyboards. Salesforce's Summer '25 release includes updates to enhance AI agent effectiveness, while HashFly is leading an AI-driven Bitcoin cloud mining operation. AI is also impacting fields like genealogy, aiding in the transcription of documents, though challenges remain with handwritten records. Finally, Brazilian banks are making significant investments in AI and automation to improve customer service and efficiency.

Key Takeaways

  • AI adoption among leaders has nearly doubled in the past two years, reaching 33% according to a Gallup poll.
  • Whoop's '30 Days of GPT' program encourages consistent AI use among employees through daily tasks and rewards.
  • The QBIG ETF offers investors exposure to AI growth stocks, including the 'Magnificent Seven' and Snowflake.
  • Morningstar analysts rank Alphabet, Microsoft, and Nvidia as top 'Magnificent Seven' stocks for AI exposure, with Alphabet considered undervalued.
  • AMD introduced new MI350X and MI355X GPUs, along with ROCm 7.0 software, while Fujitsu announced its Monaka chip.
  • AI coding tools are enabling 'AI-native developers' to build custom apps, potentially impacting software giants like Salesforce.
  • CoreWeave, backed by Nvidia, is experiencing high demand for its AI infrastructure, reflected in recent IPO excitement.
  • OpenAI is developing a new AI device to revolutionize interaction, moving beyond screens and keyboards, potentially through the acquisition of Jony Ive's startup.
  • Salesforce Summer '25 release enhances AI agent effectiveness for sales, customer service, and industry-specific tasks.
  • Brazilian banks are significantly increasing investments in AI and automation to improve customer service and efficiency.

AI adoption soars among managers new Gallup poll shows

A recent Gallup poll shows leaders are using AI nearly twice as much as other employees. About 33% of leaders use AI frequently, compared to 16% of individual workers. AI use at work has increased from 21% to 40% in the past two years. The tech industry leads in AI adoption at 50%, while unclear use cases remain a challenge for many companies. Experts say training is important for employees to use AI effectively.

Whoop leader uses '30 Days of GPT' to build AI habits

Hilary Gridley, a product leader at Whoop, uses a unique method to encourage AI use among her team. She created '30 Days of GPT,' a list of small daily tasks to make AI a habit. The program focuses on consistency, reducing difficulty, and rewarding AI use. Custom GPTs and team recognition help employees feel confident and motivated. This approach helps integrate AI naturally into daily work.

QBIG ETF simplifies AI stock picking for investors

The QBIG ETF helps investors navigate AI stock selection. It includes the Magnificent Seven stocks and Snowflake, offering exposure to AI growth. The ETF is actively managed and suitable for long-term investors. Morningstar analysts score AI exposure, with Nvidia, Microsoft, and Alphabet leading. Alphabet is highlighted as a potentially undervalued stock for AI investment.

Top Mag Seven stocks for AI investing revealed

The Magnificent Seven stocks are key players in AI investing. Morningstar analysts ranked these companies based on their AI exposure. Alphabet, Microsoft, and Nvidia scored highest in AI and machine learning. Alphabet is considered a top pick due to its strong AI exposure and undervalued stock price. The Mag Seven stocks have generally performed well, driven by innovation and financial stability.

AMD, Fujitsu unveil new AI hardware and software

This week's HPC news includes AMD's new MI350X and MI355X GPUs, along with ROCm 7.0 software. AMD also introduced the Helios rackscale system. Fujitsu announced its Monaka chip. SIGHPC is offering travel grants for SC25. Also noted is the departure of an HPC Guru.

AI coding tools challenge software giants like Salesforce

AI coding tools are changing how companies decide to buy or build software. Tools like Bolt and Netlify allow non-traditional developers to create custom apps. These 'AI-native developers' can quickly build internal tools, reducing reliance on SaaS vendors. Netlify reports many new websites are built using AI coding tools daily. This shift may impact areas like HR, marketing, and revenue operations.

CoreWeave, Circle, NVIDIA highlight IPO excitement

Recent IPOs from CoreWeave and Circle Internet Group show positive market trends. CoreWeave, backed by NVIDIA, benefits from the AI boom. Circle is focused on digital currencies and stablecoin regulation. NVIDIA has a significant stake in CoreWeave, which is experiencing high demand for its AI infrastructure. Circle's shares have surged since their debut, reflecting investor interest in digital finance.

OpenAI hints at new device to revolutionize AI interaction

OpenAI's CFO, Sarah Friar, suggests their acquisition of Jony Ive's startup will create a new era of computing. This new AI interface aims to move beyond screens and keyboards. The device will use sight, sound, and speech for a more natural interaction. OpenAI is also restructuring as a public benefit corporation, potentially leading to an IPO. They are expanding infrastructure with new partners like Oracle and CoreWeave.

Salesforce Summer '25 release enhances AI, sales tools

Salesforce Summer '25 includes updates to improve AI agent effectiveness. These updates support sales, customer service, and industry-specific tasks. The new tools aim to help employees, developers, and customers with richer interactions. Multimodal support and improved guardrails are also included.

HashFly leads AI-driven Bitcoin cloud mining in 2025

HashFly is leading a cloud mining revolution in 2025. They offer AI-driven Bitcoin mining without the need for hardware. This allows users to mine Bitcoin without the usual hassles.

AI helps and hurts genealogy research

AI is being used to transcribe genealogy documents, making them searchable. FamilySearch used AI to index typed wills and probate records. However, AI struggles with handwritten documents, especially Italian records. The AI may misinterpret letters due to variations in handwriting. Despite this, AI has opened up new search possibilities, allowing users to find records more easily.

Brazilian banks invest big in AI and automation

Leading Brazilian banks are increasing investments in technology, AI, and automation. In 2024, Brazilian financial institutions spent 47.8 billion reais on technology. Itaú Unibanco has over 500 AI projects and expanded its tech team. Bradesco focuses on cloud migration and generative AI. Banco do Brasil is using AI to improve customer service and efficiency.

Sources

AI adoption AI in leadership AI training AI use cases Whoop 30 Days of GPT AI habits AI integration QBIG ETF AI stock picking Magnificent Seven Nvidia Microsoft Alphabet AI investment Undervalued stocks AMD Fujitsu AI hardware AI software HPC AI coding tools AI-native developers SaaS CoreWeave Circle NVIDIA IPO AI infrastructure Digital currencies Stablecoin regulation OpenAI Jony Ive AI interaction AI interface Public benefit corporation Oracle Salesforce Summer '25 AI agents Multimodal support HashFly AI-driven Bitcoin mining Cloud mining AI in genealogy AI transcription FamilySearch AI limitations Brazilian banks AI investment in banking Automation Generative AI