Oracle Pledges $3 Billion for AI, Cloud Infrastructure in Germany, Netherlands
The cloud-services giant said it was pouring $2 billion to expand its cloud infrastructure in Germany, while also beefing up AI capacity in the Frankfurt region. The remaining $1 billion will help the company expand its cloud infrastructure in the Netherlands as well as AI capacity in the Amsterdam region.
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Yahoo
12 minutes ago
- Yahoo
After Plummeting Over $1 Trillion in Value, This Super Artificial Intelligence (AI) Stock Is Mounting a Major Comeback, With Analysts Predicting Gains of Up to 400%
Key Points Nvidia stock took a nosedive earlier this year thanks to concerns over tariffs and competition in China. These fears have subsided over the last couple of months, and positive investor sentiment has fueled Nvidia stock to new highs. Some on Wall Street think the Nvidia train can keep moving, potentially reaching a $20 trillion valuation over the next five years. 10 stocks we like better than Nvidia › For a few years now, the artificial intelligence (AI) movement has largely hinged on the performance of a single company: Nvidia (NASDAQ: NVDA). Sure, if Microsoft or Amazon posted strong results from their respective cloud computing platforms or if Tesla managed to hype investors up over the prospects of self-driving robotaxis or humanoid robots, the technology sector might see a fleeting upward movement. At the end of the day, however, the focus seemed to eventually return to Nvidia -- with analysts obsessing over how demand for the company's chips and data center services were trending. During the first half of the year, Nvidia's ship was caught in an epic storm. Investors started to question the company's long-growth prospects -- inspiring prolonged periods of panic-selling in the process. All told, Nvidia's market cap dropped by more than $1 trillion. But now, with a market value north of $4 trillion, Nvidia has reclaimed its position as the most valuable company on the planet. Even better? Some on Wall Street are calling for further gains of up to 400%. Let's explore the tailwinds supporting Nvidia's long-term growth narrative and detail why Wall Street sees such massive upside for the king of the chip realm. One Wall Street analyst is calling for a $10 trillion valuation for Nvidia One of the most bullish Nvidia analysts on Wall Street is the I/O Fund's Beth Kindig. Kindig suggested that Nvidia could reach a $10 trillion market cap by 2030 -- implying 140% upside from current levels. Let's explore the main catalysts supporting Kindig's forecast. According to management from Microsoft, Amazon, and Alphabet, roughly $260 billion will be spent in 2025 alone on AI infrastructure. On top of that, Meta Platforms is expected to spend roughly $70 billion on capital expenditures this year -- nearly double what it spent in 2024. Lastly, Oracle is beginning to make significant headway in infrastructure services -- allowing companies to rent Nvidia GPUs from their cloud-based data center platform. From a macro perspective, rising capex from the cloud hyperscalers bodes well for chip demand. Kindig takes these secular tailwinds one step further, suggesting that competition from Intel and Advanced Micro Devices does not pose much of a threat to Nvidia's dominance. While it's hard to know how vendor preferences could change over the next several years, current industry research trends suggest that Kindig might be right -- underscored by Nvidia's rising market share in the AI accelerator industry. The area of Kindig's analysis that I think is currently overlooked the most revolves around Nvidia's software architecture, called CUDA. Since CUDA is integrated tightly with Nvidia's hardware, developers essentially become locked into the company's ecosystem. Not only does this lead to customer stickiness, but it opens the door for Nvidia to be at the forefront of more sophisticated, evolving AI applications in areas such as robotics and autonomous driving. What about $20 trillion? Former management consulting executive Phil Panaro is even more bullish than Kindig. By 2030, Panaro thinks Nvidia's share price could reach $800 -- implying roughly a $20 trillion market cap. Panaro cites opportunities across Web3 development and evolving use cases around how enterprises and governments leverage AI to generate more efficiency and cost savings as the main pillars supporting Nvidia's upside. While these trends could eventually drive significant demand for Nvidia's data center services, tech adoption within the government tends to move slowly. Meanwhile, Web3 remains an emerging concept that could take far longer to mature than Panaro is assuming. Is Nvidia stock a buy right now? Nvidia stock has been mounting an epic comeback over the last couple of months. This valuation expansion can be easily seen through the dynamics of the company's rising forward price-to-earnings (P/E) multiple. Nevertheless, Nvidia's forward P/E of 40 is still well below levels seen earlier this year. Trying to model Nvidia's peak valuation is an exercise in false precision. The bigger takeaway is that analysts on Wall Street are not only calling for significant upside in the stock, but they have outlined the foundation for Nvidia's long-term growth. The important theme here is that Nvidia has opportunities well beyond selling chips -- many of which have yet to make meaningful contributions to the business. I see Nvidia stock as a no-brainer. Investors with a long-run time horizon might consider scooping shares up at current prices and plan to hold on for years to come. Should you buy stock in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 15, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Intel, Meta Platforms, Microsoft, Nvidia, Oracle, and Tesla. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft, short August 2025 $24 calls on Intel, and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. After Plummeting Over $1 Trillion in Value, This Super Artificial Intelligence (AI) Stock Is Mounting a Major Comeback, With Analysts Predicting Gains of Up to 400% was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Entrepreneur
13 minutes ago
- Entrepreneur
Is AI Too Good at Tracking Stock Market Trends?
How long before AI-powered investment tools like this one become the norm? Disclosure: Our goal is to feature products and services that we think you'll find interesting and useful. If you purchase them, Entrepreneur may get a small share of the revenue from the sale from our commerce partners. Managing business finances often means balancing long-term growth with day-to-day operations. For business owners who are looking to invest in the stock market without dedicating hours to research or hiring a financial advisor, platforms like Sterling Stock Picker offer a more structured approach to portfolio management, and it's only $55.19 to get lifetime access (reg. $486). How does Sterling Stock Picker work? Sterling Stock Picker uses AI to make investing simpler, more accessible, and a lot less intimidating. Instead of spending hours trying to make sense of the stock market on your own, you can use AI tools to guide your decisions based on your financial goals, risk tolerance, and portfolio performance. It's built for practical use, especially if you're a business owner who is managing your investments on the side. You're not navigating the market alone. Sterling's AI helper Finley can answer questions written in plain English and give you clear, actionable answers about stock performance, investment strategies, and market trends. It's not trying to replace a financial advisor, but it's a reliable support system when you're weighing options or trying to understand what's happening in the market, the company says. Sterling gives you tailored stock recommendations, shows you which sectors are trending, and explains why a certain stock might be worth watching. Its "North Star" technology even tells you when to buy, hold, or sell based on real-time data. If you want to be more hands-on, tools like "Stock Rockets" highlight companies with strong growth potential, helping you spot new opportunities. The Done-For-You portfolio builder is also a practical touch. You input your preferences and Sterling helps build a diversified portfolio that aligns with your risk profile. You'll get updates and suggestions as conditions change, but you're always in control. For business owners who want to be more engaged in their personal or company investing without hiring someone full-time, Sterling Stock Picker offers a clear, AI-supported path forward. It works on both desktop and mobile, and right now, a lifetime subscription is available for a one-time cost. Use code SAVE20 to get a Sterling Stock Picker Lifetime Subscription on sale for $55.19. Sale ends soon. Sterling Stock Picker: Lifetime Subscription See Deal StackSocial prices subject to change
Geek Wire
43 minutes ago
- Geek Wire
The realities of enterprise AI deployments, with Amazon Web Services VP Francessca Vasquez
On this episode of the GeekWire Podcast, we dive into enterprise AI adoption with Francessca Vasquez, a vice president at Amazon Web Services who leads its work with enterprise customers through the AWS Professional Services Group and the AWS Generative AI Innovation Center. Vasquez shares insights from more than 1,000 customer engagements across industries, explaining how companies are moving from AI experiments to deployments. We discuss the rise of AI agents, the challenges businesses face in scaling AI initiatives, and why some industries are surprising everyone with their pace of innovation. We also discuss specific examples including Yahoo Finance's multi-agent news analysis system, the PGA Tour's AI-powered real-time golf commentary, Formula 1's root cause analyzer for troubleshooting race-day issues, and Jabil's shop floor assistant for manufacturing employees. Listen below, or subscribe in any podcast app, and keep reading for highlights. On the rapid pace of AI evolution: 'The pace of innovation right now for generative and agentic AI is just a lot faster than what I've ever seen in my career. I couldn't tell you what are things going to look like in 12 to 18 months. That's how fast things are moving.' Industries adopting AI faster than expected: 'If you had asked me 24 months ago, did I think one industry would really just be leading in adoption, I probably would have said, just look at all of your digital native companies… I would have been wrong. … We've seen a lot of innovation happening in financial services. We've seen a lot happening in manufacturing and healthcare.' On moving from proof of concept to production: 'The only way you get to value is by actually putting things into production. … Of these same companies that were doing experiments or proof of concepts a year ago, only about 30% of them actually got into production. With the work that we do, we've been able to increase that well over 50%.' What makes for successful enterprise AI deployments: 'These things still require having very good leadership conviction. The companies that may be progressing further, they've got a leadership team who believes in the pace of technology, or they've got senior technical thought leaders on their board. That makes a very big difference.' Beyond the technology: 'How [companies] think about their culture and their people, that becomes a huge differentiator for both talent development and attraction. … It's more than just the technology of models and latency and tokens. It's also about the people and the culture and what experiences you want.' On AI agents and the future of work: 'I expect that any organization that's offering consulting services, they will all have to have some level of generative AI and agentic AI in their workflows — all of them, every last one of them.' Related Stories and Links: Audio editing by Curt Milton.
