🚀 Big Tech Goes Big on AI – And Investors Are Watching
AI is no longer just the cool tech buzzword everyone throws around at parties. It’s officially the biggest driver of hype, headlines, and — most importantly — stock prices. Let’s look at what’s been moving today:
🐉 Alibaba’s AI Ambitions Light Up Shares
Alibaba just gave investors a reason to smile (and maybe buy themselves an extra bubble tea 🍵). The Chinese e-commerce giant is doubling down on artificial intelligence with a new major AI focus away from its core e-commerce brand and Wall Street is eating it up. Meanwhile, the company plans to spend $53.42 billion in AI and cloud infrastructure over the next three years. More than $14 billion has been invested in AI infrastructure and research in the past year,
📈 Result? Alibaba’s stock got a boost, reminding everyone that China’s tech powerhouse isn’t just about shopping carts and Singles’ Day sales anymore. It's definitely a stock to watch out for in the short and long term.
🔥 AMD: The Sleeper AI Stock?
While Nvidia hogs all the AI spotlight like the popular kid in class, AMD is quietly sharpening its pencils in the back row. Analysts are buzzing that AMD’s chips could play a huge role in the AI arms race.
Investors are starting to notice too. If AI is a buffet, Nvidia might be piling on plates, but AMD is the one sneaking in with a discount ticket and still getting a full meal. 🍽️
Why it matters: AMD is positioning itself as the “affordable but powerful” alternative for companies building AI infrastructure. That’s not just good for the industry — it’s good for anyone who bought AMD stock before the hype. In the short term however amd stock might be affected by the intel and nvidia deal, nvidia new ownership stake could prove to be a crucial partnership for intel in the short to long term.
💾 Oracle + Meta: A $20 Billion Cloud Power Play
Now here’s where things get really interesting. According to Bloomberg, Oracle is in talks with Meta on a cloud computing deal worth around $20 billion.
What’s the catch? Meta wants to use Oracle’s cloud muscle to help train and run its massive AI models (probably the ones that keep suggesting the weirdest Facebook groups you’ve never asked for 🙃).
But negotiations are still ongoing, and the final number could change. Still, this is a big signal that Oracle is becoming a serious player in the AI cloud race.
🛡️ Oracle to Guard TikTok’s Algorithm?
TikTok’s U.S. future is still playing out like a season finale cliffhanger — but here’s the latest twist: Oracle Corp. could be the one to rebuild and secure a new U.S. version of TikTok’s algorithm.
According to the White House, this setup would address one of Washington’s biggest concerns: keeping American user data safe and making sure Beijing isn’t peeking at your cat videos and dance challenges. 🐱💃
The plan would tie into a broader deal to sell TikTok to a group of American investors, putting Oracle in the role of both cloud provider and algorithm bodyguard.
Market reaction? Oracle might see just a small bump today, since nothing is signed yet. But a deal of this size could be a game-changer if it lands.
👉 Picture idea: Oracle and Meta arm-wrestling over a giant glowing AI brain, with dollar bills flying around.
📝 Takeaway for Today
Alibaba’s AI push = stock boost 🐉
AMD = underdog worth watching 🔥
Oracle + Meta = maybe the biggest AI cloud flex yet 💾
🎭 Trump, China, and the TikTok Tango
Just when you thought TikTok drama was calming down, it’s back on center stage — and this time it’s got billionaires, lawsuits, and politics all in the mix.
Reports suggest that Trump and China are nearing a deal over TikTok’s future in the U.S. That could mean some stability for the app that turned dance challenges into Wall Street chatter.
But here’s the spicy twist 🌶️: the Murdochs — yes, the same media dynasty that Trump previously sued — could end up playing a role in the deal. Imagine beefing with someone one year, then inviting them to help shape one of the most influential social platforms the next. Talk about a plot twist fit for Netflix.
Why it matters: TikTok isn’t just memes and dance trends; it’s a battleground for data, influence, and billions of ad dollars. If Trump, China, and the Murdochs all find common ground, the platform’s future could take a very different direction — one that’s equal parts business and politics.
Samsung Electronics is seeing a boost in investor interest after reports confirmed it scored Nvidia’s approval to supply high-performance memory chips for applications. This milestone boosts Samsung’s foothold in the AI chip market.
Any tips or ideas to improve or topics you want me to cover email me directly at [email protected]