The current artificial intelligence (AI) boom has been the biggest driver of the stock market's gains over the past couple of years, and two companies that have seen phenomenal gains from AI are SoundHound AI (SOUN -5.82%) and Nvidia (NVDA 0.53%). Shares of SoundHound have soared 310% over the past three years, while Nvidia's stock has skyrocketed 910%.While both are AI stocks, they each play a unique role in the market, with SoundHound selling conversational AI services and Nvidia designing some of the mos ...

Core Insights - The technology sector is highly profitable, with many companies generating reliable recurring revenues through subscriptions and strong demand for products [1] Company Summaries Apple - Apple generated $167 billion in sales from its products and $53 billion from subscription services in the first half of the year [3] - The company produced $24 billion in operating cash flow in Q2 and returned $29 billion to shareholders through dividends and share repurchases [4] - Apple has over $132 billion in cash and equivalents, recently increasing its dividend by 4% and launching a $100 billion share repurchase program [4] Alphabet - Alphabet generated over $90 billion in revenue in Q1 from online advertising, subscriptions, and cloud services [5] - The company produced nearly $19 billion in free cash flow in Q1 and $75 billion over the last 12 months, returning $1.2 billion in dividends and repurchasing over $15 billion in stock [6] - Alphabet's cash and equivalents rose to nearly $134 billion, with a recent 5% dividend increase and a $70 billion share repurchase program [6] Microsoft - Microsoft reported over $70 billion in revenue in Q3 of fiscal 2025 from various services including Azure and AI [8] - The company generated nearly $94 billion in net cash from operations in the first nine months of fiscal 2025, returning about $18 billion in dividends and $14 billion in stock repurchases [9] - Microsoft ended the period with almost $80 billion in cash and equivalents, having increased its dividend by 10% and approved a $60 billion share repurchase program [9] Meta Platforms - Meta generated over $41 billion in advertising revenue in Q1, along with additional revenue from its apps and Reality Labs [10] - The company produced more than $10 billion in free cash flow and returned almost $15 billion to shareholders through stock repurchases and dividends [11] - Meta's cash balance stood at $70 billion, indicating strong financial health [11] Nvidia - Nvidia generated $44.1 billion in revenue in Q1, a 69% increase year-over-year, driven by a 73% surge in sales to data center customers [12] - The company produced over $27 billion in cash flow from operations, a 79% increase from the previous year, returning $14.3 billion to shareholders [13] - Nvidia's cash balance increased to $53.7 billion, with a 150% dividend hike last year and a $50 billion increase in its stock repurchase program [13] Industry Overview - Large technology companies are generating substantial recurring revenues from subscriptions and advertising, allowing them to return significant cash to shareholders through growing dividends and share repurchase programs [14]

BigBear.ai (BBAI -3.26%) has had quite the 2025. The stock is up an outstanding 70% year to date, but it has also been down as much as 46%. This stock has been an absolute rollercoaster ride for investors, but those who have stayed patient have done well.Here's the big question: Will the rollercoaster ride continue its upward trend, or is a huge drop ahead? Let's take a look at what's in store for the rest of 2025 to see whether this is a smart artificial intelligence (AI) stock to scoop up now. BigBear.ai' ...

SoundHound AI TodaySOUNSoundHound AI$12.94 +0.23 (+1.79%) 52-Week Range$3.94▼$24.98Price Target$10.50Add to WatchlistSoundHound AI NASDAQ: SOUN shares surged more than 30% in early July as a combination of factors rapidly reduced the available share count. They include inflows into agentic AI names, such as Salesforce, Palo Alto Networks, and Meta Platforms, as well as short-covering, which is robust. In June, short interest in SoundHound was over 30%, making it a powerful market force for share prices. Ge ...

Key Takeaways Applied Digital Corporation's (APLD) shares have surged 52% so far in June, significantly outperforming the Financial - Miscellaneous Services industry's increase of 9.3%. The upside can be attributed to the rising demand for AI services as well as the company's progress with its infrastructure. APLD recently entered into two approximately 15-year lease agreements with the AI hyperscaler, CoreWeave. Moreover, calendar-year first-quarter earnings commentary by industry leaders, including Micros ...

Accenture Plc ACN posted better-than-expected third-quarter earnings on Friday.The company reported quarterly earnings of $3.49 per share, topping the analyst consensus estimate of $3.31.The company reported sales of $17.7 billion, slightly exceeding the analyst consensus estimate of $17.30 billion. Sales increased 8% in U.S. dollars and 7% in local currency.“I am very pleased with our third quarter fiscal 2025 results, including our 30 clients with quarterly bookings greater than $100 million, broad-based ...

Here's our initial take on Accenture's (ACN -7.03%) fiscal 2025 third-quarter financial report.Key MetricsMetricQ3 FY24Q3 FY25Changevs. ExpectationsRevenue$16.5 billion$17.7 billion7.6%BeatEarnings per share$3.04$3.4915%BeatFree cash flow$3.0 billion$3.5 billion17%MissedNew bookings$21.1 billion$19.7 billion-6%n/aAccenture Finds Growth in Challenging EnvironmentAccenture posted solid growth in a difficult period for consulting companies. Corporate customers are scaling back due to macroeconomic uncertainty, ...

Artificial intelligence (AI) stocks have been in fine form on the market in the past few years, and that's not surprising, as this technology has supercharged the growth of many companies.Thanks to huge investments in AI hardware such as semiconductors, as well as the rapidly growing adoption of AI software to boost productivity, it is estimated that overall spending on AI could hit a massive $628 billion by 2028. This explains why investors have been buying AI stocks hand over fist. However, there are cert ...

Core Insights - C3.ai has secured a significant contract with the Air Force and renewed partnerships, enhancing its position in the enterprise AI market [1] - The company's strategic maneuvers may indicate a potential turnaround despite previous financial difficulties [2] Company Developments - The recent contract with the Air Force is a substantial development for C3.ai, positioning it as a key player in the enterprise AI sector [1] - Renewed partnerships further strengthen C3.ai's market presence and could lead to increased revenue opportunities [1] Investor Implications - Investors should evaluate the potential impact of these strategic moves on C3.ai's future performance and stock trajectory [2] - The developments may signal a shift in the company's financial outlook, suggesting a possible recovery from past challenges [2]

Amazon CEO Andy Jassy ominously warned Tuesday that he expects the rise of generative artificial intelligence to “reduce” the company’s corporate workforce in the next few years.The Amazon boss, who replaced Jeff Bezos as CEO in 2021, said generative AI is a “once in a lifetime” technology that “should change the way our work is done” as the company integrates it into its business operations.As a result, Amazon will “need fewer people doing some of the jobs that are being done today, and more people doing o ...