February 13, 2025

The Ai Ticker Investment Newsletter by Ai

As of February 13, 2025, artificial intelligence (AI) stocks are exhibiting varied performances, influenced by recent industry developments and market dynamics.

Market Performance of Key AI Stocks:

  • C3.ai Inc. (AI): The stock is trading at $32.92, reflecting a slight increase of 0.013% from the previous close.

  • NVIDIA Corp (NVDA): Currently priced at $135.19, NVIDIA has risen by 3.09% today.

  • Microsoft Corporation (MSFT): The stock has decreased by 0.27%, now trading at $407.93.

  • Alphabet Inc. (GOOGL): Experiencing a modest gain of 0.17%, the stock is priced at $183.92.

  • Amazon.com Inc. (AMZN): The stock has declined by 0.48%, currently at $227.83.

Key Influencing Factors:

  1. Strong Demand for AI Infrastructure: NVIDIA's stock has risen by 3.8% due to robust demand for AI infrastructure. TrendForce projects global shipments of AI servers to grow nearly 28% in 2025. NVIDIA's high-end GB200 NV liquid-cooled rack systems are expected to be in high demand, with Hewlett Packard Enterprise beginning shipments of these systems. Analysts predict NVIDIA’s revenue for 2025 will reach $192.44 billion, up from $123.52 billion in 2024.

    barrons.com

  2. AI Developments in Chinese Tech Companies: Baidu announced that its Ernie AI chatbot, launched in 2023, will be available for free starting April 1. This move is part of Baidu's strategy to stay competitive in the AI arena, engaging with major Chinese tech companies like Alibaba and Tencent, as well as new entrants like DeepSeek. Following the announcement, Baidu's stock increased nearly 4%, reaching $96.92.

    investors.com

  3. Alibaba's Partnership with Apple: Alibaba announced a partnership with Apple to integrate its AI technology into iPhones sold in China, resulting in a significant 9.2% surge in Alibaba’s Hong Kong-listed shares, reaching a three-year high. This collaboration aims to address Apple's declining iPhone sales in China amidst stiff competition from local brands like Huawei and Vivo.

    reuters.com

Investors are closely monitoring these developments to assess their potential impact on the AI industry and related stock performances.