91% of investment managers have used and plan to use artificial intelligence in their work, <a href="https://www.mercer.com/insights/investments/portfolio-strategies/ai-in-investment-management-survey/">cites</a> Mercer in its 2024 survey. AI is already analyzing data, identifying market trends and even forming portfolios. Ekaterina Smirnova found out what advantages and disadvantages an AI investor has.

Credit where credit is due: what investors can give AI credit for


Palantir Technologies Inc.

Analysts didn't expect the company's sales to cross the $1 billion mark until the fourth quarter at the earliest

'Skeptics disarmed': Palantir revenue exceeds $1 billion for the first time Will it reach the peak?

On August 4, Palantir's securities hit an all-time high


'We need to smash all forecasts': what analysts are saying ahead of Palantir report


Argan, Inc.

Lumentum Holdings Inc.

Sterling Infrastructure, Inc.

Business Insider has highlighted three mid-cap AI stocks as recommended by&nbsp;<a href="https://www.businessinsider.com/big-tech-ai-bullishness-small-cap-opportunity-investing-2025-8?IR=T">money managers</a>. All of them are building infrastructure into the AI boom, from which everyone in the "data center building food chain" should benefit.

Investment managers name three mid-cap stocks rising on the AI boom

Several music bands<a href="https://pitchfork.com/news/king-gizzard-and-the-lizard-wizard-leave-spotify/">have removed</a> their albums from the streaming service Spotify due to the investment policy of the streaming service's founder and CEO Daniel Ek. The reason was his involvement in the military AI technology business. Musicians explain their departure by their unwillingness to have their art associated with war. For Oninvest, Roman Mighty examined how the development of the global market for AI-technology weapons and military robots is leading to the emergence of new companies with a billion-dollar valuation - and at the same time to fierce ethical disputes.

Robot warfare: how AI weapons create unicorns and ethical dilemmas


Trump Media & Technology Group Corp.

In the summer of 2025, Donald Trump's Trump Media &amp; Technology Group significantly expanded the area of its interests: the company now officially intends to deal with cryptocurrencies and artificial intelligence.&nbsp; Ksenia Turkova - on how the president and entrepreneur is creating a business around an alternative media reality.

The empire of the loyal: How Trump is turning loyalty into a media asset


Meta Platforms, Inc.

Apple Inc.

Amazon.com, Inc.

Trump's new duties caused a collapse&nbsp;on the first day of August in markets that were in euphoria after reports&nbsp;from the largest US tech companies.&nbsp;Apple, Amazon, Microsoft and Meta beat analysts' expectations on earnings and revenue, despite some weak segments. At the same time, the luxury sector is still in crisis: Hermès shares sagged despite sales growth, while Kering is facing a 25% drop in Gucci revenue and a growing debt load. The Fed kept rates unchanged and Donald Trump criticized Jerome Powell again. The main events from July 28 to August 1 - in our review.&nbsp;

Highlights of the week: bigtech reports, Trump's duties and Figma's debut


Alphabet Inc.

Microsoft Corporation

Amazon shares fell 8.5 percent in trading on Friday


'Great buying opportunity': what Wall Street is saying in the wake of Amazon's report


Investbank reiterated a buy recommendation on Palantir shares and expects strong results in the August 4 report

Palantir has struck its biggest deal yet with the Pentagon. Wedbush sees this as a new driver

The AI revolution is rapidly changing many sectors of the economy, including the very internet in which it originated and without which it would probably not have been possible. Recently, articles have become popular about how the internet, at least as we've known it, is <a href="https://qz.com/internet-future-google-search-ai">"dying"</a> or even already "<a href="https://www.vice.com/en/article/the-internet-is-dead-and-you-killed-it/">dead"</a>. Strong statements are good for headlines, but I'd rather say that the internet is reinventing itself under the influence of AI, and this process holds both dangers and opportunities.

How invisible robot wars are changing the internet


The outlook for the current quarter was better than Wall Street's expectations

Apple has best revenue growth in more than three years: duties have fueled iPhone demand

NVIDIA Corporation

Advanced Micro Devices, Inc.

Broadcom Inc.

AMD and Broadcom will be the main beneficiaries of Microsoft and Meta's capex growth, according to Citi analysts


Artificial intelligence (AI)