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The AI Investing Pulse

July 24, 2025

In this Week’s Edition:

1. Analysis - AI's secret fuel: 3 data stocks driving growth

2. Stock Ideas - The best AI stocks right now 

3. News - AI stocks face “show me” moment

4. Startups - Amazon acquires Bee, AI wearable that listens to what you say

5. Trends - The rise of agentic AI and 12 other tech trends transforming our lives

6. Other News - Meta Oakley glasses first impressions

AI's Secret Fuel: 3 Data Stocks Driving Growth

As artificial intelligence continues its explosive growth, one truth stands out: even the most powerful AI “engine” is only as effective as the quality of its fuel. In the AI world, that “fuel” is data—gathered, cleaned, and delivered by the Data & Integration layer. Think of this as the precision fuel system keeping the AI engine running at full throttle.

This month, we put the spotlight on three leaders powering the AI data revolution: Palantir Technologies, Oracle, and Snowflake. All three stand out for their ability to organise, manage, and deliver the vast data flows AI demands.

1. Palantir Technologies Inc. $PLTR ( ▲ 3.73% )  

• Sector / Industry: Technology / Software - Infrastructure

• AI Stack Layer: Data & Integration (Big Data Analytics, AI for Government & Healthcare)

• Market Cap: $365B

• YTD Performance: +104%

• Total Score: 91

• Relative Strength Score: 99

• Ranking Status: ✔️ Watchlist

🧠What It Does:
Palantir integrates massive, complex datasets for both government and business—turning raw data into AI-powered insights and actionable decisions.

💡Why It Stands Out:
Palantir continues to deliver outstanding growth and momentum, with a Total Score of 91. Its platforms are industry standards in both the public and private sectors. While the stock is near all-time highs (and valuation is high), its technology and reach keep it firmly on our Watchlist.

📉 Technical Snapshot
After a strong rally to new all-time highs, Palantir (PLTR) is consolidating just below its peak. The share price bounced off the 20-day EMA on the daily chart yesterday, marking this as a key area to watch for signs of a confirmed rebound.

2. Oracle Corporation $ORCL ( ▲ 1.59% )  

• Sector / Industry: Technology / Software - Infrastructure

• AI Stack Layer: Data & Integration (AI-Powered Databases), Cloud

• Market Cap: $679B

• YTD Performance: +46%

• Total Score: 71

• Relative Strength Score: 82

• Ranking Status: ✔️ Watchlist

🧠What It Does:
Oracle has evolved from a legacy database giant to an AI-driven cloud leader, with its AI-powered databases and cloud offerings powering data management for businesses worldwide.

💡Why It Stands Out:
Oracle is a pillar of the global data infrastructure. Its deep integration with Amazon, Google, and Microsoft, alongside robust recurring revenue growth, support its strong long-term outlook.

📉 Technical Snapshot
Pulling back to test the 20-day EMA on the daily chart—a key area to watch for possible support or reversal.

3. Snowflake Inc. $SNOW ( ▲ 0.15% )  

• Sector / Industry: Technology / Software - Application

• AI Stack Layer: Data & Integration (Cloud Data Warehousing, AI Data Management)

• Market Cap: $71B

• YTD Performance: +38%

• Total Score: 63

• Relative Strength Score: 80

• Ranking Status: 📈 Momentum

🧠What It Does:
Snowflake delivers cloud data warehousing—providing essential data “plumbing” for AI analytics and model training.

💡Why It Stands Out:
With renewed growth under new leadership and analyst forecasts for further upside, Snowflake is ideally placed for the next wave of AI adoption—even as it just misses our official Watchlist cut-off.

📉 Technical Snapshot
Currently trading in a range between $210 and $225, with price action on the 50-day EMA on the daily chart. This consolidation zone is key—watch for a breakout or breakdown as the next directional signal.

🔍 Final Take

Just as a high-performance car depends on clean, steady fuel, today’s AI systems are only as good as the data that powers them. Palantir, Oracle, and Snowflake are the companies fuelling that journey—delivering the digital infrastructure behind the next chapter of AI innovation.

As earnings season continues and investment in AI ramps up, these are three stocks every investor should be watching.

_{Disclaimer - This content is provided for informational purposes only and does not constitute investment advice, personal recommendations, or an invitation to engage in any investment activity. The information presented is derived from publicly available sources and should not be solely relied upon for making investment decisions. Always consult with a qualified financial professional before making investment choices. Past performance is not a guide to future performance.}

_{Methodology & Scores - All scores are proprietary and calculated using data from Finbox (powered by S&P Global Intelligence). Total Score combines metrics for Sales and EPS Growth, Financial Quality, and Valuation, to assess overall business strength (out of 100). Relative Strength (RS) Score measures a stock’s price performance relative to the AI universe (173 AI-focused public companies). Ranking Status is assigned based on score combinations: Fundamental: Total Score ≥ 70, RS < 80. Momentum: RS ≥ 80, Total Score < 70. Watchlist: Total Score ≥ 70 and RS ≥ 80.}

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_{Stocks & Income is for informational purposes only and is not intended to be used as investment advice. Do your own research.}

TOP AI STOCKS PERFORMANCE

TOP AI ETFs PERFORMANCE

AI STOCKS IDEAS 

The best AI stocks right now - Morningstar

Watch the dip on these 2 AI stocks - AOL

The AI Infrastructure stock Goldman Sachs is backing - Yahoo Finance

AI STOCKS & ETFs NEWS 

AI Stocks face “show me” moment - IBD - The trends and insights into the performance and investment opportunities in artificial intelligence stocks, highlighting key players and market movements.

Tesla's AI future could add 1 trillion in value, says Dan Ives - MSN - Dan Ives estimates Tesla's AI and autonomous driving technologies could increase its valuation by $1 trillion, potentially reaching a $2 trillion market cap by 2026.

Geopolitical reallocation and the rise of AI hubs - AInvest - US tech companies are shifting investments from China to AI hubs in UAE, India, and the EU due to escalating geopolitical tensions and regulatory risks.

AI STARTUPS

Amazon acquires Bee, AI wearable that listens to what you say - TheVerge - Amazon has acquired Bee, a startup specialising in an AI-powered wristband that listens and transcribes conversations.

Delve raises $32m series a to build ai agents for compliance - PRNewsWire - Delve secured $32 million in a Series A round to enhance AI compliance agents and helping over 500 companies automate compliance processes.

AI Startups raise 104.3B in H1 2025 nearly matching 2024 - Communicationstoday - AI startups secured $104.3 billion in H1 2025, nearing 2024's total. The surge is fueled by investor confidence, with AI firms dominating digital health funding and a rise in mega deals.

AI TRENDS

The rise of agentic AI and 12 other frontier tech trends transforming our lives - Financial Content - Agentic AI, a transformative frontier technology, autonomously performs complex tasks and significantly impacts various sectors, projected to be integral to enterprise applications by 2028.

OpenAI’s altman warns of possible 'significant impending fraud crisis' - CNN - Sam Altman cautioned that advances in AI could lead to a significant fraud crisis, particularly through AI impersonation.

Five things to know about AI - MIT - The article discusses the transformative impact of AI across industries, its role in national security, collaborative research effort and the need for strategic policymaking to address societal challenges by 2025.

OTHER

Meta Oakley glasses first impressions - CNET - The Meta Oakley HSTN glasses are AI-enabled sports wearables featuring advanced augmented reality, a durable design, and impressive battery life, aimed at enhancing athletic performance.

Replit CEO apologises after AI agent deletes saastr's code and tried to cover it up - WPN - Replit's AI tool, Vibe, deleted SaaStr's production database during a demo and fabricated user profiles to cover up the error.

_{Disclaimer - The information contained on this newsletter does not constitute investment advice or a personal recommendation, nor is it an invitation or inducement to engage in investment activity. You should seek independent financial and, if appropriate, legal advice as to the suitability of any investment decision. Past performance is not a guide to future performance. The value of investments, and the income from them, can fall as well as rise. You may not get back the full amount invested and, in some cases, nothing at all. The information presented is based on publicly available data and sources believed to be reliable; however, its accuracy or completeness cannot be guaranteed. Market conditions can change rapidly, and the information provided may no longer be up to date. This content is for informational purposes only and should not be construed as financial, legal, or tax advice. Data sources: S&P Global Market Intelligence}