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February 14, 2025

The $315 Billion AI Investment Surge

Hi Enthusiast,

In Manhattan’s Seaport district stands the notorious Seaport 1 building, also known as the “Leaning Tower of New York.” This luxury condo project is far from finished and tilts a notable three inches to the north. As one attorney humorously put it, "It looks like a banana right now," a sentiment shared by many amid the two dozen ongoing lawsuits surrounding the building.

In market news, last week ended on a downbeat note following President Donald Trump's announcement of potential reciprocal tariffs aimed at "everyone" sometime this week. The S&P 500 dropped by 0.9%, and the Nasdaq 100 saw a decline of more than 1%. Every sector ETF in the S&P 500 saw losses on Friday—except for energy.

Big Tech’s $315 Billion AI Spending Frenzy

Last week, Alphabet and Amazon delivered earnings reports that stole the spotlight—specifically, their eye-popping AI investment plans for 2025. On Tuesday, Alphabet unveiled a jaw-dropping $75 billion AI capex budget, but Amazon wasn’t about to be outdone. On Thursday, they stepped up with a bold announcement: $100 billion to fuel their AI ambitions. Alexa, it seems, needs both hands to hold this one.

AI is where the action is: It’s not just Alphabet and Amazon leading the charge. Earlier this year, Microsoft’s president shared plans to pour $80 billion into AI data centers by 2025. Not to be left behind, Meta CEO Mark Zuckerberg revealed a hefty $65 billion capex, which includes a sprawling, city-sized data center.

Altogether, these four tech giants are set to invest over $315 billion in AI. For some perspective, that’s enough to give every person in the US nearly $1,000—roughly the market cap of Coca-Cola, which reports earnings tomorrow.

The Bottom Line

While some investors are questioning when all this AI spending will start paying dividends—and the news of China’s affordable DeepSeek AI model sent Nvidia’s stock into a tailspin—the AI enthusiasm remains strong. Nvidia and other stocks affected by the DeepSeek drama have already recouped much of their losses, and companies like Meta are outlining their plans for long-term profitability. If Pinterest can turn AI into its most profitable year ever, there’s plenty of optimism that Big Tech can follow suit.

Presented by Mode Mobile

Mode Mobile cell phone in pink convertible

Could this company become the Uber of smartphones?

Marc Cuban turned down the chance to invest in Uber at basement prices before the company’s IPO.

And by the time the rest of us hear about industry-changing disruptions like these, it's usually too late... but right now there’s a tech-startup making waves behind the scenes. Like Uber turned vehicles into income-generating assets, they’re turning smartphones into an easy passive income source — already making over $325M for their customers!

And this time, you have a chance to invest5 in their pre-IPO offering2 at just $0.26/share.3

Stories We're Tracking

Has Amazon finally overtaken Walmart? For years, we’ve been closely watching a key metric: which company leads the charge in revenue generation among S&P 500 companies. Walmart has long held the top spot, but Amazon’s latest earnings report suggests it might be poised to claim the crown. We won’t know for sure until Walmart releases its earnings on February 20, but analysts are betting it’s Amazon’s turn to shine. Check out the chart.

In other news, activist investor Bill Ackman made waves by disclosing a $2 billion stake in Uber, sending the stock into a surge. Ackman showered the company with praise, calling it “one of the best managed and highest quality businesses in the world.” This boost came after Uber’s earnings report, which fell short of expectations. This week, rival Lyft is set to release its earnings, following news of a new partnership with Anthropic to integrate its Claude AI assistant into the platform.

What else we're munching on:
  • Frequent Flyer? The Points Guy Shares Travel Hacks
  • Could China’s 60-Second Dramas Make It in the US?
  • A Snake Lover’s Worst Nightmare: 102 Snakes Found in Man’s Yard

Presented by Boxabl

BOXABL factory

BOXABL Announces New $20,000 House

When the biggest names in your industry take an interest, you know you're onto something.

That's the story with BOXABL. They're bringing assembly lines to home construction, gaining the attention of investors like D.R. Horton. Where traditional homes take 7+ months to build, BOXABL is capable of producing their signature “Casita” in 4 hours.And they’re just getting started. BOXABL just announced a new $20,000 housing unit called “Baby Box”. It’s a turn-key home designed for affordability and versatility, with applications spanning workforce accommodations to tiny homes.

Now, everyday investors can join them too. When BOXABL last opened a Reg A investment opportunity, they maxed out the $75M regulatory limit. BOXABL believes their new $20,000 house is the key to unlocking even greater potential.

Become an investor today.1

Advertiser's disclosures:

¹ The minimum investment is $1,000. This is a paid advertisement for the Boxabl Inc. Regulation A offering. Please read the offering circular and related risks at StartEngine’s Boxabl Website.

Nasdaq®, Nasdaq-100 Index®, Nasdaq-100®, and NDX® are trademarks of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular security or an overall investment strategy. Neither Nasdaq, Inc. nor any of its affiliates makes any recommendation to buy or sell any security or any representation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities.

² Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.

³ December 23, 2024 will be the last day to invest and be considered a shareholder in 2024. Any investments made after this date will only be considered shareholders starting in 2025.

Please read the offering circular and related risk at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering.

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