Revenue diversification into AI cloud partnerships may lift "Nvidia stock price July 2025". Analysts highlight emerging verticals in healthcare AI, adding long-term growth drivers. Pairing Redfin's agent network and property listings with Rocket's origination, title, and servicing capabilities creates a one-stop shop for buying, financing, and managing a home. This vertical integration improves margins by capturing a larger share of the transaction value, while reducing acquisition costs. If that weren't enough to get investors excited, TSMC raised its 2025 forecast and now expects full-year revenue to climb 30% in U.S. dollars. Investors are watching guidance on AI server shipments, which could serve as a catalyst for the next high in the semiconductor sector.