Palantir Technologies Inc.

Analysts are alarmed by Palantir's heavy reliance on government contracts, including against the backdrop of the shutdown, as well as the company's high valuation

Palantir had the best quarter in history. What's Wall Street worried about?

Oracle Corporation

Despite the recent decline, investment bank Guggenheim recommends holding Oracle stock in your portfolio for the long term. "We continue to believe that Oracle is the stock of the decade, driven by its tremendous (and profitable) potential in the learning and AI inference space," Guggenheim analyst John DiFucci wrote in a note to clients<a href="https://finance.yahoo.com/news/guggenheim-calls-oracle-a-decade-stock-despite-recent-tumble-164454635.html"> cited</a> by Yahoo Finance.

"Stock of the Decade": which company does Guggenheim advise long-term investors?

Tesla, Inc.

In Sweden and Denmark, the U.S. company's sales in October collapsed by nearly 90%

'They no longer dominate the market': Tesla sales in Europe plummeting

Pfizer Inc.

Novo Nordisk A/S

Metsera, Inc.

Pharma companies squabble over a promising startup in the market for weight management products

Pfizer has filed a second lawsuit against Novo. Which company is more attractive to an investor?

NVIDIA Corporation

Investors' expectations of artificial intelligence are at such a high level that the entire economy could suffer if they are disappointed, Charles Schwab Chief Investment Strategist Liz Ann Saunders <a href="https://www.businessinsider.com/liz-ann-sonders-schwab-ai-boom-dot-com-bubble-economy-2025-11">warned</a> in an interview with Business Insider. Nevertheless, she said, the AI frenzy is not in danger of becoming a second dot-com bubble - the current boom is radically different from the situation in the early 2000s.

"Expectations are too high": strategist Charles Schwab named the main risk of the AI boom

Microsoft Corporation

IREN Limited

Dell Technologies Inc.

Microsoft, which is among the leaders of the global race in the field of artificial intelligence, has signed a contract for the purchase of computing power with the Australian company IREN for about $9.7 billion. IREN, in turn, has agreed to purchase equipment from Dell. After the news, Iren's shares hit a record high, while Dell's shares reached a 1.5-year high.

Microsoft signed a $9.7 billion contract with a company from Australia. Its securities rose

Amphenol Corporation

Arista Networks Inc

Coherent Corp.

Which stocks could become an alternative to semiconductors amid the AI boom

Nvidia's deal with Nokia hints: Mizuho names 10 stocks to invest in optical networks

Enphase Energy, Inc.

Freedom Broker lowered by 22% its target price for Enphase Energy, a mid-cap developer of solar energy solutions. While the company’s third-quarter <a href="https://investor.enphase.com/static-files/6f4421c0-8777-4bc0-8a55-f4f7c3685f07">results</a>&nbsp;significantly beat market expectations, it surprised investors to the downside with its outlook for 2026, which points to a sharp decline in demand.

Freedom cuts target price of energy tech Enphase on dim 2026 guidance

Amazon.com, Inc.

OpenAI, which created the ChatGPT artificial intelligence, <a href="https://openai.com/index/aws-and-openai-partnership/">has entered into a</a> multi-year strategic partnership with Amazon Web Services cloud service. Its volume is estimated at $38 billion.

OpenAI signed a $38 billion agreement with Amazon. Shares of the marketplace continued to rally

Ryanair Holdings plc

Airline chief Michael O'Leary has threatened to move some of his planes to the continent if the UK government raises the transportation tax

Ryanair boosts profits nearly 1.5 times thanks to Europeans' reluctance to fly to the U.S.

Davide Campari-Milano N.V.

Shares of Davide Campari-Milano N.V., the maker of Campari, Aperol, and Cinzano, <a href="https://finance.yahoo.com/quote/CPR.MI/">fell</a>&nbsp;6% in&nbsp;trading in Milan early today, November 3, after Italian prosecutors <a href="https://www.gdf.gov.it/it/gdf-comunica/notizie-ed-eventi/comunicati-stampa/anno-2025/novembre/sequestro-preventivo-per-un-valore-di-oltre-un-miliardo-di-euro">seized</a>&nbsp;about EUR1.3 billion worth of its stock held by controlling shareholder Lagfin SCA as part of a tax-fraud investigation.

Aperol maker suffers worst drop since April amid Italian tax probe

Boosting shipments of powerful processors will drive Nvidia shares up nearly 75%, says Loop Capital

Nvidia shares surge: the U.S. has granted a license to export its AI chips to the UAE

Kenvue Inc.

Kimberly-Clark Corporation

New consumer products giant: Kimberly-Clark buys Tylenol maker

Meta Platforms, Inc.

Legendary investor Warren Buffett is now out of the top 10 as well

Billionaire Bezos is back in the top 3 richest businessmen in the world. Who has he displaced?

He expects a barrel of Mark Brent to cost $60 in the first half of 2026

Morgan Stanley raises oil price forecast due to OPEC+ pause in production increase

The Beachbody Company, Inc.

Investors should consider buying shares of micro-cap fitness and nutrition company the <a href="https://thebeachbodycompany.com/overview/default.aspx">Beachbody Company</a>, which has upside of almost 150%, Noble Capital Markets <a href="https://dashboard.channelchek.com/wp-content/uploads/pdf/BODI_20251028_27773.pdf">said</a>&nbsp;in an initiation report. After several years of declining revenue, analysts believe the company is on the cusp of recovery, helped in part by the "current GLP-1 phenomenon."

Noble initiates on Beachbody Company with 'buy' as beneficiary of 'GLP-1 phenomenon'

Crocs, Inc.

Footwear manufacturer Crocs reported the first decline in sales of its namesake brand in five years. Third-quarter revenue for the Crocs brand fell 2.5% year over year to $836 million, the company <a href="https://investors.crocs.com/news-and-events/press-releases/press-release-details/2025/Crocs-Inc--Reports-Third-Quarter-2025-Results/default.aspx">said</a>&nbsp;in the earnings release yesterday, October 30. It is the first drop since the second quarter of 2020, MarketWatch <a href="https://www.marketwatch.com/story/has-crocs-demand-peaked-sales-just-dropped-and-are-expected-to-keep-falling-8d5a5e37?mod=newsviewer_click_seemore">notes</a>. In the current quarter, the company also expects Crocs-brand sales to decline about 3%.

Crocs sales decline for first time since 2020 and are expected to keep falling

Absci Corporation

Applied Digital Corporation

Innodata Inc.

Relay Therapeutics, Inc.

For small-cap stocks, late summer was a turning point. At Jackson Hole, Fed Chair Jerome Powell signaled that the tight monetary policy was nearing an end. For small caps, whose profitability is especially sensitive to borrowing costs, that implied a reset in expectations. Tech added fuel: a pickup in new contracts to build AI data centers and strong demand for products from leaders such as Nvidia, Oracle, and TSMC reinforced the idea that even smaller tech names can ride the ongoing AI boom.

A rising tide lifts all boats: How tech small caps gained from the AI boom in 3Q25

Krispy Kreme, Inc.

Opendoor Technologies Inc.

Beyond Meat, Inc.

Cracker Barrel Old Country Store, Inc.

In October, short sellers ramped up pressure on small- and mid-cap stocks, <i>Barron’s </i><a href="https://www.barrons.com/articles/short-sellers-small-caps-meme-stocks-06a426a1?st=5FGUar">reports</a>. Short interest in these companies rose to 7.5% from 7.3% in September, according to Melissa Roberts, an analyst with Stephens. For megacaps, it edged down to 1.8% from 1.9%. Roberts flagged healthcare small caps and mid-cap consumer-lending names among the most targeted stocks.

Shorts are coming after small- and mid-cap stocks. Which names are feeling pressure?

Victoria's Secret & Co.

UBS has <a href="https://seekingalpha.com/news/4510219-victorias-secret-rallies-after-ubs-pitches-the-bull-case">upgraded</a>&nbsp;Victoria’s Secret, one of the world’s best-known lingerie retailers, to “buy,” saying the management is capable of restoring sustainable growth after several years of declining sales. The bank’s target price offers 27% upside.

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