BigBear.ai Holdings, Inc.

Palantir Technologies Inc.

The company also reported third-quarter results

'Mini-Palantir' BigBear.ai acquires generative AI platform for defense; stock soars

Advanced Micro Devices, Inc.

NVIDIA Corporation

The Fed warns that the impact of artificial intelligence on the economy could prove transformative, changing the labor market and the approach to monetary policy. AMD forecasts 60% growth in data center revenue over five years, intensifying competition with Nvidia and building a presence in AI. These and other topics - in our review of key events by the morning of November 12.

SoftBank Group Corp.

SoftBank's investments in the AI sector helped its capitalization growth in the third quarter to the highest since 2005

SoftBank shares collapsed after selling a stake in Nvidia. Are they worth buying?

The company's stock went from falling to rising after its earnings and margin guidance

AMD denied slowing AI demand and predicted 80% growth in data center revenue

Meta Platforms, Inc.

Ian Lecun wants to start his own startup, while Mark Zuckerberg is looking to radically reshape the company's AI operations

FT: Meta to lose one of its key AI specialists

Tesla, Inc.

XPeng Inc.

The Chinese electric car maker's stock is still relatively cheap, according to Seeking Alpha analyst Ricardo Fernandez 

XPeng shares soar over 'most human-like' robot. Is it a threat to Tesla?

Robinhood Markets, Inc.

Retail investors are actively looking for such an opportunity despite the risk of losing money, according to Robinhood's head of investing  

Robinhood has decided to give amateur investors access to shares of non-public AI startups

The emerging markets investment guru predicts a downturn in the artificial intelligence market and advises looking toward China and other Asian countries

Stocks could fall 30-40%, says Mark Mobius. Why is he waiting for the AI bubble to collapse?

BETA Technologies, Inc.

BillionToOne

Evommune, Inc.

OpenAI management denied rumors of an imminent listing. Electric airplane developer Beta Technologies held an oversized listing in New York for more than $1 bln. Unilever scheduled an initial public offering of its Magnum ice cream business for December, which was previously postponed due to the US government shutdown. The main events in the IPO market over the week are in our selection.

OpenAI isn't thinking about an exchange, "Tesla in the sky" raised $1 billion: the main thing about the IPO by Nov. 9

Salesforce, Inc.

AI development company Cohere makes headlines far less frequently than its larger peers. According to its <a href="https://fortune.com/2025/09/09/cohere-looks-to-shed-its-underdog-status-with-a-star-ai-hire-new-cfo-and-7-billion-valuation-chasing-roi-over-agi/">cofounder Nick Frosst</a>, that is deliberate: the company does not seek the attention of the general public and focuses instead on “quiet” sales in the corporate segment. However, at the end of October the company <a href="https://www.bloomberg.com/news/articles/2025-10-21/openai-rival-cohere-looking-to-ipo-soon-ceo-gomez-says">announced</a>&nbsp;that it was preparing for an IPO. For investors, that is a reason to take a closer look.

Not for 'all of humanity': Startup Cohere focuses on AI for businesses

Apple Inc.

Nebius Group N.V.

Ferrari N.V.

Bitcoin fell below $100,000 this week for the first time in more than four months, and Ark Invest head Cathie Wood cut her target price for it by 20% to $1.2 million by 2030, citing the rapid growth of stablecoins. "The Buffett Indicator and the Barclays Overheating Index warn that the U.S. stock market is overvalued. Meanwhile, shareholders agreed to a record $1 trillion compensation for Musk, and Apple is preparing for a $1 billion deal with Google to speed up Siri updates. The main events of November 3-7 are in our review.

Highlights of the week: Apple and Google deal, Musk approved $1 trillion, US market overheated

Facebook owner Meta Platforms will invest at least $600 billion in infrastructure and job creation in the United States over the next three years, according to the company's <a href="https://about.fb.com/news/2025/11/meta-data-centers-drive-economic-growth-across-us/">blog</a>. The money will be used, among other things, to build data centers for artificial intelligence.

Artificial intelligence (AI)