Meta Platforms, Inc.

Alphabet Inc.

Strong demand in the debt market says investors are still willing to invest in tech giants

The AI bubble won't burst anytime soon, says a Wall Street strategist. What could be the signal?

Baidu, Inc.

Deutsche Bank has upgraded one of China's largest Internet companies, Baidu, from "hold" to "buy," expecting artificial intelligence to push its shares higher, CNBC <a href="https://www.cnbc.com/2025/11/07/deutsche-bank-upgrades-this-chinese-internet-provider-calling-it-next-big-ai-beneficiary.html">writes</a>. Analyst Leo Chiang also raised his target price on the stock from $88 to $156, implying a 23% upside potential over a 12-month horizon.

Baidu shares are up 50%. Why does Deutsche Bank still recommend buying them? 

Apple Inc.

Apple's lag in AI is now seen as an advantage

Apple has become a safe haven for investors amid waning AI hype

Marvell Technology, Inc.

This could be the largest deal in the history of the semiconductor industry

SoftBank was considering buying chipmaker Marvell. Interest may return - Bloomberg

Target Corporation

Amazon.com, Inc.

U.S. companies in October announced the biggest layoffs in more than two decades, <a href="https://www.challengergray.com/blog/october-challenger-report-153074-job-cuts-on-cost-cutting-ai/">data</a> from consulting firm Challenger, Gray &amp; Christmas showed. Businesses in the U.S. are ramping up cost optimization measures, fighting among other things the costs of duties, while artificial intelligence is reshaping industries, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-06/ai-revolution-prompts-most-october-us-layoffs-in-over-20-years?srnd=homepage-europe&amp;sref=Y0jVLcFo">explained the </a>trend. In 2003, when the previous surge was recorded, the labor market was being reshaped by the advent of cell phones, recalled Challenger, Gray &amp; Christmas top executive Andy Challenger. As then, "disruptive technology is changing the landscape," he said.

AI is changing the landscape. Layoffs in the U.S. reached the highest level in 22 years in October

NVIDIA Corporation

China has an advantage due to low costs and weak regulation, says Jensen Huang

China will win the AI race, Nvidia CEO says. The company's share in this market fell to 0%

Google's AI will be a temporary solution until Apple's own models are powerful enough

Apple decides to use Google's $1 billion-a-year AI for new Siri - Bloomberg

Taiwan Semiconductor Manufacturing Company Limited

Comfort Systems USA, Inc.

The founder of hedge fund Third Point summarizes the quarter's results and describes the main risks of investing in artificial intelligence in a letter to investors 

Daniel Leb is looking for AI stocks outside of the US. What has he recently added to his portfolio?

Pinterest, Inc.

This is the first time RBC analysts have seen a noticeable impact of duties on digital advertising, Pinterest's main source of revenue

Pinterest has lost a fifth of its value. Why didn't audience growth make the market happy?

Nebius Group N.V.

The new product is a competitor to a solution from Microsoft, a key partner of Nebius

Nebius has launched a platform for scaling AI models. Shares jumped 5%

Advanced Micro Devices, Inc.

Intel Corporation

Chinese authorities have invested at least $100 billion in data center construction since 2021

China has banned AI chips from overseas in state-supported data centers. Who will suffer?

SK hynix Inc.

Global investors withdrew about $500 billion from semiconductor stocks as a result of the sell-off that began on November 4 in the U.S. and continued on November 5 in Asian markets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-05/global-chip-selloff-erases-500-billion-in-value-as-fears-mount?srnd=homepage-middle-east&amp;embedded-checkout=true">reported</a>. The total market capitalization of companies in the Philadelphia Semiconductor Index, a sectoral index, as well as in Bloomberg's index of Asian chipmakers decreased by that much.

Artificial intelligence (AI)