Palantir Technologies Inc.

"Downgrade Game" investor Michael Burry has heavily shorted Palantir stock

'They're offering a red pill': what Wall Street is saying in the wake of the Palantir report

SoftBank Group Corp.

Samsung Electronics Co., Ltd.

SK hynix Inc.

Shares of artificial intelligence-related companies from Japan and South Korea were particularly hard hit  

"The answer is to run": Asian stocks collapse on fears of overvalued AI race leaders

The South Korean stock exchange issued a warning "on caution when investing" in the shares of SK Hynix, which supplies high-speed memory (HBM) including for Nvidia, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-04/sk-hynix-s-240-rally-prompts-korea-exchange-to-warn-investors?embedded-checkout=true">writes</a>. The platform felt that these securities might be overheated, the agency explains. On Monday, November 3, the value of SK Hynix increased by almost 11%, and since the beginning of the year - by 240% amid a global rally in stocks related to artificial intelligence.

Investors in supplier Nvidia get a signal from the stock exchange - after shares surge 240%

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?

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

Advanced Micro Devices, Inc.

Super Micro Computer, Inc.

The US government shutdown is now in its second month and is about to become the longest in history. However, Wall Street does not seem to care: all three major U.S. stock indices reached highs last week. Quotes were supported by the US Federal Reserve rate cut, the de-escalation of trade tensions after the meeting between President Donald Trump and his Chinese counterpart Xi Jinping, as well as the still high interest in stocks related to artificial intelligence, <a href="https://www.barrons.com/articles/palantir-amd-pfizer-robinhood-mcdonalds-stocks-dfd8631b?mod=RTA#:~:text=That%20is%20because,Jinping%20on%20Thursday.">writes</a> Barron's.

Palantir reports, AMD and rare employment data: what to expect for investors this week

So, it's happened. After a year of discussions, negotiations and even <a href="https://oninvest.com/article/cukerberg-protiv-al-tmana-kak-delo-openai-raskololo-kremnievuu-dolinu">lawsuits</a>, the leading artificial intelligence developer OpenAI has finally restructured and turned into a commercial company. This will allow its CEO Sam Altman to attract new investments and even go public. It may become the <a href="https://www.reuters.com/business/openai-lays-groundwork-juggernaut-ipo-up-1-trillion-valuation-2025-10-29/">largest</a> IPO in modern history.

"Just a normal company" at $1 trillion: How OpenAI is making its way to the stock exchange

Apple Inc.

Meta Platforms, Inc.

Alphabet Inc.

Nvidia temporarily surpassed its $5 trillion capitalization for the first time in history and announced partnerships with Uber, Nokia and the U.S. government. Apple's market value rose above the $4 trillion mark for the first time, while Amazon announced it was laying off 14,000 employees and realigning its business around artificial intelligence. Donald Trump and Xi Jingping agreed to a one-year truce in the trade war. About the main events from October 27 to 31 - in our review.

Highlights of the week: Big Tech reporting, US and China agree on a deal, OpenAI thinking about an IPO

Bank of America Corporation

Morgan Stanley

And gold has more than halved in price since the start of 2025

BofA named the best assets to protect against the AI bubble. One of them outperformed the S&amp;P 500 by half

Getty Images Holdings, Inc.

Shares of the American photo bank Getty Images during the trading on October 31 rose by 59.7% in the moment - after the <a href="https://newsroom.gettyimages.com/en/getty-images/getty-images-and-perplexity-strike-multi-year-image-partnership">announcement of</a> a multi-year licensing agreement with the startup in the field of artificial intelligence Perplexity AI. However, after reaching the peak, the securities began to gradually slow down, and by the time this text was published, their price was up only 4%.

Artificial intelligence (AI)