NVIDIA Corporation

This is a continuation of the company's series of large-scale deals in the sovereign AI space

Nvidia to deploy 260,000 AI chips in South Korea, quintupling capacity

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

Apple Inc.

Apple gave an optimistic outlook for the current quarter, its most important quarter because of the abundance of holidays, after which its stock rebounded sharply from a postmarket drop to gain more than 4%.

Apple predicted a boom in iPhone demand during the holiday season. Do investors believe it?

Amazon.com, Inc.

Global online commerce giant Amazon <a href="https://ir.aboutamazon.com/news-release/news-release-details/2025/Amazon-com-Announces-Third-Quarter-Results/default.aspx">reported</a> a 20% increase in revenue for its Amazon Web Services cloud business in the third quarter. This became the best dynamics in almost three years. Amazon shares rose about 14% on the premarket after the report was published.

Amazon's cloud business posted its best revenue growth in nearly three years. Shares soared

C.H. Robinson Worldwide, Inc.

Logistics company says efficiency gains helped by artificial intelligence

'Mentioning AI always helps': trucking company shares soar 20% after report

Meta Platforms, Inc.

Meta shares fell by almost 14% at the beginning of trading on October 30, hitting a five-month low. If the dynamics continues, Thursday <a href="https://www.marketwatch.com/story/metas-stock-slides-toward-its-worst-day-in-years-as-wall-street-pans-runaway-ai-spending-3c563d6f?gaa_at=eafs&amp;gaa_n=AWEtsqfPn5qLQheMcs_Iw59z76YkfS_Qz8dnvtUOw9Ll_kvbyKraHYLHiW8G&amp;gaa_ts=6903860e&amp;gaa_sig=tiakoSHIndn1y86h9vBuKX4mQrlMP_vQb7Oo8YmalH4eVkiUEG02eRWkWRrm8IlAzGm1MzjXJAxizPoccRdpPQ%3D%3D">may become the</a> worst day for the company's quotes in three years. In <a href="https://oninvest.com/article/akcii-meta-ruhnuli-na-9-posle-otceta-pribyl-sil-no-otstala-ot-ozidanij">reports</a> published the day before, Ma said that its capital expenditures next year will be "noticeably higher" than in 2025, and total expenditures will grow at a "significantly higher rate" than in the current year. This alerted not only investors, but also analysts: at once two investment banks - Oppenheimer and Benchmark - stopped recommending buying Meta shares and several others lowered their target price, <a href="https://www.cnbc.com/2025/10/30/metas-spending-outlook-is-sending-the-stock-lower-heres-what-analysts-had-to-say.html">writes</a> CNBC. What do analysts advise investors to do now?

Meta shares collapsed by 14%. Immediately two analysts stopped advising to buy them 

Last week there was a <a href="https://aws.amazon.com/ru/message/101925/">failure</a> on Amazon's servers, which had global consequences: it brought down the work of many large sites and companies for some time. The event clearly showed how much the modern world depends on cloud services, usually invisible to the user, that rent computing power and programs over the Internet. But the AI boom is moving us even further in that direction, sparking a veritable <a href="https://oninvest.com/article/cto-kopaet-glava-openai-sem-al-tman-ekonomiceskij-rov-ili-mogilu">fever of</a> building new cloud data centers. Which may not be needed in such large numbers.

Hyperscalers vs. meek: who will win the AI race

WEC Energy Group, Inc.

Talen Energy Corporation

Alliant Energy Corporation

Entergy Corporation

Edison International

Dominion Energy, Inc.

PG&E Corporation

NRG Energy, Inc.

Barclays has named three energy companies that the bank's analytical team is wary of ahead of the publication of their reports. These are U.S. energy suppliers WEC Energy, Alliant Energy and Talen Energy. Since the beginning of the year, their shares have risen in value by 22%, 15% and 98%, respectively. They are trading near all-time highs, thanks in part to rising energy demand from data centers. Of the three, WEC Energy is the first to report on Oct. 30, Talen Energy on Nov. 5 and Alliant Energy on Nov. 6.

US energy companies reporting: 3 issuers Barclays is wary of

Constellation Energy Corporation

Sempra

The bank's favorites were Constellation Energy and Sempra, which could benefit from long-term growth in electricity demand

AI is fueling energy demand. Wells Fargo names two main beneficiaries

Meta's third quarter revenue grew 26% year-on-year, the fastest pace since the first quarter of 2024

Meta shares collapsed 9% after the report. Profit fell far short of expectations

Alphabet Inc.

Google's holding company Alphabet exceeded analysts' expectations for revenue and profit in the third quarter, with sales exceeding $100 billion for the first time. Revenue growth was shown by all key areas of Alphabet's business, including advertising tools and cloud services. At the same time, the company raised its capital expenditure forecast for Google Cloud expansion for the second time this year.

Alphabet's quarterly revenue topped $100 billion for the first time Shares up 6%

Microsoft Corporation

Technology giant and one of the leaders of the artificial intelligence race Microsoft confidently exceeded expectations for revenue and profit in the third quarter. In addition, the company surpassed forecasts for the growth of its cloud business, which added 40% at once. However, the company's shares were down about 4% in extended trading. Investors were probably concerned about the company's steeper-than-expected cost growth.

Artificial intelligence (AI)