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%

Apple Inc.

Alphabet Inc.

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.

The chip sector has lost $500 billion in capitalization due to the sell-off. What should investors do?

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.

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?

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.

Artificial intelligence (AI)