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 

Amazon.com, Inc.

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.

Microsoft beat revenue and profit expectations, but the stock fell. What's the story?

Caterpillar Inc.

The manufacturer's Power Generation segment sales grew 31% in the latest quarter

Shares of equipment maker Caterpillar are having their best day in 16 years. What does this have to do with AI?

Micron Technology, Inc.

Micron shares are already up more than 160% since the beginning of the year, but analysts believe the rally will continue

Micron shares jumped. Its competitor predicted a "supercycle" of chip demand

NVIDIA Corporation

The company's shares jumped by 8.5% in over-the-counter trading 

'It's a super-duper chip': Trump to discuss Nvidia's latest AI chip deliveries with China's head of state

Palantir Technologies Inc.

Wall Street analysts forecast Palantir's third-quarter revenue to grow more than 50 percent to $1.092 billion

RBC: The market is waiting for a split in Palantir shares after rising 150% this year. What it means

Cameco Corporation

Uranium Royalty Corp.

Uranium Energy Corp.

Shares of several nuclear companies rose sharply in trading on October 28 thanks to the agreement of the U.S. Department of Commerce, which involves investments in the construction of nuclear reactors worth at least $80 billion.

Artificial intelligence (AI)