Advanced Micro Devices, Inc.

NVIDIA Corporation

The Fed warns that the impact of artificial intelligence on the economy could prove transformative, changing the labor market and the approach to monetary policy. AMD forecasts 60% growth in data center revenue over five years, intensifying competition with Nvidia and building a presence in AI. These and other topics - in our review of key events by the morning of November 12.

Meta Platforms, Inc.

Ian Lecun wants to start his own startup, while Mark Zuckerberg is looking to radically reshape the company's AI operations

FT: Meta to lose one of its key AI specialists

PepsiCo, Inc.

The Estee Lauder Companies Inc.

Atmos Energy Corporation

Regency Centers Corporation

Amid rising volatility in the stock market and cooling interest in technology stocks, investment bank analysts looked to companies with strong reporting and stable outlooks

Citi names Pepsi and 3 other defensive stocks to help weather volatility

Viasat, Inc.


Viasat satellites compete with Elon Musk's SpaceX's Starlink network

Viasat shares are up 335% YTD. Why analysts see growth potential

Barrick Mining Corporation

Major gold producer records record free cash flow and approves new $500 million share buyback

Barrick Mining increases shareholder payout after gold rises 55%

Norwegian Cruise Line Holdings Ltd.

Carnival Corporation & plc

Royal Caribbean Cruises Ltd.

The cruise operator's stock fell 15% after a weak quarterly report, but management seized the moment to buy

Norwegian Cruise's top managers bought shares on the downturn. Should we follow their example? 

The emerging markets investment guru predicts a downturn in the artificial intelligence market and advises looking toward China and other Asian countries

Stocks could fall 30-40%, says Mark Mobius. Why is he waiting for the AI bubble to collapse?

This could indicate weakening demand for AI amid an overheated market, Bloomberg suggests

TSMC's revenue grew in October at the slowest pace since 2024

Microsoft Corporation

Amid the drawdown, Microsoft securities are advised to buy by all analysts tracking them

Microsoft stock experiences its longest decline since 2022. What's going on?

Duolingo, Inc.

The platform is changing its focus and this has affected its outlook

Duolingo stock has plummeted 30%. Why does the analyst see a unique buying opportunity?

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%

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