Artificial intelligence stocks are back under the spotlight today, November 14, 2025, as worries about an “AI bubble” collide with very real earnings momentum in chips and cloud. Global markets are wobbling after a sharp Wall Street pullback driven in part by richly valued AI names and shifting expectations for U.S. interest-rate cuts. [1]
At the same time, demand for AI compute remains intense, and the next few days could set the tone for the rest of 2025 — especially with Nvidia’s earnings just around the corner. [2]
Below are five AI-focused giants that are especially interesting today based on fresh news as of November 14, 2025:
- Nvidia (NVDA) – The AI bellwether with a critical earnings report due November 19. [3]
- Advanced Micro Devices (AMD) – Riding a huge AI GPU roadmap and a bold $100 billion data‑center revenue target. [4]
- Microsoft (MSFT) – A hyperscaler at the center of AI infrastructure spending, with investors scrutinizing massive capex. [5]
- Alphabet (GOOGL) – A $3 trillion AI and cloud powerhouse with arguably more modest valuation than its peers. [6]
- Meta Platforms (META) – Highlighted today as perhaps the “smartest” way to ride the $15.7 trillion AI opportunity without being a pure AI hardware bet. [7]
Note: All prices mentioned are intraday levels from U.S. trading on November 14, 2025 and can change rapidly.
This article is for informational purposes only and is not financial advice.
AI Stocks Today: Bubble Fears vs. Strong Fundamentals
Market mood. AI-heavy indices are shaky on Friday as investors reassess whether they’ve gone too far, too fast. Coverage from AP and other outlets notes that Nvidia and other “superstar” names that led the AI boom are seeing renewed selling pressure, dragging global markets lower. [8]
Bubble talk. The loudest warning today comes from DWS CEO Stefan Hoops, who told Reuters there is “no playbook” for a potential AI bubble. He flagged that AI stocks have contributed a huge share of the S&P 500’s returns since ChatGPT launched, and that this boom is being driven heavily by retail investors rather than traditional institutions — which could make any downturn harder to predict. [9]
Valuation push‑and‑pull. Yet not everyone agrees that this is a repeat of 1999. BlackRock’s iShares team points out that the biggest AI data‑center spenders — Microsoft, Alphabet, Amazon and Meta — trade at roughly 26× two‑year forward earnings on average, far below the ~70× multiples typical of top tech names at the height of the dot‑com bubble. [10]
That tension — between frothy sentiment and still‑solid earnings and cash flows — is exactly why today’s moves in the five stocks below are so important.
1. Nvidia (NVDA): AI Bellwether Heading Into a High‑Stakes Earnings Week
- Recent price (Nov 14, ~15:00 UTC): about $187.29, roughly flat on the day.
- Story today: “can Nvidia keep carrying the entire AI trade on its back?”
Nvidia remains the undisputed leader in AI data‑center chips, supplying GPUs to train and run the largest language models on the planet. [11] With the stock already up strongly in 2025, markets are laser‑focused on its upcoming fiscal Q3 results on November 19.
According to a detailed earnings preview published this morning:
- Wall Street expects roughly $54.8 billion in Q3 revenue, up more than 50% year‑over‑year, and about $1.25 in adjusted EPS.
- Nvidia has beaten consensus in 19 of its last 21 quarters, but more recent beats have been narrower as analysts learned to better model AI demand. [12]
- The quarter will not include revenue from its H20 data‑center chips for China due to ongoing U.S. export restrictions, so investors are watching closely to see how well growth holds up without that boost. [13]
On top of that, Oppenheimer recently raised its price target to $265, arguing Nvidia “remains best positioned to win in AI,” even as the stock has pulled back on AI‑bubble worries. [14]
At the same time, Michael Burry’s bearish put options and broader bubble chatter have made Nvidia a symbol of both AI euphoria and fear. Recent coverage notes that shares are down double‑digits from late‑October highs as traders brace for any hint of slowing demand, over‑ordering or capex fatigue at its hyperscaler customers. [15]
Why NVDA is one of today’s most interesting AI stocks
- It is the sector bellwether: as several commentators put it, Nvidia’s report is one of the last big market catalysts of 2025 and could reset sentiment for the entire AI complex. [16]
- Its results will show whether data‑center AI spending is still “insatiable” or finally normalizing.
- Any disappointment — even a small one — could trigger a sharp move, given how much of the market’s AI optimism is built on Nvidia’s shoulders. [17]
2. Advanced Micro Devices (AMD): Fast‑Rising Challenger With a $100 Billion Ambition
- Recent price (Nov 14): about $247.07, down modestly intraday after a huge run‑up.
If Nvidia is the entrenched champion, AMD is the hungry challenger, and it’s been one of 2025’s biggest AI winners.
On November 12, Reuters reported that AMD shares jumped about 7% after the company unveiled an eye‑catching goal: $100 billion in annual data‑center revenue, driven largely by AI accelerators intended to claw share from Nvidia. [18]
Additional reporting this week highlighted that:
- AMD’s stock is up around 90–100% year‑to‑date, making it one of the top large‑cap performers of 2025. [19]
- Its AI roadmap includes the MI300 line ramping now and future MI400 and MI500 families, with aggressive performance targets aimed squarely at Nvidia’s latest architectures. [20]
- Analysts frame AMD as the key “second source” for hyperscalers eager to avoid over‑reliance on a single GPU supplier. [21]
Even after the post‑guidance surge, today’s modest pullback looks more like normal volatility than a fundamental shift. The bigger picture: AMD is trying to prove that its AI story is not just hype but sustained multi‑year share gains in cloud and enterprise data centers.
Why AMD stands out today
- It’s the purest high‑beta “catch‑up to Nvidia” play among mega‑cap chipmakers.
- Management’s $100 billion target crystallizes how enormous the AI data‑center opportunity could be — and sets a very high bar they’ll now be judged against. [22]
- In a market fretting about valuations, AMD’s recent run plus this bold guidance make it a lightning rod for debates over how much future AI growth is already priced in.
3. Microsoft (MSFT): AI Hyperscaler Under Scrutiny for Massive Spend
- Recent price (Nov 14): around $502.68, slightly lower on the day, with a market cap near $3.85 trillion.
Few companies sit more squarely at the center of the AI boom than Microsoft. Through Azure and its deep partnership with OpenAI, it’s spending tens of billions of dollars on GPUs, data centers and AI‑enhanced services from Office to GitHub Copilot. [23]
Recent coverage underscores two competing narratives:
- Structural AI winner
- Research from iShares emphasizes that the major “hyperscalers” — including Microsoft — are funding AI capex largely out of strong cash flows, not excessive debt, and still have room to grow earnings. [24]
- Microsoft is already monetizing AI via higher‑priced Copilot subscriptions, Azure AI services and developer tools, giving it near‑term revenue uplift rather than just speculative optionality. [25]
- Spending and accounting under the microscope
- Commentators note that investors are increasingly scrutinizing how Big Tech accounts for depreciation on massive AI infrastructure investments, and whether headline profit margins fully reflect the long‑term cost of the AI build‑out. [26]
- Reports describe heavy volatility in AI‑related mega‑caps as markets weigh the sustainability of this capex “arms race.” [27]
Why MSFT is especially interesting today
- It’s a core holding in many AI‑themed portfolios, yet its valuation (around mid‑30s on trailing earnings) still looks more grounded than some pure‑play AI names. [28]
- As Nvidia’s biggest customer and partner, Microsoft’s commentary on AI workloads, utilization and spending plans will be crucial for interpreting Nvidia’s results next week. [29]
- In a market nervous about bubbles, Microsoft represents the “quality growth” side of the AI trade — still richly valued, but backed by diversified, cash‑rich businesses.
4. Alphabet (GOOGL): AI, Cloud and a $3 Trillion Milestone
- Recent price (Nov 14): about $276.29, giving Alphabet a roughly $2.94 trillion market cap.
Alphabet is another pillar of the AI ecosystem, combining Gemini generative AI, YouTube recommendation engines, and ubiquitous ad targeting tech with a fast‑growing cloud platform. [30]
In September, Alphabet’s stock pushed past a $3 trillion valuation, joining Apple and Microsoft in the market‑cap elite. Coverage of that move emphasized: [31]
- A 32% year‑to‑date stock surge driven largely by AI optimism and cloud growth.
- A favorable U.S. court ruling that allowed Alphabet to keep control of core platforms like Chrome and Android, easing antitrust overhang.
- A forward P/E in the low‑20s — notably on the cheaper side of the “Magnificent Seven.” [32]
Recent analysis from 24/7 Wall St. also highlights Alphabet as a leading AI stock trading at around 26.5× forward earnings, compared with almost 30× for Nvidia, suggesting some relative valuation support despite big gains. [33]
Why GOOGL is on the list today
- Alphabet pairs deep AI capabilities (Gemini, search, ads, YouTube) with a valuation that many analysts see as more forgiving than some AI hardware plays. [34]
- It is a major customer for Nvidia and AMD, so its commentary on AI workloads, ad demand and cloud margins is a key read‑through for the rest of the sector. [35]
- In the bubble debate, Alphabet often shows up as an example of an AI winner whose earnings power still broadly matches its market cap, rather than a purely speculative story.
5. Meta Platforms (META): “Smartest” Way to Ride the AI Revolution?
- Recent price (Nov 14): around $604.55, for a market cap near $1.85 trillion.
Today, Meta is getting special attention thanks to a widely shared piece on Nasdaq that calls it “the smartest stock to buy to take advantage of the $15.7 trillion AI revolution (hint: it’s not Nvidia or Palantir)”. [36]
The core argument from that analysis, based on Motley Fool research, is: [37]
- AI could add roughly $15.7 trillion to the global economy by 2030, but many of the most obvious winners — such as Nvidia and Palantir — may already reflect very high expectations in their prices.
- Meta, by contrast, is a cash‑rich member of the “Magnificent Seven” whose core business (ads on Facebook, Instagram, WhatsApp, Threads and Messenger) is enhanced by AI rather than wholly dependent on it.
- The company generated about 3.54 billion daily active users across its family of apps in September, giving it unmatched ad reach and pricing power.
- Meta is heavily using generative AI to improve ad targeting and creative, but if an AI bubble bursts, its underlying ad business still stands on its own.
- As of early November, Meta traded at a forward P/E near 21, the lowest among the Magnificent Seven, despite revenue growth around 20% per year and tens of billions in annual operating cash flow.
In other words, Meta is increasingly seen as an “AI‑enabled” giant with a relatively conservative valuation, rather than a pure AI infrastructure bet with maximal bubble risk.
Why META deserves a spot in today’s top 5
- It’s a contrarian AI play: benefitting from AI, but not priced like a moon‑shot AI hardware vendor. [38]
- With around $44+ billion in cash and near $80 billion of operating cash flow in the first nine months of 2025, Meta has the balance sheet to keep investing in AI, VR/AR and new social formats even through downturns. [39]
- In the DWS “no playbook” scenario where an AI selloff hits speculative names hardest, Meta could be relatively more resilient — yet still deeply embedded in the AI story via its ad systems and infrastructure. [40]
What Could Move AI Stocks Next?
For traders and investors tracking AI stocks on November 14, 2025, the near‑term catalysts are clear:
- Nvidia’s earnings (Nov 19)
- Any surprise in data‑center revenue, guidance, or commentary on China restrictions and hyperscaler demand could swing not just NVDA but AMD, MSFT, GOOGL and META. [41]
- Macro and rates
- Global stocks are already under pressure as hawkish Fed comments dent hopes for a December rate cut, amplifying volatility in growth and AI names. [42]
- Bubble narratives vs. research
In short, today’s AI trade is all about balance: weighing extraordinary growth prospects against valuations, concentration risk, and the possibility that investor enthusiasm has outrun reality — at least for now.
References
1. www.ksat.com, 2. 247wallst.com, 3. 247wallst.com, 4. www.reuters.com, 5. www.ishares.com, 6. coincentral.com, 7. www.nasdaq.com, 8. apnews.com, 9. www.reuters.com, 10. www.ishares.com, 11. 247wallst.com, 12. 247wallst.com, 13. 247wallst.com, 14. www.investopedia.com, 15. 247wallst.com, 16. www.reuters.com, 17. 247wallst.com, 18. www.reuters.com, 19. markets.chroniclejournal.com, 20. markets.chroniclejournal.com, 21. finance.yahoo.com, 22. www.reuters.com, 23. www.ishares.com, 24. www.ishares.com, 25. www.ishares.com, 26. www.bloomberg.com, 27. www.swissinfo.ch, 28. www.ishares.com, 29. www.ishares.com, 30. www.nasdaq.com, 31. coincentral.com, 32. coincentral.com, 33. 247wallst.com, 34. www.nasdaq.com, 35. 247wallst.com, 36. www.nasdaq.com, 37. www.nasdaq.com, 38. www.nasdaq.com, 39. www.nasdaq.com, 40. www.reuters.com, 41. 247wallst.com, 42. www.ksat.com, 43. www.reuters.com, 44. www.ishares.com
