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5 AI Stocks Set to Soar: Best Buys for October 2025’s Tech Boom
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AI Stocks to Watch Today (Nov 6, 2025): Snap rockets on Perplexity AI deal, Arm guides higher, Pony.ai & WeRide stumble, Alphabet lines up new AI data centers

by
6 November 2025

Your quick, news‑driven briefing on the most interesting AI stocks for Thursday, November 6, 2025.

Key takeaways

  • Snap (SNAP) surged after unveiling a $400 million partnership with Perplexity AI to bring AI‑search natively into Snapchat—Wall Street read it as a credible catch‑up move versus bigger rivals. [1]
  • Arm (ARM) posted a strong quarter and guided above expectations, citing accelerating AI demand and higher‑royalty Compute Subsystems (CSS); shares ticked higher. [2]
  • Pony.ai (PONY) and WeRide (WRD)fell ~10% on Hong Kong debuts, a reality check for autonomous‑driving names amid IPO crowding. [3]
  • Alphabet (GOOGL) headlines today’s infrastructure push: a planned AI data center on Christmas Island and the biggest‑ever investment plan in Germany—both underscore hyperscaler capex momentum. [4]
  • Broader context: AI‑heavy tech remains the market’s engine—but also a concentration risk, with tech near 36% of the S&P 500; this week’s wobble highlights how AI narratives can swing the tape. [5]

Market snapshot: AI still drives, but volatility bites

After months of AI‑led outperformance, this week’s mini‑selloff in AI bellwethers (e.g., Nvidia, Palantir) is a reminder that index performance is tethered to AI‑centric megacaps. Tech’s share of the S&P 500 has swelled to ~36%—above dot‑com bubble peaks—so AI headlines are market headlines. Pullbacks can be “healthy resets,” but the concentration raises downside risk if AI spending or monetization disappoints. [6]

Stock‑by‑stock: What moved today

1) Snap (SNAP): A $400M shot of AI

  • The news: Snap struck a $400 million, one‑year deal with Perplexity AI to embed an AI search agent directly into Snapchat. The rollout aims to deliver verifiable answers in‑app; Snap says Perplexity controls responses and won’t use query data for ads. Revenue impact begins in 2026. [7]
  • Why it matters: Investors see a credible way for Snap to upgrade engagement and ad utility with AI without the cost structure of building frontier models from scratch. Analysts praised the ambition while flagging compute‑cost unknowns. [8]
  • Read‑through: Positive for AI application plays and for model‑as‑a‑service providers that can quickly “snap‑in” experiences to large consumer platforms.

2) Arm (ARM): AI royalty flywheel spins faster

  • The news:Revenue +34% Y/Y to $1.14B; Q3 guidance $1.23B (midpoint) beat Street estimates. Management highlighted CSS (Compute Subsystems) driving higher royalties and faster time‑to‑silicon, plus continued momentum across smartphones, data centers, and auto. Shares rose post‑print. [9]
  • Why it matters: Arm sits at the CPU heart of AI infrastructure—especially where power efficiency is the bottleneck. A bigger CSS mix implies structurally higher take rates as customers adopt fuller Arm blueprints instead of piecemeal IP. [10]

3) Robotaxis in the real world: Pony.ai & WeRide

  • The news:Pony.ai and WeRideslid ~10% on their Hong Kong debuts after raising almost $1.2B combined. Analysts cited IPO oversupply and weak secondary performance as near‑term headwinds. [11]
  • Why it matters: A reminder that autonomous‑driving timelines and unit economics remain debated. Execution risk and market sentiment still swing these names more than fundamentals.

4) Alphabet (GOOGL): Capex compass points due AI

  • The news: Alphabet is planning a powerful AI data center on Christmas Island tied to Australia’s defense cloud, and is preparing its biggest‑ever investment plan in Germany (data centers, renewable‑powered infrastructure). [12]
  • Why it matters: Hyperscaler AI capex continues to scale, fortifying demand for chips (GPUs/CPUs), networking, memory, storage—and raising the bar for ROIC expectations in 2026–2027.

5) Nvidia (NVDA) & AMD (AMD): Still the fulcrum

  • What to know today: Even without a fresh, stock‑specific catalyst this morning, both remain macro swing factors for the AI trade. The market’s sensitivity to AI demand headlines kept these leaders in focus after AMD’s above‑consensus outlook yesterday and recent valuation‑driven volatility. [13]

Theme watch: How today’s headlines map to investable buckets

  • AI Applications (front‑end demand): Snap shows how consumer apps can buy model access and ship differentiated features fast. Watch for usage lift and ad conversion metrics over the next two quarters. [14]
  • AI Infrastructure & IP (back‑end enablers): Arm’s beat‑and‑raise underscores demand for efficient compute; CSS adoption expands Arm’s royalty stack as AI scales. [15]
  • Autonomy & Mobility: Pony.ai/WeRide price action illustrates funding‑cycle sensitivity; milestones (commercial miles, safety stats, city permits) will matter more than hype. [16]
  • Hyperscaler Capex: Alphabet’s new builds (Australia/Germany) affirm multi‑year spend supporting suppliers across chips, power, networking and storage. [17]
  • Macro overlay: With tech ~36% of the S&P 500, AI concentration risk makes pullbacks sharper—and rebounds faster—than in prior cycles. Position sizing and time horizon matter. [18]

What to watch through the close

  1. Follow‑through in SNAP as traders parse the cash/equity structure, compute costs, and 2026 monetization cadence. [19]
  2. ARM commentary drift—any sell‑side notes on CSS adoption or hyperscaler CPU share claims can extend the move. [20]
  3. AI‑infra headlines from hyperscalers, especially around new buildouts, grid partnerships, and supply chain (networking, memory, power). [21]
  4. Tape sensitivity to AI leaders (NVDA, AMD, PLTR): a small move in the megacaps still moves the indices. [22]

Bottom line

Today’s leaders are Snap (AI features driving engagement narrative) and Arm (AI royalty flywheel). Alphabet’s capex signals keep the infra bid intact, while robotaxi debuts remind investors that AI adoption curves aren’t linear. With AI so central to index performance, stock‑specific news can quickly become market‑moving. [23]

Note: This article is for informational purposes only and does not constitute investment advice.

Top 7 Artificial Intelligence (AI) Stocks for Long Term Investment
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References

1. www.reuters.com, 2. www.reuters.com, 3. www.reuters.com, 4. www.reuters.com, 5. www.reuters.com, 6. www.reuters.com, 7. www.reuters.com, 8. www.reuters.com, 9. www.reuters.com, 10. www.reuters.com, 11. www.reuters.com, 12. www.reuters.com, 13. www.reuters.com, 14. www.reuters.com, 15. www.reuters.com, 16. www.reuters.com, 17. www.reuters.com, 18. www.reuters.com, 19. www.reuters.com, 20. www.reuters.com, 21. www.reuters.com, 22. www.reuters.com, 23. www.reuters.com

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CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

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Stock Market Today

  • Watts Water Technologies (WTS) crosses above average 12-month target of $160.80
    November 6, 2025, 9:16 AM EST. Watts Water Technologies Inc (WTS) shares closed at $161.37, topping the average 12-month target of $160.80. The move prompts analysts to reassess: downgrade on valuation or lift targets if fundamentals improve. Across Zacks' coverage, there are five price targets; some below the average (as low as $130), one as high as $180, with a standard deviation of about $22.75. The point is the crowd-sourced target, not a single view. The current consensus rating remains Hold (nine ratings), with no Strong Buy or Buy ratings. The article notes the data from Zacks via Quandl and reminds readers that the views are the author's and not Nasdaq's.
  • Johnson Controls Clears Avg 12-Month Target at $74.69; Shares Trade at $76.41
    November 6, 2025, 9:12 AM EST. Johnson Controls International plc (JCI) shares traded at $76.41, above the average 12-month target price of $74.69. The pull comes amid 13 Zacks-covered targets, ranging from $51.00 to $87.00, with a standard deviation of $13.60. This reflects a wisdom of crowds view. The breakdown shows Strong Buy and Buy ratings totaling 8 versus Hold 5, with an average rating of 1.81. The move prompts investors to decide whether to push the target higher or take chips off the table. Data from Zacks Investment Research via Quandl.com.
  • AMGN Crosses Above Average Analyst Target, Trading Near $241
    November 6, 2025, 9:04 AM EST. AMGN traded at $241.01, topping the average analyst target price of $239.88 from 16 Zacks-covered targets. The move above the target could prompt analysts to re-price higher or adjust more modestly, depending on future fundamentals. The target set spans from a low of $194.00 to a high of $298.00, with a standard deviation of $29.323, underscoring divergent views. The piece invokes the wisdom of crowds idea behind the target and notes the current mix: Strong Buy (5), Hold (12), Strong Sell (1), with an overall average rating of 2.56 on a 1-5 scale. Source: Zacks Investment Research via Quandl.com.
  • Acushnet Holdings Stock (GOLF) Trades Above 12-Month Target Amid Analyst Divergence
    November 6, 2025, 9:00 AM EST. Shares of Acushnet Holdings Corp (GOLF) moved to $66.96, topping the consensus 12-month target of $65.33. With nine targets contributing to the average, the range runs from a low $58 to a high $84 and a standard deviation of $8.79, underscoring differing views among analysts. Crossing the target can prompt a re-rating: either a downgrade or a higher hurdle for peers. The piece notes the 'wisdom of crowds' behind the target and asks investors whether $65.33 is a stepping stone to a higher objective or a sign of overvaluation. Analysts' ratings show mostly Hold with a few Buys, and a final average rating of about 2.3 on a 1-5 scale.
  • Stagwell Reports Q3 2025 Results: Revenue Growth, Palantir Partnership, and 2025 Guidance
    November 6, 2025, 8:55 AM EST. Stagwell Inc. (STGW) posted Q3 2025 results with Q3 Revenue of $743 million, up 4% YoY, and Net Revenue of $615 million, up 6%. Excluding Advocacy, Q3 Revenue rose 12% to $686 million. Q3 Net Income attributable to common shareholders was $25 million; EPS $0.09; Adjusted EPS $0.24. Adjusted EBITDA was $115 million (3% YoY), with YTD Adjusted EBITDA of $288 million. Net New Business added $122 million in Q3 (LTM $472 million). The company also announced a Palantir partnership. For 2025, management guides Total Net Revenue growth ~8%, Adjusted EBITDA $410-$460 million, and Free Cash Flow Conversion >45%.
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