Today: 28 June 2026
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Artificial Intelligence 3 November 2025 - 4 November 2025

Banks Warn of Bubble as AI Darling Palantir Plunges from Record High

Banks Warn of Bubble as AI Darling Palantir Plunges from Record High

Palantir shares fell about 7% Tuesday despite strong results, as analysts questioned its 246× forward earnings valuation after a 400% rally. Morgan Stanley and Goldman Sachs CEOs warned of a possible market pullback, citing stretched tech valuations. Major indexes slipped from record highs as Nvidia, Alphabet, and Amazon declined. Investors await more tech earnings and face uncertainty from a possible government shutdown and split Fed outlook.
4 November 2025
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Bitcoin Miner to AI Cloud Sensation: Why Iris Energy (IREN) Stock Is Soaring in 2025

From Bitcoin Miner to AI Cloud Powerhouse: Iris Energy’s Meteoric Rise (IREN Stock Soars on $9.7B Microsoft Deal)

Iris Energy (IREN) closed at $67.75 on Nov. 3, 2025, after announcing a $9.7 billion, five-year AI cloud contract with Microsoft, sending shares up 11.5%. The company’s market cap now tops $16.5 billion, up from $1 billion at the start of 2025. IREN posted FY2025 revenue of $501 million and net income of $86.9 million, driven by its pivot to AI cloud services and continued Bitcoin mining.
4 November 2025
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Nasdaq Stumbles as Fed Jitters Mount, Intel Soars, Tariffs Rattle Tech Markets

AI Rally Hits Speed Bump as Futures Fall – Key Facts Before the Nov. 4 Market Open

U.S. stock futures fell sharply early Tuesday, with Nasdaq 100 futures down 1.2% and S&P 500 off 0.9%. The drop follows a stalled tech rally and overnight losses in Europe and Asia. Key economic data releases are delayed by a government shutdown, adding to market uncertainty. Palantir shares slid over 4% despite strong earnings, while Bitcoin dropped 3% to around $104,000.
4 November 2025
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Palantir’s $500 Billion AI Surge: Record Earnings, Stock Whiplash & What’s Next for PLTR

Palantir’s $500 Billion AI Surge: Record Earnings, Stock Whiplash & What’s Next for PLTR

Palantir’s Q3 2025 revenue surged 63% year-over-year to $1.18 billion, with adjusted EPS of $0.21, beating estimates and raising full-year guidance to $4.4 billion. Shares hit a record near $220 before dropping 4% as investors took profits. U.S. commercial revenue more than doubled, now surpassing government sales. The stock remains volatile, with analysts split over its high valuation.
4 November 2025
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Michael Burry’s $1.1 Billion Bet: Will the AI Stock Bubble Burst on Nvidia and Palantir?

Michael Burry’s $1.1 Billion Bet: Will the AI Stock Bubble Burst on Nvidia and Palantir?

Michael Burry’s Scion Asset Management disclosed $1.1 billion in put options against Nvidia and Palantir, targeting about 1 million Nvidia and 5 million Palantir shares. These bearish bets now make up nearly 80% of Scion’s portfolio. Nvidia and Palantir have surged over 50% and 170% year-to-date, respectively, amid AI-driven rallies. Burry warns the current AI boom resembles the 2000 dot-com bubble.
4 November 2025
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Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon Web Services and OpenAI signed a seven-year, $38 billion cloud deal, giving OpenAI immediate access to hundreds of thousands of NVIDIA chips on AWS. The agreement follows OpenAI’s move to diversify beyond Microsoft and is part of over $1 trillion in cloud and chip commitments. Amazon shares rose 4–5% on the news, adding nearly $140 billion to its market value. NVIDIA stock also climbed about 2%.
4 November 2025
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Anthropic’s Private Shares Soar to $185 Amid AI Frenzy – $183B Valuation, Major Deals & $1.5B Lawsuit

Cognizant’s Massive AI Bet: 350,000 Employees to Get Anthropic’s Claude as Stock Outlook Soars

Cognizant will deploy Anthropic’s Claude AI tools to up to 350,000 employees, making it one of Anthropic’s largest enterprise customers. The rollout includes Claude Code for software development and aims to help clients integrate AI into existing systems. Anthropic, backed by Amazon, is expanding globally amid rising competition with OpenAI and Google.
4 November 2025
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Palantir-Lumen AI Deal Sparks Stock Rally – CEO Warns of “Arms Race”

Palantir’s AI-Fueled Stock Surge: PLTR Hits Record High Amid Big Deals and Bold Forecasts

Palantir shares hit a record above $200 after third-quarter revenue jumped 63% to $1.18 billion, beating estimates. The company raised its full-year sales forecast for the third time in 2025, now expecting up to $4.4 billion. Recent deals with Nvidia and Lumen Technologies, plus a U.S. Army directive to use Palantir’s platform, have fueled growth. The stock is up 165% this year.
4 November 2025
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Tokyo Stock Exchange Surges to Record Highs on AI Boom – Inside the Nov 3, 2025 Rally

Tokyo Stock Exchange Surges to Record Highs on AI Boom – Inside the Nov 3, 2025 Rally

Tokyo’s Nikkei 225 closed at a record 52,411.34, up 2.1%, marking its biggest monthly gain since 1994. The TOPIX and Mothers Index also hit record highs, led by surging tech shares as Advantest jumped 22% and Konami 16.1%. Toyota slipped 1.5% ahead of earnings, while a weaker yen boosted exporters. Investors cited optimism over AI, fiscal stimulus, and global market gains.
3 November 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI’s AI Power Play: GPT-5 Unveiled, $38B Cloud Deal, and a Global AI Shake-Up

OpenAI launched GPT-5 Pro, new video and voice tools, and a TikTok-style Sora app at its October DevDay. The company signed a $38 billion AWS deal, ending exclusive reliance on Microsoft Azure, and restructured its partnership with Microsoft, which retains a 27% stake. OpenAI announced a $450 billion supercomputing expansion and released AI economic blueprints for South Korea and Japan.
3 November 2025
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TeraWulf (WULF) Stock Skyrockets on AI Pivot – Price Surge, Earnings, and What’s Next

TeraWulf (WULF) Stock Skyrockets on AI Pivot – Price Surge, Earnings, and What’s Next

TeraWulf shares jumped 25% this week to $15.50 after announcing a $9.5 billion, 25-year AI compute joint venture with Fluidstack, backed by Google. Year-to-date, the stock is up 134%. Preliminary Q3 revenue is projected at $48–52 million, up 84% from last year. Analysts upgraded the stock, with Oppenheimer setting a $20 target and B. Riley raising its target to $22.
3 November 2025
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Nokia’s 2025 Comeback: Nvidia’s $1B AI Stake, 5G Growth & Surging Stock

Nokia’s 2025 Comeback: Nvidia’s $1B AI Stake, 5G Growth & Surging Stock

Nokia shares surged 21% in late October 2025 after Nvidia announced a $1 billion investment for a 2.9% stake. The stock trades near $7.00 on NYSE, up about 65–70% year-to-date, following strong Q3 results and AI-driven optimism. Nokia reported Q3 net sales of €4.83 billion, beating estimates, with growth led by its Network Infrastructure segment.
3 November 2025
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Tesla’s Stunning 2025 Comeback: TSLA Stock Soars Amid AI Ambitions, $1 Trillion Musk Bet & EV Wars

Tesla’s Stunning 2025 Comeback: TSLA Stock Soars Amid AI Ambitions, $1 Trillion Musk Bet & EV Wars

Tesla shares climbed to $458 on Nov. 3, up 13% year-to-date and near their 2024 record. Q3 revenue hit $28.1 billion on 497,000 deliveries, but EPS missed estimates at $0.50 as margins fell to 15.4%. U.S. regulators expanded a probe into Model Y door handles, and Tesla secured a $2.1 billion battery deal with Samsung SDI. The board is urging shareholders to approve Elon Musk’s $1 trillion pay package.
3 November 2025
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Bitfarms (BITF) Skyrockets on AI Pivot – Bitcoin Miner’s 400% Rally and Future Outlook

Bitfarms (BITF) Skyrockets on AI Pivot – Bitcoin Miner’s 400% Rally and Future Outlook

Bitfarms Ltd. closed a $588 million convertible notes offering on October 21 to fund AI data center expansion, with notes convertible at $6.86 per share. Shares surged 428% in three months, reaching $4.20 in early November, and market cap stands at $2.3 billion. The company reported $245 million in trailing revenue and a net loss of $86 million. Bitfarms is shifting focus to HPC/AI amid rising mining difficulty.
3 November 2025
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Dell Stock Skyrockets on AI Boom – Price Surge, Key News & 2025 Outlook

Dell Stock Skyrockets on AI Boom – Price Surge, Key News & 2025 Outlook

Dell shares traded near $162 on Nov. 3, 2025, close to their 52-week high after surging on news of a $5.8 billion AI hardware deal with Microsoft. The stock has more than doubled over the past year and is up 35% year-to-date, far outpacing the S&P 500. Analysts have raised price targets following Dell’s updated growth forecasts and strong demand for its AI infrastructure products.
3 November 2025
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Datavault AI (DVLT) Stock Skyrockets on AI Frenzy – Key Facts & Future Outlook

Datavault AI (DVLT) Stock Skyrockets on AI Frenzy – Key Facts & Future Outlook

Datavault AI Inc. closed at $2.03 on Oct. 31, 2025, with a market cap near $600 million after a volatile year that saw shares swing from $0.25 to $4.10. The stock jumped 315% in Q3 but fell 40% in late October following a short-seller attack. DVLT remains unprofitable, reporting $0.63 million in revenue and a $9.56 million net loss over the past year. The company holds over 70 patents in AI, blockchain, and acoustic tech.
3 November 2025
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Micron’s AI-Fueled Stock Surge: Record Earnings, Rallying Shares & What’s Next for MU

Micron’s AI-Fueled Stock Surge: Record Earnings, Rallying Shares & What’s Next for MU

Micron Technology shares have surged over 140% in 2025, recently trading near $224, driven by record AI chip demand. Fiscal Q4 revenue hit $11.3 billion, up 46% year-on-year, with earnings of $3.03 per share. The company forecasts up to $12.8 billion in Q1 FY2026 revenue, citing sold-out high-bandwidth memory chips. Micron will halt some server chip sales to China after a 2023 ban.
3 November 2025
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Google’s $3 Billion AI Bet on a Bitcoin Miner – Cipher Mining’s Q3 Bombshell Deals

Google’s $3 Billion AI Bet on a Bitcoin Miner – Cipher Mining’s Q3 Bombshell Deals

Cipher Mining reported Q3 2025 revenue of $72 million, up 213% year-over-year, with a net loss of $3 million but a non-GAAP profit of $41 million. The company signed a 10-year, $3 billion AI hosting deal with Fluidstack, backed by Google, and a $5.5 billion, 15-year lease with AWS for 300 MW of capacity. Cipher raised $1.3 billion via convertible notes and plans a 1 GW data center in Texas. Shares have surged 284% over the past year.
3 November 2025
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Palantir Stock Skyrockets on Massive UK AI-Defense Pact – Could PLTR Eclipse Oracle by 2030?

Palantir Stock Skyrockets to New Highs: Inside PLTR’s AI-Fueled Surge and What’s Next

Palantir Technologies traded near $200 per share on Nov. 3, 2025, close to its all-time high, with a market cap of about $450–$475 billion. The stock has surged nearly 370% over the past year and more than doubled year-to-date. Q3 earnings are due after the bell, with analysts expecting revenue of $1.09 billion and EPS of $0.17. Recent deals include a $200 million Lumen contract and a defense pact with Poland.
3 November 2025
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Anthropic’s Record-Breaking Rise: $13B Mega-Funding, Big Tech Deals & the AI Showdown in 2025

Anthropic’s Record-Breaking Rise: $13B Mega-Funding, Big Tech Deals & the AI Showdown in 2025

Anthropic raised $13 billion in a September Series F, valuing the AI startup at $183 billion. The company reported over 300,000 enterprise customers and a $7 billion annualized revenue run-rate in October. Anthropic expanded partnerships with Google and Amazon for large-scale AI compute, and launched new Claude 4.5 models and coding tools aimed at business users.
3 November 2025
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Stock Market Today

  • Historical Insights on Potential 2026 Stock Market Crash
    June 28, 2026, 3:08 PM EDT. The S&P 500's strong gains and elevated valuations, highlighted by the Shiller P/E CAPE ratio, raise concerns over a possible market correction in 2026. The CAPE ratio, measuring price against 10-year inflation-adjusted earnings, remains above historical averages but does not guarantee an immediate crash. Market concentration in tech giants like Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta, and Broadcom mirrors past eras of dominance, such as the 1970s' 'Nifty Fifty' and the late 1990s internet boom, both followed by market declines. However, unlike previous bubbles, today's leading firms are profitable with robust cash flows and balance sheets. A stable economy with low unemployment and steady consumer spending persists, yet historical trends underscore the inevitability of periodic market corrections averaging 10% annually.

Latest articles

Opendoor volume surpasses short interest after Russell 3000 addition

Opendoor shares face Russell 3000 test after 4.5x volume spike

28 June 2026
Opendoor Technologies (NASDAQ:OPEN) surged 448% above average trading volume Friday as its Russell 3000 inclusion took effect, with 171.65 million shares traded—exceeding total short interest and equaling 21% of public float—while the stock closed up 1.63% at $4.37; analysts maintain a Hold consensus and see limited rally potential near current prices.
Coeur Mining shares eye index-driven moves after 8.5% weekly slide

Coeur Mining shares eye index-driven moves after 8.5% weekly slide

28 June 2026
Coeur Mining (NYSE:CDE) ended its first week in the S&P MidCap 400 down 8.5% from June 18, despite Friday’s massive $2.7 billion volume—about 16% of its market cap—highlighting investor caution after recent acquisitions and index changes, as the stock lagged silver-miner peers even with a record quarter expected.
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