apple, nvidia and amazon Updates

Taiwanese tech giant Foxconn, also known as Hon Hai Precision Industry, reported a significant 17 percent jump in its third-quarter net profit, reaching NT$57.67 billion, or $1.9 billion, on November 12, 2025. This strong performance, which surpassed market forecasts, primarily stems from surging global demand for AI servers. Notably, for the second consecutive quarter, Foxconn's cloud and networking business, which includes AI servers, generated higher revenue than its smart consumer electronics division, signaling a strategic shift away from its traditional reliance on iPhone assembly for Apple. Foxconn serves major clients like Nvidia, Amazon, Microsoft, and Google for their AI server needs and expects AI to be a primary growth driver through 2026. The company also plans to make an announcement regarding OpenAI at its upcoming tech day in Taipei and is expanding partnerships with companies such as Nvidia, Stellantis, Uber, and Mitsubishi Electric to bolster its AI and automation efforts. Meanwhile, Japanese tech investor SoftBank made headlines in October by selling its $5.8 billion stake in chipmaker Nvidia to fund substantial investments in OpenAI, the creator of ChatGPT, with over $30 billion reportedly needed. This move caused Nvidia's shares to dip by 3.5 percent and SoftBank's shares to fall by 3.5 percent, as the company shifts its focus towards AI users like OpenAI. Google Cloud is also making significant strides in the AI sector, securing more billion-dollar AI deals in the first three quarters of 2025 than in 2023 and 2024 combined. Alphabet CEO Sundar Pichai highlighted enterprise AI as a key factor, with 70 percent of Google Cloud customers now purchasing its AI products and services, and its Gemini Enterprise adopted by over 700 customers. Cisco is another company seeing strong AI-driven growth, with its AI infrastructure orders exceeding $2 billion in fiscal year 2025, more than doubling its target. Cisco's new Silicon One P200, designed for the growing AI data center market, already counts Microsoft and Google as early customers. Amidst this AI boom, market sentiment shows some caution. Asian stock markets experienced over $10 billion in foreign investor outflows in the first week of November, driven by concerns over high tech company valuations. The stock of enterprise AI software provider C3.ai, Inc. also dropped 4.79 percent to $15.31, even as the broader market saw gains. The debate over AI valuations continues, with investor Michael Burry betting against Palantir, viewing current AI valuations as a market bubble, while Palantir CEO Alex Karp defends the company's significant stock gains. In other AI developments, Agency secured Series A funding for its AI-powered operating system aimed at customer relationships, and StratPilot AI, a new AI tool, is helping entrepreneurs with stock trading, with one user reporting an increased win rate from 55 percent to 78 percent in three months.

Key Takeaways

• Foxconn's third-quarter net profit jumped 17 percent to $1.9 billion, driven by strong demand for AI servers.
• Foxconn's AI server sales surpassed its iPhone assembly business for the second consecutive quarter, serving clients like Nvidia, Amazon, Microsoft, and Google.
• Foxconn plans an announcement regarding OpenAI at its upcoming tech day and expects AI to be a major growth driver through 2026.
• SoftBank sold its $5.8 billion stake in Nvidia in October to fund over $30 billion in investments for OpenAI.
• Google Cloud secured more billion-dollar AI deals in the first three quarters of 2025 than in 2023 and 2024 combined, with 70 percent of its customers purchasing AI products.
• Cisco's AI infrastructure orders surpassed $2 billion in fiscal year 2025, more than doubling its target, with Microsoft and Google as early customers for its new Silicon One P200.
• Asian stock markets saw over $10 billion in foreign investor outflows in early November due to concerns about high tech company valuations.
• Investor Michael Burry and Palantir CEO Alex Karp publicly disagree on AI company valuations, with Burry suggesting a market bubble.
• C3.ai, Inc. stock dropped 4.79 percent to $15.31, contrasting with broader market gains.
• New AI tools like Agency (for customer relationships) and StratPilot AI (for stock trading) are emerging, with StratPilot AI users reporting significant increases in trading win rates.

Foxconn sees profit jump 17 percent from AI server sales

Taiwanese tech giant Foxconn, also known as Hon Hai Precision Industry, reported a strong third quarter on November 12, 2025. Its net profit rose 17 percent to NT$57.67 billion, or $1.9 billion, beating forecasts. Revenue increased 11 percent to NT$2.06 trillion. This growth comes from high demand for AI servers, especially for companies like Nvidia, reducing its reliance on iPhone assembly. Foxconn also makes electric vehicles and robotics.

Foxconn profit up 17 percent driven by AI server demand

Foxconn, the world's largest contract electronics maker, announced its third-quarter profit jumped 17 percent from last year. This strong growth is mainly due to high demand for AI servers. The company expects growth to continue in the second half of the year, especially from AI and information and communications technology products. Foxconn is also expanding its partnerships with companies like Nvidia, Stellantis, Uber, and Mitsubishi Electric to boost its AI and automation efforts. Its "Cloud and Networking" business, which includes AI servers, showed strong growth.

Foxconn Q3 profit up 17 percent on strong AI server sales

Taiwan's Foxconn, a major electronics maker, reported a 17 percent rise in its third-quarter profit on November 12. This profit of T$57.67 billion, or $1.89 billion, beat market predictions, thanks to strong demand for AI servers. Chairman Young Liu expects AI to become even more important next year and drive growth. For the second quarter in a row, revenue from Foxconn's cloud and networking business, including AI servers, was higher than its smart consumer electronics sales. The company will also make an announcement about OpenAI at its tech day next week in Taipei.

Foxconn AI server sales surpass iPhones for second quarter

Foxconn's AI server sales have again brought in more money than its iPhone assembly business, marking the second quarter in a row. The company's cloud and networking unit, which includes AI servers for clients like Amazon, Microsoft, and Google, saw higher revenue than its smartphone unit. Chairman Young Liu is very positive about AI demand for 2025 and 2026, expecting it to be a big growth driver. Foxconn also plans to make an announcement about OpenAI at its tech event next week in Taipei. The company expects AI-related revenue to grow in the fourth quarter and maintains a strong full-year outlook.

Foxconn profit up 17 percent on AI server demand

Foxconn, also known as Hon Hai Precision Industry, reported a 17 percent rise in its third-quarter net profit on November 12, 2025, reaching NT$57.67 billion, or about $1.9 billion. This strong performance comes from growing global investment in AI and the company's expanding server business. Foxconn has shifted its focus from consumer devices to making high-tech AI servers for clients like Nvidia, Amazon, and Google. For the second quarter in a row, its cloud and networking business earned more than its smart consumer electronics division. Chairman Young Liu expects AI to be a huge growth driver in 2026 and plans an OpenAI announcement next week.

Foxconn profit jumps 17 percent from AI server sales

Foxconn, a key manufacturing partner for Nvidia, reported a strong 17 percent increase in its third-quarter profit. The company's net profit for July to September reached NT$57.67 billion, beating analyst predictions. This growth is largely due to the high demand for AI servers, which has made AI sales surpass consumer electronics sales. Chairman Young Liu stated that Foxconn is investing heavily to meet this demand and is expanding its AI and automation partnerships with companies like Mitsubishi Electric, Nvidia, Stellantis, and Uber. Foxconn's shares have risen over 30 percent this year.

Foxconn Q3 profit up 17 percent on strong AI server demand

Taiwan's Foxconn, the world's largest contract electronics maker, announced a 17 percent rise in its third-quarter profit. The company's net profit for July to September reached T$57.67 billion, or $1.89 billion, beating market forecasts. This strong performance is due to the ongoing high demand for artificial intelligence servers. Foxconn is a major server maker for Nvidia and also the top assembler of iPhones for Apple.

SoftBank sells Nvidia stake to fund OpenAI investments

Japanese tech investor SoftBank sold its stake in chipmaker Nvidia for $5.8 billion in October. The company made this move to gather funds for its large investments in OpenAI, the creator of ChatGPT. SoftBank also sold part of its T-Mobile stake for this purpose. Following the announcement, Nvidia's shares fell by 3.5 percent. SoftBank's CFO, Yoshimitsu Goto, stated that the sale was not due to Nvidia itself but to finance the over $30 billion needed for OpenAI.

SoftBank shares drop after selling Nvidia stake

SoftBank's shares fell by 3.5 percent after the Japanese tech investor announced it sold its stake in chipmaker Nvidia for $5.8 billion in October. This sale aims to fund SoftBank's other artificial intelligence investments, including OpenAI. The move has raised questions about the high valuations of companies in the AI sector. Nvidia's shares also dropped by 3 percent following the news. Analysts suggest SoftBank is not abandoning AI but is shifting its focus to companies that use AI, like OpenAI and ABB Robotics.

Agency secures Series A funding for AI customer system

On November 12, 2025, an investment was made in Agency, a company building an AI-powered operating system for customer relationships. Founded by Elias Torres and Luke, Agency aims to solve the problem of enterprises spending over $150 billion yearly on customer success, with only a small part going to software. Their platform connects to existing systems like CRM and email, using AI to understand customer interactions. It automates repetitive tasks, highlights important insights like churn risks, and helps teams work together better. The goal is for Agency to become the main system for all customer interactions.

Google Cloud secures many billion dollar AI deals

Google Cloud is gaining significant momentum with its AI-powered deals, as reported on November 11, 2025. In the first three quarters of 2025 alone, the company signed more deals worth over a billion dollars than in 2023 and 2024 combined. Alphabet CEO Sundar Pichai noted that enterprise AI is a major reason for these large deals. Currently, 70 percent of all Google Cloud customers are purchasing its AI products and services. Google Cloud also has 13 products each earning over $1 billion annually, and its Gemini Enterprise has been adopted by more than 700 customers.

Asian stocks see $10 billion foreign outflow in November

Asian stock markets experienced over $10 billion in foreign investor outflows during the first week of November. Investors sold off shares in countries like Taiwan, South Korea, and India, reversing the net purchases seen in October. This shift comes from concerns about high tech company valuations and doubts about the ongoing market rally. Experts like Jason Lui from BNP Paribas noted that weakness in major AI-related companies drove these outflows. However, Mark Haefele of UBS Global Wealth Management believes that strong company fundamentals justify current valuation levels.

C3.ai stock drops while market rises

C3.ai, Inc. stock closed at $15.31, dropping 4.79 percent, even as the broader market saw gains. The S&P 500 rose 0.15 percent and the Nasdaq Composite added 0.35 percent on the same day. While the exact reasons for C3.ai's decline were not specified, it suggests investors may have concerns unique to the company. C3.ai provides enterprise artificial intelligence software, and its stock performance can be affected by its financial results, new contracts, and how widely AI technology is adopted. Investors will watch for upcoming earnings reports to understand the stock's movement.

Michael Burry and Alex Karp feud over AI stock value

Investor Michael Burry and Palantir CEO Alex Karp are publicly disagreeing about the value of artificial intelligence companies. Burry, known from "The Big Short," recently bet against Palantir, believing AI valuations are too high and represent a market bubble. Karp, however, argues that Palantir is leading a tech revolution and its stock gains are justified. This feud highlights a bigger debate in the business world about whether the AI boom is sustainable. Palantir's stock has surged significantly since early 2023, reaching a $453 billion market value.

Cisco focuses on AI and security growth before earnings

Cisco is set to report its earnings today, November 12, 2025, with investors closely watching its focus on AI and security. The company will launch its Cisco 360 Partner Program on January 25, 2026, to boost partner profits in AI, security, and collaboration. Cisco's AI infrastructure orders exceeded $2 billion in fiscal year 2025, more than doubling its target. Its new Silicon One P200 is positioned for the growing AI data center market, with Microsoft and Google as early customers. Analysts like UBS and Citi have positive outlooks, citing strong AI demand and campus network upgrades.

Foxconn expects AI to drive major growth by 2026

Foxconn, also known as Hon Hai Precision Industry, expects artificial intelligence to be a major source of growth by 2026. Chairman Liu Young-way announced this at the company's annual Tech Day, highlighting cloud and generative AI as key drivers. Foxconn, a main supplier for Apple, is investing heavily in AI technologies and developing its own AI solutions for manufacturing. The company also plans to launch a new AI server platform for large language models in the third quarter of this year. Foxconn is also exploring the electric vehicle sector and plans to launch its own EV brand next year.

New AI tool helps entrepreneurs with stock trading

A new AI-powered tool called StratPilot AI is now available to help entrepreneurs confidently trade in the stock market. This intelligent options trading assistant was created by an 11-year veteran of the Chicago options market. It uses advanced analysis and strategies, similar to those trusted by major firms like Goldman Sachs. StratPilot AI helps users develop their risk profile and suggests specific trading options and strategies. Over 10,000 people already use the tool, with one user reporting an increased win rate from 55 percent to 78 percent in just three months.

Sources

• Taiwan's Foxconn posts strong quarter as AI boom drives server sales
• Nvidia supplier Foxconn third-quarter profit beats expectations, rising 17% on AI demand
• Taiwanese electronics firm Foxconn's Q3 profit rises 17%, beats forecasts
• Foxconn’s AI Server Sales Top iPhones Again, Teases OpenAI Update Next Week
• Foxconn reports strong Q3 profit driven by AI server boom, teases OpenAI announcement
• Nvidia Supplier Foxconn Posts 17% Profit Jump on AI Server Demand
• Taiwanese electronics firm Foxconn's Q3 profit rises 17%, beats forecasts
• SoftBank sells stake in Nvidia for $5.8bn as it doubles down on OpenAI bets
• SoftBank shares dive after Nvidia sale puts AI valuations in spotlight
• Investing in Agency’s Series A: The AI Operating System for Customer Relationships
• Google Cloud Racking Up $1 Billion Deals Powered by A.I.
• Asian equities witness over $10 billion foreign outflows in November as AI rally stalls
• C3.ai, Inc. (AI) Stock Sinks As Market Gains: Here's Why
• Like Elon Musk and Sam Altman, Michael Burry and Alex Karp are feuding over AI
• Cisco Earnings Preview: AI and Security Push in Focus Beyond Profit Numbers
• AAPL: Apple Supplier Foxconn Sees AI Surge Driving 2026 Growth
• Make Confident Stock Market Trades as an Entrepreneur with This $50 AI-Powered Tool