Apple Prepares Siri Update Alongside Nvidia Palantir Market Shifts

The artificial intelligence sector continues to drive significant market activity and strategic shifts across various industries. Apple's stock maintains a steady position near $270 per share, demonstrating resilience amidst broader AI valuation concerns that have impacted other tech stocks like Nvidia and Palantir. This stability comes as Apple prepares a major Siri update, set to feature Google's AI, which is expected in the spring. Meanwhile, prominent hedge fund manager Michael Burry, known for his bearish positions, placed significant bets against popular AI stocks Nvidia and Palantir in the third quarter, purchasing 1 million Nvidia put options and 5 million Palantir put options. This news, revealed in a recent SEC filing, contributed to a challenging week for the Nasdaq Composite, with Nvidia's stock falling 7.1% and Palantir's dropping 11.2% before stabilizing. Investment in AI infrastructure remains robust, with Meta Platforms issuing over $29 billion in bonds in late October 2025 to fund its extensive AI initiatives and expand its data center infrastructure, marking one of the largest corporate bond issuances in history. On the hardware front, Seagate Technology Holdings is gaining attention as an AI stock, with American politicians, including Congresswoman Lisa McClain's spouse and Representative Tom Cole's spouse, investing between $15,001 and $50,000 in the company on September 8. Seagate, a provider of hard disk drives and solid state drives essential for AI applications, has seen its stock increase by 11.5% since these purchases. For investors seeking AI exposure, the iShares Semiconductor ETF (SOXX) offers a focused approach on 35 semiconductor stocks like Nvidia and AMD, while the Fidelity MSCI Information Technology Index ETF (FTEC) provides broader diversification across 288 U.S. technology stocks, including Microsoft, Apple, and Palantir, with a lower expense ratio. Beyond market speculation and infrastructure, AI is actively transforming operational efficiencies in other sectors. US Foods leverages artificial intelligence and automation to boost growth, reporting a 4.8% increase in fiscal Q3 sales to $10.2 billion and a 3.4% rise in net income to $153 million. Their MOXĒ ecommerce platform's AI search tool adds 1.3 million cases to orders annually, and Descartes routing software improves delivery efficiency by 2.3%. Similarly, Kroger expanded its partnership with Instacart in early November 2025, making Instacart its primary delivery partner for nearly 2,700 stores. This collaboration introduces Instacart's AI-powered Cart Assistant on Kroger's iOS app, offering personalized shopping and meal planning recommendations to enhance online sales and customer loyalty.

Key Takeaways

• Apple's stock remains steady near $270 per share, with strong iPhone 17 demand anticipated and a major Siri update featuring Google's AI due in the spring.
• Hedge fund manager Michael Burry made bearish bets against Nvidia and Palantir in Q3, purchasing 1 million Nvidia put options and 5 million Palantir put options.
• Meta Platforms issued over $29 billion in bonds in late October 2025 to fund AI initiatives and infrastructure expansion, including new data centers.
• US Foods reported a 4.8% sales increase to $10.2 billion in fiscal Q3, attributing growth to AI and automation, with its MOXĒ platform's AI search adding 1.3 million cases to orders annually.
• Kroger expanded its Instacart partnership in early November 2025, integrating Instacart's AI-powered Cart Assistant on its iOS app for personalized shopping recommendations.
• Politicians invested in Seagate Technology Holdings on September 8, with the stock increasing by 11.5% since, highlighting its role in providing essential drives for AI applications.
• The iShares Semiconductor ETF (SOXX) focuses on 35 semiconductor stocks like Nvidia and AMD, while the Fidelity MSCI Information Technology Index ETF (FTEC) offers broader exposure to 288 U.S. technology stocks, including Microsoft, Apple, and Palantir.
• Burry's bearish bets led to Nvidia stock falling 7.1% and Palantir stock dropping 11.2% in the week following the SEC filing.
• Seagate Technology Holdings, with a market capitalization of $10.5 billion, is part of the Nasdaq 100 Index and provides hard disk drives and solid state drives crucial for AI.
• Fidelity MSCI Information Technology Index ETF (FTEC) offers a lower expense ratio of 0.08% compared to SOXX's 0.34%, providing a more diversified investment option for AI-related exposure.

Apple Stock Stays Strong Amid AI Market Worries

Apple's stock has remained steady near $270 per share, unlike other tech stocks facing AI valuation concerns. Strong early demand for the iPhone 17 suggests a robust holiday season for Apple. The company's careful approach to AI, without much hype, may protect it from a market correction that could affect high-growth AI stocks like Nvidia and Palantir. Apple plans a major Siri update featuring Google's AI, which is due in the spring.

Apple Stock Stays Strong Amid AI Market Worries

Apple's stock has remained steady near $270 per share, unlike other tech stocks facing AI valuation concerns. Strong early demand for the iPhone 17 suggests a robust holiday season for Apple. The company's careful approach to AI, without much hype, may protect it from a market correction that could affect high-growth AI stocks like Nvidia and Palantir. Apple plans a major Siri update featuring Google's AI, which is due in the spring.

US Foods Boosts Growth with AI and Automation

US Foods is using artificial intelligence and automation to improve its business and increase growth. In fiscal Q3, sales rose 4.8% to $10.2 billion, and net income climbed 3.4% to $153 million. The company's MOXĒ ecommerce platform features an AI search tool that adds 1.3 million cases to orders annually. US Foods also uses Descartes routing software to improve delivery efficiency by 2.3% and cut order errors by 24%. CEO Dave Flitman noted that these digital tools and new services like Pronto, which expects $950 million in sales this year, are driving strong results.

Kroger Expands Instacart Deal Adds AI Shopping Tools

In early November 2025, Kroger announced an expanded partnership with Instacart, making Instacart its main delivery partner for nearly 2,700 stores. This collaboration will improve grocery delivery services for customers. Kroger also introduced Instacart's AI-powered Cart Assistant on its iOS app, which offers personalized shopping and meal planning recommendations. These moves aim to boost online sales, improve customer loyalty, and create new revenue opportunities through advanced retail media for brands.

Politicians Invest in Seagate AI Stock

Seagate Technology Holdings (NASDAQ:STX) is gaining attention as an AI stock, with American politicians investing in it. On September 8, Congresswoman Lisa McClain's spouse and Representative Tom Cole's spouse each bought stakes worth $15,001 to $50,000. Since these purchases, Seagate's stock has increased by 11.5%. The company provides hard disk drives and solid state drives, which are important for AI applications. Seagate is also part of the Nasdaq 100 Index and has a market capitalization of $10.5 billion.

Comparing Top AI ETFs iShares Semiconductor and Fidelity Tech

Investors looking for AI exposure can choose between the iShares Semiconductor ETF (SOXX) and the Fidelity MSCI Information Technology Index ETF (FTEC). SOXX focuses on 35 semiconductor stocks like Nvidia and AMD, offering higher potential gains but also more risk. FTEC provides broader exposure to 288 U.S. technology stocks, including Microsoft, Apple, and Palantir, with a lower expense ratio of 0.08% compared to SOXX's 0.34%. While both ETFs offer AI-related investments, FTEC's wider diversification and lower fees make it a better choice for many investors.

Michael Burry Bets Against Nvidia and Palantir AI Stocks

Hedge fund manager Michael Burry made bearish bets against popular AI stocks Nvidia and Palantir in the third quarter, ending September 30. His fund, Scion Asset Management, bought 1 million Nvidia put options and 5 million Palantir put options. This news, revealed in an SEC filing on Monday, caused the Nasdaq Composite to have its worst week since April, with Nvidia stock falling 7.1% and Palantir stock dropping 11.2%. However, both stocks stabilized on Friday, with Nvidia ending flat and Palantir gaining 1.6%.

Meta Raises $29 Billion for AI and Infrastructure

In late October 2025, Meta Platforms issued over $29 billion in bonds to fund its major AI initiatives and expand its infrastructure. This large investment will support new data centers and increase renewable energy use for its U.S. operations. The substantial bond issuance, one of the largest in corporate history, shows Meta's strong commitment to AI-driven innovation. Leadership changes in Meta's AI division also highlight a renewed focus on artificial intelligence, positioning the company for future growth.

Sources

• Why Apple Stock Might Be Spared If an AI Bubble Bursts
• Why Apple Stock Might Be Spared If an AI Bubble Bursts
• US Foods turns to AI and automation to cook more growth
• What Kroger (KR)'s Expanded Instacart Partnership and AI Shopping Tools Mean for Shareholders
• Is Seagate (STX) The Best AI Stock to Buy According to American Politicians?
• Better Artificial Intelligence ETF: iShares Semiconductor vs. the Fidelity MSCI Information Technology Index
• Michael Burry's Bets Against AI Stocks Nvidia and Palantir: What Investors Should Know
• Did Meta’s $29 Billion Bond Issuance Just Redefine the AI Investment Narrative for META?