Meta Boosts AI Algorithms While Nvidia Faces Chip Challenges

The artificial intelligence sector continues to drive significant investment and strategic shifts across the technology industry, influencing everything from corporate boardrooms to global financial markets. HubSpot recently appointed Clara Shih, an AI leader with experience at Meta and Salesforce, to its board, a move designed to enhance its AI solutions and product adoption. HubSpot anticipates reaching $4.6 billion in revenue and $388.4 million in earnings by 2028, requiring an annual revenue growth rate of 17.1% to meet these targets. Meanwhile, Meta Platforms demonstrates strong performance, with experts predicting a stock split by 2030, making it the last of the "Magnificent Seven" to do so. The company reported robust third-quarter results, with sales climbing 26% to $51.2 billion and daily active users reaching 3.54 billion, largely fueled by its AI algorithms for content and advertising. Billionaire Philippe Laffont, head of Coatue Management, underscored confidence in Meta by making it his largest holding in the third quarter, while simultaneously selling 1.6 million shares of Nvidia. This shift comes as Nvidia faces challenges, with its market share in China expected to drop to zero due to export restrictions. Despite these challenges, Nvidia remains a dominant force in AI chips. Analysts at Morgan Stanley and UBS have reaffirmed strong ratings for Nvidia, with price targets of $220 and $600 respectively, citing robust demand for its Blackwell and Vera Rubin AI chips and its strong market position. SK Hynix also plays a critical role in the AI semiconductor market, aggressively expanding its production of high-bandwidth memory (HBM) chips, which are essential for AI applications, contributing to its stock soaring 227.1% year to date. Microsoft continues to lead in AI through its extensive cloud services, applications, and its strategic partnership with OpenAI. Baird initiated coverage of Microsoft with an Outperform rating and a $600 price target, noting the company's fiscal year 2026 revenue gain of 18% to $77.7 billion, with Azure cloud services growing 40%. In the precision medicine space, Tempus AI reported strong third-quarter results, with sales surging 85% to $334 million, largely due to the Ambry Genetics acquisition and securing an additional $150 million in data licensing contracts. The company also received FDA clearance for its xR IVD diagnostic tool and expects $2.1 billion in revenue by 2028. The massive investments in AI are not without financial considerations. Technology companies are borrowing hundreds of billions of dollars to fund AI initiatives, leading lenders and investors to focus on risk mitigation. Trading volume for credit default swaps linked to tech companies has surged to approximately $4.2 billion, as tech firms now constitute the largest segment of the investment-grade market. An MIT report highlights potential risks, indicating that 95% of organizations currently see no return on investment from generative AI projects. Meanwhile, US sanctions on China's access to advanced chips have inadvertently boosted domestic players, with Chen Tianshi, founder of Chinese AI chip startup Cambricon, achieving a $23 billion fortune as his company's shares surged 300% since August. Beyond traditional AI applications, the concept of "super cycle technology" is expanding. SoFi Technologies made history as the first nationally chartered bank to offer cryptocurrency trading, with CEO Anthony Noto drawing parallels between blockchain and cryptocurrencies and AI, viewing them as similarly transformative technologies. SoFi also plans to launch SoFi USD, a stablecoin backed by reserves.

Key Takeaways

• HubSpot appointed Clara Shih, an AI leader from Meta and Salesforce, to its board, aiming to strengthen AI solutions and product adoption, with a projected revenue of $4.6 billion by 2028.
• Meta Platforms reported strong Q3 results with sales up 26% to $51.2 billion, driven by AI algorithms, and experts predict a stock split by 2030.
• Billionaire Philippe Laffont made Meta Platforms his largest holding in Q3, while selling 1.6 million shares of Nvidia due to anticipated market share loss in China from export restrictions.
• Nvidia maintains a strong position in the AI chip market, with UBS reaffirming a Buy rating and a $600 price target, and Morgan Stanley raising its price target to $220 for the company's AI chips.
• Microsoft is a leading player in AI through its cloud services, applications, and partnership with OpenAI, reporting an 18% revenue gain to $77.7 billion in fiscal year 2026.
• Tempus AI reported robust Q3 growth with sales surging 85% to $334 million, largely due to the Ambry Genetics acquisition and securing $150 million in new data licensing contracts.
• SK Hynix is aggressively expanding its production of high-bandwidth memory (HBM) chips, essential for AI applications, contributing to its stock soaring 227.1% year to date.
• Lenders are increasing safeguards as tech companies borrow hundreds of billions for AI investments, with credit default swaps linked to tech firms surging to about $4.2 billion.
• Chinese AI chip startup Cambricon, founded by Chen Tianshi, saw its shares surge 300% and became profitable in Q4 2024, benefiting from US sanctions and Beijing's support for domestic technology.
• SoFi Technologies became the first nationally chartered bank to offer cryptocurrency trading, with its CEO comparing blockchain and cryptocurrencies to AI as "super cycle technology."

HubSpot Adds Meta AI Expert Clara Shih to Board

HubSpot appointed Clara Shih, an AI leader from Meta and Salesforce, to its board. This move aims to strengthen HubSpot's AI solutions and product adoption as competition grows. Investors are watching how new AI features will be rolled out and monetized. The company expects to reach $4.6 billion in revenue and $388.4 million in earnings by 2028, requiring an annual revenue growth rate of 17.1%.

Tempus AI Reports Strong Growth and New Partnerships

Tempus AI announced its third-quarter 2025 results, showing revenue of US$334.21 million and updating its full-year guidance to US$1.27 billion. The company also formed a new partnership with the Institute for Follicular Lymphoma Innovation, focusing on precision medicine. Tempus AI received FDA clearance for its xR IVD diagnostic tool, which helps secure payment for new AI-enabled diagnostics. By 2028, Tempus AI expects $2.1 billion in revenue and $295.0 million in earnings.

Meta Platforms Stock May Split by 2030

Experts predict Meta Platforms stock could split by 2030, as it is the only "Magnificent Seven" company that has not yet done so. The company's shares currently trade at $609.32 as of November 14, 2025. Meta reported strong third-quarter results with sales up 26% to $51.2 billion and daily active users reaching 3.54 billion. Its growth is driven by AI algorithms for content and advertising, and CEO Mark Zuckerberg sees AI glasses as a future key product.

Billionaire Philippe Laffont Buys Meta Sells Nvidia Stock

Billionaire Philippe Laffont, who runs Coatue Management, made Meta Platforms his largest holding in the third quarter. He sold 1.6 million shares of Nvidia and bought 355,000 shares of Meta Platforms. Nvidia faces challenges as its market share in China is expected to drop to zero due to export restrictions. Meta Platforms reported strong third-quarter financial results, with revenue increasing 26% to $51 billion, driven by its AI investments.

Tempus AI Shows Strong Q3 Growth After Acquisition

Tempus AI (TEM) reported strong third-quarter results, with sales surging 85% to $334 million. This growth was mainly due to the Ambry Genetics acquisition, which expanded its precision medicine services. The company also saw solid organic growth in its oncology business and secured an additional $150 million in data licensing contracts. Tempus AI's stock is currently trading at about 7.5 times its projected 2026 sales targets.

SK Hynix Stock Soars on AI Memory Chip Growth

SK hynix stock has seen a huge increase, soaring 227.1% year to date and 23.8% in the last month. The company is a major player in the AI semiconductor market. It is aggressively expanding its production of high-bandwidth memory (HBM) chips, which are essential for artificial intelligence applications. Despite a recent 3.4% dip, the company shows strong momentum.

Analysts Predict Strong Growth for Nvidia and Microsoft AI

Morgan Stanley expects a "breakout quarter" for Nvidia, raising its price target to $220 and keeping an Overweight rating. The bank sees strong demand for Nvidia's Blackwell and Vera Rubin AI chips. Baird also started coverage of Microsoft with an Outperform rating and a $600 price target. Baird highlights Microsoft's leading role in AI through its cloud services, applications, and partnership with OpenAI. Microsoft reported an 18% revenue gain to $77.7 billion in fiscal year 2026, with Azure growing 40%.

Lenders Guard Against Risks as AI Borrowing Soars

Technology companies are borrowing hundreds of billions of dollars to fund artificial intelligence investments. Lenders and investors are now focusing on protecting themselves against potential failures. Trading volume for credit default swaps linked to tech companies has surged to about $4.2 billion. Tech firms now make up the largest part of the investment-grade market. An MIT report shows that 95% of organizations see no return on investment from generative AI projects, highlighting potential risks.

UBS Reaffirms Buy Rating for Nvidia Stock

UBS analyst Timothy Arcuri reaffirmed a Buy rating for Nvidia (NVDA) stock on November 16, setting a price target of $600. Arcuri believes Nvidia holds a strong position in the AI chip market and has potential for continued growth. He acknowledged concerns about the sustainability of Nvidia's growth and its current valuation. The $600 price target suggests a potential 17.5% increase from the stock's current price. Nvidia is expected to report earnings on November 19.

US Sanctions Help Chinese AI Founder Reach $23 Billion

Chen Tianshi, founder of Chinese AI chip startup Cambricon, has become a billionaire with a $23 billion fortune. US sanctions on China's access to advanced chips and Beijing's strong support for domestic technology helped his company grow. Cambricon's shares surged 300% since August, and it became profitable in the fourth quarter of 2024. Huawei was once a major customer, but the US Department of Commerce added Cambricon to its entity list in 2022.

SoFi Becomes First Bank to Offer Crypto Trading

SoFi Technologies made history as the first nationally chartered bank to offer cryptocurrency trading to its customers. It now allows trading of major tokens like Bitcoin and Ether. CEO Anthony Noto believes blockchain and cryptocurrencies are "super cycle technology" similar to AI. SoFi also plans to launch SoFi USD, a stablecoin backed by reserves. This move highlights a growing trend towards blending traditional banking with digital assets, making crypto more accessible for everyday investors.

Sources

• How Investors May Respond To HubSpot (HUBS) Bringing Meta AI Leader Clara Shih Onto Its Board
• How Tempus AI's (TEM) New Collaborations and Revenue Growth Could Shape Its Precision Medicine Strategy
• Prediction: This Unstoppable AI Stock Will Split by 2030
• Billionaire Philippe Laffont Sells Nvidia Stock and Buys a Mega-Cap AI Stock Down 23% From Its High
• Tempus AI: Opportunity To Build Position (NASDAQ:TEM)
• Is SK hynix Still Attractive After Soaring 227% on AI Memory Growth News?
• 5 big analyst AI moves: ’Breakout quarter’ expected for Nvidia, Micron at Top Pick By Investing.com
• As AI borrowing surges, lenders and investors rush to guard against growing default risks
• UBS Reaffirms Buy on Nvidia (NVDA) Despite Growth Sustainability and Valuation Concerns
• US Sanctions Propel Chinese AI Prodigy to $23 Billion Fortune
• SoFi Technologies Redefines Cryptocurrency Trading in the Financial Sphere