nvidia, amazon and google Updates

US stock markets, including the Dow Jones, S&P 500, and Nasdaq, recently experienced slight dips as investors keenly await crucial economic data and major company earnings reports. A significant focus remains on Nvidia, the leading AI chip company, which is set to release its quarterly earnings after market close on Wednesday. Concerns about potential 'AI overbuilding' and the valuation of AI stocks have grown, with billionaire Peter Thiel notably selling his nearly $100 million stake in Nvidia. Despite this caution, top tech analyst Dan Ives from Wedbush sees the current market dip as a 'golden buying opportunity,' predicting that every dollar invested in AI infrastructure could yield $8 to $10 in future returns. Ives suggests cautious investors consider established companies like Amazon and Alphabet, while more aggressive investors might look at younger AI-focused firms such as CoreWeave. CoreWeave, an AI infrastructure services provider partially owned by Nvidia, has shown remarkable growth, with its 2024 revenue soaring 738% to $1.92 billion and a total revenue backlog exceeding $55 billion. The company, which utilizes Nvidia's GPUs for remote AI tasks, has rapidly expanded its network to 33 data centers across the US and Europe, though it is taking on significant debt with a debt-to-equity ratio of 7.5 as it expands. Meanwhile, Samsung Electronics is making a massive $310 billion investment to bolster its AI chip production and market dominance. This includes constructing its Line 5 chip plant in Pyeongtaek, South Korea, which is slated for completion in 2027 and will begin operations in 2028 to meet the surging demand for high-bandwidth memory (HBM) chips essential for AI servers. Samsung's stock has already surged nearly 90% this year due to this demand. Alibaba Group Holding Limited is also advancing its AI initiatives, boosting business with its Qwen AI model. The Qwen AI app, built on Alibaba Cloud's open-source model, has quickly gained popularity by offering no subscription fees, a contrast to some rivals. Alibaba Cloud further cut prices for its Qwen3-Max model by approximately 50% to enhance AI infrastructure accessibility. The company also reported strong Singles' Day sales, with over 34,000 brands on Taobao and Tmall doubling their sales. Alibaba's stock was up 2.55% at $157.70 on November 17, 2025, having gained over 81% year to date. Even seasoned investor Warren Buffett's Berkshire Hathaway has a significant stake in AI, with 27% of its $320 billion portfolio invested in three AI-related companies: Apple, Chubb, and Visa. Apple integrates AI into its popular tech products and plans to use Alphabet's Gemini AI for Siri. Chubb leverages AI for underwriting, claims processing, and fraud detection, reporting a strong 86.6% combined ratio in 2024. Visa also employs AI for fraud detection and is developing new AI tools for online shopping. Other companies like Palantir and Oracle have shown strong earnings in the AI space, though their stocks have recently struggled. AMD is also being highlighted as a less obvious AI stock opportunity. On the investment front, Liberty has introduced a new capital-protected structured investment product for South African investors, linked to the MSCI Global Artificial Intelligence 5% Decrement Index, offering a way to invest in global AI stocks. This week's economic calendar also includes the latest jobs report on Friday and the Consumer Price Index (CPI) on Thursday, which will influence expectations for the Federal Reserve's future interest rate decisions.

Key Takeaways

• Nvidia's upcoming quarterly earnings are a major market focus, with investor caution stemming from concerns about AI stock valuations and potential 'AI overbuilding.'
• Peter Thiel sold nearly $100 million worth of his stake in Nvidia, contributing to current investor apprehension.
• Warren Buffett's Berkshire Hathaway has invested 27% of its $320 billion portfolio in three AI-related companies: Apple, Chubb, and Visa.
• Apple plans to integrate Alphabet's Gemini AI for Siri, while Chubb and Visa utilize AI for critical tasks like fraud detection.
• Samsung Electronics is committing $310 billion to boost its AI chip production, including a new Line 5 plant in South Korea set to begin operations in 2028.
• Alibaba Group's Qwen AI model and significant price cuts for its Qwen3-Max model are driving business growth, complemented by strong Singles' Day sales.
• Analyst Dan Ives views the current market dip as a 'golden buying opportunity' for AI stocks, recommending Amazon, Alphabet, and CoreWeave.
• CoreWeave, an AI infrastructure provider partly owned by Nvidia, saw its 2024 revenue jump 738% to $1.92 billion, with a total revenue backlog exceeding $55 billion.
• Liberty has launched a new capital-protected AI investment product for South African investors, linked to the MSCI Global Artificial Intelligence 5% Decrement Index.
• Companies like AMD, Palantir, and Oracle are also noted in the AI sector, with AMD specifically highlighted as a less obvious AI stock opportunity.

Warren Buffett's Portfolio Holds Three Key AI Stocks

Warren Buffett's Berkshire Hathaway has invested 27% of its $320 billion portfolio in three companies using artificial intelligence. These companies are Apple, Chubb, and Visa. Apple uses AI in its popular tech products. Chubb and Visa both use AI for important tasks like fraud detection. Buffett will retire from his CEO role at the end of 2025.

Buffett's $320 Billion Portfolio Features Three AI Stocks

Warren Buffett's Berkshire Hathaway has invested 27% of its $320 billion portfolio in three AI-related companies. These companies are Apple, Chubb, and Visa. Apple uses AI in its products like real-time text analysis and will use Alphabet's Gemini AI for Siri. Chubb uses AI for underwriting, claims, and fraud detection, showing strong profitability with an 86.6% combined ratio in 2024. Visa uses AI for fraud detection and is developing AI tools for online shopping. Buffett plans to retire as CEO at the end of 2025.

US Stocks Dip Awaiting Nvidia Earnings and Jobs Report

US stocks, including the Dow Jones, S&P 500, and Nasdaq, saw slight drops on Tuesday. Investors are waiting for key economic news and company earnings this week. Nvidia, a major AI chip company, will release its quarterly earnings after market close on Wednesday. The latest jobs report is due on Friday, and the Consumer Price Index (CPI) will be released on Thursday. These reports will help investors understand future decisions on interest rates by the Federal Reserve.

Wall Street Falls as Nvidia Earnings and Fed Minutes Loom

The S&P 500 fell on Monday as concerns grew about AI stock valuations, with Nvidia leading the decline before its earnings report. Billionaire Peter Thiel sold his nearly $100 million stake in Nvidia, adding to investor caution. Other major companies like Target and Walmart will also report earnings this week. Important US economic data, including the September jobs report and Federal Reserve minutes, are expected on Thursday. These reports will influence expectations for the Federal Reserve's December interest rate decision, with chances for a rate cut now lower.

Alibaba Shares Climb on Qwen AI and Strong Sales

Alibaba Group Holding Limited is boosting its business with its Qwen AI model and strong Singles' Day sales. The Qwen AI app, built on Alibaba Cloud's open-source model, gained popularity quickly by offering no subscription fees, unlike rivals. Alibaba Cloud also cut prices for its Qwen3-Max model by about 50% to make AI infrastructure more accessible. During the Singles' Day festival, over 34,000 brands on Taobao and Tmall saw sales double, with many achieving even higher growth. Alibaba's stock was up 2.55% at $157.70 on Thursday, November 17, 2025, with shares gaining over 81% year to date.

Analyst Dan Ives Sees Golden Opportunity in AI Stocks

AI stocks have driven S&P 500 gains, but investors are now hesitant due to concerns about high spending and valuations. Despite strong earnings from companies like Palantir, Oracle, and Nvidia, their stocks have recently struggled. Dan Ives, a top tech analyst at Wedbush, believes this market dip is a "golden buying opportunity" for tech players. He predicts that every dollar invested in AI infrastructure could yield $8 to $10 in future returns. Ives suggests cautious investors focus on established companies like Amazon and Alphabet, while aggressive investors might consider younger AI-focused firms like CoreWeave. He advises maintaining a well-diversified portfolio when investing.

Samsung Invests $310 Billion for AI Chip Dominance

Samsung Electronics plans a massive $310 billion investment to boost its AI chip production and dominance. This investment includes building its Line 5 chip plant in Pyeongtaek, South Korea, which will finish in 2027 and start operations in 2028. The new plant will help meet the growing demand for high-bandwidth memory (HBM) chips, crucial for AI servers. Other South Korean manufacturers, including Hyundai Motors, also announced new domestic investment plans. Samsung's stock has surged nearly 90% this year due to high demand for its memory chips driven by the AI boom.

Nvidia Earnings Expected Amid AI Overbuilding Concerns

Nvidia will release its third-quarter earnings after the market closes on Wednesday, November 21. Investors are closely watching for signs of potential "AI overbuilding" and slowing customer orders. While analysts expect strong revenue and earnings, the focus will be on management's outlook for future demand and inventory. Any indication of a slowdown could impact Nvidia's stock and the wider tech market. Nvidia has seen remarkable stock growth recently, driven by demand for its AI chips.

Liberty Offers New AI Investment for South Africans

Liberty has introduced a new structured investment product for South African investors. This product offers a capital-protected way to invest in global AI stocks. It is linked to the MSCI Global Artificial Intelligence 5% Decrement Index, which tracks companies in the AI industry. This new offering joins Liberty's existing "Structured Global Performer" portfolio. The existing portfolio tracks a mix of the S&P 500 and Euro Stoxx 50 indexes.

Four Unexpected AI Stocks to Consider Buying

The "Investing Insights" podcast discussed the dominance of large AI stocks and suggested four surprising AI stocks to buy. Host Dave Bartosiak covered what to watch for in Nvidia's earnings. New research on companies like AMD, AMAT, and DEO was also presented. The episode aimed to help investors find less obvious opportunities in the growing AI market. Listeners can send questions to Dave for future discussions.

CoreWeave Aims to Be Next Big AI Stock After Nvidia

CoreWeave, an AI infrastructure services provider, is seeing soaring sales and is partly owned by Nvidia. The company, which once mined cryptocurrency, now uses Nvidia's GPUs to handle AI tasks remotely. CoreWeave has rapidly expanded its network to 33 data centers across the US and Europe. In 2024, its revenue jumped 738% to $1.92 billion, with a total revenue backlog over $55 billion. However, CoreWeave is taking on significant debt and facing losses as it expands, with a high debt-to-equity ratio of 7.5. Despite its growth, it is still uncertain if it will become the next "must-own" AI stock like Nvidia.

Sources

• 27% of Warren Buffett's $320 Billion Portfolio Is Invested in 3 Artificial Intelligence (AI) Stocks
• 27% of Warren Buffett's $320 Billion Portfolio Is Invested in 3 Artificial Intelligence (AI) Stocks
• Stock market today: Dow, Nasdaq, S&P 500 slip as investors look ahead to Nvidia earnings, jobs report
• Wall St futures muted amid waning rate cut bets; Nvidia earnings in focus By Investing.com
• Alibaba Unlocks New Value With Qwen AI Push, Singles' Day Sales Surge And Shares Climb - Alibaba Gr Hldgs (NYSE:BABA)
• Should You Buy the Dip in AI Stocks? Dan Ives Thinks So.
• Samsung Plans $310B Investment to Supercharge Its Home-Grown AI Dominance
• Nvidia to report Q3 earnings amid investor concerns of AI overbuilding
• Liberty adds product tracking AI index to structured investment portfolio
• 4 Surprising AI Stocks to Buy
• Is CoreWeave the Next Must-Own Artificial Intelligence Stock After Nvidia?