nvidia, amd and amazon Updates

The artificial intelligence market continues to draw significant attention and investment, even as some prominent figures like Michael Burry warn of a potential AI bubble reminiscent of the late 1990s tech boom. Burry, known for predicting the 2008 housing crash, launched his "Cassandra Unchained" newsletter to detail these concerns, drawing parallels between Federal Reserve Chair Jerome Powell's comments on profitable AI companies and Alan Greenspan's past dismissal of a housing bubble. In contrast, Raymond James analyst Simon Leopold views the AI market as a genuine growth driver, not a bubble, recommending both Nvidia and Advanced Micro Devices (AMD) as strong buys, with Nvidia currently holding the stronger position in AI chips. Investment in AI applications remains robust. AI startup Model ML, for instance, secured $75 million on November 24, 2025, from investors including Coatue Management, Tiger Global, FT Partners, and Y Combinator. Founded by brothers Chaz and Arnie Englander, Model ML aims to automate repetitive tasks for investment bankers, such as creating pitch decks, due-diligence reports, and drafting investment memos using agentic AI technology. The company, with 45 employees, plans to expand its teams in San Francisco, New York, London, and Hong Kong. In the defense sector, BigBear.ai saw its stock jump 11.3 percent after announcing a $50 million contract with the U.S. Department of Defense to develop a new AI platform for military operations, expected to be completed within two years. The demand for AI infrastructure is also shaping the cloud computing landscape. Amazon Web Services' AI service, Bedrock, experienced significant capacity problems this summer, leading to tens of millions of dollars in lost or delayed revenue and prompting customers like Epic Games to move a $10 million Fortnite project to Google Cloud. Amazon CEO Andy Jassy confirmed that expanding data center capacity is a top priority, with plans to double power capacity by 2027. Meanwhile, Google Cloud is benefiting from increased demand, bolstered by its long-standing partnership with Broadcom. Broadcom, whose stock surged 60 percent this year, is a key supplier of specialized ASICs, helping design and manufacture Google's in-house Tensor Processing Units (TPUs). Accenture also expanded its AI and cloud partnerships on November 11, 2025, collaborating with Apptio and Microsoft to help clients like PPL Corporation and Essity manage technology finances and leverage advanced AI tools. Nvidia continues to dominate the AI chip market, with its high-capacity GPU chips driving sales and a market capitalization reaching $4.34 trillion. CEO Jensen Huang reported "off the charts" Blackwell sales and sold-out cloud GPUs, with Nvidia's fiscal 3Q26 revenue hitting a record $57 billion, nearly 90 percent of which came from its data center segment. Despite this strong performance, recent market changes have caused a sell-off in tech stocks, impacting major AI companies like Nvidia and Palantir Technologies (PLTR), which have fallen below important financial averages. In contrast, gold stocks, such as Kinross Gold, have performed relatively well during this period. Beyond traditional tech giants, agentic AI is finding diverse applications. On November 24, 2025, Forethought Co-founder and President Deon Nicholas stated that his company's agentic AI technology has generated $1 billion in returns for customers by lowering costs, resolving issues faster, and improving customer retention. The crypto market is also seeing a surge in new projects focusing on agentic AI for DeFi trading, alongside innovations in modular L2s for trading and programmable datachains, with upcoming Initial Coin Offerings and airdrops scheduled between November 24 and December 2.

Key Takeaways

• Model ML raised $75 million on November 24, 2025, from investors including Coatue Management and Tiger Global, to automate investment banking tasks with agentic AI.
• BigBear.ai secured a $50 million contract with the U.S. Department of Defense to develop an AI platform for military operations, causing its stock to jump 11.3 percent.
• Amazon Web Services' AI service, Bedrock, faced significant capacity issues this summer, leading to tens of millions in lost revenue and prompting customers like Epic Games to move a $10 million project to Google Cloud.
• Amazon CEO Andy Jassy prioritizes data center expansion, planning to double power capacity by 2027 to address AI service demand.
• Broadcom's stock surged 60 percent this year, driven by its partnership with Google (Alphabet) as a key supplier of ASICs for Google's Tensor Processing Units (TPUs).
• Nvidia remains a top AI chip stock, with its market cap reaching $4.34 trillion and fiscal 3Q26 revenue hitting a record $57 billion, largely from data center GPUs.
• Despite Nvidia's strong performance, recent market shifts saw AI stocks like Nvidia and Palantir Technologies (PLTR) dip, while gold stocks like Kinross Gold performed well.
• Accenture expanded partnerships with Apptio and Microsoft on November 11, 2025, to enhance clients' technology finance management and AI/cloud tool utilization.
• Michael Burry launched a Substack newsletter, "Cassandra Unchained," to warn about a potential AI market bubble, comparing it to the late 1990s tech boom.
• Forethought's agentic AI technology generated $1 billion in returns for customers by lowering costs and improving customer retention, as stated by Co-founder Deon Nicholas on November 24, 2025.

Model ML raises $75 million to automate banker tasks

AI startup Model ML raised $75 million from investors like Coatue Management and Tiger Global. The company aims to create technology that automates repetitive tasks for investment bankers, such as making pitch decks and due-diligence reports. CEO Chaz Englander, who founded Model ML with his brother Arnie, said the technology will speed up work for Wall Streeters. The firm has 45 employees and will use the funds to expand its onboarding teams in San Francisco, New York, London, and Hong Kong, and hire more AI engineers. Banking veterans like David Solomon and James Gorman are helping the firm build these tools.

Model ML secures $75 million for AI banking tools

AI startup Model ML raised $75 million on November 24, 2025, to automate tasks for investment bankers. Investors like FT Partners and Y Combinator supported the funding. The company's agentic AI technology helps bankers with grunt work, such as creating pitch decks and due-diligence reports, and can draft investment memos from emails. CEO Chaz Englander, 33, co-founded Model ML with his brother Arnie, 28. The firm has 45 employees and plans to use the funds to expand its teams in San Francisco, New York, London, and Hong Kong, and hire more AI engineers.

BigBear.ai stock jumps 11 percent on new defense contract

BigBear.ai stock (NYSE:BBAI) rose 11.3 percent on Friday. This increase happened after the company announced a new contract with the U.S. Department of Defense. BigBear.ai will develop a new artificial intelligence platform to support military operations. The contract is worth $50 million and should be finished within two years.

New crypto projects focus on AI and trading in November

On November 24, 2025, the crypto market highlighted new projects and top coins focusing on execution layers, agentic AI, DeFi trading, and consumer payments. Upcoming Initial Coin Offerings include Reya Network, Makina, Tea-REX, Irys, and Sparkle, with sales and airdrops happening between November 24 and December 2. These projects feature innovations like modular L2 for trading, AI agents for DeFi, and programmable datachains. Bitcoin Cash, Pi, and MYX were among the top-performing coins this week. The market shows strong interest in faster transaction speeds, automated AI strategies, and easy digital payments.

Amazon AI service Bedrock loses customers due to capacity issues

Amazon Web Services' AI service, Bedrock, faced major capacity problems this summer, causing some customers to switch to rivals like Google Cloud. These issues led to tens of millions of dollars in lost or delayed revenue. For example, Epic Games moved a $10 million Fortnite project to Google Cloud, and other companies like Vitol, Atlassian, and GovTech Singapore experienced delays. Amazon stated that Bedrock is growing quickly and AWS is adding more capacity to meet demand. CEO Jassy confirmed that expanding data center capacity is a top priority, with plans to double power capacity by 2027.

Accenture expands AI and cloud partnerships for clients

On November 11, 2025, Accenture announced new partnerships with Apptio and Microsoft. These collaborations will help clients like PPL Corporation and Essity improve how they manage technology finances and use advanced AI and cloud tools. This move shows Accenture's dedication to integrated technology solutions, which are important for future growth. However, the company still faces challenges like margin pressure from costs and competition. Accenture expects to reach $81.5 billion in revenue and $10.0 billion in earnings by 2028.

Michael Burry launches newsletter sharing AI bubble warnings

Michael Burry, the investor known for predicting the 2008 housing crash, launched a new Substack newsletter called "Cassandra Unchained." After closing his hedge fund, Burry will use the $379 annual newsletter to explain his concerns about an AI market bubble. He believes the current market is similar to the late 1990s tech boom, where investors ignore profitability and fund massive spending. Burry compared Federal Reserve Chair Jerome Powell's recent comments on profitable AI companies to Alan Greenspan's dismissal of a housing bubble in 2005.

Raymond James names Nvidia top AI chip stock

Raymond James analyst Simon Leopold believes the AI market is a real growth driver, not a bubble, and recommends both Nvidia and Advanced Micro Devices (AMD) as strong buys. Leopold considers Nvidia the stronger AI chip stock right now. Nvidia, known for its high-capacity GPU chips, has seen its sales and stock price soar, reaching a $4.34 trillion market cap. CEO Jensen Huang reported "off the charts" Blackwell sales and sold-out cloud GPUs. In fiscal 3Q26, Nvidia's revenue hit a record $57 billion, with data center revenue making up almost 90 percent of that total.

Gold stock Kinross shines as AI stocks like Nvidia dip

Recent market changes have caused a sell-off in tech stocks, impacting major artificial intelligence companies. AI stocks such as Nvidia (NVDA) and Palantir Technologies (PLTR) have fallen below important financial averages. In contrast, gold stocks have performed relatively well during this period. Kinross Gold (KGC) is highlighted as a company whose shares are bouncing back and remain on the Investor's Business Daily Leaderboard.

Broadcom and Alphabet surge in AI chip market

Broadcom's stock has surged 60 percent this year, with its best day since April 9, as it joins Alphabet in the AI rally. Broadcom is a key supplier of specialized chips called ASICs, which it helps design and make for Google's in-house AI chips, Tensor Processing Units (TPUs). Analysts are very positive about Broadcom's future, with Melius Research raising its price target to $475 and Jefferies naming it a top pick with a $480 target. They believe the long-standing partnership with Google on custom ASICs is reaching a crucial growth point, driving significant AI revenues for Broadcom and growth for Google Cloud.

Forethought leader says AI boosts customer profits

On November 24, 2025, Deon Nicholas, Co-founder and President of Forethought, stated that his company's agentic AI technology has generated $1 billion in returns for customers. This success comes from helping businesses lower costs, resolve issues faster, and keep more customers. Nicholas shared this information during an interview on "The Close."

Sources

• AI Startup Raises $75 Million to Take Junior Bankers’ Grunt Work
• AI startup raises $75 million to take junior bankers' grunt work
• BigBear.ai (NYSE:BBAI) Trading 11.3% Higher
• ICOs & Top Coins: Execution L1/L2, Agentic AI, DeFi Trading Rails, Consumer Payments
• Amazon's AI capacity crunch and performance issues pushed customers to rivals including Google
• Did Expanded AI and Cloud Partnerships Just Shift Accenture's (ACN) Investment Narrative?
• Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge fund
• Nvidia or AMD: Raymond James Selects the Stronger AI Chip Stock to Buy Now
• As AI Stocks Like Nvidia Get Tarnished, This Gem Looks To Shine
• Broadcom is joining Alphabet in the AI rally. Why investors are jumping in
• Forethought's Deon Nicholas: Agentic AI drives ROI