nvidia, amd and microsoft Updates

Concerns are emerging regarding the sustainability of the current AI stock market boom, with CNBC's Jim Cramer warning on November 14, 2025, that the 'mania' might be slowing down. He points to increased insider selling by tech executives and SoftBank's complete divestment from Nvidia as troubling signs, drawing parallels to the dot-com bubble. While large, profitable tech companies investing in AI might offer some protection, Cramer suggests many speculative AI bets could face corrections. Amidst this market sentiment, the AI hardware landscape is intensifying. Qualcomm is making a significant move into the AI chip market with its new AI 200 and AI 250 chips, designed for efficient AI inference in data centers and edge devices. This strategy directly challenges established players like Nvidia, which primarily focuses on AI training, and AMD, aiming to bring advanced AI to billions of devices. Meanwhile, Microsoft is deepening its strategic partnership with OpenAI, licensing custom hardware designs to accelerate its own AI chip development, including its Maia accelerators. CEO Satya Nadella confirmed this agreement, which extends through 2032 and grants Microsoft access to OpenAI's chip research until 2030, aiming to control long-term AI infrastructure costs and avoid hardware lock-in. However, not all AI strategies are receiving praise. Analyst Dan Ives from Wedbush Securities criticized Oracle's AI investment as 'irresponsible,' arguing that the company is betting on future AI demand without sufficient existing customer commitments, unlike Microsoft and Google, which benefit from 'healthy' customer-led demand. Ives warned this approach could lead to 'very low margins' if demand doesn't materialize, despite Oracle's deal with OpenAI. Beyond hardware and corporate strategy, AI's impact is being felt across various sectors. Thirty-year-old eBay is experiencing a resurgence, with CEO Jamie Iannone attributing recent growth to AI integration. The platform's vast data trains its AI models, enabling new tools like a 'magical listing' feature that generates product descriptions from photos and an AI assistant for sellers. These innovations contributed to a 10% growth in gross merchandise volume and a 9% increase in revenue in the recent quarter. In the entertainment industry, actor Morgan Freeman spoke out on November 13, 2025, against the unauthorized use of his voice by AI, with his lawyers actively addressing 'quite a few' such cases. SAG-AFTRA echoed these concerns, highlighting how AI-generated characters using 'stolen performances' threaten actors' livelihoods. Regulators are also stepping in, as the Monetary Authority of Singapore (MAS) proposed new rules on November 14, 2025, for financial institutions to manage risks associated with Generative AI, building on a 2024 review. For marketers, a November 14, 2025, update emphasized the importance of unified data for targeting, building internal evaluations for AI tools, recognizing AI-sourced visitors as a new acquisition channel, and addressing brand-safety risks from synthetic media. Even law firms are grappling with AI, with some experts suggesting they should prioritize human wisdom, culture, and client relationships over simply adopting proprietary AI models, as human judgment remains their true strategic advantage.

Key Takeaways

• Jim Cramer warned on November 14, 2025, that the AI stock market frenzy might be ending, citing increased insider selling and SoftBank's divestment from Nvidia.
• Qualcomm is entering the AI chip market with its AI 200 and AI 250 chips, aiming to challenge Nvidia and AMD by focusing on efficient AI inference for data centers and edge devices.
• Microsoft is licensing custom hardware designs from OpenAI, deepening their partnership through 2032 and gaining access to OpenAI's chip research until 2030 to accelerate its own AI chip development like Maia.
• Analyst Dan Ives criticized Oracle's AI strategy as an 'irresponsible investment' due to a perceived lack of existing customer commitments compared to Microsoft and Google.
• eBay, under CEO Jamie Iannone, leveraged AI tools like 'magical listing' and an AI assistant to achieve a 10% growth in gross merchandise volume and a 9% increase in revenue.
• Morgan Freeman is actively fighting the unauthorized use of his voice by AI, highlighting growing concerns over synthetic media and 'stolen performances.'
• The Monetary Authority of Singapore (MAS) proposed new guidelines on November 14, 2025, for financial institutions to manage risks associated with Generative AI.
• Marketers are advised to focus on unified data for targeting, build internal evaluations for AI tools, and address brand-safety risks from synthetic media.
• Law firms are encouraged to prioritize human wisdom, culture, and client relationships, as these are considered their true strategic advantage over AI tools.

Jim Cramer warns AI stock frenzy may be ending

Jim Cramer from CNBC is concerned about the tech sector, especially AI stocks. He sees insider selling in some companies, which reminds him of the dotcom bubble 25 years ago. Cramer believes the AI "mania" might be starting to slow down, especially for speculative companies that lose money. However, he notes that large, profitable tech companies investing in AI could help protect the sector from a full collapse like in 2000.

Jim Cramer warns AI bubble may be deflating

On November 14 2025, Jim Cramer from CNBC warned that the AI boom might be slowing down. He pointed to increased insider selling by tech executives, comparing it to the dot-com bubble. Cramer mentioned SoftBank selling its entire stake in Nvidia as a concern. He believes that while some AI companies are strong, many speculative bets could face corrections.

Qualcomm challenges Nvidia and AMD with new AI chips

Qualcomm, known for mobile and auto chips, is now entering the AI chip market with its new AI 200 and AI 250 chips. These chips are designed for AI inference in data centers and edge devices like phones and cars. Unlike Nvidia's GPUs, which focus on AI training, Qualcomm's chips prioritize low power use and high efficiency. This strategy aims to bring advanced AI to billions of devices and offer cost-effective solutions for data centers. Qualcomm hopes this move will transform its growth and make it a major player in the AI hardware race.

Morgan Freeman fights unauthorized AI voice use

On November 13 2025, actor Morgan Freeman spoke out against the unauthorized use of his voice by AI. He stated that his lawyers have been very busy dealing with "quite a few" cases of his voice being used without permission. SAG-AFTRA also commented, explaining that AI-generated characters like "Tilly Norwood" use stolen performances. They believe this practice threatens actors' jobs and devalues human artistry.

Analyst calls Oracle's AI strategy irresponsible

Dan Ives, an analyst at Wedbush Securities, criticized Oracle Corp.'s AI strategy, calling it an "irresponsible investment." He believes Oracle is betting on future AI demand without enough existing customer commitments, unlike Microsoft and Google, who have "healthy" customer-led demand. Ives warned that Oracle's approach could lead to "very low margins" and be a "bad business" if demand does not meet expectations. While Oracle has a deal with OpenAI, Ives suggests it needs more broad, profitable customer contracts to justify its large investments in AI infrastructure.

Weekly AI news update for marketers November 14 2025

This AI update from November 14 2025 highlights several key developments important for marketers. It discusses how unified data improves targeting and how marketers should build internal evaluations for AI tools. The update also covers the rise of AI-sourced visitors as a new acquisition channel and the growing brand-safety risks from synthetic media. Other topics include the impact of unified AI search, new reasoning models, and the importance of voice licensing and Microsoft's independent AI stack.

eBay uses AI to boost sales and growth

Thirty-year-old eBay is making a comeback by using artificial intelligence to improve its platform for buyers and sellers. CEO Jamie Iannone says eBay's vast data from decades of listings helps train its AI models. New AI tools include a "magical listing" feature that automatically writes product descriptions from photos and an AI assistant for sellers to answer buyer questions. These efforts aim to encourage more people to sell unused items, which helped eBay's gross merchandise volume grow 10% and revenue increase 9% in the recent quarter.

Singapore proposes AI rules for finance industry

On November 14 2025, the Monetary Authority of Singapore (MAS) suggested new rules for using AI in the finance industry. These guidelines aim to help financial institutions manage risks as Generative AI becomes more common. The MAS wants to ensure firms oversee AI systems properly, set up internal risk frameworks, and use AI responsibly. These proposed rules build on a 2024 review of AI use in the sector.

Law firms must focus on wisdom not just AI

Many law firms are rushing to adopt AI, but this article argues they might be solving the wrong problem. Instead of trying to outcompete Silicon Valley with proprietary AI models, firms should focus on maintaining a healthy culture and strong relationships with clients and partners. The real threat of AI is losing these connections, not losing jobs to technology. AI can be a "great equalizer," allowing firms of all sizes to compete efficiently. The article stresses that a firm's true strategic advantage lies in its wisdom and human judgment, which AI tools lack.

Microsoft licenses OpenAI chip designs for AI

Microsoft is speeding up its AI chip development by licensing custom hardware designs from OpenAI. CEO Satya Nadella confirmed this move, which deepens their partnership through 2032 and aims to create a fully integrated hardware and software system. This agreement gives Microsoft access to OpenAI's chip research until 2030, helping it build its own AI accelerators like Maia faster. Nadella explained this strategy allows Microsoft to control long-term AI infrastructure costs and avoid being locked into older hardware generations.

Sources

• Jim Cramer worries about tech insider selling, says AI 'mania' could be 'starting to unwind'
• Cramer’s AI Warning: Insider Sales Hint at Tech Bubble’s Slow Deflation
• Qualcomm vs. Nvidia and AMD: The Next Big AI Stock?
• Morgan Freeman Slams Unauthorized AI Voice Use, Says His Lawyers Are “Busy”
• Top Analyst Says Oracle's 'Irresponsible' AI Bet Differs From 'Healthy' Microsoft And Google Demand: A 'Bad Business' With 'Very Low Margins'
• AI Update, November 14, 2025: AI News and Views From the Past Week
• How 30-year-old eBay is making a comeback thanks to AI
• MAS proposes guidelines for responsible AI use in finance
• The AI Trap- Is Your Firm Solving the Wrong Problem?
• Microsoft Accelerates AI Chip Strategy by Licensing OpenAI’s Custom Hardware IP