nvidia, palantir and amazon Updates

The US stock market experienced one of its most significant downturns since April on Thursday, November 13, 2025, largely driven by a continued slide in AI stocks and persistent worries about the Federal Reserve's interest rate policy. The S&P 500 dropped 1.7%, the Dow Jones Industrial Average fell 797 points, and the Nasdaq composite lost 2.3%. Key AI players saw substantial declines, with Nvidia's stock falling between 3.6% and 4.2%, Palantir Technologies down 6.5%, Super Micro Computer losing 7.4%, and Broadcom dropping 4.3%. These drops come as investors question the high valuations of some AI companies, even as Palantir had seen a 174% rise earlier in the year. Adding to market jitters, Boston Fed President Susan Collins suggested keeping rates steady, dampening hopes for a December rate cut. Separately, C3.ai's Executive Chairman, Thomas M. Siebel, sold 543,706 shares of Class A Common Stock on November 11, 2025, at a weighted-average price of $15.24. Amidst this volatility, Amazon stands out as a recommended long-term AI investment, with its AI business already valued at $132 billion and Amazon Web Services (AWS) sales growing 20% in the third quarter, largely due to AI interest. Amazon's diverse e-commerce and cloud operations position it as a more stable option compared to pure-play AI firms. In a major development, OpenAI has reportedly spent over $12 billion on inference with Microsoft since 2024. Internal Microsoft documents suggest OpenAI's expenses are very high, and Microsoft's share of OpenAI's revenue in the first half of 2025 was $454.7 million, implying total sales for OpenAI around $2.27 billion, a figure that appears lower than other reported revenues and previous statements from CEO Sam Altman. Meanwhile, OpenAI's competitor Anthropic announced a substantial $4 billion deal with Amazon Web Services to build new data centers. The broader AI sector continues to see significant activity and investment. AMD's stock has surged 114.6% year-to-date, fueled by strong semiconductor demand and its expansion into AI markets, with its new MI300X accelerator competing directly with Nvidia's H100. Japanese chipmakers are also experiencing robust, AI-driven earnings, with over three-quarters of companies in the MSCI Japan Information Technology Index beating estimates and overall profit for the index rising 35%. On the innovation front, FMC, a semiconductor company, secured €100 million to develop new, more sustainable and energy-efficient DRAM+ and 3D-CACHE+ memory chips for AI, aiming to improve system efficiency and processing speed by over 100%. Funding for AI startups remains strong, with Helsinki-based Vendep Capital raising €80 million for its Fund IV to invest in 20 early-stage B2B SaaS companies, and Dealism securing US$15 million in angel funding for its AI-driven sales agent that uses "Vibe Selling" to enhance sales communication. Despite the excitement around AI, some fund managers, like Sean Peche of Ranmore, suggest investors consider underrated UK stocks outside the "Magnificent 7" AI companies to mitigate potential bubble concerns.

Key Takeaways

• The US stock market experienced one of its worst days since April on November 13, 2025, with the S&P 500 dropping 1.7% and the Nasdaq composite losing 2.3%, primarily due to falling AI stocks and concerns over Federal Reserve interest rate policy.
• Nvidia's stock fell between 3.6% and 4.2%, and Palantir Technologies dropped 6.5% on November 13, 2025, amidst investor concerns about high valuations for AI companies.
• Amazon is recommended as a top AI stock for long-term growth, with its AI business valued at $132 billion and Amazon Web Services (AWS) sales growing 20% in Q3 due to AI interest.
• OpenAI has spent over $12 billion on inference with Microsoft since 2024; Microsoft's share of OpenAI's revenue in H1 2025 was $454.7 million, implying OpenAI's total sales were approximately $2.27 billion, a figure potentially lower than other reports.
• Anthropic secured a $4 billion deal with Amazon Web Services to develop new data centers.
• AMD stock surged 114.6% year-to-date, driven by strong AI demand and its MI300X accelerator competing with Nvidia's H100.
• Japanese chipmakers reported stronger-than-expected earnings, with the MSCI Japan Information Technology Index seeing a 35% profit rise, largely due to robust AI-related demand.
• FMC raised €100 million to develop new DRAM+ and 3D-CACHE+ memory chips for AI, which use hafnium oxide for improved sustainability, speed, and energy efficiency, aiming to boost system efficiency by over 100%.
• Vendep Capital secured €80 million for its Fund IV, planning to invest in 20 early-stage B2B SaaS AI startups across the Nordics and Baltics.
• Dealism raised US$15 million in angel funding for its AI-driven sales agent, which utilizes "Vibe Selling" to enhance sales communication and strategic follow-ups.

Wall Street Sees Big Drop Due to AI Stocks and Rate Fears

The US stock market experienced one of its worst days since April on Thursday, November 13, 2025, as AI stocks like Nvidia continued to fall. The S&P 500 sank 1.7%, the Dow Jones Industrial Average dropped 797 points, and the Nasdaq composite lost 2.3%. Nvidia fell 3.6%, with Super Micro Computer down 7.4%, Palantir Technologies down 6.5%, and Broadcom down 4.3%. Investors are also worried that the Federal Reserve may not cut interest rates in December, especially after Boston Fed President Susan Collins suggested keeping rates steady. The Walt Disney Co. fell 7.7%, while Cisco Systems jumped 4.6% and Berkshire Hathaway rose 2.1%.

Wall Street Falls as AI Stocks and Rate Cut Hopes Fade

The US stock market experienced one of its worst days in a month as AI stocks, led by Nvidia, continued to fall. The S&P 500 dropped 1.5%, with companies like Palantir Technologies seeing a 174% rise earlier this year now facing questions about their high valuations. Investors are also concerned that the Federal Reserve may not cut interest rates in December, as Boston Fed President Susan Collins suggested keeping rates steady. The Walt Disney Co. stock fell, while Cisco Systems saw a 4.9% jump. Treasury yields also rose, putting pressure on stock prices.

US Stocks Drop Amid AI Worries and Rate Cut Doubts

The US stock market had one of its worst days since April on Thursday, November 13, 2025, as AI stocks like Nvidia continued to fall due to concerns about their high prices. The S&P 500 dropped 1.7%, the Dow Jones Industrial Average lost 1.7%, and the Nasdaq composite fell 2.3%. Nvidia's stock declined 3.6%, and other AI companies like Super Micro Computer and Palantir Technologies also saw significant drops. Traders are also worried that the Federal Reserve might not cut interest rates in December, especially after comments from Boston Fed President Susan Collins. The Walt Disney Co. stock fell 7.7%, but Cisco Systems gained 4.6%.

Wall Street Sees Big Drop Due to AI Stocks and Rate Fears

The stock market experienced one of its worst days since April on Thursday, November 13, 2025, as AI stocks like Nvidia continued to decline. The S&P 500 fell 1.7%, the Dow Jones Industrial Average dropped 797 points, and the Nasdaq composite lost 2.3%. Nvidia's stock dropped 3.6%, with other AI companies like Super Micro Computer and Palantir Technologies also seeing significant losses. Investors are also concerned that the Federal Reserve may not cut interest rates in December, following comments from Boston Fed President Susan Collins. The Walt Disney Co. fell 7.7%, while Cisco Systems rose 4.6% and Berkshire Hathaway gained 2.1%.

AI Stock Concerns Drive Wall Street to Big Losses

The US stock market faced one of its toughest days since April on Thursday, November 13, 2025, as AI stocks like Nvidia continued to fall. The S&P 500 dropped 1.7%, the Dow Jones Industrial Average lost 1.6%, and the Nasdaq composite was down 2.4%. Nvidia's stock fell 4.2%, and other AI companies such as Super Micro Computer and Palantir Technologies also saw significant declines. Investors are also worried that the Federal Reserve might not cut interest rates in December, especially after comments from Boston Fed President Susan Collins. The Walt Disney Co. fell 8.1%, but Cisco Systems gained 4.2%.

Amazon Recommended as Top AI Stock for Next Decade

Amazon is recommended as a leading AI stock that should remain stable and grow over the next 10 years. The company has significant opportunities in artificial intelligence, already generating billions of dollars. Amazon Web Services (AWS) saw its sales grow 20% in the third quarter, largely due to interest in AI. Its large e-commerce and cloud businesses make it a safer investment compared to companies focused only on AI. Amazon's AI business is already valued at $132 billion.

Amazon Named a Top AI Stock for Long-Term Growth

Amazon (NASDAQ: AMZN) is highlighted as a top AI company expected to be stable and grow over the next 10 years. The company has significant opportunities in artificial intelligence, which already brings in billions. Amazon Web Services (AWS) sales grew 20% in the third quarter, boosted by AI interest. Amazon's large e-commerce and cloud businesses make it a safer investment than companies focused solely on AI. Its AI business is already valued at $132 billion.

Fund Manager Recommends Underrated UK Stocks Beyond AI

Sean Peche, a portfolio manager at Ranmore, suggests investors look at underrated UK stocks to avoid concerns about an AI stock bubble. He notes that the "Magnificent 7" AI stocks are up 23.5% this year, but there are other opportunities. Peche is positive about the travel sector and recommends specific UK companies. These include EasyJet, which saw third-quarter profits rise to £286 million, and Greggs, a bakery chain with strong growth prospects despite a 44.7% share drop this year. He also likes Diageo, the maker of Guinness, which offers a 4.5% dividend yield.

Report Shows OpenAI Spent Billions with Microsoft

A new report reveals that OpenAI has spent over $12 billion on inference with Microsoft since 2024, raising questions about its financial health. These internal Microsoft documents suggest OpenAI's expenses are very high and its revenue might be lower than previously thought. For example, Microsoft's share of OpenAI's revenue in the first half of 2025 was $454.7 million, implying OpenAI's total sales were about $2.27 billion. This figure is less than other reported revenues and conflicts with CEO Sam Altman's earlier statements. Meanwhile, OpenAI's competitor Anthropic announced a $4 billion deal with Amazon Web Services to build new data centers.

C3.ai Executive Sells Over Half Million Shares

On November 11, 2025, C3.ai's Executive Chairman, Thomas M. Siebel, who is also a Director and 10% Owner, sold 543,706 shares of Class A Common Stock. This sale happened under a pre-arranged Rule 10b5-1 trading plan set up on September 20, 2024. The shares were sold at a weighted-average price of $15.24. After this transaction, Siebel still holds a significant number of shares indirectly through various trusts and related entities.

Vendep Capital Raises €80 Million for AI SaaS Startups

Helsinki-based Vendep Capital has secured €80 million for its new Fund IV, aimed at investing in the next generation of AI-era SaaS startups. This funding comes from major Nordic and European investors, including Tesi and Pension Insurance Company Elo. Vendep Capital, which has managed almost €200 million since 2013, plans to invest in 20 early-stage B2B SaaS companies across the Nordics and Baltics. The firm believes SaaS remains crucial for delivering and making money from AI products. They will offer initial investments from €0.1 million to €3 million and provide more funding later to help companies grow globally.

Dealism Secures $15 Million for AI Sales Agent

Dealism, a new AI-driven sales agent, has raised US$15 million in an angel funding round. The investment was led by GL Ventures, with support from HSG, Linear Capital, and other angel investors. This funding will help Dealism expand its product, enter global markets, and continue to innovate in sales intelligence. Founded by Leo Huan, Dealism uses "Vibe Selling" to understand customer psychology, intent, and emotion, aiming to make sales communication more persuasive and human-like. The platform helps businesses engage leads, respond to hesitation, and follow up strategically without needing complex setup.

FMC Raises €100 Million for New AI Memory Chips

FMC, a semiconductor company, has raised €100 million to develop a new class of memory chips for the AI era. This funding includes €77 million from its Series C round and €23 million from public funds. FMC's new DRAM+ and 3D-CACHE+ chips use hafnium oxide, making them more sustainable, faster, and energy-efficient. CEO Thomas Rückes explains these chips significantly reduce the power needed by AI data centers, which is crucial as energy efficiency becomes a key factor for AI. The technology can improve system efficiency and processing speed for AI applications by over 100%. FMC plans to commercialize these chips globally with leading manufacturers.

AMD Stock Surges on AI Growth and Partnerships

Advanced Micro Devices (AMD) stock has seen a significant surge, rising 114.6% year-to-date, driven by strong demand for semiconductors and its expansion into AI markets. AMD's new MI300X accelerator is competing with Nvidia's H100, and partnerships with major cloud providers are boosting its AI strategy. The company's financial results have consistently surpassed expectations, leading to projections of continued growth in 2025. However, investors are questioning if the stock's current high valuation is sustainable given competition from Nvidia and Intel. Key factors to watch include AMD's AI chip market share and data center revenue growth.

Japanese Chipmakers See Strong AI-Driven Earnings

Japan's tech sector reported stronger-than-expected earnings, largely due to high demand for artificial intelligence. Chipmakers and equipment suppliers raised their forecasts, with over three-quarters of companies in the MSCI Japan Information Technology Index beating estimates. Overall profit for the index rose 35%. Companies like Advantest and Tokyo Electron saw significant stock jumps and boosted their full-year guidance, driven by robust AI-related demand. While AI is boosting profits across various chip types, suppliers to the automotive industry continue to struggle. The Japanese government is also supporting the tech sector with sustained AI investments.

Sources

• US stocks drop as Nvidia and AI superstars keep weakening
• Nvidia drags Wall Street toward its worst day in a month as AI superstars keep weakening
• The U.S. stock market falls as Nvidia and AI stars keep weakening
• Wall Street drops to one of its worst days since April on worries about AI stocks and interest rates
• Worries about AI stocks and interest rates send Wall Street toward one of its worst days since April
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• FMC raises €100M as it unveils new class of memory chips for the AI era
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