nvidia, palantir and amd Updates

Michael Burry, renowned for his 2008 housing crisis prediction, expresses skepticism about the current valuation of many artificial intelligence stocks. He has taken short positions against major players like Nvidia and Palantir Technologies, citing concerns over Nvidia's sustainability due to increasing competition from companies such as AMD and Intel, a maturing market, and potential regulatory checks. Burry also labels Tesla as "ridiculously overvalued" based on its high price-to-sales ratio, suggesting some large tech firms might be inflating profits by depreciating AI hardware too slowly. In contrast to Burry's bearish outlook, Wedbush has raised its price target for Apple's stock from $320 to $350, maintaining an Outperform rating. The firm anticipates Apple will fully embrace the AI Revolution by 2026, with strong iPhone 17 sales, particularly in China, exceeding expectations. Apple plans to announce a partnership with Google Gemini in early 2026, and Amar Subramanya will lead Machine Learning and AI Strategy. Wedbush believes AI features could add $75 to $100 per share to Apple's value. The AI sector continues to see significant investment and innovation. A new startup, Unconventional AI, founded just two months ago by Naveen Rao, has achieved a $4.5 billion valuation in its initial funding round. This company aims to develop energy-efficient AI computers inspired by biological systems. Additionally, Phoebe Gates' AI shopping startup, Phia, secured $30 million in new funding, valuing the company at $180 million, with support from Bill Gates. Another AI shopping startup, Onton, raised $7.5 million, bringing its total investment to approximately $10 million, planning to expand its neuro-symbolic AI platform beyond furniture. Major tech companies are also deepening their commitment to AI. Bank of America highlights that Amazon's increased focus on AI will benefit several hardware companies, including Nvidia, Astera Labs, AMD, Marvell Technology, and Credo Technology. Amazon and Nvidia have announced a multi-year partnership leveraging Nvidia's NVLink Fusion technology for AI chip communication, with AMD also expecting numerous large AI projects. Oracle is gaining investor interest due to its growing AI cloud orders and a significant partnership with OpenAI, with its stock seeing an 8.28 percent return in seven days and a 31.05 percent gain this year. AI's impact is also evident in sales and security. Salesforce reported a record-breaking Cyber Week, where AI agents directly drove $67 billion in global sales, contributing to a 7 percent increase from the previous year. Retailers utilizing Salesforce's Agentforce 360 experienced 32 percent faster sales growth. In cybersecurity, S&P Global Ratings upgraded Tenable Holdings' rating, acknowledging its steady revenue growth and enhanced capabilities in operational technology and AI security, partly due to its acquisition of Vulcan Cyber. Tenable reported US$252.44 million in revenue for Q3 2025 and projects $1.2 billion in revenue by 2028.

Key Takeaways

• Michael Burry has taken short positions against Nvidia and Palantir Technologies, viewing many AI stocks, including Tesla, as overvalued.
• Wedbush raised Apple's stock price target to $350, expecting Apple to fully integrate AI by 2026 and announce a Google Gemini partnership.
• A new startup, Unconventional AI, achieved a $4.5 billion valuation in its first funding round for energy-efficient AI computers.
• Phoebe Gates' AI shopping startup, Phia, secured $30 million in funding, valuing the company at $180 million.
• Amazon's AI initiatives are expected to boost chip stocks, with Bank of America naming Nvidia, Astera Labs, AMD, Marvell Technology, and Credo Technology as key beneficiaries.
• Oracle is gaining momentum from increasing AI cloud orders and a partnership with OpenAI, with its stock up 31.05% this year.
• Salesforce reported a record Cyber Week, with AI agents directly driving $67 billion in global sales.
• AI shopping startup Onton raised $7.5 million, planning to expand its neuro-symbolic AI platform to apparel and consumer electronics.
• S&P Global Ratings upgraded Tenable Holdings due to its revenue growth and improved operational technology and AI security capabilities.
• Nvidia faces increasing competition from companies like AMD and Intel, alongside potential regulatory scrutiny, according to Michael Burry.

Michael Burry predicts AI stock overvaluation

Michael Burry, famous for predicting the 2008 housing crisis, believes many artificial intelligence stocks are too expensive. He has bet against Nvidia and Palantir Technologies. Burry also stated that Tesla is "ridiculously overvalued" due to its high price-to-sales ratio. He thinks some big tech companies might be making their profits look better by depreciating AI hardware too slowly. Burry recently closed his hedge fund and now shares his views through a paid newsletter.

Michael Burry shorts Nvidia AI stock

Michael Burry, known for predicting the 2008 housing crisis, is betting against artificial intelligence stocks. He has taken a significant short position in Nvidia, a major AI chip maker. Burry believes Nvidia's high valuation is not sustainable due to increasing competition from companies like AMD and Intel. He also considers a maturing market and possible regulatory checks as risks. Burry's long-term bets are worth watching, though he has been wrong before.

Wedbush raises Apple stock target to 350 dollars

Wedbush raised its price target for Apple's stock from $320 to $350, keeping an Outperform rating. The firm believes 2026 will be the year Apple fully joins the AI Revolution. Apple also remains on the IVES AI 30 winner list.

Wedbush raises Apple target to 350 dollars on AI

Wedbush increased Apple's stock price target to $350, keeping its Outperform rating. The firm expects Apple to fully enter the AI Revolution in 2026. iPhone 17 sales are strong, especially in China, beating expectations for the December quarter. Apple plans to announce a partnership with Google Gemini in early 2026. Amar Subramanya will take over as Senior Vice President for Machine Learning and AI Strategy. Wedbush believes AI features could add $75 to $100 per share to Apple's value.

New AI computer startup gets 4.5 billion dollar value

A new startup called Unconventional AI, founded just two months ago, has reached a $4.5 billion valuation in its first funding round. Led by Naveen Rao, formerly of Databricks Inc., the company aims to create a new type of energy-efficient computer for artificial intelligence. They are inspired by how living organisms, like the human brain, use very little energy. Unconventional AI plans to rethink how computers are built, focusing on analog computing. This seed round is the first part of a larger funding goal of up to $1 billion.

Phoebe Gates AI shopping app Phia raises 30 million

Phoebe Gates' artificial intelligence shopping startup, Phia, has secured $30 million in new funding, giving the company a $180 million value. Her father, Bill Gates, has actively supported the venture by offering his time and experience, even working a customer service shift. Phia aims to make online shopping smarter and more sustainable. The app and browser extension help users find the best prices, discounts, and secondhand options across many online stores.

Amazon AI push boosts 5 chip stocks Bank of America says

Bank of America believes Amazon's latest push into artificial intelligence will greatly benefit several hardware companies. Amazon and Nvidia announced a multi-year partnership using Nvidia's NVLink Fusion technology for AI chip communication. BofA analyst Vivek Arya named Nvidia, Astera Labs, AMD, Marvell Technology, and Credo Technology as top chip stocks to watch. He thinks demand for various AI chips will increase, and Astera Labs' recent stock drop might be too soon. AMD also expects many large AI projects.

Onton raises 7.5 million dollars for AI shopping

AI shopping startup Onton has raised $7.5 million in new funding, bringing its total investment to around $10 million. The company, founded by Zach Hudson and Alex Gunnarson, plans to expand its AI-powered product discovery beyond furniture to include apparel and consumer electronics. Onton's platform uses neuro-symbolic AI to give accurate product recommendations. The startup has grown from 50,000 to over 2 million monthly active users and plans to hire more employees.

Salesforce sees record Cyber Week as AI agents boost sales

Salesforce announced a record-breaking Cyber Week, with artificial intelligence agents directly driving $67 billion in sales. Global sales reached $336.6 billion from November 25 to December 1, a 7 percent increase from last year. One out of every five orders involved product recommendations or customer service from AI agents. Retailers using Salesforce's Agentforce 360 saw sales grow 32 percent faster than others. AI agents helped manage tasks like address updates and returns, making customer service more efficient.

S&P upgrades Tenable rating due to AI security growth

S&P Global Ratings upgraded Tenable Holdings' rating because of its steady revenue growth and stronger financial health. The upgrade also recognizes Tenable's improved abilities in operational technology and artificial intelligence security, partly due to its purchase of Vulcan Cyber. In the third quarter of 2025, Tenable reported US$252.44 million in revenue and a net profit of US$2.26 million. The company expects to reach $1.2 billion in revenue and $33.8 million in earnings by 2028.

Oracle gains momentum from AI cloud and OpenAI deal

Oracle is attracting investor interest due to its increasing AI cloud orders and a significant partnership with OpenAI. The company's stock has recently gained momentum, with an 8.28 percent return in seven days and a 31.05 percent gain this year. Many believe Oracle is currently undervalued, with a fair value of $389.81, expecting strong long-term AI growth. Oracle has become a key partner for demanding artificial intelligence workloads through large investments and superclusters. However, potential supply problems or a decrease in AI demand could impact its future growth.

Sources

• Prediction: This Artificial Intelligence (AI) Stock Could Be Michael Burry's Next Big Short
• Prediction: This artificial intelligence (AI) stock could be Michael Burry's next big short
• Apple sees bullish views at Wedbush on AI strategy and iPhone 17 sales
• Apple (AAPL) Stock: Wedbush Raises Price Target on AI Strategy Shift and Strong iPhone Sales
• AI Computer Startup Hits $4.5 Billion Valuation in Seed Round
• Phoebe Gates gets $30 million for Phia, that made father Bill Gates say: When your daughter asks if you’d be willing to work a shift in … - The Times of India
• These 5 chip stocks are set to be the big winners of Amazon's latest AI push, BofA says
• Onton Raises $7.5M to Scale AI-Powered Product Discovery Beyond Furniture
• Salesforce Reports Record Cyber Week as AI Agents Drive $67BN in Sales
• Is S&P’s Rating Upgrade And AI Security Push Altering The Investment Case For Tenable (TENB)?
• Oracle (ORCL): Revisiting Valuation as AI Cloud Backlog, OpenAI Deal and New Coverage Drive Momentum