nvidia, palantir and apple Updates

Global financial markets recently experienced significant turbulence, with Wall Street enduring one of its worst days since April and Asian markets following suit. This widespread decline stemmed primarily from investor apprehension over the high valuations of AI stocks, drawing comparisons to the 2000 dot-com bubble, alongside growing uncertainty regarding future interest rate decisions by the Federal Reserve. Major AI players like Nvidia, Palantir Technologies, Super Micro Computer, and Broadcom saw notable drops, though Nvidia later rebounded slightly ahead of its earnings report. Expectations for a Federal Reserve interest rate cut in December have sharply decreased, now hovering around 50-53%, with officials like Boston Fed President Susan Collins suggesting rates remain steady. China's factory output also hit a 14-month low in October, adding to global economic concerns. The debate continues among experts about whether the current AI boom constitutes a bubble; while Deutsche Bank's DWS CEO Stefan Hoops warns of unprecedented risks, Federal Reserve Chair Jerome Powell and Goldman Sachs analysts point to strong earnings from companies like Nvidia, suggesting current valuations are not as extreme as the dot-com era. Despite market jitters, companies are increasingly moving beyond experimental AI projects to implement larger, top-down programs aimed at boosting efficiency and profits. A PwC survey indicates 56% of CEOs are already seeing efficiency improvements from AI, utilizing it for tasks such as predictive maintenance and drug discovery. New AI innovations continue to emerge, with World Labs launching Marble AI, a 'world model' capable of creating and editing detailed 3D environments viewable on devices like Apple Vision Pro and Meta Quest 3. The AI-powered presentation company Gamma recently secured a $68 million funding round, valuing the company at $2.1 billion, and boasts 70 million users, attributing much of its growth to a unique micro-influencer marketing strategy. Red Hat also released OpenShift 4.20, enhancing AI deployment and management capabilities, including OpenShift AI, for enterprise IT. Even Disney+ is investing in AI features to allow users to create their own content. On the political front, Florida Governor Ron DeSantis, despite his public warnings about AI's potential dangers, oversees a state department that uses AI, which notably had its accounts shut down by Anthropic AI. Meanwhile, India is positioning itself for a 'reverse AI trade' if the global AI market cools, while Nvidia CEO Jensen Huang suggests China could lead the AI race due to cheaper energy.

Key Takeaways

• Global markets, including Wall Street and Asian exchanges, experienced significant declines due to concerns over high AI stock valuations and uncertainty regarding Federal Reserve interest rate cuts.
• Nvidia, Palantir Technologies, Super Micro Computer, and Broadcom were among the AI stocks that saw notable drops, fueling comparisons to the 2000 dot-com bubble.
• Expectations for a Federal Reserve interest rate cut in December have fallen to around 50-53%.
• Deutsche Bank CEO Stefan Hoops warns of AI stock bubble risks, while Federal Reserve Chair Jerome Powell notes strong earnings from companies like Nvidia.
• PwC reports 56% of CEOs are already seeing efficiency improvements from AI, moving beyond pilot projects to larger-scale implementations for profit and efficiency.
• World Labs launched Marble AI, a 'world model' for creating and editing 3D environments, viewable on devices like Apple Vision Pro and Meta Quest 3.
• AI-powered presentation company Gamma achieved a $2.1 billion valuation after a $68 million funding round, reaching 70 million users through influencer marketing.
• Red Hat released OpenShift 4.20, enhancing AI deployment and management capabilities, including OpenShift AI.
• Florida Governor Ron DeSantis criticizes AI's potential dangers, despite his state's Department of Government Efficiency (DOGE) using AI, which saw its accounts shut down by Anthropic AI.
• India is positioned for a 'reverse AI trade' if the global AI market cools, while China is noted for its potential lead in AI due to cheaper energy.

Wall Street suffers bad day due to AI stocks and interest rates

Wall Street experienced one of its worst days since April. This decline happened because investors worried about the high prices of AI stocks. Concerns also grew about future interest rate decisions.

AI stock and rate worries hit Wall Street hard

Wall Street had its worst day in a month on Thursday, November 13, 2025, with the S&P 500 falling 1.7% and the Dow Jones Industrial Average dropping nearly 800 points. AI stocks like Nvidia led the decline as investors worried their prices were too high, similar to the 2000 dot-com bubble. Traders also became concerned that the Federal Reserve might not cut interest rates in December, with expectations falling to 49.6%. Boston Fed President Susan Collins suggested keeping rates steady, adding to doubts. The recent government shutdown also delayed economic data, creating more uncertainty for the market.

Asian markets drop on AI stock and rate cut fears

Asian shares fell on Friday, following a bad day on Wall Street, due to worries about high-priced AI stocks like Nvidia and doubts about future interest rate cuts. South Korea's Kospi dropped 3.8%, with Samsung Electronics and SK Hynix seeing significant losses. Japan's Nikkei 225 fell 1.8%, and Chinese markets also saw declines. Additionally, China's factory output reached a 14-month low in October. Investors are less confident that the Federal Reserve will cut interest rates for a third time this year, with expectations now at 51.9%.

Asian stocks decline amid AI and rate concerns

Asian shares fell on Friday, mirroring Wall Street's recent decline. This drop was mainly due to concerns that AI stocks, including Nvidia, had become too expensive. Samsung Electronics and SK Hynix saw their shares fall by 4.1% and 6.4% respectively. Investors also worried about the future direction of interest rates.

Asian markets drop on AI stock and rate cut fears

Asian shares fell on Friday, mirroring Wall Street's recent decline, due to concerns about high-priced AI stocks like Nvidia and doubts about future interest rate cuts. South Korea's Kospi dropped 3.8%, with Samsung Electronics and SK Hynix seeing significant losses. Japan's Nikkei 225 fell 1.8%, and Chinese markets also saw declines. Additionally, China's factory output reached a 14-month low in October. Investors are less confident that the Federal Reserve will cut interest rates for a third time this year, with expectations now at 51.9%.

Asian markets fall on AI stock and rate concerns

Asian shares dropped on Friday, mirroring Wall Street's decline, due to worries about high-priced AI stocks like Nvidia and uncertainty over future interest rate cuts. South Korea's Kospi fell 3.2%, with Samsung Electronics and SK Hynix seeing notable losses. Japan's Nikkei 225 also declined by 1.7%, and Chinese markets experienced drops. China's factory output hit a 14-month low in October, adding to economic concerns. Investors now see only a 51.9% chance of the Federal Reserve cutting rates in December.

Asian markets drop on AI stock and rate cut fears

Asian shares fell on Friday, mirroring Wall Street's recent decline, due to worries about high-priced AI stocks like Nvidia and doubts about future interest rate cuts. South Korea's Kospi dropped 3.8%, with Samsung Electronics and SK Hynix seeing significant losses. Japan's Nikkei 225 fell 1.8%, and Chinese markets also saw declines. Additionally, China's factory output reached a 14-month low in October. Investors are less confident that the Federal Reserve will cut interest rates for a third time this year, with expectations now at 51.9%.

Global markets fall on AI stock and rate concerns

World shares dropped on Friday, following a significant retreat on Wall Street, due to worries about AI stocks and future interest rates. Major markets in Europe and Asia, including South Korea's Kospi and Japan's Nikkei 225, saw declines. AI companies like Nvidia, Super Micro Computer, Palantir Technologies, and Broadcom experienced notable drops. Investors are concerned that AI stock prices are too high, drawing comparisons to the 2000 dot-com bubble. Expectations for the Federal Reserve to cut interest rates in December have also sharply decreased to 51.9%.

Global markets fall on AI stock and rate concerns

World shares dropped on Friday, following a significant retreat on Wall Street, due to worries about AI stocks and future interest rates. Major markets in Europe and Asia, including South Korea's Kospi and Japan's Nikkei 225, saw declines. AI companies like Nvidia experienced notable drops. Investors are concerned that AI stock prices are too high, drawing comparisons to the 2000 dot-com bubble. Expectations for the Federal Reserve to cut interest rates in December have also sharply decreased to 51.9%.

Global markets fall on AI stock and rate concerns

World shares dropped on Friday, following a significant retreat on Wall Street, due to worries about AI stocks and future interest rates. Major markets in Europe and Asia, including South Korea's Kospi and Japan's Nikkei 225, saw declines. AI companies like Nvidia experienced notable drops. Investors are concerned that AI stock prices are too high, drawing comparisons to the 2000 dot-com bubble. Expectations for the Federal Reserve to cut interest rates in December have also sharply decreased to 51.9%.

Global markets fall on AI stock and rate concerns

World shares dropped on Friday, following a significant retreat on Wall Street, due to worries about AI stocks and future interest rates. Major markets in Europe and Asia, including South Korea's Kospi and Japan's Nikkei 225, saw declines. AI companies like Nvidia experienced notable drops. Investors are concerned that AI stock prices are too high, drawing comparisons to the 2000 dot-com bubble. Expectations for the Federal Reserve to cut interest rates in December have also sharply decreased to 51.9%.

Stock futures drop on AI and interest rate worries

Stock futures fell on Friday morning as investors worried about the future of AI technology companies and interest rates. S&P 500 futures dropped 1.1%, Dow Jones Industrial Average futures fell 0.7%, and Nasdaq Composite futures declined 1.5%. This follows Thursday, which was one of the worst stock market days since April. Investors are increasingly doubtful that the Federal Reserve will cut its benchmark interest rate in December, with only a 53% chance now expected.

Markets choppy amid AI concerns and rate cut doubts

US stock markets were choppy on Friday, following their worst day in a month on Thursday. The Dow lost 0.4%, while the Nasdaq rose 0.7%, ending a three-day losing streak. Concerns about the AI stock trade continue, though some experts see the pullback as healthy. Investors hope for another Federal Reserve interest rate cut in December, but some Fed officials worry about persistent inflation. Other news includes Iran seizing an oil tanker, JPMorgan Chase securing payments from fintech firms, and Bitcoin's price continuing to fall.

Wall Street rebounds slightly as AI stocks show mixed signals

Wall Street saw a mixed day on Friday, with the Nasdaq Composite rising 0.1% while the S&P 500 and Dow Jones Industrial Average closed slightly lower. Nvidia, a key chipmaker, gained 18% ahead of its earnings report on November 19, boosting tech stocks. This rebound followed Thursday, which was one of the market's worst days since April. Investors are still assessing the strength of AI companies and are less confident about a Federal Reserve interest rate cut in December, with a 53% chance now expected.

Deutsche Bank CEO warns of AI stock bubble risks

Stefan Hoops, CEO of DWS, Deutsche Bank's money manager, warns that the rapid rise in AI stock values creates risks for which there is "no playbook." He notes that this AI rally is different from the 1990s dot-com bubble because everyday retail investors are driving it, while institutional investors are more cautious. Hoops describes the speed and size of AI stock movements, like Nvidia tripling in value, as "unprecedented." DWS is advising its clients to be careful and diversify their investments due to concerns about a potential sharp correction.

Experts debate if AI stock boom is a bubble

The stock market has reached record highs this year, largely due to excitement around artificial intelligence, but experts are now debating if this growth is an "AI bubble." Some compare it to the dot-com bubble of the late 1990s, where stock prices soared without strong company earnings. However, Federal Reserve Chair Jerome Powell notes that today's highly valued AI companies, like Nvidia, actually have strong earnings and revenue. Goldman Sachs analysts also point out that current stock valuations are not as extreme as they were during the dot-com era. Still, economists question if AI can truly deliver the massive productivity boom needed to justify current capital spending and high stock prices.

Companies move beyond AI pilots to real business gains

Many company leaders are asking when AI will start to deliver real benefits, especially after a report suggested 95% of generative AI pilot projects fail. However, Jenny Koehler from PwC's Advisory team sees signs of success, with a PwC survey showing 56% of CEOs are already seeing efficiency improvements from AI. Companies are now shifting from small, experimental AI projects to larger, top-down programs focused on boosting efficiency and profits. Successful strategies include using AI for tasks like predictive maintenance, contract review, and speeding up drug discovery. For AI adoption to work, employees need access to tools and training that focuses on human skills like empathy and judgment, alongside a new transparent leadership style.

World Labs launches Marble AI for editable 3D worlds

World Labs has launched Marble, a new AI "world model" that can create and edit detailed 3D environments from various inputs like text, images, and videos. Unlike simple image generators, Marble focuses on allowing users to easily change elements like materials, lighting, and objects within these 3D scenes. This technology is a big step towards "spatially agentic workflows," where AI systems can plan and act within persistent virtual worlds. Marble helps knowledge workers by speeding up 3D content creation, improving team collaboration, and enabling semi-autonomous tasks like creating training scenarios or simulations. Users can already view these generated worlds in VR headsets like Apple Vision Pro and Meta Quest 3.

Gamma founder built $2.1 billion AI startup with influencers

Grant Lee, cofounder of the AI-powered presentation company Gamma, personally onboarded every early influencer to help his startup grow. This hands-on strategy focused on working with "micro-influencers" who genuinely wanted to share value with their audience. Lee guided them through the product and content ideas, allowing them to tell Gamma's story in their own voice. This approach made word-of-mouth marketing, which accounts for over 50% of Gamma's subscriber growth, very successful. Gamma, founded in 2020, recently announced a $68 million funding round, valuing the company at $2.1 billion, and now boasts 70 million users and $100 million in annual recurring revenue.

India poised for "reverse AI trade" as global AI cools

India is positioned for a "reverse AI trade," meaning it could benefit if the global AI stock market frenzy slows down. Despite lagging other emerging markets last year, strong investments from domestic investors have kept India's market stable. Jefferies suggests that India's rupee is stabilizing, and local real estate companies look like good investments. The article also notes that the AI boom faces energy limits, with Nvidia CEO Jensen Huang stating China could lead the AI race due to cheaper energy. Meanwhile, India's IT sector is experiencing slower revenue growth and compressed valuations.

AI startup Firefly began with manual note-takers

Sam Udotong, co-founder of the AI note-taking startup Firefly, revealed that their $100-a-month transcription service initially relied on human effort. In the early days, he and his co-founder manually joined customer meetings as "Fred from Fireflies.ai" and typed out notes by hand. They would then send these detailed notes to clients just ten minutes later. This "fake it 'til you make it" approach helped them earn enough money to cover their rent. However, this admission has sparked debate, with critics raising concerns about privacy violations and legal issues, while others admire their entrepreneurial grit.

Red Hat OpenShift 4.20 enhances AI and security

Red Hat has released OpenShift 4.20, a new version designed to improve AI, security, and hybrid cloud capabilities. This update makes it easier to deploy and manage complex AI and machine learning tasks, including features like OpenShift AI and the ability to quickly swap AI models without rebuilding containers. OpenShift 4.20 also offers stronger security with FIPS 140-3 validation and built-in compliance tools. Mike Barrett from Red Hat stated that this release helps customers stay ahead in enterprise IT innovation, especially with growing demands for AI and new regulations. The new OpenShift 4.20 is now available and is considered a crucial upgrade for current users interested in AI.

Disney+ uses AI for user content as prices rise

Disney+ is investing in new artificial intelligence features to allow its users to create and enjoy their own content. This move comes at a time when streaming service prices are increasing across many different platforms. The company aims to enhance user engagement through these AI-powered tools.

DeSantis criticizes AI while his state uses it

Governor Ron DeSantis has often expressed doubts about artificial intelligence, warning it could lower education standards and give too much power to tech companies. However, his own Department of Government Efficiency, known as DOGE, uses AI to review local government finances for waste. Last month, Anthropic AI even shut down DOGE's accounts. DeSantis has consistently warned about AI's potential dangers, suggesting it could replace human experiences and promote specific agendas. Despite his concerns, the widespread use of AI makes it challenging for lawmakers to regulate this fast-growing technology.

Sources

• Worries about AI stocks and interest rates send Wall Street toward one of its worst days since April
• Wall Street has its worst day in a month on worries about AI stocks and interest rates
• Asian shares fall, tracking Wall Street's tumble on worries about AI stocks and interest rates
• Asian shares fall, tracking Wall Street's tumble on worries about AI stocks and interest rates
• Asian shares fall, tracking Wall Street's tumble on worries about AI stocks and interest rates
• Asian shares fall, tracking Wall Street's tumble on worries about AI stocks and interest rates
• Asian shares fall, tracking Wall Street’s tumble on worries about AI stocks and interest rates
• World shares skid, following Wall Street’s retreat fueled by worries over AI and interest rates
• Asian shares fall, tracking Wall Street's tumble on worries about AI stocks and interest rates
• Asian Shares Fall, Tracking Wall Street's Tumble on Worries About AI Stocks and Interest Rates
• Asian shares fall, tracking Wall Street's tumble on worries about AI stocks and interest rates
• Stock futures slide as investors fret over AI and interest rates
• Stock futures little changed after major indexes notch worst day in a month: Live updates
• Stocks turn choppy as investors asses momentum behind AI
• 'No playbook' for AI bubble fears, says Deutsche Bank investment arm CEO
• Should you worry about an AI bubble? Investment pros weigh in.
• WTF Summit Recap: AI Adoption 2.0: What Comes After the Pilot Projects
• The Rise of Agentic AI: What Marble AI Means for the Future of Automation and Knowledge Work
• Why one founder personally onboarded every influencer in the early days to build his $2.1 billion AI startup
• Market pulse: Is India the contrarian bet against the global AI frenzy? Jefferies explains the ‘reverse AI trade’ - The Times of India
• $1 billion AI company co-founder admits that its $100 a month transcription service was originally 'two guys surviving on pizza' and typing out notes by hand
• Red Hat OpenShift 4.20 Boosts AI, Security, Hybrid Cloud
• Disney+ bets on AI as streaming prices surge across platforms
• DeSantis denounces AI even as state depends on it