palantir, nvidia and meta Updates

Palantir Technologies recently announced impressive third-quarter results, with revenue reaching $1.18 billion and adjusted earnings per share at 21 cents, both surpassing analyst expectations. This strong performance is largely attributed to the high adoption of its artificial intelligence software platform, particularly with government sales increasing by 52% and its U.S. commercial business more than doubling to $397 million. Looking ahead, Palantir forecasts robust fourth-quarter sales between $1.327 billion and $1.331 billion, exceeding previous estimates, and has raised its annual sales target for the third time this year to $4.396 billion to $4.40 billion, partly fueled by a partnership with Nvidia. Nvidia itself continues to solidify its position as a key player in the AI boom, with Wells Fargo raising its price target for the stock to $1,100, citing the company's crucial role in supplying high-performance GPUs for AI models. Meanwhile, Meta Platforms' substantial investments in AI are proving beneficial, showing improved ad conversions and user engagement in its third-quarter data, a clear return on investment distinct from its Reality Labs metaverse project. Google, under its parent company Alphabet, is quietly asserting its leadership in the AI space, developing top-tier AI models for various applications and maintaining a dominant search engine with integrated AI features. The company's financials are booming, with Q3 revenue hitting $101.1 billion and EPS growing 35% to $2.87, allowing it to fund massive AI infrastructure investments. Notably, Anthropic plans to purchase up to one million of Google's custom Tensor Processing Units (TPUs). In other AI-driven developments, Israeli cybersecurity startup Daylight Security secured $40 million in total funding since late 2024, launching its Managed Agentic Security Services (MASS) to combine autonomous AI agents with human analysts, aiming to reduce false positives by up to 90%. Go-to-market intelligence provider ZoomInfo also reported strong third-quarter 2025 results, with revenue of $318 million, exceeding expectations due to an upmarket shift and expansion of its AI products. SoundHound AI, an emerging player, is gaining traction with its highly accurate audio recognition technology, deployed in restaurant automation, car assistants, healthcare, and financial services, with management expecting 50% growth. Beyond corporate performance, the broader impact of AI is evident in growing concerns about teens using AI companions for emotional support, with experts warning of potential mental health dangers. Additionally, a Morningstar DBRS report highlighted the critical need for a $1.4 trillion investment in utility grids to support the immense energy demands of AI data centers.

Key Takeaways

• Palantir reported strong Q3 results with $1.18 billion in revenue and 21 cents EPS, exceeding estimates, and raised its Q4 sales forecast to $1.327 billion-$1.331 billion and annual target to $4.396 billion-$4.40 billion, driven by AI software demand and a partnership with Nvidia.
• Nvidia's stock received an increased price target of $1,100 from Wells Fargo, reflecting its dominant position and surging demand in the AI chip market.
• Meta Platforms' substantial AI investments are proving beneficial, leading to improved ad conversions and user engagement, differentiating them from its Reality Labs ventures.
• Google, under Alphabet, is quietly leading the AI race with top-tier models and robust financials, reporting Q3 revenue of $101.1 billion and 35% EPS growth.
• Anthropic plans to acquire up to one million of Google's custom Tensor Processing Units (TPUs), underscoring Google's expanding hardware presence in the AI sector.
• Daylight Security, an Israeli cybersecurity startup, secured $40 million in total funding for its Managed Agentic Security Services (MASS), which combines AI automation with human oversight to reduce false positives by up to 90%.
• ZoomInfo's Q3 2025 revenue reached $318 million, surpassing market expectations, largely due to an upmarket shift and the expansion of its AI products.
• SoundHound AI, focused on highly accurate audio recognition, is expanding its presence in restaurant automation, car assistants, healthcare, and financial services, with management anticipating 50% growth.
• A Morningstar DBRS report indicates a critical need for $1.4 trillion in utility grid investments to adequately support the energy requirements of AI data centers.
• Growing concerns exist regarding the mental health implications for teens engaging in social or romantic interactions with AI companions, leading to potential lawsuits.

Palantir exceeds expectations due to strong AI software sales

Palantir reported strong third-quarter results and raised its fourth-quarter and full-year forecasts. The company's revenue reached $1.18 billion, beating estimates of $1.09 billion, with earnings per share at 21 cents. This growth is mainly due to the high adoption of its artificial intelligence software platform. Government sales increased by 52%, and its U.S. commercial business more than doubled to $397 million. CEO Alex Karp noted the company's authentic growth, even as its stock surged over 170% this year.

Palantir predicts strong Q4 sales from AI demand

Palantir Technologies expects higher fourth-quarter revenue than analysts predicted, driven by strong demand for its AI data analytics services. The company forecasts Q4 sales between $1.327 billion and $1.331 billion, surpassing the $1.19 billion estimate. Palantir also raised its annual sales target for the third time this year to $4.396 billion to $4.40 billion. This growth is fueled by increased sales to U.S. businesses and a recent partnership with Nvidia. The company reported third-quarter revenue of $1.18 billion and adjusted earnings of 21 cents per share, both exceeding expectations.

Daylight Security raises $33 million for AI cybersecurity

Israeli cybersecurity startup Daylight Security secured $33 million in new investment, led by Craft Ventures and White House AI adviser David Sacks. This funding brings Daylight's total capital raised to $40 million since its launch in late 2024. Founders Hagai Shapira and Eldad Rodich, veterans of Israel's Unit 8200, created a platform that combines autonomous AI agents with human analysts to protect businesses from evolving cyber threats. The company plans to use the funds for US expansion, further developing its AI-based security platform, and launching new AI-driven solutions. Daylight Security already serves dozens of customers across the US and Europe.

Daylight secures $40 million for AI security services

Daylight, a cybersecurity company founded by veterans of Israel's Unit 8200, announced $40 million in funding on November 4, 2025. The company is introducing Managed Agentic Security Services, or MASS, which combines AI automation with human oversight. This platform aims to reduce false positives by up to 90% and provides continuous threat detection and response across various environments. Daylight's agentic AI framework allows security teams to respond to threats faster and more accurately. With clients already in the U.S. and Europe, Daylight's model shows how AI agents can improve managed cybersecurity.

Top AI stocks to consider for November 2025

Investors are looking for the best AI stocks to buy in November 2025 as artificial intelligence continues to transform industries. AI technology is rapidly advancing, with potential growth in the global AI market expected to reach trillions of dollars. This guide helps identify leading companies and promising investment opportunities within the AI sector. Key areas of the AI market include Machine Learning, Natural Language Processing, and Computer Vision, which power various applications from recommendation engines to virtual assistants.

SoundHound AI may surpass Palantir in AI growth

SoundHound AI, an under-the-radar AI stock, shows potential to outperform Palantir Technologies over the next decade. While Palantir focuses on data analysis, SoundHound AI specializes in highly accurate audio recognition technology for various interfaces. Its products are more precise than existing digital assistants and are being deployed in restaurant automation and car assistants. SoundHound AI is also making progress in healthcare and financial services, with seven of the top ten global financial institutions as clients. Management expects 50% growth, and its stock trades at a lower valuation compared to Palantir.

AI companions, huge investments, and tax rankings

This wrap-up from November 4, 2025, covers three main topics. First, concerns are growing about teens using AI companions for friendship and emotional support, with surveys showing many engage in social or romantic interactions with AI. Experts warn of potential mental health dangers, leading to lawsuits from parents. Second, a Morningstar DBRS report highlights the need for a $1.4 trillion investment in utility grids to support AI data centers, noting traditional funding is insufficient. Third, the Tax Foundation's competitive index for state taxes ranked New Jersey 49th out of 50, with New York last. New Jersey consistently ranks low due to high rates and complexity across all major tax categories.

Nvidia stock rises as AI chip demand soars

Nvidia Corp. shares are trading higher after Wells Fargo analyst Gary Mobley raised his price target for the stock to $1,100 from $920. Mobley maintained an overweight rating, citing Nvidia's strong position in the artificial intelligence chip market. The company is a major beneficiary of the AI boom, with its high-performance GPUs being crucial for training and running AI models. Nvidia has been investing heavily to expand its manufacturing capacity and supply chain to meet the surging demand for its AI chips. Investors are optimistic about its future growth prospects.

Meta Platforms AI investments are not a concern

Fears about Meta Platforms' increasing AI investments are overblown, according to analysts. The company's stock has been affected by these concerns, but the investment return profile for AI differs greatly from its Reality Labs metaverse project. These AI investments are crucial for Meta to lead the next era of social media, especially with superintelligence possibly arriving by 2027. Unlike the metaverse, Meta's AI efforts are already showing clear benefits, with third-quarter data indicating improved ad conversions and user engagement.

ZoomInfo Q3 results exceed expectations with AI growth

Go-to-market intelligence provider ZoomInfo, trading as NASDAQ:GTM, reported strong third-quarter 2025 results. The company's revenue reached $318 million, an increase of 4.7% year over year, surpassing market expectations. ZoomInfo also provided optimistic guidance for the next quarter, forecasting revenue of $308.5 million. Its non-GAAP profit of $0.28 per share was 9.5% higher than analysts' estimates, driven by an upmarket shift and expansion of its AI products.

Google quietly leads AI race with strong financials

Google, under its parent company Alphabet, is quietly gaining a lead in the AI race despite earlier concerns about its Bard AI release. The company has developed top-tier AI models for text, video, and audio, and its search engine remains dominant with integrated AI features. Google is also expanding into hardware, with Anthropic planning to purchase up to one million of Google's custom Tensor Processing Units. The company's financials are booming, with Q3 revenue reaching $101.1 billion and EPS growing 35% to $2.87. Unlike some competitors, Google has successfully funded its massive AI infrastructure investments while rebuilding its cash reserves.

Sources

• Palantir tops estimates, boosts fourth-quarter guidance on AI adoption
• Palantir forecasts fourth-quarter revenue above estimates on solid AI demand
• Trump’s AI czar leads $33 million investment in Israeli cybersecurity startup
• Daylight Raises $40M to Redefine Managed Security in the Agentic AI Era
• Best AI Stocks to Buy Now For November 2025
• This Under-the-Radar AI Stock Could Outperform Palantir Over the Next Decade
• The Wrap: AI Companions, $1.4 Trillion Investment, Tax Rankings
• Nvidia Stock Jumps -- Top Analysts Hikes Target as AI Chip Demand Explodes
• Meta Platforms: AI Investment Fears Are Overblown (NASDAQ:META)
• GTM Q3 Deep Dive: Upmarket Shift and AI Product Expansion Drive Results
• Google Is Secretly Winning the AI Race. Why I'd Buy Before Wall Street Realizes