Palantir partners with AmeriLife for enterprise AI

Key Takeaways

• <ul><li>Palantir secured an enterprise AI deal with AmeriLife to deploy Foundry and its AI Platform across insurance operations</li><li>SpaceX landed a reported $45 billion AI compute deal with Anthropic for access to Colossus data centers</li><li>Alphabet expanded its SpaceX stake to $69 billion and agreed to pay monthly for Nvidia GPU access for Gemini Enterprise</li><li>Atlassian deepened its OpenAI partnership and introduced the Agentic Multiplayer Protocol, reporting $1,772 million in Q1 revenue</li><li>Stripe co-founder John Collison was nominated to Microsoft's board as Stripe develops AI agent payment solutions</li><li>Lumen expanded its Microsoft partnership to tie cloud networking tools into Azure AI services</li><li>Anthropic's revenue grew over 1,200% to $33.2 billion through nine months, though IPO plans face uncertainty amid market turmoil</li><li>Nutanix partnered with Expedient to deliver managed multitenant cloud environments for governed AI workloads</li><li>Sphera launched AI-powered supply chain risk tools using conversational AI and intelligent agents for faster decision-making</li><li>Los Angeles City Council voted unanimously for a citywide AI and ALPR privacy policy following the paused Axon pilot</li></ul>

Nutanix expands enterprise AI access with Expedient cloud partnership

Nutanix and Expedient announced an expanded partnership to deliver a multitenant cloud model for enterprises. The new offering uses Nutanix infrastructure to provide managed environments for traditional applications and governed AI workloads. Expedient plans to broaden access to modern cloud computing and AI tools for a wider client base. The deal supports Nutanix's hybrid and multi-cloud adoption strategy.

Renalytix and British AI healthcare stocks to watch

UK banks are setting limits on AI agents, highlighting how powerful these systems are becoming. Renalytix is a London-based diagnostics company using its KidneyIntelX platform to apply AI to kidney disease through biomarkers, genetics, and health records. Abingdon Health uses its Appdx smartphone software to turn lateral flow tests into digitized results for remote monitoring. AstraZeneca applies AI-driven oncology research and development to reshape how complex medicines reach patients.

Palantir lands enterprise AI deal with AmeriLife for insurance rollout

Palantir Technologies was chosen by AmeriLife Group for an enterprise AI partnership spanning insurance and retirement distribution. The collaboration brings Palantir Foundry and its Artificial Intelligence Platform to AmeriLife's Health and Wealth distribution operations. AmeriLife already has AI-driven workflows in production using Palantir tools and plans a broader rollout. The deal signals Palantir's push into organization-wide commercial AI deployment beyond government work.

Lumen Technologies expands Microsoft partnership for AI connectivity

Lumen Technologies expanded its collaboration with Microsoft to support enterprise adoption of AI on Azure. The partnership ties Lumen's cloud networking and application connectivity tools directly into Microsoft Azure cloud and AI services. Both companies plan joint work on network modernization projects to simplify how enterprises connect data and applications for AI use. The expanded effort aligns with Lumen's AI-focused networking and multi-cloud connectivity strategy.

TSMC and AI infrastructure shares ride AGI spending wave

Meta, OpenAI partners, and Anthropic are pouring billions into chips, cloud, and power as part of the AGI spending surge. TSMC turns hyperscalers' AGI spending into physical AI chips for data centers, phones, and cars. Tokyo Electron supplies production tools used in fabs building chips for AI servers. ASML Holding provides lithography tools required for advanced chips that power high-end data centers and cloud services.

Atlassian Expands AI Push With OpenAI Partnership and New Protocol

Atlassian reported Q1 results tied to strong cloud product momentum and new AI features. The company deepened its collaboration with OpenAI and introduced the Agentic Multiplayer Protocol to embed AI agents across its tools. Revenue reached US$1,772.15m, swinging to US$90.72m in net income. Eli Berkovitch was appointed Chief Accounting Officer. Full-year guidance reflected a cautious outlook as customers shift from Data Center to cloud offerings.

Alphabet Grows SpaceX Stake to $69 Billion and Adds GPU Deal

Alphabet expanded its SpaceX stake by nearly 4 million shares, lifting the holding's value to about US$69b from an original US$900m investment. Alphabet also agreed to pay SpaceX monthly for Nvidia GPU access to support the Gemini Enterprise AI platform. The moves tie Alphabet's AI ambitions to external compute and connectivity partners. Investors are watching whether heavy AI spending translates into stronger cash generation and durable Gemini and Google Cloud demand.

Three Canadian AI Stocks to Watch in November 2026

This article highlights three Canadian small cap AI stocks amid growing demand for computing power. Tantalus Systems Holding provides smart grid hardware and AI-enabled software with a market cap of $246 million. Gatekeeper Systems builds AI-powered video systems for school buses and transit vehicles with a market cap of CA$181 million. Quantum eMotion develops quantum-based encryption hardware including eShield-Q for AI and cloud workloads with a market cap of CA$268 million.

Three Australian AI Stocks to Watch in November 2026

This article profiles three Australian small cap AI stocks. Pureprofile uses its Datarubico AI platform to automate market research with a market cap of A$41.0 million. Dicker Data is a wholesale distributor supplying AI-ready hardware and cloud infrastructure with a market cap of A$2.6b. Data#3 helps enterprises adopt cloud, security and AI tools like Microsoft 365 Copilot with a market cap of A$2.2b.

Three Japanese AI Stocks to Own in November 2026

This article covers three Japanese AI-focused small cap stocks. ExaWizards is a Tokyo-based AI specialist building machine learning systems with a market value around ¥60.5b. Finatext Holdings builds cloud-based fintech infrastructure and big data services with a market value near ¥61.7 billion. Fixstars develops high performance software including GPU acceleration tools and its AIBooster provides GPU cloud infrastructure for generative AI with a market value of about ¥50.2b.

SpaceX secures $45 billion AI compute deal with Anthropic

SpaceX has landed a reported $45 billion AI compute agreement from Anthropic for access to its Colossus and Colossus II data centers. Anthropic is expected to pay several billion dollars over multiple years. Google also plans to spend nearly $1 billion monthly on Nvidia GPU powered AI workloads on SpaceX infrastructure. The deals highlight SpaceX's growing role as an AI backbone provider beyond its traditional satellite broadband business.

Best AI small cap stocks to watch in November 2026

This article highlights three under the radar AI small cap stocks from a screener short list. Intapp provides AI powered cloud software for professional firms and has a market value around $3.4 billion. Richtech Robotics builds AI powered service robots and has a market value near $200 million. Penguin Solutions designs AI ready data centers and memory hardware with a valuation around $2.5 billion.

3 cash rich AI stocks investors are watching

As AI spending grows and debt costs rise, investors are focusing on cash rich tech companies with low leverage. NetApp provides data storage and management for AI workloads with a $33.2 billion market cap. Rambus makes high speed memory interface chips for AI data centers and is valued at $8.0 billion. Keysight Technologies supplies testing tools for AI data centers and networking with a $46.3 billion market cap.

3 Australian AI healthcare stocks to watch

As regulators increase oversight of AI in healthcare, Australian companies applying AI to medicine are gaining attention. ImExHS is a Sydney company with cloud medical imaging software valued at A$18.8 million. Singular Health Group builds AI enabled 3D medical imaging tools with a market cap of A$70.1 million. Artrya develops AI powered heart scan analysis software called Salix valued at A$570.4 million.

3 financial stocks tied to AI data center credit

As lending terms tighten for AI data center borrowers, investors are looking at financial firms that benefit from changing credit conditions. Acadian Asset Management is a Boston based asset management group valued at $3.2 billion. CVC Capital Partners is a listed alternatives group with a credit arm valued near 15.1 billion euros. Ameriprise Financial offers advice and asset management services with a market value near $43.5 billion.

Three Data Center REIT Stocks to Watch Amid AI Concerns

Global market volatility has raised concerns about AI data center construction as Democrats gain political power. Three REITs are highlighted including American Tower, which operates over 147,000 communication sites and earns about US$5.1b from US and Canada properties. Mapletree Industrial Trust generates about S$219.9 million from North American data centres and plans to recycle S$500 to S$600 million into new data centre exposure. NTT DC REIT owns six carrier neutral Tier III equivalent facilities and earns about US$155 million from commercial data center leases.

ASX Set for Gains as Wall Street Steadies and AI Stocks Rebound

AI stocks rebounded after a volatile week following Democratic victories in US midterm elections. Nvidia climbed 2.8 percent while IREN jumped 20 percent after reporting strong quarterly results. Lam Research announced a program to buy back up to $25 billion in shares and rose 8.2 percent. The S&P 500 rose 0.3 percent while the Dow dropped 237 points and the Nasdaq climbed 1.1 percent. Indexes previously dropped 6 percent in Tokyo and Seoul before stabilizing.

AI Stocks Halt Worldwide Sell-Off as Wall Street Trims Weekly Loss

AI stocks bounced back on Friday recovering some of their recent sell-off. The S&P 500 rose 0.7 percent and trimmed its weekly loss to 2.3 percent. The Dow Jones Industrial Average was down 84 points or 0.2 percent. The market volatility followed sweeping Democratic victories in US midterm elections and concerns about potential slowdowns in AI data center construction. Wall Street was trying to determine what the election results would mean for the economy.

LA Council Votes for Citywide AI and ALPR Privacy Policy

The Los Angeles City Council voted unanimously on November 6, 2026 to request a single citywide data privacy policy covering artificial intelligence and automated license plate reader technology. The vote follows weeks of argument over an Axon-backed ALPR pilot that the council paused in October. The motion asks the Information Technology Agency to return with recommendations covering data collection, storage, retention, access, sharing, cybersecurity, and transparency. This is a request for a report, not an ordinance, so no rules are created yet.

Stripe Expands AI Partnerships as Founder Nominated to Microsoft Board

John Collison, co-founder and president of Stripe, has been nominated to Microsoft's board of directors. Businesses using Stripe processed $1.9 trillion in payments during 2025. Microsoft and Stripe already collaborate on Copilot Checkout for US customers. Stripe is also developing payment solutions for AI agents through partnerships with Sierra and OpenRouter. Shareholders will vote on Collison's appointment on December 8.

Ulta Beauty markets directly to AI agents and shoppers

Ulta Beauty is now targeting AI agents as part of its marketing strategy, treating them like new voices it cannot control. The company uses motivation-based segmentation and loyalty data from over 47 million active members to personalize its approach. Ulta's chief marketing officer says the retailer wants to be the best marketer to both consumers and AI agents. Research shows young shoppers who use AI tools still prefer visiting stores, which raises the pressure on retailers to earn that trip.

2027 AI governance needs operating models not policies

Enterprises in 2027 need AI governance built as operating models rather than simple policy documents. A four-lane model sorts data and use cases by sensitivity, from prohibited to high-risk, to give employees practical guidance. Key steps include discovering all tools employees use, tying AI permissions to data classifications, setting up approved AI paths, and sharing governance across business units. This approach helps prevent sensitive data from flowing into unapproved tools while keeping AI use practical.

Sphera launches AI for supply chain risk decisions

Sphera launched new AI capabilities that connect external supply chain risk signals to suppliers, products, and operations. The technology uses conversational AI and intelligent agents to help teams identify exposed suppliers and prioritize mitigation in minutes instead of days. Research found 58% of major disruptions originate outside organizations, rising to 71% in the UAE. A Model Context Protocol integration pulls risk insights directly into compatible AI tools for faster decision-making.

Anthropic faces IPO dilemma after AI stock sell-off

Anthropic is facing a difficult decision about its planned IPO after a recent AI stock sell-off. Revenue grew over 1,200% to $33.2 billion through the first nine months of the year, but market turmoil has created uncertainty. Investors are watching closely to see if Anthropic can sustain long-term growth and secure a meaningful share of the AI market. Experts say delaying the IPO could signal a bearish outlook, while a failed IPO could also hurt investor confidence.

Investor keeps buying AI stocks despite sharp declines

AI stocks including Nvidia, Micron, Broadcom, and others have fallen sharply from their 2026 highs. Concerns include uncertain returns on AI spending, limited capital availability, and political uncertainty after the US midterm elections. One investor is not panicking and is looking for buying opportunities among stocks down over 50%. Micron is being considered as a potential purchase due to strong earnings forecasts and expected memory shortages lasting several years.

Sources

• Nutanix (NTNX) Expands Enterprise AI Access Through A New Multitenant Cloud Model
• Renalytix And 2 British AI Healthcare Stocks To Watch
• Palantir Technologies (PLTR) Lands Enterprise AI Partnership For Insurance And Retirement Rollout
• What Is Lumen Technologies (LUMN) Doing To Simplify AI Connectivity For Enterprises?
• TSMC Stock And 2 AI Infrastructure Shares Riding The AGI Spending Wave
• What Is Atlassian (TEAM) Telling Investors With Its AI Push And Cautious Outlook?
• Alphabet (GOOGL) Expands SpaceX Stake to $69 Billion and Deepens AI Ties
• Top 3 Canadian AI Stocks To Watch In November 2026
• Pureprofile Heads 3 Australian AI Stocks To Watch
• 3 Japanese AI Stocks To Own In November 2026
• SpaceX (SPCX) Lands $45 Billion AI Deal As New Contracts Recast Its Growth Story
• Our Pick Of The Best AI Stocks In November 2026
• 3 Cash Rich AI Stocks Investors Are Watching As Debt Costs Rise
• ImExHS Heads These 3 Australian AI Healthcare Stocks
• 3 Financial Stocks Tied To AI Data Center Credit As Lending Terms Tighten
• 3 Data Center REIT Stocks Worth Watching As AI Infrastructure Fears Rise
• ASX eyes gains, Wall Street steadies as AI stocks rebound
• AI stocks halt their brutal, worldwide sell-off as Wall Street trims its loss for the week
• LA Council Wants 1 Citywide AI & ALPR Privacy Policy [2026]
• Stripe expands its artificial intelligence partnerships
• Ulta is marketing to AI agents and shoppers
• 2027 AI Governance: Operating Models, Not Policy Documents
• Sphera Launches AI to Convert Supply Chain Risk Signals Into Rapid Decisions
• Anthropic's IPO dilemma after the AI sell-off: 'Damned if you do, damned if you don't'
• AI stocks in my ISA are tanking. Here’s what I’m doing now