AI stocks showed signs of recovery this week as Palantir and Snowflake led gains following last month's market selloff. Palantir's third-quarter revenue surged 96% to $2.31 billion, though contract value growth slowed to just 6%. The company lifted its 2026 revenue forecast to approximately $8.53 billion, with U.S. commercial revenue jumping 148% year-over-year to $984 million. Despite these strong results, Palantir traded at 70 times forward earnings and remained 20.54% below its 52-week high of $212.94. Snowflake also rose 6% as the broader AI sector found some footing after last week's volatility.
CoreWeave and Nebius continued the upward momentum, jumping 5% and 7% respectively ahead of their earnings reports. CoreWeave guided to $860 million to $940 million in third-quarter interest expense against $200 million to $260 million in adjusted operating income, while its total debt climbed to $51.6 billion. Both companies prepare to report earnings this week. The AI rebound came despite mixed fundamentals, with cheaper AI-related names like ServiceNow and Adobe barely moving during the session.
Meta announced plans to expand its AI product reach beyond consumers by partnering with consulting firms to sell to corporate customers. The Information reported that Meta is taking this approach to reach business buyers directly, marking the company's strategic move into the enterprise AI software market. This partnership strategy could help Meta compete more effectively as enterprises increasingly seek AI tools. Meanwhile, Rohm highlighted growth potential from AI power chips, noting that power chips can make up 50% of semiconductor costs in electric vehicles compared to 15% in traditional vehicles, though the company faces investment risks that could weigh on its long-term outlook.
On the security front, concerning findings emerged from Black Kite research showing that 34.2% of AI companies have critical unpatched vulnerabilities, with nearly 62% exhibiting weaknesses in basic email security like DMARC. The study assessed 18,160 AI companies, including 52% of Forbes AI 50 companies that had critical unpatched vulnerabilities. Northstar Security, founded by former Adobe veteran Amer Deeba, is building a Security Context Graph to connect fragmented enterprise security data, aiming to enable autonomous security operations with its $7 million in seed funding. HPE and AMD meanwhile outlined how regional cloud providers can profit from sovereign AI services that keep data and models within specific legal borders, helping banks, hospitals, and governments meet compliance requirements.
In other developments, Ceragem celebrated winning nine CES 2027 Innovation Awards across eight products, bringing its total to 30 awards over four consecutive years. The AI Wellness Home won in the artificial intelligence category, alongside products like the AI Neuro Focus Office Chair. TaxStatus and Nitrogen added AI tools for financial advisors, connecting their software to Claude, ChatGPT, and Microsoft Copilot. TaxStatus launched a Client Connector that lets AI assistants answer questions about client data, while its Discovery product runs over 160 automated checks across 11 categories. Nitrogen allows advisors to use its tools inside Claude and ChatGPT, plus its Nucleus agent in Slack and Teams, aiming to reduce administrative work for financial professionals.
Researchers also introduced a new interpretable genetic fuzzy tree model for predicting turbofan engine remaining useful life. The model uses 13 cruise-mean sensor values per cycle and achieved 8.44 cycles RMSE on the multi-fault subset. The tree includes a per-component diagnostic layer with 411 total rules designed to allow formal verification. These diverse developments across the AI ecosystem - from enterprise software and cybersecurity to hardware and consumer products - illustrate the technology's expanding reach and the market's ongoing adjustment to its rapid growth.
Key Takeaways
- Palantir's Q3 revenue grew 96% to $2.31 billion, with U.S. commercial revenue jumping 148% year-over-year to $984 million, while the company lifted its 2026 revenue forecast to $8.53 billion.
- Snowflake rose 6% as AI stocks rebounded from last week's selloff, though contract value growth slowed to just 6%.
- CoreWeave guided to $860-$940 million in Q3 interest expense against $200-$260 million adjusted operating income, with total debt climbing to $51.6 billion.
- Meta is partnering with consulting firms to sell AI products to corporate customers, expanding beyond its consumer base into enterprise software.
- Black Kite research found 34.2% of AI companies have critical unpatched vulnerabilities, with nearly 62% showing weaknesses in basic email security like DMARC.
- Northstar Security, founded by former Adobe veteran Amer Deeba, raised $7 million to build a Security Context Graph for autonomous security operations.
- Ceragem won nine CES 2027 Innovation Awards across eight products, bringing its total to 30 awards over four consecutive years.
- HPE and AMD say regional cloud providers can profit from sovereign AI services that keep data and models within specific legal borders for compliance.
- Rohm is positioned for growth from AI power chips but faces investment risks, with power chips making up 50% of semiconductor costs in electric vehicles.
- TaxStatus and Nitrogen connected their software to Claude, ChatGPT, and Microsoft Copilot, aiming to reduce administrative work for financial advisors.
- A new genetic fuzzy tree model predicts turbofan engine life using 13 sensor values per cycle, achieving 8.44 RMSE on multi-fault subsets.
Palantir and Snowflake stocks rebound after AI market selloff
Palantir rose 5% and Snowflake rose 6% as AI stocks rebounded from last week's selloff. Palantir's third-quarter revenue grew 96% to $2.31 billion, but contract value grew only 6%. Cheaper AI stocks like ServiceNow and Adobe barely moved. Palantir traded at 70x forward earnings, still rich but below its recent highs.
CoreWeave and Nebius stocks rise ahead of earnings reports
CoreWeave jumped 5% and Nebius rose 7% as AI stocks rebounded with little news behind the moves. CoreWeave guided to $860 million to $940 million in third-quarter interest expense against $200 million to $260 million in adjusted operating income. Its total debt climbed to $51.6 billion. Both companies report earnings this week.
Palantir stock climbs 5.5% on AI rebound and strong revenue growth
Palantir stock rose 5.5% to close at $169.20 on November 9, 2026, driven by a broader AI stock rebound. U.S. commercial revenue rose 148% year over year to $984 million in the third quarter. Palantir lifted its 2026 revenue forecast to about $8.53 billion. However, the stock remains 20.54% below its 52-week high of $212.94.
Northstar Security co-founder discusses AI-native cybersecurity platform
Northstar Security is building a Security Context Graph to connect fragmented enterprise security data. Co-founder and CEO Amer Deeba, a former Adobe and Qualys veteran, explains that AI agents need accurate real-time context to make security decisions. The company raised $7 million in seed funding. Northstar aims to enable autonomous security operations.
Black Kite finds widespread security gaps across AI supply chain
Black Kite research found that 34.2% of AI companies have critical unpatched vulnerabilities. Nearly 62% had weaknesses in basic email security like DMARC. About 30% showed critical ransomware susceptibility. Even among the Forbes AI 50, 52% had critical unpatched vulnerabilities. The study assessed 18,160 AI companies.
Ceragem Wins Nine CES 2027 Innovation Awards for AI Products
Ceragem announced it won nine Innovation Awards for eight products at CES 2027. The awards come from the Consumer Technology Association for technology, design and innovation. This is the fourth year in a row Ceragem has won, bringing its total to 30 awards. The standout product was the Ceragem AI Wellness Home in the AI category. Other winners include the Therapier AI Multi Boosting Capsule and the AI Sleep Recovery Pillow.
Ceragem Takes Nine CES 2027 Innovation Awards Across Eight Products
Ceragem reported winning nine Innovation Awards for eight products at CES 2027. The Consumer Technology Association gives out these awards for innovative technology and design. Ceragem has now won 30 total CES Innovation Awards over four consecutive years. The Ceragem AI Wellness Home won in the artificial intelligence category. Additional winning products include the Urhythm AI Muscle Longevity System and the AI Neuro Focus Office Chair.
Meta Partners With Consulting Firms to Sell AI Products to Businesses
Meta is building relationships with consulting firms to sell its AI products to corporate customers. The Information reported that Meta is taking this approach to reach business buyers directly. Consulting firms can help Meta connect with companies that need AI tools. This move shows Meta is expanding beyond consumers into the business software market. Meta wants to compete more effectively in the growing enterprise AI space.
Rohm Sees Growth From AI Power Chips but Faces Investment Risks
Rohm is well positioned for growth over the next five years due to rising demand for AI power chips. Electrification is the main driver for automotive power chips since electric vehicles need more semiconductors. Power chips make up 15 percent of semiconductor costs in traditional vehicles but can reach 50 percent in electric vehicles. However, AI investment risks could weigh on Rohm's long-term outlook. The company benefits from both automotive and AI sectors but must manage growing costs.
Five Ways AI Helps Close the Cross-Sell Execution Gap
AI can help companies sell more to existing customers by closing the cross-sell execution gap. Most companies struggle because sellers do not know where expansion opportunities are and managers cannot track progress. AI can score the installed base continuously so sellers focus on accounts with real potential. It can also match each account to the best plays and arm sellers with conversation prep built from what the customer already owns. Managers gain visibility into which deals are moving and reps need coaching.
Regional cloud providers can profit from sovereign AI services
HPE and AMD say regional cloud providers can make money by offering sovereign AI services. These services keep data and AI models within specific legal borders. This helps banks, hospitals, and governments meet privacy and compliance rules. HPE and AMD provide high-performance hardware using 5th Gen AMD EPYC processors and AMD Instinct GPUs. Software tools help providers manage tenants, track usage, and bill customers automatically.
AI infrastructure stocks fall after Democratic election sweep
Stocks for companies selling AI buildout equipment fell sharply after a Democratic sweep of Congress. Companies like Corning, Caterpillar, and GE Vernova led the market for much of 2026. The Philadelphia Semiconductor Index dropped 12.3% on Nov. 5, its worst day since March 2020. Analysts say the AI buildout will likely continue but may face more delays and scrutiny. Some stocks recovered slightly on Nov. 9.
TaxStatus and Nitrogen add AI tools for financial advisors
TaxStatus and Nitrogen are connecting their software to Claude, ChatGPT, and Microsoft Copilot. TaxStatus launched a Client Connector that lets AI assistants answer questions about client data. Its new Discovery product runs over 160 automated checks across 11 categories. Nitrogen lets advisors use its tools inside Claude and ChatGPT, plus its Nucleus agent in Slack and Teams. The updates aim to reduce administrative work for financial advisors.
New fuzzy tree model interprets turbofan engine life predictions
Researchers developed an interpretable genetic fuzzy tree to predict turbofan engine remaining useful life. The model uses 13 cruise-mean sensor values per cycle and works without sequence models. It reaches 8.44 cycles RMSE on the multi-fault subset and 11.51 across all modes. The tree includes a per-component diagnostic layer with 411 total rules. The rule base is designed to allow formal verification.
Sources
- Palantir Rises 5%, Snowflake Up 6% as AI Stocks Rebound After Market Was “Freaking Out”
- CoreWeave Rises 5%, Nebius Up 7% as AI Stocks Rebound Ahead of Earnings: “Levered Trades to AI”
- Palantir Stock (PLTR) Rises 5.5% as AI Stocks Rebound (Nov 9)
- Northstar Security: Interview With Co-Founder And CEO Amer Deeba About AI-Native Cybersecurity And Autonomous Security Operations
- Black Kite Research Reveals Widespread Security Gaps Across AI Supply Chain, Exposing Enterprises to Growing Third-Party Cyber Risk
- Ceragem Wins Nine CES 2027 Innovation Awards Across Eight Products
- Ceragem Wins Nine CES 2027 Innovation Awards Across Eight Products
- Meta Forging Relationships With Consulting Firms to Sell AI Products to Corporate Customers, The Information Reports
- Rohm Benefits From Rising AI Power Chip Needs, but AI Investment Risks Weigh on Long-Term Outlook
- 5 Ways AI Closes the Cross-Sell Execution Gap
- Monetizing compliance: New AI revenue streams for regional CSPs
- Corning to Caterpillar: The AI ‘Picks and Shovels’ Trade Caves In
- TaxStatus, Nitrogen plug into Claude and ChatGPT in advisor AI push
- An Interpretable Fuzzy Tree for Turbofan Remaining Useful Life with an Auditable Per-Component Diagnostic Layer
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