Palantir Stock Drop? Nvidia $260B Swing, Apple AI Deal

Recent developments highlight the growing importance of AI across various sectors. Warren Buffett's Berkshire Hathaway has made a significant investment in Nucor, a steel company, recognizing its crucial role in building data centers needed for AI infrastructure. Nucor is also focused on sustainable steel production using electric arc furnace (EAF) technology. Meanwhile, Palantir's stock has faced scrutiny, with analysts from RBC and Morgan Stanley suggesting it may be overvalued and could potentially drop significantly. Despite this, Palantir remains a strong AI software company with ties to the defense industry. In the financial sector, JPMorgan Asset Management is investing up to $500 million in Numerai, an AI-driven hedge fund that uses crowdsourced trading models and its own cryptocurrency, Numeraire (NMR). This move underscores the increasing integration of AI in crypto trading. Supermicro's stock saw a boost after partnering with Lambda to build gigawatt-scale AI factories powered by NVIDIA technology, targeting industries like healthcare and finance. NVIDIA itself is bracing for a potentially volatile earnings report, with analysts predicting a significant swing in its market value. The report is expected to reveal whether the current enthusiasm for AI stocks is justified. On the mergers and acquisitions front, an analyst suggests that Apple's stock could surge if it acquires Perplexity AI, though such a deal is considered unlikely. Separately, a class action lawsuit has been announced against C3.ai, alleging false statements about the company's revenue outlook. Finally, Nvidia, Alphabet, and Meta are highlighted as top AI stocks, each with unique strengths in hardware, software, and platform monetization.

Key Takeaways

• Warren Buffett's Berkshire Hathaway invested in Nucor, recognizing steel's importance in AI data center construction.
• Nucor is focusing on sustainable steel production using electric arc furnace (EAF) technology.
• Analysts predict Palantir's stock could drop significantly due to overvaluation concerns.
• Palantir's stock has increased 108% in 2025 and 1,840% over the past three years.
• JPMorgan is investing $500 million in Numerai, an AI hedge fund using crowdsourced trading models.
• Numerai's strategies that combine crowdsourcing, AI, and digital assets had a net return of over 25% in 2024.
• Supermicro partnered with Lambda to build gigawatt-scale AI factories using NVIDIA technology.
• Nvidia's upcoming earnings report is expected to cause a $260 billion swing in its market value.
• An analyst suggests Apple's stock could soar if it acquires Perplexity AI.
• Nvidia, Alphabet, and Meta are highlighted as strong AI stocks with unique advantages.

Buffett's Berkshire bets on steel giant Nucor Is it an AI play

Warren Buffett's Berkshire Hathaway revealed a new investment in Nucor, a steel company. Nucor could be a key part of the AI infrastructure because data centers need steel. The U.S. government also wants to be more self-reliant in steel production. Buffett's investment is a bet on American manufacturing and national security, not just a commodity business. Nucor's focus on data center construction and U.S. manufacturing could drive long-term growth.

Warren Buffett's Berkshire buys Nucor Could steel be the next AI investment

Warren Buffett's Berkshire Hathaway revealed its secret stock investment is in Nucor, a steel company. Nucor is important for AI because data centers need steel for construction. The U.S. government wants to rely more on American-made steel. Buffett's investment shows that steel is a key part of building AI infrastructure. Nucor's focus on data centers and American manufacturing could lead to future growth.

Nucor a stealth AI stock Buffett invests in steel for AI future

Nucor is becoming known as a 'stealth AI stock' because it makes steel needed for data centers. Warren Buffett's Berkshire Hathaway invested $857 million in Nucor in 2025. Nucor uses electric arc furnace (EAF) technology to recycle steel, which helps with sustainability. The company is investing in utility structures to support data centers and grid upgrades. Nucor's focus on American manufacturing and sustainable practices makes it a key player in the AI economy.

Palantir stock dips Is now the time to buy this AI stock

Palantir's stock price went down slightly because of market pressures. Palantir is a strong AI software company with good sales and earnings growth. However, the stock's high valuation means it's a risky investment. Palantir's stock is up 108% in 2025 and 1,840% over the last three years. Palantir's involvement in the defense industry could help balance some market risks, but it may only be suitable for investors who can handle high risk.

Palantir stock falls Is it time to buy this AI company

Palantir's stock decreased slightly, following market trends. Palantir is a strong AI software company that is experiencing sales and earnings growth. However, its stock is considered highly valued, making it a potentially risky investment. Palantir's stock has increased 108% in 2025 and 1,840% over the past three years. Palantir's ties to the defense industry may help offset some market risks, but the stock is best for investors who are comfortable with higher risk.

Analyst says Palantir stock could drop 70% Is the AI stock overvalued

One Wall Street analyst thinks Palantir Technologies stock could drop by over 70%. RBC analyst Rishi Jaluria believes Palantir's high valuation is not sustainable. Palantir makes software for analysis and AI-assisted decision-making. While Palantir's revenue jumped 48% recently, Jaluria is concerned about its high valuation. Other analysts also have concerns, but Jaluria is the most negative about Palantir's stock.

Analyst predicts Palantir stock could fall 70% Is the AI stock too high

An analyst at Morgan Stanley predicts Palantir Technologies stock could drop 70%. The analyst, Keith Weiss, believes Palantir's stock is overvalued and its growth may not last. He points out that Palantir depends on a few large government contracts. If these contracts are not renewed, Palantir's revenue could be greatly affected. Weiss also thinks Palantir's commercial business isn't growing fast enough to make up for potential losses in government revenue.

JPMorgan invests $500M in AI hedge fund Numerai Is crypto-AI here

JPMorgan Asset Management is investing up to $500 million in Numerai, an AI-driven hedge fund. Numerai uses crowdsourced trading models developed by data scientists. In 2024, Numerai's strategies that combine crowdsourcing, AI, and digital assets had a net return of over 25%. Numerai also has its own cryptocurrency, Numeraire (NMR). This investment shows growing interest in the connection between crypto and AI, with companies using AI in crypto mining and decentralized networks.

JPMorgan invests in Numerai AI hedge fund for crypto trading edge

JPMorgan Chase & Co. is investing $500 million in Numerai, a hedge fund that uses AI. Numerai uses encrypted machine learning algorithms from data scientists around the world. JPMorgan's investment shows that AI is becoming more accepted in financial markets, especially for cryptocurrencies. Numerai's Numeraire (NMR) token has recently increased in price, reflecting investor confidence in AI-driven approaches. The partnership shows how data science and decentralized infrastructure are coming together in finance.

Supermicro stock rises on AI partnership for gigawatt AI factories

Supermicro's stock price increased by 0.43% after announcing a partnership with Lambda. The partnership will deploy GPU-optimized AI servers using NVIDIA technology. They plan to build gigawatt-scale AI factories in the Midwest. These factories will target healthcare, finance, and logistics industries. The goal is to provide energy-efficient, high-performance AI infrastructure.

Nvidia earnings What to expect from the AI chip giant

Nvidia's upcoming earnings report is expected to cause a $260 billion swing in its market value. Options traders predict the shares will move about 6% in either direction. Investors are watching to see if Nvidia's $4 trillion market valuation is justified. They are also interested in the impact of a recent revenue-sharing deal with the U.S. government. Nvidia's results could show whether the enthusiasm for AI stocks is justified.

Apple shares could soar with Perplexity AI deal says analyst

Josh Brown believes Apple's stock could reach a record high if it buys Perplexity AI. Apple has been struggling with artificial intelligence, and investors are waiting for a big move. A deal with Perplexity AI could boost the stock, which has been underperforming this year. Brown also suggests that Perplexity AI's CEO could eventually succeed Tim Cook as Apple's CEO. However, Brown doesn't expect Apple to make the deal, as they don't typically make such purchases.

C3.ai investors with losses may lead class action lawsuit

Robbins Geller Rudman & Dowd LLP announced a class action lawsuit against C3.ai, Inc. The lawsuit is for investors who purchased C3.ai securities and suffered substantial losses. The lawsuit claims C3.ai and its executives made false statements about the company's revenue outlook and growth. The lawsuit also claims they downplayed risks related to the CEO's health. C3.ai announced disappointing financial results and reduced revenue guidance, causing the stock price to fall.

Nvidia earnings will show if AI is real or just hype

Nvidia's upcoming earnings report will provide insights into the AI economy. Nvidia is a major force in the S&P 500, making its earnings report important for the market. Investors are concerned about trade tensions with China and the demand for AI infrastructure. The report will influence the debate on whether the market is experiencing an AI bubble. Analysts are watching to see if Nvidia can continue to impress investors.

Top AI stocks to buy now Nvidia Alphabet and Meta

Nvidia, Alphabet, and Meta are strong artificial intelligence (AI) stocks to consider. Nvidia is a leading provider of AI hardware, while Alphabet offers stability and value. Meta shows flexibility by using AI to improve its platforms. These companies have resources, tested products, and the ability to dominate the AI market. They each have unique advantages, like hardware dominance, software integration, and platform monetization.

Sources

• Warren Buffett's Secret Stock Revealed: Is Nucor a Stealth Artificial Intelligence (AI) Bet? @themotleyfool #stocks $NUE $BRK.B $CAT $BRK.A $NVDA $ORCL $SOBK.Y $PLTR
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