salesforce, google and openai Updates

The technology sector is experiencing a mixed bag of developments, with some companies seeing significant gains while others face market pressure. Salesforce's stock surged following the unveiling of its unified AI platform, Agentforce 360, and new strategic AI partnerships with Google, OpenAI, and Anthropic. This move underscores Salesforce's commitment to agentic AI and enterprise automation. Meanwhile, the broader AI boom is encountering a substantial hurdle: a looming electricity power shortage. Data centers will require an additional 57 gigawatts by 2028, far exceeding current construction plans, creating a significant gap that presents investment opportunities in energy solutions like small modular reactors. In the semiconductor industry, TSMC's Q3 earnings surpassed expectations, driven by robust AI demand, though constraints in its CoWoS packaging technology remain a concern. Applied Digital is expanding its North Dakota data center capacity, signing a 15-year lease for 200 MW valued at approximately $5 billion with a U.S. hyperscaler, with potential for further expansion. Tesla is increasingly positioning itself as an AI company, highlighting its Dojo supercomputer and Optimus robot alongside its core EV business, as federal EV tax credits conclude. In the competitive AI landscape, two unnamed companies are projected to outperform Palantir Technologies in market value by 2030, as investor focus shifts towards AI infrastructure and analytics. Additionally, startup Sumble has raised $38.5 million for its AI-powered sales intelligence platform, founded by the creators of Kaggle, which was previously acquired by Google. Conversely, several AI-focused stocks, including C3.ai, Upstart, UiPath, Zeta Global, and SoundHound AI, have seen declines amid rising U.S.-China trade tensions and disappointing tech earnings, with companies like C3.ai and Upstart facing profitability and interest rate challenges.

Key Takeaways

• Salesforce's stock rose significantly after launching its unified AI platform, Agentforce 360, and announcing AI partnerships with Google, OpenAI, and Anthropic.
• The AI boom faces a projected electricity power shortfall, with U.S. data centers needing an additional 57 GW by 2028, creating investment opportunities in energy solutions.
• TSMC's Q3 earnings exceeded expectations, driven by strong demand for AI-related products, although packaging technology constraints persist.
• Applied Digital secured a 15-year lease for 200 MW at its North Dakota data center campus with a U.S. hyperscaler, valued at approximately $5 billion, with options for further expansion.
• Tesla is emphasizing its AI initiatives, including its Dojo supercomputer and Optimus robot, as it navigates the end of federal EV tax credits.
• Two unnamed AI companies are predicted to surpass Palantir Technologies in market value by 2030, reflecting a shift in investor preference towards AI infrastructure and analytics.
• Startup Sumble, founded by the creators of Kaggle (previously sold to Google), raised $38.5 million for its AI-powered sales intelligence platform.
• Several AI stocks, including C3.ai, Upstart, UiPath, Zeta Global, and SoundHound AI, experienced declines due to trade tensions and weak tech earnings.
• The U.S. hyperscaler leasing capacity from Applied Digital has the option to lease an additional 800 MW, indicating significant growth potential for the North Dakota campus.
• Netskope is noted for its AI-native cybersecurity solutions, showing strong revenue growth and high net revenue retention.

Tech Stocks Drop Amid Trade Fears and Weak Earnings

Several tech stocks including C3.ai, Upstart, UiPath, Zeta Global, and SoundHound AI experienced significant drops. This decline was driven by new U.S. trade tensions with China and disappointing earnings reports from major tech companies like Texas Instruments and Netflix. The uncertainty surrounding trade policies and evidence of underperformance in key tech sectors created market worry. Investors are watching for opportunities as the market reacts to these developments.

AI Stocks Fall Amid Trade Tensions and Tech Earnings Woes

Stocks like C3.ai Inc., Upstart Holdings Inc., UiPath Inc., Zeta Global Holdings Corp., and SoundHound AI Inc. saw declines due to rising trade tensions and weak tech earnings. Investors are cautious as U.S. China trade relations and corporate results create uncertainty. Companies like C3.ai and Upstart face profitability and interest rate challenges, while UiPath's growth has slowed. The broader market, especially the Nasdaq, reflects these sector-specific concerns.

Tech Stocks Decline on Trade Concerns and Earnings Misses

Several technology stocks, including C3.ai, Upstart, UiPath, Zeta Global, and SoundHound AI, traded lower due to rising trade tensions and disappointing tech earnings. News of potential U.S. restrictions on Chinese exports and weak forecasts from companies like Texas Instruments and Netflix fueled market anxiety. The semiconductor sector was particularly affected, with major chipmakers seeing declines. This broad market downturn highlights investor concerns about the tech industry's performance.

Applied Digital Secures $5 Billion AI Data Center Lease in North Dakota

Applied Digital has signed a 15-year lease for 200 MW at its Polaris Forge 2 campus with a U.S. hyperscaler, generating approximately $5 billion in contracted revenue. This deal brings Applied Digital's total leased capacity in North Dakota to 600 MW with two major hyperscalers. The Polaris Forge 2 campus targets high efficiency with a projected PUE of 1.18 and near-zero water use. The hyperscaler also has the option to lease an additional 800 MW, highlighting the significant expansion potential of the campus.

Applied Digital Signs $5 Billion AI Lease, Expanding North Dakota Data Center Capacity

Applied Digital announced a significant lease agreement valued at approximately $5 billion over 15 years with a U.S. hyperscaler for 200 megawatts of critical IT capacity at its Polaris Forge 2 campus in North Dakota. This deal increases Applied Digital's total leased capacity in North Dakota to 600 MW with two major hyperscalers. The hyperscaler also holds a right of first refusal for an additional 800 MW. The Polaris Forge 2 campus is designed for high efficiency, targeting a PUE of 1.18 and minimal water usage, with initial capacity expected online in 2026-2027.

TSMC Earnings Beat Estimates Amid AI Demand

Taiwan Semiconductor Manufacturing Company (TSMC) reported its Q3 2025 earnings, exceeding analyst expectations. The company's performance was bolstered by strong demand related to the artificial intelligence megatrend. Despite overall growth, constraints in its CoWoS packaging technology are noted as a potential challenge. TSMC's results highlight the significant impact of AI on the semiconductor industry.

Salesforce Jumps on AI Platform Launch and New Partnerships

Salesforce shares rose 9.9% following the launch of its unified AI platform, Agentforce 360, at Dreamforce 2025. The company also announced major AI partnerships with Google, OpenAI, Stripe, and Anthropic. These moves signal Salesforce's focus on agentic AI and enterprise automation. Early customer adoption and analyst support indicate strong optimism for the platform's long-term potential.

AI Boom Faces Power Shortage, Creating New Investment Opportunities

The rapid growth of the AI boom is facing a significant challenge due to a looming electricity power shortfall, according to Morgan Stanley. U.S. data centers will need an additional 57 gigawatts of power by 2028, but only 6 GW are under construction, creating a 36 GW gap. This 'Crunch' presents investment opportunities in companies that can provide solutions, including natural gas, renewables with storage, and particularly small modular reactors (SMRs) and microreactors. Efficiency improvements in data centers will also play a role in bridging the gap.

Tesla Earnings: Shifting Focus from EVs to AI

Tesla's earnings report presents an opportunity for the company to emphasize its transition from an electric vehicle (EV) maker to an artificial intelligence (AI) company. While the EV business remains profitable, Tesla is increasingly highlighting its AI ambitions, including its Dojo supercomputer and Optimus robot. Despite investor excitement about AI, the company must balance these future plans with the current performance of its core EV operations, especially as federal EV tax credits end.

Netskope IPO Offers AI-Native Cybersecurity Solution

Netskope is introduced as a compelling 'Buy' rated stock with its AI-native cybersecurity solutions. The company's platform utilizes a zero-trust, AI-focused approach to protect data across cloud, on-premise, and AI environments. Netskope demonstrates strong growth with over 30% revenue increase, high net revenue retention, and expanding gross margins. Despite competition, its valuation and growth trajectory make it an attractive investment.

Two AI Stocks Poised to Outperform Palantir by 2030

Two unnamed AI companies are predicted to surpass Palantir Technologies in market value by 2030, according to The Motley Fool. This forecast is based on the growth prospects of companies in AI infrastructure and analytics, challenging Palantir's current leadership. While Palantir focuses on profitability and government contracts, investors are increasingly favoring companies with direct exposure to AI model training and inference markets, such as those in AI chips and cloud compute services.

Sumble Raises $38.5M for AI-Powered Sales Intelligence

Startup Sumble, founded by the creators of Kaggle, has emerged from stealth mode with $38.5 million in funding led by Accel. The company aims to enhance sales prospecting by using AI to provide deeper context and insights into potential customers. Sumble's platform analyzes data to deliver actionable intelligence, helping sales teams engage more effectively. The founders previously sold Kaggle to Google in 2017.

Sources

• C3.ai, Upstart, UiPath, Zeta Global, and SoundHound AI Stocks Trade Down, What You Need To Know
• C3.ai, Upstart, UiPath, Zeta Global, and SoundHound AI Stocks Trade Down, What You Need To Know
• C3.ai, Upstart, UiPath, Zeta Global, and SoundHound AI Stocks Trade Down, What You Need To Know
• Applied Digital (NASDAQ: APLD) enters 200 MW Polaris Forge 2 lease, ND total now 600 MW
• Applied Digital Announces $5 Billion AI Factory Lease with U.S. Based Investment Grade Hyperscaler at Polaris Forge 2 ND Campus
• TSMC: The AI Megatrend And CoWoS Growth Constraints (NYSE:TSM)
• Why Salesforce (CRM) Is Up 9.9% After Launching Agentforce 360 and Expanding AI Partnerships
• The Crunch: 10+ Stocks to Play the Secret Winners of the AI Boom
• Tesla's earnings report means another chance to transition it from EV to AI
• Netskope: Compelling AI-Native Cybersecurity IPO (NASDAQ:NTSK)
• Two AI Stocks Predicted to Surpass Palantir by 2030: Growth and Market Analysis
• Sumble emerges from stealth with $38.5M to bring AI-powered context to sales intelligence