The artificial intelligence sector is seeing significant strategic shifts and investments, highlighted by SoftBank's recent moves. The Japanese tech giant sold its $5.8 billion stake in Nvidia in October, a move that nearly tripled its profit to $13 billion in the first half of this fiscal year. This sale reflects Chairman Masayoshi Son's strategy to pivot heavily towards AI, with SoftBank already investing tens of billions in OpenAI and planning to offer AI services in Japan. This divestment from Nvidia, which some analysts suggest indicates a belief that Nvidia's rapid stock growth might slow, also fuels OpenAI's ambitious 'Stargate' project, a massive data center in New Mexico designed to house an estimated 10,000 AI chips, backed by a $3 billion investment from Blue Owl Capital. This underscores the enormous capital flowing into AI infrastructure development. Meanwhile, other companies are making strides in AI applications. 1mind, co-founded by Amanda Kahlow, secured $30 million in Series A funding, bringing its total funding to $40 million. This capital will scale its AI sales agent, Mindy, which uses deterministic AI to handle inbound sales, explain products, and provide technical details. Mindy is already in use by over 30 organizations, including major players like Salesforce and Snowflake, aiming to automate customer acquisition and deal closures. In the healthcare sector, Cathie Wood's Ark funds recently invested $16.2 million in Tempus AI shares, purchasing 222,614 shares despite a recent 17% stock drop. Tempus AI, a health technology company leveraging AI for better medical decisions, reported strong third-quarter revenue of $334.2 million, exceeding expectations, and is now the fifth-largest holding in Wood's Ark Innovation ETF. Investment in AI infrastructure remains robust, even with some volatility. CoreWeave, an Nvidia-backed company, saw its shares fall 16.4% after reporting a third-quarter net loss of $110.12 million on $1.36 billion in sales, and revised its full-year revenue expectations to between $5.05 billion and $5.15 billion due to data center supply issues. Despite this, CoreWeave announced new deals with CrowdStrike and VAST Data to boost its AI cloud services. AI networking stocks are also outperforming the broader market, with funds like the Spear Alpha ETF gaining 48% this year, as improvements in how computer chips connect drive AI technology forward. Astera Labs, a top holding in Spear Alpha, specializes in products that link GPUs for enhanced performance. Even traditional industries are embracing AI, with United Maritime investing $0.5 million in an AI-powered platform to improve ship management and operations, aiming for greater automation and efficiency. Palantir continues to demonstrate strong performance, with its stock expected to rally despite a short bet from Michael Burry. The company reported a record third quarter, with adjusted earnings per share growing 110% and total revenue increasing 63% to $1.18 billion. Its US commercial sales surged 121% to $397 million, signaling a clear shift towards enterprise AI software. CEO Alex Karp highlighted the company's impressive 'Rule of 40' score of 114, attracting significant investor interest.
Key Takeaways
- SoftBank sold its $5.8 billion stake in Nvidia in October, nearly tripling its profit to $13 billion in the first half of the fiscal year.
- SoftBank is heavily investing in OpenAI, committing tens of billions, and plans to offer AI services in Japan.
- Blue Owl Capital is investing $3 billion in a new data center in New Mexico for OpenAI's 'Stargate' project, designed to hold 10,000 AI chips.
- 1mind raised $30 million in Series A funding, bringing its total to $40 million, to scale its AI sales agent 'Mindy,' which is used by over 30 organizations including Salesforce and Snowflake.
- Cathie Wood's Ark funds bought $16.2 million in Tempus AI shares, making it the fifth-largest holding in her Ark Innovation ETF, recognizing healthcare as a key AI growth area.
- Tempus AI reported strong third-quarter revenue of $334.2 million, exceeding expectations, despite a recent 17% stock drop.
- CoreWeave, an Nvidia-backed company, saw its stock drop 16.4% after reporting a Q3 net loss of $110.12 million and revising full-year revenue expectations due to data center supply issues.
- AI networking stocks are outperforming the market, with funds like the Spear Alpha ETF gaining 48% this year, driven by advancements in chip connectivity.
- Palantir reported a record third quarter with total revenue up 63% to $1.18 billion and US commercial sales jumping 121% to $397 million, signaling a strong shift to enterprise AI software.
- United Maritime invested $0.5 million in an AI-powered platform to enhance ship management and operations, aiming for increased automation and efficiency.
SoftBank Sells Nvidia Stake for $5.8 Billion to Fund AI
Japanese tech company SoftBank sold its shares in Nvidia for $5.8 billion. This move allows SoftBank to invest more in other ventures, especially OpenAI. The company's profit nearly tripled to about $13 billion in the first half of this fiscal year. SoftBank has already invested tens of billions in OpenAI and plans to offer AI services in Japan. This sale reflects Chairman Masayoshi Son's strategy shift towards artificial intelligence.
SoftBank Sells Nvidia Stake for $5.8 Billion to Boost AI
Japanese tech giant SoftBank sold its stake in Nvidia for $5.8 billion in October. This sale helps SoftBank invest more in other areas, especially OpenAI, which owns ChatGPT. The company's profit almost tripled to $13 billion in the first half of this fiscal year. SoftBank has already put tens of billions into OpenAI and plans to offer AI services in Japan. This move shows SoftBank's strategy shift towards artificial intelligence.
SoftBank Sells Nvidia Stake for $5.8 Billion, Fuels AI Debate
SoftBank Group sold its $5.8 billion stake in Nvidia on November 11, causing some worry about an AI market bubble. This sale suggests that SoftBank's chairman, Masayoshi Son, believes Nvidia's rapid stock growth might slow down. Son aims to use these funds to invest more in AI applications like OpenAI and the Stargate project. SoftBank also sold $9.2 billion in T-Mobile shares, showing a clear shift in its investment strategy. The company's stock has doubled this year, partly due to OpenAI's rising value.
1mind Raises $30 Million for AI Sales Agent Mindy
1mind, a company co-founded by Amanda Kahlow, raised $30 million in Series A funding led by Battery Ventures. This money will help scale its AI sales agent named Mindy. Mindy focuses on inbound sales, acting like a human to explain products, provide technical details, and help new clients. The agent uses deterministic AI to give accurate information and is already used by over 30 organizations, including Salesforce and Snowflake. 1mind plans to hire more staff to support Mindy's growth.
1mind Secures $30 Million to Advance AI Sales Agents
1mind, founded by Amanda Kahlow, secured $30 million in new funding, bringing its total to $40 million. The company aims to use AI-powered "superhumans" to take over sales tasks usually done by people. This includes automating how companies find new customers and close deals. Investors like Battery Ventures and Lightspeed Venture Partners supported this round. While some worry about job loss, 1mind believes its AI agents can make sales faster and more efficient.
Cathie Wood Buys $16.2 Million in Tempus AI Shares
Cathie Wood's Ark funds bought $16.2 million worth of Tempus AI stock on November 6 and 7. This purchase included 222,614 shares, even though Tempus AI's stock dropped about 17% recently. Tempus AI is a health technology company that uses AI to help doctors make better decisions. The company reported strong third-quarter revenue of $334.2 million, beating expectations. Cathie Wood believes healthcare is the most overlooked area for AI growth, making Tempus AI the fifth largest holding in her Ark Innovation ETF.
Stock Futures Flat After AI Stocks Rally
US stock futures remained mostly flat on Monday night after major indexes rallied earlier in the day. Investors were hopeful that a government shutdown might end soon, leading them to buy into riskier stocks, including those in the AI sector. However, CoreWeave shares fell in after-hours trading due to problems with data center supplies. The Nvidia-backed company now expects lower full-year revenue, between $5.05 billion and $5.15 billion, though its third-quarter revenue still jumped 134%.
CoreWeave Stock Falls 16.4% After Q3 Earnings and Deals
CoreWeave's stock dropped 16.4% after the company announced its third-quarter 2025 earnings. The company reported $1.36 billion in sales but also a net loss of $110.12 million. Despite the stock drop, CoreWeave also announced important new deals with CrowdStrike and VAST Data. These partnerships aim to boost its AI cloud services and strengthen its place in the growing AI infrastructure market.
AI Networking Stocks Lead Market Gains
AI networking stocks are performing exceptionally well this year, beating the broader market. Funds focused on this area, like the Spear Alpha ETF, have seen gains of 48% this year. Ivana Delevska, who manages Spear Alpha, explains that the biggest improvements in AI technology now come from how computer chips connect. Her fund's top holding, Astera Labs, makes products that link GPUs together for better performance. While AI networking is strong now, Delevska expects AI applications to become the next big trend in about three years.
Blue Owl Invests $3 Billion in OpenAI's Stargate Data Center
Blue Owl Capital, a major private lender, is investing about $3 billion in a new data center in New Mexico. This data center is part of OpenAI's massive "Stargate" project, designed to power its future artificial intelligence models. The investment highlights the huge amount of money flowing into AI infrastructure development. This facility is expected to be one of the world's largest AI data centers, holding an estimated 10,000 AI chips. Blue Owl's commitment shows strong belief in OpenAI's plan to expand its AI capabilities and stay ahead in the field.
United Maritime Invests in AI for Ships, Pays Dividend
United Maritime Corporation announced its third-quarter 2025 results, reporting $11 million in revenues and a net income of $1.1 million. The company also declared a $0.09 per share cash dividend, marking its twelfth straight quarterly payment. United Maritime made a strategic $0.5 million investment in an AI-powered platform to improve ship management and operations. This move aims to boost automation and efficiency using digital agents. The company also sold older vessels for $18.8 million and increased its investment in an offshore energy construction vessel project.
Palantir Stock Set to Rally Despite Burry's Short Bet
Palantir's stock is expected to rally again, even though famous short seller Michael Burry bet against it. Palantir reported a record third quarter, with adjusted earnings per share growing 110% and total revenue up 63% to $1.18 billion. Its US commercial sales jumped 121% to $397 million, showing a shift towards enterprise AI software. CEO Alex Karp highlighted the company's "Rule of 40" score of 114, which is very strong compared to other software companies. This strong performance and shift to commercial contracts are attracting large investors.
Sources
- Japan's SoftBank says it has sold its shares in Nvidia for $5.8 billion
- SoftBank sells Nvidia stake, profit triples on AI boom
- SoftBank's $5.8 billion Nvidia stake sale stirs fresh AI bubble fears
- 1mind Raises $30 Million Series A to Scale AI Sales Agent Mindy
- AI’s Bold Bid to Replace Sales Reps: Inside 1mind’s $30M Funding Surge
- Cathie Wood buys $16.2 million of sinking AI stock
- Stock futures are little changed after AI trade roars back: Live updates
- Why CoreWeave (CRWV) Is Down 16.4% After Major AI Partnerships and Q3 Earnings Miss
- Stocks in this corner of the AI trade are crushing the market
- OpenAI’s Stargate Project Gets $3 Billion Blue Owl Investment
- United Maritime Corporation Declares Quarterly Cash Dividend and Announces Strategic AI Investment in Ship Management Technology
- Palantir rally to resume despite Burry's short bet, according to the charts
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