nvidia, scale ai and palantir Updates

The artificial intelligence sector is currently experiencing a dynamic period marked by both significant advancements and investor caution. Supermicro, a key provider of AI infrastructure, reported a dip in sales and profit for its fiscal first quarter of 2026. This temporary slowdown stemmed from shipment delays and customer upgrades, alongside the inherent complexity and cost associated with building AI hardware, such as the Nvidia GB300 rack-scale AI platform. Despite these challenges, Supermicro remains optimistic, forecasting a rebound by December and projecting at least $36 billion in revenue for fiscal year 2026, driven by its robust AI business. The company's CFO also noted an increase in market share and new customer acquisition. Elsewhere in the industry, several companies are demonstrating strong AI-driven growth. Qualcomm announced impressive fiscal Q4 2025 earnings, with revenue climbing 10% to $10.27 billion and annual revenue reaching $44.14 billion, largely propelled by the integration of AI into its products and the introduction of the Snapdragon 8 Elite chipset. Tempus AI also significantly raised its full-year 2025 revenue forecast to approximately $1.265 billion, indicating an 80% annual growth, even as it anticipates increased quarterly losses following a recent acquisition. Kinaxis Inc., a Canadian software company specializing in cloud-based AI supply chain management, continues to show consistent growth in revenue and earnings, with its stock potentially representing an undervalued opportunity. However, not all market participants share the same enthusiasm for the current AI surge. Noted investor Michael Burry, famously depicted in 'The Big Short,' has placed bets against prominent AI companies like Nvidia and Palantir. He expressed concerns on X, drawing parallels between the current AI spending frenzy and the dot-com bubble, suggesting a potentially unfavorable outcome for the boom. Innovation in AI applications is also expanding into new domains. Malanta, a new cybersecurity firm, launched on November 5, 2025, with $10 million in seed funding. Based in Tel Aviv, Malanta aims to preemptively stop AI-powered cyberattacks, known as AI.Attackers. Similarly, Wearable Devices Ltd. is broadening the global reach of its AI-powered touchless technology, having secured $3.3 million in funding and establishing an exclusive distribution partnership for its neural input wristbands in South Korea. In a recent crypto trading competition organized by Nof1, various AI models showcased their capabilities with mixed results. OpenAI's ChatGPT notably lost 63% of its initial funds, finishing last among six participating AI bots, which included Google's Gemini and Microsoft's Copilot. In contrast, Alibaba's Qwen3 Max AI model emerged as the winner, achieving a 15% profit. This event underscored that while AI can analyze market data, effective trading still necessitates sound strategy and diligent risk management.

Key Takeaways

• Supermicro reported lower sales and profit for its fiscal first quarter of 2026 but anticipates an AI business rebound by December, forecasting at least $36 billion in revenue for fiscal year 2026.
• Michael Burry's firm, Scion Asset Management, is betting against AI companies like Nvidia and Palantir, drawing comparisons to the dot-com bubble.
• Qualcomm's fiscal Q4 2025 revenue increased 10% to $10.27 billion, with annual revenue reaching $44.14 billion, primarily driven by AI integration and the Snapdragon 8 Elite chipset.
• Tempus AI raised its full-year 2025 revenue forecast to approximately $1.265 billion, projecting an 80% annual growth.
• Malanta, a new cybersecurity company, launched with $10 million in seed funding to develop a platform for preventing AI-powered cyberattacks (AI.Attackers).
• In a crypto trading competition, OpenAI's ChatGPT lost 63% of its funds, finishing last, while Alibaba's Qwen3 Max AI model won with a 15% profit; Google's Gemini and Microsoft's Copilot also participated.
• Kinaxis Inc., a profitable Canadian software company offering AI-based supply chain management, appears to be an undervalued investment despite consistent revenue and earnings growth.
• Wearable Devices Ltd. secured $3.3 million in funding and signed an exclusive distribution deal in South Korea to expand its AI-powered touchless technology globally.
• Supermicro acknowledged that building AI infrastructure, including the Nvidia GB300 rack-scale AI platform, is complex, costly, and can lead to lower profit margins on large projects.

Supermicro sees sales dip but expects AI boost soon

Supermicro reported lower sales for its fiscal first quarter of 2026. This temporary slowdown happened because of shipment delays and customer upgrades. However, the company still expects strong growth in the future. Supermicro believes its record artificial intelligence infrastructure business will help sales rebound by December.

Supermicro first quarter profits drop despite AI hopes

On November 4, Supermicro announced lower revenue and profit for its fiscal first quarter of 2026. The company's gross margin also decreased sharply, showing ongoing cost and pricing challenges. Despite this, Supermicro raised its sales forecast for the full year. The company is counting on strong growth from its artificial intelligence business.

Kinaxis AI stock may be a market bargain

Kinaxis Inc. (TSX: KXS) is a Canadian software company that offers cloud-based supply chain management using AI. The company is profitable and has been steadily growing its revenue and earnings. Despite its strong performance, Kinaxis stock trades at a lower price compared to its past and other AI companies. Its AI platform helps businesses manage supply chains better by optimizing inventory and forecasting demand. This makes Kinaxis an attractive investment for those interested in the AI market.

Tempus AI boosts 2025 sales forecast to 1.265 billion

Tempus AI increased its revenue forecast for the full year 2025 to about $1.265 billion. This represents an impressive 80% annual growth for the company. After acquiring Paige, Tempus AI expects its losses to increase by about $5 million each quarter. However, the company still predicts its Q4 Adjusted EBITDA will be around $20 million, leading to a slightly positive Adjusted EBITDA for the entire year.

Big Short investor Michael Burry bets against AI giants

Michael Burry, the famous investor from 'The Big Short,' is now betting against AI companies like Nvidia and Palantir. He returned to X to warn about market excitement, comparing the AI spending boom to the dot-com bubble. Burry used references from movies like 'WarGames' and 'Star Wars' to share his concerns. He believes the AI boom could end badly and that society might follow the wrong path for a long time. His firm, Scion Asset Management, revealed these wagers in its third-quarter portfolio update.

Malanta launches with 10 million dollars for AI security

Malanta, a new cybersecurity company, launched on November 5, 2025, with $10 million in funding. Based in Tel Aviv, Israel, Malanta aims to stop cyberattacks before they even begin. Their platform focuses on preventing threats that use AI, called AI.Attackers. This technology gives businesses a clear view and control over threats before they can cause harm. Cardumen Capital led the seed funding round, with The Group Ventures also participating.

ChatGPT loses money in crypto trading while China AI profits

In a two-week crypto trading competition organized by Nof1, OpenAI's ChatGPT lost 63% of its starting funds. It finished last among six AI bots, including Google's Gemini and Microsoft's Copilot. However, Alibaba's Qwen3 Max AI model won the "Alpha Arena" contest with a 15% profit. Nof1 founder Jay Azhang called the event a stress test for AI systems, noting that each AI showed a unique "investing personality." The results highlight that while AI can analyze markets, it cannot replace good trading strategy and risk management.

Wearable Devices expands AI tech globally with new deals

Wearable Devices Ltd. (Nasdaq: WLDS) is a company leading in AI-powered touchless technology for human-computer interaction. Their products, the Mudra Band and Mudra Link, use AI to allow users to control digital devices with gestures. The company recently secured $3.3 million from selling shares and warrants to an institutional investor on October 30th. On October 27th, WLDS also signed an exclusive distribution deal with Sky Commerce Co., Ltd. for its neural input wristbands in South Korea. This partnership helps WLDS expand its advanced technology into new global markets.

Supermicro finds AI hardware production difficult and costly

Supermicro, a server maker, reported lower revenue and weaker profit margins, admitting that building AI infrastructure is complex. CEO Charles Liang explained that a customer's last-minute upgrade and the difficulty of integrating new GPU racks caused delays. The company also took on a large project with higher costs and lower profit margins, like the Nvidia GB300 rack-scale AI platform. Despite these challenges, Supermicro's CFO David Weigand stated they are gaining market share and attracting new customers. The company forecasts at least $36 billion in revenue for fiscal year 2026 and expects future modular solutions to offer better margins.

Qualcomm sees double-digit revenue growth driven by AI

Qualcomm announced strong fiscal Q4 2025 earnings on November 5, showing double-digit revenue gains. The company's revenue increased by 10% to $10.27 billion, with annual revenue growing 13% to $44.14 billion. This growth is largely due to the increasing use of AI in its products and the launch of the Snapdragon 8 Elite chipset. Qualcomm's CEO Cristiano Amon highlighted strong performance in headset sales, up 14%, and significant gains in the Automotive and Internet of Things sectors. The company expects continued growth in the upcoming fiscal Q1, fueled by new Snapdragon 8 Gen 4 chip devices and smart glasses.

Sources

• Supermicro reports lower quarterly sales but expects AI-driven rebound in December
• Supermicro’s fiscal 1Q results show strain beneath the AI surge
• This Artificial Intelligence (AI) Stock Could Be the Best Bargain in the Market Right Now
• Tempus AI raises 2025 sales outlook to $1.265B, consensus $1.26B
• Why Michael Burry of 'The Big Short' is betting against Nvidia, Palantir, and AI
• Malanta Exits Stealth with $10M to Redefine Enterprise Security for the AI Era
• ChatGPT Lost 63% Trying To Trade Crypto — But One China AI Made A Healthy Profit
• New International Sales Agreement and Growing Industry Recognition for Patent Holding Leader in AI-Powered Wearables Technology: Wearable Devices Ltd. (Nasdaq: WLDS)
• Supermicro says making AI hardware is tricky and low-margin
• Qualcomm announces double-digit revenue gains as AI drives sales