Nvidia Stock Stays Strong While SoftBank Funds OpenAI Ventures

The artificial intelligence sector continues to see significant investment and strategic shifts, from cybersecurity to chip manufacturing and insurance. Sweet Security, a Tel Aviv-based company, recently secured $75 million in Series B funding, bringing its total investment to $120 million. This capital injection, led by Evolution Equity Partners, will fuel the global expansion of its unified Runtime CNAPP platform and enhance its new AI security tools designed to protect AI models and agents, including "Shadow AI." The company, founded by former IDF cyber leaders, also holds a U.S. patent for using AI to detect hidden attacks and has experienced rapid growth, with a sixfold increase in revenue and a tenfold rise in enterprise customers. Meanwhile, major players in the AI hardware space are making strategic moves. SoftBank, for instance, sold its entire $5.83 billion stake in Nvidia in October, offloading 32.1 million shares. This divestment is part of SoftBank's broader strategy to invest heavily in artificial intelligence, particularly with OpenAI. Despite this large sale, Nvidia's stock remains near record highs, underscoring the strong demand for its chips. Nvidia partner Hon Hai, a Taipei-based company, reported a better-than-expected 17% increase in net income, reaching NT$57.67 billion ($1.9 billion), with its shares rising over 35% this year due to its strong ties with Nvidia. On the competitor front, AMD CEO Dr. Lisa Su outlined an ambitious long-term growth strategy, projecting over 35% annual revenue growth and more than 80% growth in data center AI revenue. AMD is rapidly expanding its GPU lineup, with the MI350 Series already in use by Oracle Cloud Infrastructure, and plans to introduce MI450 Series GPUs in 2026, followed by the MI500 Series in 2027. Su dismissed concerns about AI spending, calling it "the right gamble" as major cloud providers increase their AI investments, leading to a 9% rally in AMD's stock. Investment firms are also re-evaluating their portfolios. Billionaire Philippe Laffont of Coatue Management sold all his shares in Super Micro Computer, making CoreWeave, an AI cloud company partnered with Nvidia, his biggest investment. CoreWeave's revenue is predicted to grow 90% yearly until 2027, thanks to its AI-specific data centers and early access to new Nvidia chips. Similarly, Cathie Wood's Ark Invest sold approximately $2.4 million worth of Tesla shares, redirecting investments into AI-related companies such as Pony AI Inc., Taiwan Semiconductor Manufacturing Co. Ltd., and Baidu Inc., signaling a strong belief in the future of artificial intelligence. Beyond infrastructure, AI is transforming various industries. Lemonade, an insurance technology company, saw its stock rise over 30% after strong third-quarter earnings, attracting 2.86 million policyholders with its AI chatbot that provides quick quotes and processes claims in seconds. Its in-force premium grew 30% to $1.15 billion, and the company raised its 2025 revenue forecast to $729.5 million. In the Web3 space, AgentLISA achieved the #4 spot on the x402scan Leaderboard for its AI security solutions, using TrustLLM to analyze smart contract code and detect 9 out of 10 OWASP vulnerabilities, making security accessible to developers at $0.50 to $5 per scan. Even the pharmaceutical giant Pfizer, which recently acquired Metsera for up to $10 billion, is exploring how artificial intelligence can create new growth opportunities for the industry. For investors looking into AI, an analyst from TipRanks recommended three "Outperform" rated ETFs: Vanguard Large-Cap ETF (VV), iShares Russell 1000 ETF (IWB), and iShares Core Dividend Growth ETF (DGRO).

Key Takeaways

• Sweet Security raised $75 million in Series B funding, bringing its total investment to $120 million for cloud and AI security expansion.
• Sweet Security launched new AI security tools to protect AI models and agents, including "Shadow AI," and holds a U.S. patent for AI-driven attack detection.
• SoftBank sold its entire $5.83 billion stake in Nvidia (32.1 million shares) to fund significant investments in artificial intelligence, particularly with OpenAI.
• AMD CEO Lisa Su projects over 35% annual revenue growth and more than 80% growth in data center AI revenue, with new MI450 and MI500 Series GPUs planned for 2026 and 2027.
• Billionaire Philippe Laffont made CoreWeave, an Nvidia-partnered AI cloud company, his biggest investment, with its revenue predicted to grow 90% yearly until 2027.
• Hon Hai, an Nvidia partner, reported a 17% increase in net income, with its shares rising over 35% this year due to strong ties with Nvidia and demand for AI hardware.
• Cathie Wood's Ark Invest sold approximately $2.4 million worth of Tesla shares, reallocating funds to AI-focused companies like Pony AI Inc., Taiwan Semiconductor Manufacturing Co. Ltd., and Baidu Inc.
• Lemonade, an AI insurance company, saw its stock rise over 30% after strong Q3 earnings, attracting 2.86 million policyholders and raising its 2025 revenue forecast to $729.5 million.
• AgentLISA achieved the #4 spot on the x402scan Leaderboard for Web3 AI security, detecting 9 out of 10 OWASP vulnerabilities in smart contracts at $0.50 to $5 per scan.
• Pfizer, after acquiring Metsera for up to $10 billion, is exploring the use of artificial intelligence to create new growth opportunities within the pharmaceutical industry.

Sweet Security raises $75 million for AI cloud protection

Sweet Security secured $75 million in Series B funding, bringing its total investment to $120 million. Evolution Equity Partners led the round, with other investors like Munich Re Ventures joining. This funding will help the Tel Aviv-based company grow globally and improve its unified Runtime CNAPP platform for cloud and AI security. Sweet Security also launched new AI security tools to protect AI models and agents. The company has seen rapid growth, including a sixfold increase in revenue and a tenfold rise in enterprise customers.

Sweet Security gets $75 million to fight hidden AI risks

Sweet Security, founded by former IDF cyber leaders, raised $75 million in Series B funding, totaling $120 million. Evolution Equity Partners led the investment. The company offers a complete cloud security platform, CNAPP, providing full visibility and protection against various threats. Sweet Security is also expanding its AI Security Platform, AISP, to find and secure all AI models and agents, including "Shadow AI." This funding will help the company expand globally and grow its team, aiming for 170 employees by next year.

Sweet Security secures $75 million for cloud AI defense

Sweet Security raised $75 million to boost its runtime cloud and AI protection. The company's platform offers continuous security for active workloads and data in real time, reducing risks in cloud setups. Sweet Security also holds a U.S. patent for using AI to find hidden attacks. Its AI Security Platform helps organizations map AI models, find unknown AI tools, and spot risky access. This unified platform combines different security features to protect both traditional and AI systems.

Philippe Laffont invests in CoreWeave sells Super Micro stock

Billionaire Philippe Laffont, who runs Coatue Management, sold all his shares in Super Micro Computer. He instead made CoreWeave his biggest investment. CoreWeave is an AI cloud company partnered with Nvidia, and experts predict its revenue will grow 90% yearly until 2027. CoreWeave's data centers are built specifically for AI, offering better performance and early access to new Nvidia chips. While CoreWeave has taken on debt, its CEO Michael Intrator says they borrow responsibly based on signed contracts.

Lemonade AI insurance stock could double

Lemonade, an insurance technology company, uses AI to improve customer service and efficiency. Its stock rose over 30% after strong third-quarter earnings, though it remains 54% below its 2021 peak. Lemonade's AI chatbot provides quick quotes and processes claims in seconds, attracting 2.86 million policyholders. The company's in-force premium grew 30% to $1.15 billion, and its claims processing costs have significantly decreased. Lemonade also raised its 2025 revenue forecast to $729.5 million, with analysts predicting 30% revenue growth in 2026.

AgentLISA ranks high for AI security in Web3

AgentLISA achieved the #4 spot on the x402scan Leaderboard for its AI security solutions in the agent-to-agent economy. This platform uses TrustLLM, a Web3-native AI, to analyze smart contract code like human experts. It detects 9 out of 10 OWASP vulnerabilities, significantly better than other tools, and reduces audit time and cost. Priced between $0.50 and $5 per scan, AgentLISA makes security accessible to many Web3 developers. It offers continuous protection across 14 blockchain networks and has quickly gained 3,578 paying developers in 24 hours.

AMD reveals big plans for AI and future growth

AMD shared its long-term growth strategy and AI leadership vision at its Financial Analyst Day. CEO Dr. Lisa Su highlighted strong product roadmaps and partnerships, expecting significant growth. Key products include the fast-growing AMD Instinct MI350 Series GPUs, already used by Oracle Cloud Infrastructure. New MI450 Series GPUs are coming in 2026, followed by the MI500 Series in 2027. AMD also plans to boost its server CPU market share with EPYC and "Venice" CPUs. The company expects over 35% annual revenue growth and aims for more than 80% growth in data center AI revenue.

Nvidia partner Hon Hai sees strong earnings from AI

Hon Hai, a Taipei-based partner of Nvidia, reported a better-than-expected 17% increase in net income, reaching NT$57.67 billion ($1.9 billion) in the September quarter. The company's shares have risen over 35% this year due to its strong ties with AI leader Nvidia. Hon Hai benefits from the high demand for Nvidia hardware, which powers many new AI data centers. CEO Liu also shared cautious hope for a recovery in consumer electronics in 2026.

SoftBank sells Nvidia stake to fund OpenAI investment

SoftBank sold its entire $5.83 billion stake in Nvidia in October, offloading 32.1 million shares. This move is part of SoftBank's plan to invest heavily in artificial intelligence, especially with OpenAI. The company also sold $9.17 billion in T-Mobile US shares to fund these new ventures. Despite the sale, Nvidia's stock has not been affected and remains near record highs. SoftBank still owns about 90% of Arm, maintaining a presence in the chip industry.

AMD CEO Lisa Su confident in AI spending growth

AMD CEO Lisa Su dismissed concerns about AI spending, calling it "the right gamble" as the company's stock rallied 9%. She noted that major cloud providers are increasing their AI investments because they see clear returns. Su expects AMD's revenues to grow 35% annually over the next three to five years, driven by strong demand for AI chips. She believes companies are making strategic bets within the evolving AI ecosystem.

Pfizer acquires Metsera explores AI for drug value

Pfizer acquired Metsera for up to $10 billion, outbidding competitor Novo Nordisk. Pfizer's stock is down almost 3% compared to a year ago. Experts like Robinhood CIO Stephanie Guild are discussing Pfizer's market position. They are also exploring whether artificial intelligence can create new growth opportunities for the pharmaceutical industry.

Cathie Wood sells Tesla invests more in AI stocks

Cathie Wood's Ark Invest sold about $2.4 million worth of Tesla shares. At the same time, the firm increased its investments in several AI-related companies. Ark Invest bought more shares of Pony AI Inc., a leader in self-driving technology. They also added to their holdings in Taiwan Semiconductor Manufacturing Co. Ltd., a key chipmaker for AI, and Baidu Inc., a Chinese tech giant focused on AI. These moves show Ark Invest's strong belief in the future of artificial intelligence.

AI analyst recommends three top ETFs for investors

An AI analyst from TipRanks identified three exchange-traded funds, or ETFs, as top investment choices. These ETFs have an "Outperform" rating and are expected to grow by at least 10%. The Vanguard Large-Cap ETF (VV) focuses on big, stable companies. The iShares Russell 1000 ETF (IWB) invests in the 1,000 largest U.S. companies across many industries. Lastly, the iShares Core Dividend Growth ETF (DGRO) is for investors seeking steady income from companies that consistently increase their dividends.

Sources

• Sweet Security: $75 Million Secured To Power Next-Generation AI And Cloud Runtime Security
• Sweet Security, led by ex-IDF cyber chiefs, secures $75M Series B to combat hidden AI
• Sweet Security Raises $75M to Advance Runtime CNAPP and AI Protection
• Billionaire Philippe Laffont Sells Super Micro Stock and Buys an AI Stock That Could Soar 100%
• 1 No-Brainer Artificial Intelligence (AI) Stock Down 54% to Buy Hand Over Fist in November
• AgentLISA Reaches #4 on x402scan Leaderboard, Pioneering AI Security for the Agent-to-Agent Economy
• AMD Details Vision for Long-Term Growth and AI Leadership at Financial Analyst Day
• Nvidia Partner Hon Hai Reports Solid Earnings on AI Strength
• SoftBank offloads entire $5.83 billion stake in Nvidia — firm sells off stock, cash will fund major investment in OpenAI, also in talks over Stargate
• AMD's Lisa Su dismisses AI spending fears as stock rallies on growth projections: 'It's the right gamble'
• Pfizer: Could AI unlock new value for drug makers?
• Cathie Wood Dumps $2.4 Million Worth Of Tesla Shares, Doubles Down On These AI Stocks
• 3 Best ETFs to Invest In, According to AI Analyst, 11/12/2025