Palantir Breakthrough Complements Nvidia AI Partnership

The artificial intelligence sector continues to experience rapid growth and significant market activity, with several companies reporting strong performance while others face challenges and scrutiny. Palantir Technologies, for instance, saw its shares climb over 175% in the past year, driven by its Artificial Intelligence Platform (AIP). The company achieved record-breaking revenue in the third quarter, with U.S. commercial business sales more than doubling by 121% to $397 million. Palantir also forged a partnership with Nvidia to develop an integrated system for operational AI. Despite this success, some Wall Street analysts, like Jefferies' Brent Thill, warn that Palantir's stock could fall 60% to $70 due to its high valuation, trading at 108 times sales. Similarly, Nvidia, a key player in the AI hardware space, might see its stock drop 46% to $100, according to Seaport Research's Jay Goldberg, especially after its market share in China for advanced chips fell from 95% to zero due to U.S. export restrictions. However, the overall AI boom is still expected to drive significant stock gains for companies like Palantir, Microsoft, and Amazon by 2026, with Microsoft leveraging AI in its Azure cloud services and Copilot, and Amazon capitalizing through AWS and ongoing AI research. CoreWeave, an AI cloud provider, exceeded Wall Street's third-quarter revenue and earnings predictions, benefiting from high demand for its computing infrastructure. The company, which rents GPUs from chipmakers like Nvidia, secured a major contract with Microsoft, though it faces challenges from substantial debt and reliance on a few key suppliers. This strong demand for AI infrastructure also fueled a surge in memory and data storage stocks in 2025, with Micron Technology's shares tripling, Western Digital's nearly quadrupling, and Seagate Technology's increasing by about 240%. Beyond the giants, other AI-focused companies are making strides. Scribe, a startup that documents workflows, reached a $1.3 billion valuation after a Series C funding round and launched Scribe Optimize, a tool to identify AI automation opportunities. The company, founded in 2019, now boasts over 5 million users, including teams at 94% of Fortune 500 companies. Streetbeat secured $15 million in Series A funding to expand its AI-powered trading platform, StreetbeatPRO, which is currently used by 4,000 advisors across 15 countries. In the UK, AI Score, a startup focused on AI governance, raised €864,000 in pre-Seed funding on November 10, 2025, to help organizations use AI safely and strategically. DoubleVerify is also enhancing its digital advertising verification with new AI-driven solutions, launching streaming TV products in early November 2025 and projecting full-year 2025 revenue growth around 14%. Not all AI companies are thriving equally; BigBear.ai saw its second-quarter sales fall 18% to $32.5 million and missed its 2024 revenue guidance, with adjusted losses more than doubling to $8.5 million. C3.ai, despite its stock doubling in 2023, has not met investor expectations for sales growth and remains unprofitable, though its stock rose after reports of a possible company sale. Meanwhile, Microsoft faces scrutiny from The Wall Street Journal for not fully disclosing its financial relationship with OpenAI, including $4.7 billion in recent losses and $1.3 billion the year prior, and not identifying OpenAI as a related party despite owning 27% of the company.

Key Takeaways

• Palantir's Artificial Intelligence Platform (AIP) drove a 175% share increase and a 121% surge in U.S. commercial sales to $397 million in the last year.
• Palantir partnered with Nvidia to create an integrated system for operational AI.
• Wall Street analysts predict significant stock drops for Palantir (60% to $70) and Nvidia (46% to $100) due to extremely high valuations.
• Nvidia's market share in China for advanced chips plummeted from 95% to zero due to U.S. export restrictions.
• CoreWeave exceeded Q3 revenue and earnings forecasts, securing a major contract with Microsoft for its GPU-accelerated cloud infrastructure.
• Microsoft faces scrutiny for not fully disclosing $4.7 billion in recent losses from OpenAI and other financial details, despite owning 27% of the company.
• Scribe achieved a $1.3 billion valuation and launched Scribe Optimize for identifying AI automation opportunities, serving over 5 million users.
• Streetbeat raised $15 million in Series A funding to expand its AI-powered trading platform, StreetbeatPRO, which is used by 4,000 advisors in 15 countries.
• UK startup AI Score secured €864,000 in pre-Seed funding on November 10, 2025, for its AI governance platform, addressing a key concern for businesses.
• Memory and data storage stocks like Micron Technology, Western Digital, and Seagate Technology saw substantial surges (up to nearly 400%) in 2025 due to strong AI demand.

Palantir AI Platform Drives Record Sales and Nvidia Partnership

Palantir Technologies saw its shares soar over 175% in the last year due to its successful Artificial Intelligence Platform, AIP. The company achieved record-breaking revenue in the third quarter, with U.S. commercial business sales more than doubling by 121% to $397 million. Palantir, which started with government clients, now expands significantly into the commercial sector. It also partnered with Nvidia to create an integrated system for operational AI. While CEO Alex Karp believes this is just the beginning, some analysts note the stock's high valuation compared to competitors like Nvidia.

BigBear.ai Faces Challenges as Sales Slow and Losses Grow

BigBear.ai's sales are slowing down, with second-quarter sales falling 18% to $32.5 million. The company also missed its 2024 revenue guidance. BigBear.ai is unprofitable, and its adjusted losses more than doubled to $8.5 million in the second quarter, partly due to a 23% increase in research and development costs. Despite these issues, the company's share price has risen 452%, leading to a very high valuation. Investors should be cautious as the company needs to show strong revenue growth and reduce losses.

Analysts Warn Palantir and Nvidia Stocks May Drop Significantly

Wall Street analysts are predicting big drops for popular AI stocks Palantir Technologies and Nvidia. Palantir's shares could fall 60% to $70, according to Jefferies analyst Brent Thill, due to its extremely high valuation of 108 times sales. Nvidia's stock might drop 46% to $100, as predicted by Seaport Research analyst Jay Goldberg. Nvidia's market share in China has also dropped from 95% to zero because of U.S. export restrictions, impacting its sales of advanced chips.

CoreWeave Exceeds Revenue Forecasts Amid Strong AI Demand

AI cloud provider CoreWeave surpassed Wall Street's third-quarter revenue estimates. The company benefits from high demand for its computing infrastructure, which powers artificial intelligence workloads. CoreWeave rents graphics processing units, or GPUs, from chipmakers like Nvidia and has secured big contracts, including a recent deal with Microsoft. Despite strong revenue, CoreWeave faces challenges from substantial debt for its rapid expansion and its reliance on a few key suppliers.

CoreWeave Earnings Beat Signals Continued AI Market Growth

CoreWeave Inc. exceeded Wall Street's revenue and earnings predictions for the third quarter. This strong financial performance shows that the artificial intelligence boom is still going strong. The cloud-computing company secured several important cloud deals during the quarter. CoreWeave specializes in GPU-accelerated cloud infrastructure, making it a key player in the growing AI market.

DoubleVerify Boosts Streaming Ad Verification with New AI Tools

DoubleVerify, or DV, is improving its digital advertising verification services with new AI-driven solutions. In early November 2025, the company launched industry-first streaming TV products to gain an edge in the growing streaming market. DoubleVerify expects fourth-quarter revenue between $207 million and $211 million, with full-year 2025 revenue growth around 14%. The company uses licensed IMDb data and expanded automation to make ad verification more accurate and clear for advertisers.

UK Startup AI Score Raises Funds for AI Governance Platform

London-based startup AI Score secured €864,000 in pre-Seed funding on November 10, 2025. This funding addresses a key concern for businesses, as 70% of security leaders prioritize governing AI systems. Founded in 2025 by Alex Harland and Benita Tibb, AI Score offers an intelligence platform that helps organizations use AI safely and strategically. It provides real-time insights into AI use, value, and risks, helping companies manage AI at scale. The company is already working with clients in financial services, legal, and consumer industries.

Scribe Reaches 1.3 Billion Valuation with New AI Workflow Tool

Scribe, a startup that helps document how work happens, achieved a $1.3 billion valuation after a Series C funding round led by StepStone. The company launched Scribe Optimize, a new tool that helps organizations find the best places to use AI for automation. Scribe's main product, Scribe Capture, automatically creates step-by-step guides for workflows, saving users many hours each month. Founded in 2019, Scribe now has over 5 million users, including teams at 94% of Fortune 500 companies, and plans to double its 120-person team.

Streetbeat Secures 15 Million to Expand AI Trading Platform

Streetbeat raised $15 million in Series A funding, led by CDP Venture Capital, to grow its AI-powered trading and investment platform. Its StreetbeatPRO platform helps wealth managers and institutions use AI agents for automated investing and risk management. Currently, 4,000 advisors in 15 countries use StreetbeatPRO, with some adding five times more clients and increasing assets under management by 15% annually. CEO Damián Scavo states their AI has been in use for three years, analyzing over 170 data sets. Streetbeat also offers a retail product for US investors, with an AI advisor planned for Europe in 2026, showing an average 8% annual return.

Palantir Microsoft Amazon Stocks May Soar from AI Boom

Analysts predict that the artificial intelligence boom will drive significant stock gains for Palantir, Microsoft, and Amazon by 2026. Palantir is set to benefit from high demand for its AI-driven data analytics platforms across government and commercial sectors. Microsoft expects strong growth by integrating AI into its Azure cloud services and products like Copilot. Amazon will also capitalize on the AI revolution through its AWS cloud infrastructure and ongoing AI research. The accelerating adoption of AI technologies is the main reason for these positive forecasts.

AI Demand Boosts Memory and Data Storage Stock Prices

Memory and data storage stocks saw a significant surge, driven by strong demand for artificial intelligence. Micron Technology, Western Digital, and Seagate Technology shares all rose sharply in 2025. Micron's shares roughly tripled, Western Digital's nearly quadrupled, and Seagate's increased by about 240%. Analysts at Mizuho are optimistic about continued strong demand for Micron's high-bandwidth memory chips through 2027. This growth highlights how the Nvidia-powered AI boom is increasing the need for memory and storage solutions.

C3.ai Stock Rises on News of Possible Company Sale

C3.ai Inc., a company that makes data-analysis software, saw its stock rise after Reuters reported it might be exploring a sale. The company named a new chief executive officer in September. While C3.ai's shares doubled in 2023 due to interest in AI, it has not met investor expectations for sales growth and is not yet profitable. The stock jumped as much as 12% after the news, closing up 3.6% at $16.08, despite a 53% decline this year.

Microsoft Faces Scrutiny Over OpenAI Financial Disclosures

The Wall Street Journal reports that Microsoft is not fully meeting its financial disclosure rules regarding its investment in OpenAI. Microsoft has not clearly reported its significant losses from OpenAI, which totaled $4.7 billion in a recent "other, net" loss and $1.3 billion the year before. Despite owning 27% of OpenAI, Microsoft has not identified it as a related party in its financial reports. The company also has not disclosed the value of its OpenAI investment or how revenue-sharing agreements impact its finances. Critics argue that these missing details make it hard for investors to understand the true financial impact of OpenAI on Microsoft.

Sources

• Could Palantir Be the Best AI Stock to Own for the Next Decade?
• Is BigBear.ai a Buy?
• 2 Popular AI Stocks to Sell Before They Drop 47% and 60%, According to Wall Street Analysts
• CoreWeave beats third-quarter revenue estimates on AI computing boom
• CoreWeave’s earnings beat shows that the AI trade is far from over
• Can DoubleVerify (DV) Leverage AI Innovation to Strengthen Its Competitive Edge in Streaming Verification?
• 70% of security leaders cite AI governance as a top priority - UK's AI Score secures €864k pre-Seed to respond
• Scribe hits $1.3B valuation as it moves to show where AI will actually pay off
• Streetbeat Raises $15M to Scale AI-Powered Trading for Wealth Managers, Increasing Client Capacity and AUM Potential
• AI Boom Could Send Palantir, Microsoft, and Amazon Stocks Soaring in 2026
• Memory and Data Storage Stocks Surge Amid Optimism About AI Demand
• C3.ai Gains After Report Says Software Company Is Exploring Sale
• WSJ: Microsoft is Still Not Meeting Its Financial Disclosure Requirements