Tobias

words.MongoDB’s shares jumped 15% after it posted Q3 FY 2026 results that beat expectations. Revenue reached $628 million, up 19% YoY and surpassing the $592 million forecast, while adjusted earnings were $1.32 per share versus the $0.80 consensus. Net loss narrowed to $2.01 million. New CEO CJ Desai highlighted strong growth in large‑enterprise and self‑service segments. The company raised its full‑year 2026 revenue guidance to $2.434‑$2.439 billion and projected Q4 revenue of $665‑$670 million, underscoring its expanding role amid competition from major cloud providers.

.Broadcom’s custom ASICs, used by Google to train Gemini 3 on Broadcom‑designed TPUs, are gaining traction, but Nvidia CEO Jensen Huang argues the company’s general‑purpose GPUs remain more versatile and pose no material threat. Nvidia’s $2 billion stake in Synopsys aims to create AI‑focused design tools across multiple industries. Analysts have raised price targets for both Broadcom and Nvidia, citing strong demand for ASIC efficiency and GPU flexibility. Diversified exposure to Broadcom, Nvidia and Synopsys is recommended to balance the evolving AI‑chip market.

words.Apple announced that senior vice president of AI John Giannandrea will step down later this year, remaining as an advisor until spring. He will be succeeded by Amar Subramanya, a former Microsoft and DeepMind researcher, who will report to Craig Federighi. The reshuffle consolidates foundation‑model, research, and safety teams under Subramanya, while other groups move to COO Sabih Khan and services chief Eddy Cue. Apple, emphasizing on‑device processing and privacy, has partnered with OpenAI for ChatGPT‑like features but faces criticism for lagging behind rivals in generative AI development.

that.Shopify suffered a Cyber Monday outage that prevented many merchants from logging in and using point‑of‑sale systems during a peak shopping day. The issue, traced to a login authentication flow, was fixed by early afternoon, though some disruptions persisted. The incident highlighted the risk of relying on a single e‑commerce platform for high‑volume events, prompting merchants to consider backup solutions and stricter outage communication standards.

words.Kalshi has launched tokenized versions of its event contracts on the Solana blockchain, creating a hybrid market that links its regulated off‑chain order book to Solana’s liquidity pools via DFlow and Jupiter. Leveraging Solana’s low‑cost, high‑throughput network, Kalshi aims to attract crypto “power users” and capture part of the $3 trillion digital‑asset ecosystem. The move follows $300 million in funding at a $5 billion valuation and comes amid surging prediction‑market activity ($28 billion sector volume) and rising competition from rivals like Polymarket.

.AI startup Runway unveiled Gen 4.5, a next‑generation text‑to‑video model that tops the independent Video Arena leaderboard, surpassing Google’s Veo 3 and OpenAI’s Sora 2 Pro. The system generates high‑definition clips with detailed motion, physics, and cinematic framing from prompts. Built by a ~100‑person team, Runway, valued at $3.55 billion, offers the model via its web platform, API, and partners. The launch signals that midsize firms can rival tech giants in compute‑heavy AI, potentially lowering barriers and reshaping AI‑generated video markets.

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OpenAI has taken an equity stake in Thrive Holdings, a new operating platform launched by Thrive Capital, embedding its engineering, research and product teams within Thrive’s portfolio companies—primarily in accounting, IT services and other “core economy” sectors. The deal ties OpenAI’s equity upside to the growth of these businesses and creates a recurring revenue stream for its AI services, reflecting a broader “circular” strategy that mixes licensing with equity participation. Concurrently, OpenAI will deploy ChatGPT Enterprise to tens of thousands of Accenture employees.

.Investors start the day noting a tech‑driven slowdown in November, with the Nasdaq down 1.5% and Palantir falling 16% amid AI‑spending concerns, while silver hits record highs. Eli Lilly cut its Zepbound price to $299‑$449 per month. Thanksgiving box‑office earnings are strong, led by “Zootopia 2” ($156 M) and a 70% rise in IMAX sales. Airbus reported a fuselage panel defect that delayed A320 deliveries, pressuring revenue. Finally, memorial‑stone firms face shrinking gravestone demand and higher granite tariffs, prompting cost and product strategy shifts.

words.Nvidia has bought $2 billion of Synopsys common stock and entered a multiyear partnership to speed up compute‑intensive applications, AI‑driven engineering, cloud access and joint go‑to‑market initiatives. The deal values Synopsys shares at $414.79, with Synopsys up about 7% pre‑market and Nvidia down roughly 1%. By embedding Nvidia’s GPU acceleration into Synopsys’ EDA tools, the collaboration aims to shorten chip design cycles, expand Nvidia’s reach in semiconductor design, and boost Synopsys’ AI‑focused product roadmap.

Intel shares surged after analyst Ming‑Chi Kuo predicted Intel could ship a low‑end “M” processor to Apple as early as Q2‑Q3 2027, contingent on Intel delivering its process design kit in early 2026. While Apple remains heavily reliant on TSMC and the expected order volume is modest, the potential deal would validate Intel’s U.S. foundry push and could open higher‑volume, higher‑value business. Despite a brief pull‑back in pre‑market trading, the outlook highlights Intel’s strategic shift toward competing with Asian foundries and diversifying Apple’s supply chain.