#AI

words.Tenet Fintech Group (OTC: PKKFF) posted Q3‑2025 revenue of $237,350 and a net loss of $3.585 M, with operating cash flow of –$5.77 M (CAD). The company upgraded Cubeler’s Networking and Insights modules, refreshed the Cubeler.com site, and launched an AI‑driven data‑standardization tool for SME accounting. It also signed a new corporate‑seal custodian agreement for its Chinese subsidiary with Jiangsu Shenque Law Firm. A CEO Q&A on the results will be released on December 5, 2025.

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U.S. markets closed for Thanksgiving and are set to finish November in the red, ending a six‑month rally for the S&P 500 and Dow and a seven‑month gain for the Nasdaq, as higher‑for‑longer Fed rates, inflation worries, and a tech‑earnings divide weigh on stocks. Futures are flat, Asian markets are mixed, and the Nikkei rose on hot inflation data. Meanwhile, the U.S. will cut benefits for non‑citizens, South Korea sanctioned a Cambodian fraud group, and Russia signaled openness to peace talks. Europe’s strict AI regulations are creating niche opportunities in edge‑computing, secure‑cloud services, and green‑energy‑powered data centers, attracting investor capital.

Apple and Broadcom stocks surged to new intraday highs as strong product demand fuels AI‑related growth. Apple is projected to outsell Samsung in 2025, shipping about 243 million iPhones and capturing 19.4% of the global market, a rebound driven by the iPhone 17 and a return to a $4 trillion market cap. While its AI strategy remains vague, Apple’s 2 billion‑device ecosystem offers monetization potential. Broadcom, boosted by a Goldman Sachs target‑price raise, expects AI revenue to jump 128% YoY in FY2026, supported by its role in Google’s TPUs and prospective Meta adoption. Both firms are well positioned to benefit from accelerating AI adoption.

Workday’s shares slid up to 10% after analysts trimmed price targets, citing a modest FY‑26 subscription‑revenue outlook of $8.83 billion—only $13 million above prior guidance. The cloud‑software firm is betting on AI, highlighted by its $1.1 billion acquisition of Sana and the rollout of AI‑driven agents across finance, HR and planning. Despite early AI‑related revenue gains, Q3 earnings missed expectations, prompting target cuts from $340 to $235 and concerns over integration risk, competitive pressure from SAP/Oracle and cautious corporate IT spending. The stock trades around $240, roughly 8× forward subscription revenue.

HP Inc. announced a restructuring plan involving a 4,000-6,000 workforce reduction. While Q3 revenue and EPS beat estimates, FY26 earnings guidance fell short, sending shares down. The company cites trade regulations as a factor. Personal systems revenue rose 8%, offsetting a 4% printing business decline. HP plans $1B cost savings by FY28, incurring $650M in restructuring charges. CEO Lores emphasizes AI integration for future growth amid rising memory costs. HP sees Windows 10 end-of-life driving PC sales, but faces challenges in the printing sector.

Workday (WDAY) shares fell over 5% in after-hours trading after its quarterly margin guidance disappointed Wall Street. While Q3 earnings and revenue beat expectations ($2.32 adjusted EPS vs. $2.18 expected and $2.43B revenue vs. $2.42B expected), Q4 adjusted operating margin guidance of at least 28.5% trailed the anticipated 28.7%. Workday announced new AI agents and the acquisition of Sana for $1.1B. Elliott Management also disclosed a stake. Year-to-date, Workday shares are down 9%, reflecting market concerns about generative AI’s impact.

Alibaba’s fiscal second-quarter revenue exceeded expectations, driven by a 34% surge in cloud computing revenue attributed to AI investments. Cloud Intelligence Group saw triple-digit growth in AI-related product revenue for the ninth consecutive quarter. Despite a drop in overall profitability due to investments in quick commerce, Alibaba’s shares rose. The company plans increased capital expenditure on AI infrastructure. Qwen, Alibaba’s ChatGPT competitor, achieved over 10 million downloads in its first week. Quick commerce emerges as a strategic pillar with ambitious GMV targets.

Alphabet’s (GOOGL) stock surged, boosting AI-related stocks like Broadcom (AVGO) and Micron Technology (MU), fueled by AI optimism. Broadcom’s role in custom AI chip design for Alphabet is driving investor enthusiasm. However, some analysts worry about Alphabet’s potential dominance and its effect on competition and broader market stability. Concerns also extend beyond AI, with analysts suggesting potential overvaluation in the broader U.S. market.

Wall Street experienced a volatile week driven by Nvidia’s earnings, a strong U.S. jobs report, but ended with a potential positive signal. The S&P 500 and Dow declined ~2%, Nasdaq -2.7%. Hope emerged from a Federal Reserve official hinting at potential rate cuts, bolstered by Alphabet’s AI advancements and Eli Lilly’s market cap milestone, indicating diversification. A rebound occurred Friday, but major indexes ended the week negatively. Key news included a Qube Holdings takeover proposal, US Treasury’s economic outlook, Singapore inflation, China tech investments amid trade tensions, and increasing Chinese consumer brand expansion in Africa.

Wall Street had a volatile week due to Nvidia’s earnings and a strong jobs report. While the “Magnificent Seven” declined, Alphabet showed strength due to its AI model Gemini 3. Eli Lilly’s $1 trillion valuation highlighted diversification beyond tech. NY Fed President Williams hinted at potential interest rate adjustments. Japanese concerts in China were abruptly canceled amid escalating tensions. Investors should focus on diversification across sectors.