#AI

CrowdStrike posted FY 2026 Q3 results that topped forecasts, with revenue climbing 22% YoY to $1.23 billion and adjusted EPS reaching $0.96. The company recorded its highest operating cash flow, free cash flow and operating income, while net new ARR hit $265 million, lifting year‑end ARR to $4.92 billion—30% of which came from the on‑demand Falcon Flex tier. CEO George Kurtz warned AI is expanding both attack surfaces and defense needs, prompting a raised FY revenue outlook of $4.796‑$4.866 billion and EPS of $3.70‑$3.72. Analysts maintain a “Buy” rating with a $550 price target.

words.Anthropic, the AI startup behind Claude, is preparing for a potential IPO—the largest slated for next year—by hiring law firm Wilson Sonsini and consulting banks. The company may raise a private round valued over $300 billion, with $15 billion pledged by Microsoft and Nvidia. It has hired former Airbnb IPO lead Krishna Rao and announced a $50 billion data‑center expansion. Rival OpenAI is also weighing a public listing, positioning both firms to test market appetite for fast‑growing, loss‑making AI ventures.

summary.Alphabet’s Google has surged ahead of OpenAI after releasing Gemini 3, a large‑language model that matches or surpasses ChatGPT, and unveiling its seventh‑gen “Ironwood” TPU. Both Google and silicon partner Broadcom posted strong quarterly gains, while OpenAI‑backed Nvidia and Microsoft lagged. Analysts note a pricing premium for Google’s AI assets for the first time in a decade. The move raises questions about TPU third‑party revenue, Nvidia’s GPU moat, and whether Google can sustain AI‑driven profit growth beyond advertising.

.MongoDB’s stock jumped over 25% after the company posted Q3 results that beat estimates, reporting $1.32 earnings per share on $628 million revenue (19% YoY growth). Its Atlas cloud database contributed about 75% of revenue, expanding 30% to more than 60,800 customers. New CEO CJ Desai highlighted AI‑driven demand and raised full‑year revenue guidance to $2.434‑$2.439 billion. Analysts lifted price targets, noting strong consumption, AI tailwinds, and a favorable rate environment. Despite rising competition, MongoDB’s multi‑cloud, developer‑centric platform underpins its 40% YTD stock gain.

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.

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.