Tech, Media & Telecom Roundup: Market Talk

The Wall Street JournalTuesday, November 4, 2025 at 10:51:00 PM
Tech, Media & Telecom Roundup: Market Talk
The latest Market Talks provide insights on key players like Palantir and Shopify, along with trends in the Technology, Media, and Telecom sectors.
— Curated by the World Pulse Now AI Editorial System

Was this article worth reading? Share it

Recommended Readings
Telecoms companies to improve security to stop UK phone number ‘spoofing’
PositiveFinancial Markets
Six major telecom companies in the UK are joining forces to enhance security measures against phone number spoofing. Over the next year, they will implement new technology aimed at preventing fraudsters from impersonating legitimate organizations, helping to protect consumers from scams.
Palantir’s ‘anti-woke’ playbook and ‘cultus’ winning strategy, after yet another earnings beat
NeutralFinancial Markets
Palantir recently reported another earnings beat, but its shares dropped due to valuation concerns. CEO Alex Karp remains optimistic, stating that investors are on the right side of what should work in the country.
Palantir Raises Outlook, But Valuation Concerns Grow
PositiveFinancial Markets
Palantir's outlook has been raised by BofA Securities Analyst Mariana Perez Mora, who believes the company will thrive even if the AI bubble bursts. She shared insights on Palantir's strong earnings and its unique position in the AI sector during a discussion with Caroline Hyde and Ed Ludlow on Bloomberg Tech.
Putin praises capabilities, prospects of new Russian weapons
PositiveFinancial Markets
In a recent address, Putin highlighted the impressive capabilities and future prospects of Russia's new weapons systems, emphasizing their role in enhancing national security and military strength.
DA Davidson raises Shopify stock price target to $195 on strong growth
PositiveFinancial Markets
DA Davidson has raised its price target for Shopify's stock to $195, reflecting strong growth prospects for the company. This positive adjustment highlights investor confidence in Shopify's future performance.
Nvidia cannot sell its most advanced AI chip to China, White House says
NegativeFinancial Markets
The White House has announced that Nvidia is prohibited from selling its most advanced AI chip to China, a move that could significantly impact the tech giant's business strategy and the broader AI landscape.
Canaccord Genuity raises Shopify stock price target to $185 on strong Q3
PositiveFinancial Markets
Canaccord Genuity has raised its price target for Shopify's stock to $185 following a strong performance in the third quarter. This positive outlook reflects confidence in Shopify's growth and market position.
Palantir shares slide after Michael Burry bets against stock
NegativeFinancial Markets
Palantir's shares have taken a hit following the news that renowned hedge fund manager Michael Burry has made a significant bearish bet against the stock, amounting to $912 million. This development has raised concerns among investors about the company's future performance.
Latest from Financial Markets
First Brands Sues Founder, Accusing Him of Lavish Spending at Company’s Expense
NegativeFinancial Markets
First Brands has filed a lawsuit against its founder, Patrick James, alleging he misused company funds for extravagant personal expenses, including $500,000 on a private chef and $3 million on a New York townhouse.
First Brands Sues Founder, Accusing Him of Lavish Spending at Company’s Expense
NegativeFinancial Markets
First Brands has filed a lawsuit against its founder, Patrick James, alleging that he misused company funds for personal luxuries. The complaint details extravagant expenses, including $500,000 on a private chef, $150,000 for a personal trainer, and $3 million for renting a townhouse in New York.
Reeves' pre-Budget speech fails to rule out tax rises
NegativeFinancial Markets
In a recent pre-Budget speech, Chancellor Reeves indicated that she would not rule out tax increases, stating that she will make 'necessary choices.' This statement raises concerns among citizens and businesses about potential financial burdens ahead, highlighting the government's challenging position in balancing fiscal responsibility with economic growth.
JGBs Edge Higher, Tracking Gains in U.S. Treasurys
PositiveFinancial Markets
In the morning Tokyo session, Japanese Government Bonds (JGBs) saw a slight increase, following the positive price movements in U.S. Treasurys from the previous night.
LED mask ads banned over acne and rosacea claims
NeutralFinancial Markets
Ads for LED masks claiming to treat acne and rosacea have been banned due to regulations. The authorities emphasize that cosmetic devices must be registered and cannot make medical claims.
Bain Capital in Talks to Acquire Perpetual’s Wealth Management Unit
PositiveFinancial Markets
Perpetual, an Australian investment manager, is currently in discussions with Bain Capital regarding the potential sale of its wealth management unit. This move could mark a significant shift in the financial landscape.