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Grab Rallied Through the Rout While Datadog Learned the Cost of One Big AI Customer

Grab rallied through the chip rout, Datadog lost its biggest AI customer's spend, and Lattice ran.

November 08, 2026

The AI selloff hit almost everything in tech, but not evenly. Grab rallied for days on a guidance raise, while Datadog showed you how much risk sits in a single AI customer, and Lattice rode an acquisition to record revenue.

Below are three stories worth your time, then the movers where the next catalyst is still ahead of you.

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Consumer Hardware

Apple Puts Its First Touchscreen MacBook Pro on Sale

Apple (NASDAQ: AAPL) has released its first touchscreen MacBook Pro, bringing direct display controls to the Mac after years of keeping touch technology limited to the iPad. New 14-inch and 16-inch models feature Apple's PROLED XDR display and start with M5 Pro or M5 Max processors.

The display reaches 2,000 nits of peak brightness for both standard and 

HDR content. Apple has also replaced the familiar screen notch with a Dynamic Island for cameras, privacy indicators, and system activity.

The iPad Mini Gets an OLED Display

Apple's smallest tablet now features an 8.5-inch OLED screen with deeper contrast, up to 1,200 nits of peak brightness, and an optional nano-texture glass. The A20 Pro processor handles computing, while Apple's N1 wireless chip adds Wi-Fi 7 and Bluetooth 6.

An Acoustic Display produces sound through the screen, removing the need for traditional speaker openings. The tablet is also Apple's lightest iPad and its first model with an IP67 rating for water and dust resistance.

M6 Reaches the Mac

Apple has also released a 14-inch MacBook Pro and a new iMac powered by its M6 processor. Both machines add faster graphics, updated wireless connectivity, and more processing power for creative software and demanding applications.

The lineup gives Apple several separate hardware upgrades instead of relying on a routine processor refresh. OLED displays, touchscreen controls, and M6 computing now reach different parts of the company's Mac and iPad range.

Autonomous Vehicles

Cybercab Takes Priority as Tesla Reduces Cybertruck Production

Tesla (NASDAQ: TSLA) plans to wind down Cybertruck production at its Texas Gigafactory around mid-next year. The factory space will support higher output of the company's two-seat Cybercab robotaxi.

Tesla has not confirmed whether Cybertruck production will move to another facility or end completely. The Texas plant is currently the only known Tesla factory equipped to manufacture the truck's specialized stainless-steel body and other model-specific components.

Cybercab Moves Up the Production List

Cybercab centers on Tesla's autonomous driving strategy and includes no steering wheel or traditional pedals. The vehicle is designed to operate as a dedicated robotaxi rather than a conventional electric car adapted for ride services.

Paid Cybercab rides have already started in Austin, giving Tesla an operating environment for testing the vehicles with passengers. The company plans additional deployments as it works through federal safety requirements and city-level approvals.

Texas Prepares for a Different Vehicle

Moving factory capacity toward Cybercab marks a major change for a facility once closely associated with Cybertruck. Tesla must adjust production lines, equipment, component flows, and quality systems for higher robotaxi output.

Engineering developed for Cybertruck will not disappear entirely from Tesla's product plans. The company has indicated that parts of the truck's technology and manufacturing experience will carry into Cybercab as autonomous vehicles take a larger role in its hardware strategy.

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Digital Commerce

Amazon Turns Text Messages Into an AI Shopping Interface

Amazon (NASDAQ: AMZN) has begun rolling out a feature that lets customers text Alexa for Shopping in plain language. The agent can search for products, compare options, build a shopping cart, and complete purchases from the same message thread.

Customers can send several requests in one message, such as reordering household supplies and finding a gift that arrives before a deadline. Alexa responds with suggestions and can proceed with a purchase after receiving approval.

Images Become Shopping Requests

Alexa for Shopping can analyze photographs sent through text messages and search for matching or similar products. A picture of an outfit, recipe, or household item can start a product search.

The agent can also check up to a year of price history, monitor price drops, manage shopping lists, and provide delivery updates. Amazon's Shop Direct system allows Alexa to surface products from other online stores alongside items available through Amazon.

Conversations Continue Across Devices

Shopping requests can move between text messages, Amazon's website, its shopping app, and Alexa-enabled devices without restarting the conversation. The system remembers the request, earlier product comparisons, and preferences shared during previous interactions.

Amazon is initially opening the text feature to a limited group of U.S. customers before a broader rollout. The release turns a standard phone contact into another interface for Amazon's search, recommendation, and purchasing technology.

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Recent Tech Movers

Grab Holdings (NASDAQ: GRAB)

A guidance raise that beat the selloff

Grab rose about 22% over the three sessions after its November 3 report, even as the Nasdaq fell into correction. Revenue grew 27% and adjusted EBITDA jumped 73% to a record $237 million. Management raised full-year guidance and has $500 million left on its buyback, which gives you a cushion if growth stocks stay under pressure.

Grab's next report should land in February, based on its usual schedule. Watch whether margins keep expanding as AI use grows.

Datadog (NASDAQ: DDOG)

One AI customer pulls back

Datadog fell about 14% on November 4 after its largest customer, an undisclosed AI company, scaled back its usage, according to The Wall Street Journal. Revenue rose 35% and beat estimates, but the fourth-quarter guide assumes that customer drops to its minimum commitment, implying flat sales from the third quarter. That is the risk you take when one AI customer drives so much usage.

Customers paying $100,000 or more a year rose 20%, so the broader base is still growing for you. The next report is expected in February, and it will show whether other AI customers fill the gap.

Lattice Semiconductor (NASDAQ: LSCC)

An acquisition doubles the top line

Lattice jumped 11% on November 3 after third-quarter revenue more than doubled, up 118% to a record $291 million. The quarter included AMI, the platform firmware company Lattice bought in July, and non-GAAP gross margin held near 71% with a 45% adjusted EBITDA margin. You got real profit growth here, not just a bigger top line.

Lattice's low-power chips help secure and manage servers, a niche that grows with data center buildouts. The next report should come in February, and you should watch whether organic growth holds up as the AMI boost laps.

Gold Before Change (Sponsored)

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Don’t Overlook This Tech Stock

Applied Digital (NASDAQ: APLD)

Caught in the Texas data center fight

Applied Digital sank about 15% on November 5 after Texas Governor-elect Gina Hinojosa pledged to halt new data center approvals until the state adopts rules on electricity and water costs. Its signed leases sit outside Texas, yet it fell with the rest of the data center group, which gives you a policy-driven discount on a builder of AI campuses.

The real risk is funding: Applied Digital carries about $6.4 billion of debt with roughly 800 megawatts still to finance. Its fiscal second-quarter report is expected in mid-January, so if you buy, size this as a speculative position.

Everything Else

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider