Today: 2 March 2026
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Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Nvidia Stock News Today (November 29, 2025): AI Bubble Debate, Google TPU Threat and What $NVDA at $177 Really Means

Nvidia Stock News Today (November 29, 2025): AI Bubble Debate, Google TPU Threat and What $NVDA at $177 Really Means

Nvidia stock closed at $177 on November 29, down 1.8% for the day on heavy volume, amid reports that Meta may shift billions in AI chip spending to Google. Shares are still up 34% year-to-date, but have dropped 16% since their October peak. Nvidia’s market value briefly topped $4.3 trillion before the recent slide. The Meta–Google news erased about $250 billion from Nvidia’s valuation this week.
29 November 2025
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AMC Stock News Today (Nov. 29, 2025): Geode Ups Its Stake as Popcorn Pass and Blockbusters Test AMC’s Comeback Story

AMC Stock News Today (Nov. 29, 2025): Geode Ups Its Stake as Popcorn Pass and Blockbusters Test AMC’s Comeback Story

AMC shares closed at $2.45 on Friday, up 6.5%, but remain down 52% year-over-year and 99% below their 2021 peak. Geode Capital Management increased its stake by 10.6% in Q2, now holding about 2.4% of AMC. The company launched a “Popcorn Pass” subscription as Q4 films hit theaters. Investors are still weighing Q3 results and a recent debt-refinancing move.
29 November 2025
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Adobe Stock Today: Institutional Shifts, Black Friday Records and Big AI Bets Shape ADBE’s Outlook (29 November 2025)

Adobe Stock Today: Institutional Shifts, Black Friday Records and Big AI Bets Shape ADBE’s Outlook (29 November 2025)

Adobe closed at $320.13 on November 28, 2025, down nearly 43% from its 52-week high, despite strong AI announcements and record Black Friday e-commerce data. Edgewood Management almost fully exited its Adobe position, while Schroder Investment Management increased its stake. The stock’s year-to-date return is about –28%. Market cap stands near $134 billion.
29 November 2025
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Credo Technology (CRDO) Stock: Institutional Buying and AI Hype Drive Weekend Buzz – November 29, 2025 Update

Credo Technology (CRDO) Stock: Institutional Buying and AI Hype Drive Weekend Buzz – November 29, 2025 Update

Credo Technology Group shares closed at $177.60 on Nov. 28, up 8.29% after a week of gains fueled by AI data-center deals and acquisitions. Legal & General Group Plc raised its stake by 11.8% in Q2, now holding 174,722 shares. Institutional ownership stands near 80% of the free float. CRDO trades at 200–260 times earnings, near its 52-week high.
29 November 2025
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Disney Stock (DIS) on November 29, 2025: Institutional Buying, Streaming Profits and New Legal Risks

Disney Stock (DIS) on November 29, 2025: Institutional Buying, Streaming Profits and New Legal Risks

Disney stock traded near $104–105 on November 29, 2025, with a market cap around $186 billion. SEC filings show large pension funds and asset managers, including New York State Common Retirement Fund and First National Advisers, increased their Disney holdings in Q2. Some firms, such as Johnson Financial Group, cut positions. Technical indicators remain bearish despite recent institutional buying.
29 November 2025
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Realty Income (O) Stock Today: Fresh Institutional Buying, £900 Million Loan and a 5.6% Monthly Dividend Yield

Realty Income (O) Stock Today: Fresh Institutional Buying, £900 Million Loan and a 5.6% Monthly Dividend Yield

Realty Income closed at $57.61 on Nov. 28, about 6% below its 52-week high, with a 5.6% dividend yield. Norges Bank disclosed a new large stake, while Korea Investment CORP trimmed holdings. The company closed a £900 million term loan on Nov. 18 and declared its 665th consecutive monthly dividend. Q3 revenue rose 10% year over year to $1.47 billion.
29 November 2025
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Vertiv Holdings (VRT) Stock on November 29, 2025: Institutional Moves, Insider Selling and AI Data Center Tailwinds

Vertiv Holdings (VRT) Stock on November 29, 2025: Institutional Moves, Insider Selling and AI Data Center Tailwinds

Vertiv shares closed at $179.73 on November 28, 2025, up 4.48% for the day and 12% over five sessions, with a market cap near $69 billion. New 13F filings showed mixed institutional activity, while the CTO and EVP disclosed a large stock sale. The company’s quarterly EPS beat estimates at $1.24 on $2.68 billion revenue. Vertiv’s 12-month share price is up about 40%, with a 52-week high of $202.45.
29 November 2025
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Roblox (RBLX) Stock on November 29, 2025: Heavy Insider Selling, Big Institutional Buying and New Safety Rules Collide

Roblox (RBLX) Stock on November 29, 2025: Heavy Insider Selling, Big Institutional Buying and New Safety Rules Collide

Roblox closed at $95.03 on November 29, 2025, up nearly 90% in a year but well below its July peak. Institutional ownership reached about 95%, with major funds increasing stakes, while insiders sold roughly 388,000 shares worth $43.6 million over 90 days. Regulators plan new age-verification rules for chat features starting December. Roblox remains unprofitable despite 48% revenue growth in Q3.
29 November 2025
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Cisco Systems (CSCO) Stock on Nov. 29, 2025: Institutional Buying, AI Telecom Win and 2026 Outlook

Cisco Systems (CSCO) Stock on Nov. 29, 2025: Institutional Buying, AI Telecom Win and 2026 Outlook

Cisco closed Friday at $77.08, up 1.3% and near its 52-week high, following strong Q1 results and raised guidance. New 13F filings show major asset managers increasing stakes. The company’s AI-powered telecom deal with Asiacell in Iraq drew analyst attention. Cisco’s market cap stands near $300 billion, with a 33% annual return and a 2.1% dividend yield.
29 November 2025
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Constellation Energy (CEG) Stock: Latest News on DOE Loan, Calpine Deal and AI Power Boom — November 29, 2025

Constellation Energy (CEG) Stock: Latest News on DOE Loan, Calpine Deal and AI Power Boom — November 29, 2025

Constellation Energy closed Friday at $364.36, up 1.47%, with a market cap near $114 billion and a P/E of about 42. The company secured a $1 billion U.S. loan to restart a nuclear reactor at Three Mile Island and is moving to finalize its $26.6 billion Calpine acquisition. Leadership changes were announced ahead of the merger. Q3 earnings missed estimates, but full-year guidance was narrowed to $9.05–$9.45 EPS.
29 November 2025
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ImmunityBio (IBRX) Stock Soars After Q3 Revenue Explosion – Can the Rally Survive a Going‑Concern Warning?

ImmunityBio (IBRX) Stock Soars After Q3 Revenue Explosion – Can the Rally Survive a Going‑Concern Warning?

ImmunityBio shares surged up to 13% on November 28 after reporting Q3 revenue of $32.1 million, up from $6.1 million a year earlier, driven by Anktiva sales. The company posted a Q3 net loss of $67.3 million and a nine-month cash outflow of $234.6 million. Anktiva is FDA-approved for certain bladder cancer patients in the U.S. and recently gained UK approval. Shares remain down mid-teens for the year.
29 November 2025
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Coca-Cola (KO) Stock News Today, November 29, 2025: Institutional Flows, ESG Wins and Global Legal Risks

Coca-Cola (KO) Stock News Today, November 29, 2025: Institutional Flows, ESG Wins and Global Legal Risks

Coca-Cola shares closed at $73.12 on November 28, 2025, near their 52-week high, giving the company a market cap of about $313–315 billion. Major institutional investors, including the New York State Common Retirement Fund, have adjusted KO holdings. Coca-Cola announced a large water-reuse project in Greece. A Vietnamese court upheld a major tax ruling against its local bottler.
29 November 2025
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Trump Media (DJT) Stock on November 29, 2025: Big-Name Buyers Step In as Shares Stay 70% Below Their Peak

Trump Media (DJT) Stock on November 29, 2025: Big-Name Buyers Step In as Shares Stay 70% Below Their Peak

Geode Capital Management increased its stake in Trump Media & Technology Group by 13.5% in Q2, now holding about 1.82 million shares. DJT stock closed at $11.54 on November 28, up 4.25% but remains down roughly 75% from earlier highs. The company’s market cap stands near $3.2 billion, despite reporting about $3.6 million in revenue and a net loss of $400.9 million over the past year.
29 November 2025
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Airbus SE Stock Amid A320 Recall: What the 6,000‑Jet Software Fix Means for Investors (29 November 2025)

Airbus SE Stock Amid A320 Recall: What the 6,000‑Jet Software Fix Means for Investors (29 November 2025)

Airbus SE shares closed at €204.45 in Paris on Friday, near record highs, as the company faces a recall affecting about 6,000 A320-family jets. The recall follows a JetBlue A320 incident on 30 October linked to a software flaw in flight-control computers. U.S. ADRs fell 2% on the day. Regulators now require urgent software fixes to address the risk.
29 November 2025
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Spotify Stock Today: Institutional Buying Swells as Price Hike Story Builds (November 28, 2025)

Spotify Stock Today: Institutional Buying Swells as Price Hike Story Builds (November 28, 2025)

Spotify closed at $599 on November 28, up 1% for the day, after trading between $591 and $603 on light post-holiday volume. A series of 13F filings showed several institutional investors, including Vinva Investment Management and Prudential Financial, increased their stakes. The stock is up about 30–35% year-to-date. Investors remain focused on possible U.S. subscription price hikes.
29 November 2025
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CrowdStrike (CRWD) Stock Rises to $509 as Flex, AI and SIEM Momentum Build Ahead of Q3 Earnings – November 28, 2025

CrowdStrike (CRWD) Stock Rises to $509 as Flex, AI and SIEM Momentum Build Ahead of Q3 Earnings – November 28, 2025

CrowdStrike shares closed at $509.16 on November 28, up 1.5% in light post-holiday trading, outperforming major indexes. The stock remains about 10% below its November high despite a year-to-date gain of over 50%. Evercore ISI reiterated its “In Line” rating with a $430 target, citing improving Falcon Flex momentum. Recent analyst targets have climbed as CrowdStrike’s AI and SIEM offerings draw attention ahead of earnings.
29 November 2025
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