OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD’s Q3 2025 Earnings Shock: Record Sales and AI Boom Propel Stock to New Highs

Record Q3 Results and Financials AMD’s Q3 2025 report (released Nov 4) shattered records. The company posted $9.246 billion in revenue, up 36% from a year agoir.amd.com. GAAP earnings were $1.243 billion (EPS $0.75), and non-GAAP earnings $1.965 billion (EPS $1.20)ir.amd.com. This beat analysts’ expectations (roughly $8.7–8.8 B revenue, $1.17 EPS consensus) by a comfortable margin. The growth was led by AMD’s Data Center and Client segments. CEO Lisa Su highlighted “record revenue and profitability” driven by strong sales of EPYC server CPUs and Instinct GPUsir.amd.com. CFO Jean Hu added that Q3 also generated record free cash flowir.amd.com. AMD’s gross margin expanded to 52%
4 November 2025
Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks (ANET) Stock Soars on AI Data Center Boom – Analysts Weigh In

Current Price & Market Action On Nov 4, 2025, Arista’s stock closed around $153 (down roughly 2.8% for the day)investing.com. This pullback followed a long rally: over the past six months ANET has gained about 100%investing.com as investors bet on Arista’s role in AI and cloud networking. Trading volume was moderate (~5.4 million shares on Nov 4investing.com). In context, the stock had climbed from the ~$70s a year earlier, fueled by better-than-expected earnings and booming demand for data-center switches. Market commentators note that ANET’s valuation has been stretched by these trends, but analysts still generally rate it a “Buy” (consensus
Supermicro Stock Plunges After AI-Driven Earnings Miss – Analysts Split on Next Move

Supermicro Stock Plunges After AI-Driven Earnings Miss – Analysts Split on Next Move

In-Depth Analysis Recent Price Action and Trends SMCI has been volatile around early November. After closing $50.75 on Nov 3marketbeat.com, the stock fell to about $47.6 on Nov 4, 2025. Chart providers show a mid-day price ~$47.88 (–5.66%)chartmill.com. This comes on the heels of a strong 2025 run (+90–110% year-to-datechartmill.com), driven by AI hype and strong server demand. The last month saw the stock give back a few percent, so Nov 4’s drop reflects profit-taking and reaction to results. Over the past two weeks, SMCI is down ~8%chartmill.com. ChartMill technical indicators are mixed: the stock remains in a bullish longer-term
4 November 2025
AMD Stock Skyrockets on AI Mega-Deal – Latest Price, Q3 Earnings Preview & Expert Analysis

AMD Stock Forecast 2025: Will AI Deals Power More Gains or Is It Priced to Perfection?

Current Performance and Valuation AMD’s stock has been on a tear in 2025, significantly outperforming peers. The share price recently hit an all-time high around $243 in late Octoberinvesting.com amid the broader AI-driven tech rally. As of early November 2025, AMD trades in the $250 range per share, equating to a market cap near $408–415 billionstockanalysis.com. This marks an astonishing rise considering the stock began the year closer to $130–$140fintel.io. By comparison, longtime rival Intel is valued at under $200Bmacrotrends.net, underscoring AMD’s ascent in investors’ eyes. In terms of valuation metrics, AMD now carries a hefty premium. The stock’s price-to-earnings
Plug Power Stock Skyrockets on Hydrogen Hype – Will PLUG Keep Soaring? (Nov 2025 Update)

Plug Power Stock Forecast: Will PLUG Soar or Slip by End of 2025?

Recent Price Action and Technical Trends Plug Power’s stock chart in 2025 tells a rollercoaster story. After languishing below $1 per share in mid-year, PLUG staged a stunning comeback in late summer and early fall. From August to early October, the stock rocketed from penny-stock levels to around $4.5 – fueled by bullish news and a classic short squeeze. (A short squeeze occurs when many traders who had bet against the stock rush to buy shares to cover their positions as the price rises, which in turn drives the price up even morealphaspread.com.) Indeed, Plug’s short interest was near record
4 November 2025
UAMY Stock Skyrockets on $245M Pentagon Deal – Bubble or Buy?

UAMY Stock Forecast: Will U.S. Antimony’s Critical Mineral Boom Last Through 2025?

Key Facts: United States Antimony Corporation (UAMY) Table: UAMY Key Financial & Valuation Metrics Metric Value Current Price (Nov 3, 2025) ~$7.04stockanalysis.com Market Cap ~$948 millionstockanalysis.com Revenue (TTM) $25.7 millionstockanalysis.com Net Income (TTM) –$0.89 million (small loss)stockanalysis.com 2024 Revenue $14.94 millionstockanalysis.com 2025E Revenue (Guidance) $40–50 millioninvesting.com 2026E Revenue (Guidance) $100–125 millioninvesting.comaccessnewswire.com 52-Week Range $0.49 – $19.71stockanalysis.com Shares Outstanding ~139 millionstockanalysis.com Beta (5Y) –0.02stockanalysis.com Analyst Rating Strong Buy (6 analysts)stockanalysis.com Analyst Price Target $4.40 (average 12-mo target)stockanalysis.com Recent Stock Performance & Technical Overview United States Antimony’s stock has experienced explosive volatility in 2025. UAMY surged over 1,000% year-over-year at one pointinvesting.com,
Beyond Meat (BYND) Stock Forecast 2025: Will Plant-Based Meat Sizzle or Fizzle?

Beyond Meat (BYND) Stock Forecast 2025: Will Plant-Based Meat Sizzle or Fizzle?

Current Stock Price and Performance As of early November 2025, Beyond Meat’s stock is trading in the mid-$1 range per share Stockanalysis. The latest closing price was about $1.39 on Nov 3, 2025 Stockanalysis, a stunning collapse from its peak of $239.71 in 2019. This means BYND has lost roughly 99% of its value since its all-time high Barchart. Even on a 52-week basis, the stock’s range has been extreme – it hit a low of about $0.50 during a capitulation in 2025 and a 52-week high around $7.69 Stockanalysis (reached back in early 2025 before the slide accelerated). The
4 November 2025
Alien Probe or Cosmic Relic? Interstellar Comet 3I/ATLAS Baffles Scientists (updated 27.10.2025)

Third Interstellar Comet 3I/ATLAS Stuns Scientists With Surprising Brightening and Blue Glow

Discovery and Interstellar Identity Comet 3I/ATLAS (officially Interstellar Comet 3I/ATLAS) was first spotted on July 1, 2025, by the NASA-funded ATLAS (Asteroid Terrestrial-impact Last Alert System) telescope in Río Hurtado, Chilenewsweek.com. Right away, its orbit stood out as hyperbolic, meaning it isn’t bound to the Sun by gravity and is just passing through. This identified 3I/ATLAS as an interstellar object – a rare visitor from another star system. It is only the third such interstellar traveler ever detected, after the mysterious cigar-shaped 1I/ʻOumuamua in 2017 and the comet 2I/Borisov in 2019space.com. The “3I” designation literally means third interstellar, and “ATLAS”
4 November 2025
Reddit’s Stock Explodes! 78% Revenue Surge, Google AI Deal Talks & 70% Rally 🔥

Reddit’s Stock Soars on Blowout Earnings – 7 Must-Know Facts for Investors

Latest News and Developments In early November 2025, Reddit Inc. is making headlines for its stellar third-quarter performance and the market’s reaction to it. The company announced Q3 2025 results on October 30, delivering growth figures that impressed investors and analysts alike. Reddit’s revenue for the quarter jumped 68% year-over-year to $585 million, well above consensus estimates (~$547 M)marketbeat.com. Net income came in at $163 million (EPS $0.80), handily beating forecasts of about $0.50 and marking a huge increase from the $0.16 EPS ($30 million profit) in the same quarter last yearmarketbeat.com. These blowout results immediately boosted market confidence – Reddit’s stock rose sharply in
Xometry (XMTR) Stock Soars on Record Q3 Earnings – What’s Next for This AI Manufacturing Marketplace?

Xometry (XMTR) Stock Soars on Record Q3 Earnings – What’s Next for This AI Manufacturing Marketplace?

Key Facts (as of Nov 4, 2025) Stock Price & Recent Performance Xometry’s stock (NASDAQ: XMTR) has been on a tear in early November 2025. On Nov 4, 2025, shares skyrocketed ~24% intraday following the Q3 earnings announcement, peaking around $60 and nearing a 52-week high of $60.68ainvest.com. It closed the day at roughly $60.23 (up from $48.57 the prior session)investing.com. This record high represents a dramatic one-day gain and continues a strong upward trend – the stock has more than tripled from its 52-week low of ~$18.59 earlier in the yearinvesting.com. In the days leading up to Nov 4,
4 November 2025
Metsera (MTSR) Stock Soars 20% Amid $10B Bidding War – Pfizer vs Novo Nordisk Face Off

Metsera (MTSR) Stock Soars 20% Amid $10B Bidding War – Pfizer vs Novo Nordisk Face Off

Metsera Stock Overview and Recent Performance Metsera’s stock has been on a meteoric rise in recent weeks, capped by a 20% jump on November 4, 2025 alonereuters.comreuters.com. The share price is now hovering in the low $70sreuters.com, a remarkable increase from just around $30–$33 in mid-September before any takeover talks emergedprnewswire.com. In fact, over the past 52 weeks the stock ranged from a low of about $12.30 to a new high of $73.60 set on November 4reuters.com – reflecting hundreds of percent in gains for early investors. This latest surge was directly tied to major news: both Pfizer and Novo
4 November 2025
SoundHound AI Stock Skyrockets 240% – Is the Voice AI Boom Just Beginning?

SoundHound AI Stock – Sky-High AI Ambitions Meet Steep Volatility (Nov 2025 Update)

Key Facts (Nov 4, 2025): Recent News: Pre-Earnings Jitters and Price Swings SoundHound AI’s stock has seen sharp swings in early November 2025, reflecting investor jitters ahead of earnings. On November 4, shares fell ~7–10% intraday as traders took profits and grew cautious about high valuations and continued lossesmarkets.financialcontent.commarkets.financialcontent.com. The pullback came just days before SoundHound’s Q3 results (due Nov 6) and followed a significant rally in prior weeks. Market sentiment turned nervous with concerns that SoundHound’s AI optimism may be fully priced in and questions about when profitability will be achievedstockstory.org. Broader market caution towards richly valued tech stocks

Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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