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AI Industry News 25 November 2025 - 4 December 2025

Dell Technologies (DELL) Stock on Dec. 3, 2025: AI Server Boom, Analyst Upgrades and a Short-Term Pullback

Dell Technologies (DELL) Stock on Dec. 3, 2025: AI Server Boom, Analyst Upgrades and a Short-Term Pullback

Dell Technologies Inc. (NYSE: DELL) spent most of late November in the spotlight thanks to a huge surge in AI server demand and upgraded guidance. On December 3, 2025, however, Dell’s share price took a breather even as fresh analyst notes and AI-focused commentary kept the stock firmly on Wall Street’s radar. This article summarizes the key news, forecasts and…
4 December 2025
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Marvell Technology (MRVL) Soars on Celestial AI Deal and Record Q3 Earnings: What Investors Need to Know Now

Marvell Technology (MRVL) Soars on Celestial AI Deal and Record Q3 Earnings: What Investors Need to Know Now

Updated December 3, 2025 Marvell Technology, Inc. (NASDAQ: MRVL) has jumped back into the AI spotlight after reporting record fiscal Q3 2026 results and announcing a multibillion‑dollar acquisition of optical‑interconnect startup Celestial AI. Together, the earnings beat and the deal are reshaping Wall Street’s view of the mid‑cap chipmaker as a core enabler of AI data centers rather than just…
3 December 2025
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Nebius Group N.V. (NBIS) Stock Ahead of December 1, 2025: Price, AI Mega‑Deals, Analyst Targets and 2026 Forecast

Nebius Group N.V. (NBIS) Stock Ahead of December 1, 2025: Price, AI Mega‑Deals, Analyst Targets and 2026 Forecast

Nebius Group N.V. (NASDAQ: NBIS), the Amsterdam‑based AI‑infrastructure specialist, heads into the new trading week around $94–95 per share, up well over 200% in 2025 but still about 30% below its recent 52‑week high of $141.10. Google From 28–30 November 2025, the stock was at the center of a fresh wave of analyst notes, hedge‑fund filings and opinion pieces that…
30 November 2025
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Dell Technologies (DELL) Stock: Pre‑Market Outlook for December 1, 2025 After AI Server Boom and Memory-Cost Jitters

Dell Technologies (DELL) Stock: Pre‑Market Outlook for December 1, 2025 After AI Server Boom and Memory-Cost Jitters

Published: November 30, 2025 If you’re watching Dell Technologies Inc. (NYSE: DELL) ahead of the U.S. market open on Monday, December 1, 2025, the setup is all about one tug‑of‑war: explosive AI server demand versus surging memory costs and lingering PC cyclicality. Over the last three days (November 28–30), a wave of fresh research notes, institutional‑ownership filings and recap pieces…
30 November 2025
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US Stock Market Outlook, December 1–5, 2025: PCE Inflation, AI Earnings and Fed Rate‑Cut Bets

US Stock Market Outlook, December 1–5, 2025: PCE Inflation, AI Earnings and Fed Rate‑Cut Bets

After a blockbuster Thanksgiving rally, the US stock market heads into the first full week of December with major indices hovering near record highs and the S&P 500 up more than 16% year‑to‑date. Reuters Yet behind the cheerful holiday headlines, investors face a strange mix of delayed government data, a looming Federal Reserve decision, and a wave of high‑profile AI…
30 November 2025
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Cipher Mining Stock Update – November 30, 2025: Insider Sales, Leverage, and Multi‑Billion‑Dollar AI Deals Put CIFR in the Spotlight

Cipher Mining Stock Update – November 30, 2025: Insider Sales, Leverage, and Multi‑Billion‑Dollar AI Deals Put CIFR in the Spotlight

Published: November 30, 2025 Cipher Mining Inc. (NASDAQ: CIFR) has gone from niche Bitcoin miner to one of the loudest tickers in the AI‑infrastructure trade in 2025. After a spectacular run earlier this year, the stock is now trading well below its early‑November peak, even as new insider transactions, fresh debt, leveraged ETFs and massive AI hosting contracts with Amazon…
30 November 2025
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Nebius Group N.V. (NBIS) Stock on November 29, 2025: 14% Weekly Rally, Mega AI Deals and Mounting Debt

Nebius Group N.V. (NBIS) Stock on November 29, 2025: 14% Weekly Rally, Mega AI Deals and Mounting Debt

Amsterdam‑based Nebius Group N.V. (Nasdaq: NBIS) is back in focus on Saturday, November 29, 2025, after a wild month in which the AI‑infrastructure stock slid roughly 30% from its recent peak but then rallied about 14% this week as dip‑buyers moved back in. Nasdaq Nebius shares closed Friday at $94.87, up 0.19% on the day, leaving the stock well below…
29 November 2025
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Foxconn Industrial Internet (601138.SH) Rises on Buyback Price Hike and AI Server Expansion – Stock Update for 27 November 2025

Foxconn Industrial Internet (601138.SH) Rises on Buyback Price Hike and AI Server Expansion – Stock Update for 27 November 2025

Foxconn Industrial Internet Co., Ltd. Class A shares (Shanghai: 601138, “FII”) traded higher on Thursday, 27 November 2025, as investors reacted to a sharply increased share buyback price ceiling and fresh signals that the company is doubling down on AI server growth in Vietnam. As of mid‑afternoon in Shanghai, FII was changing hands at CNY 61.24, up 3.92% on the…
27 November 2025
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AMD Stock Today, November 26, 2025: Why Advanced Micro Devices Is Slumping Despite a $100 Billion AI Ambition

AMD Stock Today, November 26, 2025: Why Advanced Micro Devices Is Slumping Despite a $100 Billion AI Ambition

Advanced Micro Devices Inc. (NASDAQ: AMD) heads into the U.S. Thanksgiving break under heavy pressure. After a red‑hot run earlier this year on artificial‑intelligence optimism, AMD stock has tumbled nearly 23% in November, putting it on track for its worst month since 2022 even as the company posts record revenue and touts a massive AI data‑center opportunity. The Economic Times…
26 November 2025
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Dell Technologies (DELL) Stock Today: Price Action, Q3 FY26 Earnings Preview and AI Margin Risks – November 25, 2025

Dell Technologies (DELL) Stock Today: Price Action, Q3 FY26 Earnings Preview and AI Margin Risks – November 25, 2025

Dell Technologies Inc. (NYSE: DELL) is trading lower on Tuesday as Wall Street counts down to the company’s fiscal Q3 2026 earnings release after the closing bell. The stock is caught between powerful AI‑driven growth expectations and mounting worries about a squeeze on hardware margins from surging memory costs. DELL stock price today: trading below recent highs ahead of earnings…
25 November 2025
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Intel Stock (INTC) Today: Price, Government Stake and AI Foundry Outlook — November 25, 2025

Intel Stock (INTC) Today: Price, Government Stake and AI Foundry Outlook — November 25, 2025

Intel (NASDAQ: INTC) is trading slightly lower on Tuesday after a powerful two-day rally, as investors digest a flood of new information: a Q3 earnings surprise, a historic U.S. government equity stake, multibillion‑dollar investments from Nvidia and SoftBank, and fresh details on Intel’s AI PC and foundry roadmap. Intel Below is a detailed look at where Intel stock stands today,…
25 November 2025
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Meta Stock Today: AI Chip Deal Drama, New Price Targets and a 30% Upside Case for META on November 25, 2025

Meta Stock Today: AI Chip Deal Drama, New Price Targets and a 30% Upside Case for META on November 25, 2025

Meta Platforms (NASDAQ: META) has become the center of the AI stock story again. On November 25, 2025, the social-media giant is in the headlines for three big reasons: fresh analyst calls, a potential multi‑billion‑dollar chip deal with Google that shakes up Nvidia, and a growing debate over whether Meta’s massive AI spending is a “gift” to long‑term investors or…
25 November 2025
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Stock Market Today

  • BYD (SEHK:1211) Faces Valuation Pressure After Fifth Consecutive Drop in EV Sales
    February 5, 2026, 8:17 PM EST. BYD (SEHK:1211) shares dipped 18% in Hong Kong after January EV sales fell 30% year-on-year, marking the fifth straight monthly decline. The electric vehicle (EV) maker's stock trades at HK$91.25, well below a narrative-derived fair value of HK$180, suggesting undervaluation. However, BYD's price-to-earnings (P/E) ratio of 19.3 exceeds the Asian auto industry average of 18 and peers' 8.4, raising valuation risk. The company's recent share price returns show signs of fading momentum, with a 7-day return of 10.36% and a one-year total shareholder return of 12.36%. Analysts caution that risks such as higher tariffs, power shortages, or a shift back to hybrids could impact long-term EV demand and BYD's growth outlook. Investors weigh whether current pessimism prices in all growth prospects or signals deeper challenges.
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