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AI Industry News 25 November 2025 - 5 December 2025

OpenAI News Today, December 5, 2025: Australia AI Megacampus, Neptune.ai Deal, LSEG Tie‑Up and More

OpenAI News Today, December 5, 2025: Australia AI Megacampus, Neptune.ai Deal, LSEG Tie‑Up and More

Published: December 5, 2025 OpenAI’s Friday news cycle is packed: a multibillion‑dollar AI campus in Australia, a new acquisition to sharpen its model‑training stack, a major Wall Street data partnership, and fresh deals in travel and chip supply. At the same time, the company is facing outages, lawsuits, an unflattering AI‑safety “report card,” and growing pressure from Google’s Gemini. This overview brings together the most important OpenAI‑related stories from December 5, 2025, and the surrounding days, with context on what they mean for the company, its customers, and the broader AI race. Today’s OpenAI headlines at a glance Let’s unpack each
5 December 2025
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FuelCell Energy (FCEL) Stock on December 4, 2025: Earnings Date Set, EXIM Loan, and AI Data Center Pivot Shape the 2026 Outlook

FuelCell Energy (FCEL) Stock on December 4, 2025: Earnings Date Set, EXIM Loan, and AI Data Center Pivot Shape the 2026 Outlook

FuelCell Energy, Inc. (NASDAQ: FCEL) is back on traders’ radar in early December 2025. The hydrogen fuel‑cell specialist has set a firm date for its fourth‑quarter and full‑year 2025 earnings release, fresh financing has landed for a major South Korean project, and the stock has just pushed above its 200‑day moving average — all while Wall Street still labels the name a high‑risk “hold” heading into 2026. StockAnalysis+3Barchart.com+3FuelCell Energy+3 Below is a detailed look at today’s key news, the latest FCEL stock forecasts, and what investors will be watching into the December 18 earnings call. Where FuelCell Energy Stock Trades
4 December 2025
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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 analyses published on or around December 3, 2025, and puts Dell’s latest move into the broader AI and PC-hardware story. It is for informational purposes only and is not investment advice. Dell Technologies Stock Snapshot on December 3, 2025 On
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 another networking name. TipRanks+3Marvell Technology, Inc.+3Marvell Technology, Inc.+3 As of mid‑day trading on December 3, 2025, Marvell shares were changing hands around $92.89, up roughly 2% on the day, giving the company a market capitalization of about $80 billion and
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+2nasdaq.com+2 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 sharpened the bull and bear cases ahead of the Monday, 1 December 2025 U.S. market open. Key takeaways before the 1 December 2025 open Below is a structured look at price action, news, analysis and forecasts from 28–30 November 2025, plus
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 has refined the Dell story without radically changing it: most of Wall Street still likes DELL, but the stock is trading in the shadow of a 20%+ November drawdown and a flood of AI expectations. StatMuse+2Reuters+2 Below is a concise
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+2Seeking Alpha+2 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 and retail earnings that could jolt sentiment before year‑end. Below is a detailed, SEO‑friendly guide to the key US stock market events for December 1–5, 2025 — economic reports, Fed dynamics, earnings, and what they could mean for Wall Street.
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 and Fluidstack keep generating headlines. Below is a structured look at all the key developments investors are digesting as of November 30, 2025. CIFR stock price snapshot: big run, sharp pullback The latest available close for Cipher Mining stock (Friday,
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.com+1 Nebius shares closed Friday at $94.87, up 0.19% on the day, leaving the stock well below its 52‑week high of $141.10 but dramatically above its 12‑month low of $18.31. That puts Nebius up roughly 240%+ year‑to‑date, with a market value in the mid‑$20 billion range. Finviz+2MarketBeat+2 Today, a fresh batch of commentary from The Motley Fool/Nasdaq,
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 day, with intraday trading between CNY 59.91 and 63.45. Turnover was heavy, with volume around 221.7 million shares, well above its recent average of about 175 million. Over the past 12 months, the stock has delivered a gain of roughly
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+1 Below is a breakdown of AMD’s latest share price, today’s news, and the key forces driving sentiment around the stock on November 26, 2025. Key Takeaways AMD Stock Price Today (November 26, 2025) The latest available data show AMD shares
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 As of mid‑afternoon trading on November 25, 2025, Dell Technologies shares were changing hands around $126—roughly 1% lower on the day.StockAnalysis Key trading stats today: According to Reuters, Dell shares remain up roughly 10% year‑to‑date, lagging the S&P 500’s ~15%
25 November 2025
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Stock Market Today

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
Glencore share price steadies after Rio Tinto walks away — what to watch next week

Glencore share price steadies after Rio Tinto walks away — what to watch next week

7 February 2026
Glencore shares closed up 0.6% at 478.1 pence Friday, rebounding after a 7% drop following the collapse of merger talks with Rio Tinto. The company is expected to announce the sale of its Kazzinc stake soon and has signed a non-binding agreement with Orion for a potential $9 billion deal in the DRC. Investors await Glencore’s full-year results on Feb. 18 for further guidance.
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