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AI News News 28 August 2025 - 18 November 2025

Shanghai Stock Exchange Today (Nov 17, 2025): Shanghai Composite slips 0.46% to 3,972 as lithium rally offsets broader risk-off mood

China Stock Market Today (November 18, 2025): Shanghai Composite and Hang Seng Slide as Global AI Sell-Off Hits Asia

Published: November 18, 2025 China’s stock markets fell on Tuesday as a global tech-led sell-off, worries over lofty artificial intelligence (AI) valuations and uncertainty about U.S. interest-rate cuts triggered a broad risk-off move across Asia. Mainland benchmarks in Shanghai and Shenzhen closed lower alongside Hong Kong’s Hang Seng Index, even as fresh data showed a small improvement in China’s youth unemployment rate. Reuters+2The Washington Post+2 Key Index Moves: Mainland China and Hong Kong in the Red Mainland China Hong Kong Despite today’s setback, mainland and Hong Kong benchmarks are still sitting on solid year‑to‑date gains: the Shanghai Composite remains up
18 November 2025
Alphabet (Google) GOOGL stock: What to Know Before Markets Open on October 20, 2025

Alphabet Stock Today (Nov. 17, 2025): Buffett’s Big Bet Meets Antitrust Heat and a $40B AI Gamble

Alphabet stock is center stage today after Warren Buffett’s Berkshire Hathaway quietly built a multi‑billion‑dollar position in Google’s parent company, even as regulators ramp up pressure on its ad business and courts hand down fresh fines in Europe. As of early trading on Monday, Nov. 17, 2025, Alphabet’s Class A and C shares (tickers GOOGL and GOOG) are hovering around $276–277, roughly 0.8% below the most recent close, following a sharp jump in overnight and premarket trade. MarketBeat+1 Yet under the surface, today’s move is about more than one famous investor. It’s a collision of three big storylines: Here’s what investors need to know about Alphabet stock
17 November 2025
SMCI Stock Soars After Rebound: What Investors Need to Know in October 2025

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 3 marketbeat.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-date chartmill.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
4 November 2025
TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC Stock Rockets on AI Boom: Record Profit and $1T Valuation Stun Markets

Record Q3 Results Drive Rally TSMC’s latest earnings confirmed the AI-driven boom in semiconductors. July–September revenue jumped to NT$989.9 billion (≈$32.5 billion) reuters.com, about 30% above last year, and net income hit NT$452.3 billion economictimes.indiatimes.com – both well above analysts’ estimates. High-performance computing (HPC) chips – used in AI servers – dominated the quarter, with the HPC unit accounting for roughly 57% of sales economictimes.indiatimes.com economictimes.indiatimes.com. Counterpoint Research analyst William Li commented that the “strong traction at 3nm as well as high utilization at 4/5nm” from orders by AI GPU and data-center customers directly drove these robust earnings economictimes.indiatimes.com. CEO C.C. Wei echoed
17 October 2025
Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Navitas (NVTS) Stock Hits All-Time High on NVIDIA AI Chip News – Will the Rally Continue?

Stock Soars to Record High on AI News Navitas shares have been on a tear in mid-October, riding a wave of AI enthusiasm. The stock closed at $15.63 on Oct. 16 (up +3.1% for the day) marketbeat.com, marking its fifth straight daily gain and a new all-time high. In the span of a week, NVTS nearly doubled in price, skyrocketing from the ~$8 level to the mid-$15s. This explosive move caps a year of extraordinary gains – over 330% year-to-date – amid intense investor interest in any company tied to the AI hardware boom finviz.com. For context, Navitas has vastly
16 October 2025
AMD Stock Skyrockets on OpenAI AI-Deal – Can It Hit $300?

AMD Stock Skyrockets on OpenAI AI-Deal – Can It Hit $300?

Market Performance & Stock Data In October 2025, AMD shares have been volatile but strong. As of Oct 14 opening, AMD traded around $217 stockanalysis.com, slightly off its recent peak (~$235 reached after the Oct 6 OpenAI deal). The stock is up roughly 80% year-to-date ts2.tech, driven by booming demand for AI chips and data-center hardware. (For context, the broader Nasdaq is up ~10% YTD and rival Nvidia around +40% ts2.tech.) AMD’s market capitalization is now about $350–$360 billion stockanalysis.com, making it the world’s third-largest chipmaker. Trading volumes have surged during news events, and the stock’s 52-week range has widened (roughly
14 October 2025
Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Navitas (NVTS) Stock Skyrockets on NVIDIA AI Power Deal – 150% YTD, Rally Set to Continue?

Stock Price & Recent Performance Navitas’s stock has seen an explosive run in late 2025. After closing around $8–9 in early October, NVTS leapt to $9.97 on Oct 13 finviz.com. The 21.1% jump on Oct 13 came on unusually heavy volume (~124 million shares) – about 5× the normal daily volume marketbeat.com – fueled by news and short-covering. Finviz data show NVTS trading well above its 50-day (~$6.67) and 200-day (~$5.34) moving averages marketbeat.com, reflecting strong upward momentum. The relative strength index (RSI) is around 70–77 ts2.tech finviz.com, indicating an overbought condition in the short term. The stock’s beta (~3.0)
14 October 2025
Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

BLOOM Energy Soars 30% on $5B AI Deal – Fuel-Cell Stock’s 700% Rally

Stock Performance & Trading Activity Bloom Energy stock has surged dramatically in 2025. After closing at $86.87 on Oct 10 (its pre-news level), BE jumped roughly 26–31% on Oct 13 premarket following the Brookfield announcement ts2.tech reuters.com. By mid-morning, the stock was trading around the low-$110s. This rally comes atop an astonishing one-year gain: BE is up about 700% over the past 12 months ts2.tech nasdaq.com. Daily trading volume has spiked, far exceeding its ~14 million share average google.com, reflecting frenzied interest. Over the last few weeks, BE has repeatedly hit new 52-week highs. The stock briefly traded near $95
13 October 2025
Marvell Technology (MRVL) Surges on AI Boom – Latest Stock Price, Major News & 2025 Outlook

Marvell Technology (MRVL) Surges on AI Boom – Latest Stock Price, Major News & 2025 Outlook

Stock Price & Recent Performance (Oct 2025) Marvell’s stock has experienced high volatility in 2025, mirroring the boom-bust swings of AI-related stocks. After nearly tripling in 2023 on AI enthusiasm, MRVL hit a record $127.48 in January 2025, then slumped by about one-third amid macroeconomic worries and a cautious outlook from management financialcontent.com. As of October 6, 2025, the stock trades around $86 per share – roughly the same level it began the week, and up about 17% from a year ago financialcontent.com. Year-to-date, though, Marvell remains down ~22% in 2025 financialcontent.com, reflecting the sharp correction earlier in the year.
The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

You Won’t Believe the $300 Billion AI Deal Shaking Silicon Valley 🚀

Is the Oracle-OpenAI-Nvidia Deal Fueling a New AI Bubble? The Oracle–OpenAI–Nvidia partnership is unprecedented in scale – a $300 billion bet to build next-generation AI supercomputers. It has captivated investors, but also sparked debate over whether the AI industry is entering bubble territory. Inside the $300 Billion AI Mega-Deal OpenAI 🤝 Oracle – a 5-Year, $300B Commitment: In September 2025, OpenAI and Oracle revealed a five-year cloud computing agreement worth $300 billion. The news caught markets off-guard and instantly became one of the largest tech deals ever inked. OpenAI – the firm behind ChatGPT – is essentially pre-booking massive computing power from Oracle’s Cloud Infrastructure
19 September 2025
AI News Roundup: Major Breakthroughs, Bold Moves & New Rules (Sept 1–2, 2025)

AI News Roundup: Major Breakthroughs, Bold Moves & New Rules (Sept 1–2, 2025)

Corporate Moves and New AI Tools Microsoft Debuts Homegrown AI Models After years of exclusively backing OpenAI’s models, Microsoft announced two powerful AI systems built in-house semafor.com. The first is MAI-1-preview, a text generative model intended to power future versions of Microsoft’s Copilot assistant across Windows and Office semafor.com. The second is MAI-Voice-1, an advanced speech generation model capable of producing a minute of realistic audio in under a second – and notably efficient enough to run on a single GPU semafor.com. Both models emphasize cost-effectiveness: MAI-1-preview was trained on roughly 15,000 Nvidia H100 chips (far fewer than rival projects)
2 September 2025
Google Gemini 2.5 Flash Image: The Lightning-Fast AI Model That’s Changing the Game

Google Gemini 2.5 Flash Image: The Lightning-Fast AI Model That’s Changing the Game

Gemini 2.5 Flash Image Is Here: How Google’s Newest AI Beats MidJourney, GPT-5, and Claude in Creativity and Speed Google’s Gemini 2.5 Flash Image is making waves as a breakthrough in generative AI – combining blazing speed, advanced reasoning, and multimodal versatility. Announced in late August 2025 on Google’s AI blog, this model is the latest addition to the Gemini 2.5 family, and it has been codenamed “nano-banana” during testing techcrunch.com. Flash Image extends Google’s flagship Gemini AI into image generation and editing, letting users create vivid pictures or modify existing images just by describing what they want. The new model
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