AI Stocks Weekly Recap (16–21 November 2025): Nvidia Earnings, Anthropic Mega‑Deal and Oracle Slump Test the AI Bubble
Published: 22 November 2025 Overview: A Wild Week Where AI Hype Met Hard Reality AI stocks just lived through one of their most volatile weeks of 2025. Despite a strong rebound on Friday, all three major U.S. indices still finished the week in the red as investors wrestled with two clashing narratives: spectacular AI-driven earnings and mounting fears of an “AI bubble.” Reuters+2Reuters+2 From 16–21 November, markets digested: Layered on top was an increasingly loud debate on whether AI spending has gone too far, with everyone from Klarna’s founder to Google’s CEO warning about bubble risks even as they double