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Artificial Intelligence 26 November 2025 - 27 November 2025

Workday (WDAY) Stock: What to Watch Before the November 28, 2025 Open After Q3 Beat, AI Deals and Analyst Downgrades

Workday (WDAY) Stock: What to Watch Before the November 28, 2025 Open After Q3 Beat, AI Deals and Analyst Downgrades

Workday shares have fallen sharply since reporting fiscal Q3 2026 results on November 25, despite beating earnings estimates and highlighting AI investments. Investors focused on “just-above-consensus” subscription revenue guidance and signs of softer demand. U.S. markets will reopen for a shortened Black Friday session on November 28, with Workday among the most watched tech stocks.
Amazon (AMZN) Stock: Key Drivers, AI Bets and Risks to Watch Before Market Open on November 28, 2025

Amazon (AMZN) Stock: Key Drivers, AI Bets and Risks to Watch Before Market Open on November 28, 2025

Amazon closed Wednesday at $229.16, about 10% below its all-time high from earlier in November. Shares are up roughly 4–5% for 2025, lagging major indexes. Q3 net sales rose 13% to $180.2 billion, with AWS revenue up 20% year over year. Friday’s shortened session may see exaggerated moves on any Amazon-specific headlines.
Infineon Technologies AG Stock on 27 November 2025: AI Data Centre Roadmap and Automotive Wins Support Further Gains

Infineon Technologies AG Stock on 27 November 2025: AI Data Centre Roadmap and Automotive Wins Support Further Gains

Infineon shares rose about 2% to €35.50 on Thursday, extending Wednesday’s 3.7% gain after the company outlined a new AI data centre power roadmap and set a €8–12 billion SAM target by 2030. Management reported design wins with major AI hardware platforms and leading hyperscalers. The stock trades above its 50- and 200-day averages, near the upper half of its 52-week range.
Industrial AI Leaves the Office: How IFS, Boston Dynamics and Anthropic Are Rewiring Frontline Work

Industrial AI Leaves the Office: How IFS, Boston Dynamics and Anthropic Are Rewiring Frontline Work

IFS and Boston Dynamics have launched an autonomous AI-robotics system for industrial sites, using Boston Dynamics Spot robots to patrol refineries, substations, and production lines. The robots, equipped with thermal cameras and sensors, detect hazards and feed data to IFS.ai, which can trigger maintenance or escalate incidents automatically. The deployment follows announcements at the Industrial X Unleashed event in New York.
Allianz SE Stock Today (27 November 2025): Share Price Dips as AI Job Cuts and Profit Boom Collide

Allianz SE Stock Today (27 November 2025): Share Price Dips as AI Job Cuts and Profit Boom Collide

Allianz SE shares slipped 0.82% to €370.35 on Xetra Thursday as investors reacted to reports of AI-driven job cuts at its travel insurance unit. The stock remains up nearly 26% year-to-date after record nine-month operating profit of €13.1 billion and upgraded full-year guidance. Market capitalization stands near €140 billion.
AI Boom Shakes Up Billionaire Rich List: Larry Page Becomes World’s No.2, Sergey Brin Closes In on Larry Ellison

AI Boom Shakes Up Billionaire Rich List: Larry Page Becomes World’s No.2, Sergey Brin Closes In on Larry Ellison

A surge in Alphabet shares has made Google co-founder Larry Page the world’s second-richest person, with Sergey Brin rising to third, according to Forbes data on November 27, 2025. Oracle’s Larry Ellison fell to fourth after a sharp drop in Oracle stock erased tens of billions from his net worth. Alphabet’s rally follows strong AI developments and a major legal win.
Victory Giant Technology Class A Stock (300476.SZ) Extends Volatile AI‑Fueled Rally on 27 November 2025

Victory Giant Technology Class A Stock (300476.SZ) Extends Volatile AI‑Fueled Rally on 27 November 2025

Victory Giant Technology Class A shares closed at CNY 277 in Shenzhen on Thursday after swinging between CNY 275.21 and CNY 289.89. The stock erased early gains of over 4% amid sector-wide volatility and heavy capital inflows into electronics. Market capitalization stands near CNY 219 billion, with a trailing P/E in the mid-60s. The company’s shares have rallied several hundred percent in 2025.
Sai MicroElectronics Inc. Class A (300456.SZ) Soars to Record Highs as AI‑Chip Trade Booms – Stock Update for 27 November 2025

Sai MicroElectronics Inc. Class A (300456.SZ) Soars to Record Highs as AI‑Chip Trade Booms – Stock Update for 27 November 2025

Sai MicroElectronics Inc. (300456.SZ) surged to its 20% limit-up on Thursday, closing near a record at ¥48.48, up 15.18% from Wednesday. Intraday trading hit ¥50.51, matching its all-time high, with turnover exceeding ¥10 billion and volume over 223 million shares. The stock led gains in China’s semiconductor sector amid a rally in AI hardware and 5.5G concept stocks. Market capitalization reached about ¥35.5 billion.
Kuaishou Technology Class B Stock Today (HKEX: 1024): Price Action, Buyback Momentum and AI Growth – 27 November 2025

Kuaishou Technology Class B Stock Today (HKEX: 1024): Price Action, Buyback Momentum and AI Growth – 27 November 2025

Kuaishou Technology Class B traded at HK$68.80, up 0.22% late Thursday morning in Hong Kong, following strong Q3 results and a share buyback. The company repurchased 400,000 shares for about HK$27.49 million on November 26. Trading volume stood at 13.6 million shares, well below the three-month average. The Hang Seng Tech Index slipped slightly as Kuaishou outperformed peers at the open.
XPeng Stock Today, 27 November 2025: Price, Colombia Expansion, Q3 Earnings and AI Robot Hype Put XPEV in Focus

XPeng Stock Today, 27 November 2025: Price, Colombia Expansion, Q3 Earnings and AI Robot Hype Put XPEV in Focus

XPeng ADRs traded near $21.59 midday Thursday, up over 3% from Wednesday’s $21.14 close, after falling 22% in the past 10 sessions. Options activity turned “moderately bullish” with calls outpacing puts and implied volatility easing. The stock remains well above its 12-month low of $11.14, with a market cap near $20.6 billion. Recent analyst upgrades set price targets between $25 and $34.
IC Stock Today, 27 November 2025: AI Chip Rally Lifts Shares as Memory Shortage Fears Grow

IC Stock Today, 27 November 2025: AI Chip Rally Lifts Shares as Memory Shortage Fears Grow

SMIC shares rose about 2% in Hong Kong and Shanghai on Thursday, trading near HK$70.2 and RMB 115, respectively. The gains followed a rally in Chinese chip stocks driven by AI optimism and warnings of a global memory-chip shortage. SMIC remains about 25% below its October 2025 peak despite more than doubling over the past year. Turnover in Shanghai reached roughly RMB 813 million in morning trade.
TEPCO Stock Today (TSE:9501): Nuclear Restart Momentum, AI Power Demand and a 3% Climb – November 27, 2025

TEPCO Stock Today (TSE:9501): Nuclear Restart Momentum, AI Power Demand and a 3% Climb – November 27, 2025

TEPCO shares closed at ¥825.1 in Tokyo on November 27, up 3.06% for a third straight gain, as investors reacted to progress on restarting the Kashiwazaki-Kariwa nuclear plant. Trading volume reached about 40.9 million shares. The move comes despite a ¥712 billion half-year net loss linked to Fukushima costs. The stock remains below its mid-November high of ¥939.4.
Google vs Nvidia: AI Chip War Splinters the Market as Meta Eyes Google TPUs and Nvidia Claims It’s “A Generation Ahead”

Google vs Nvidia: AI Chip War Splinters the Market as Meta Eyes Google TPUs and Nvidia Claims It’s “A Generation Ahead”

Meta is negotiating a multi-billion-dollar deal to use Google’s custom AI chips in its data centers from 2027, with rentals from Google Cloud possible as soon as 2026, according to multiple reports. Nvidia’s stock fell sharply this week as investors reacted, despite the company retaining over 90% of the AI accelerator market. Alphabet’s market value has surged to nearly $4 trillion, driven by AI growth. China has barred ByteDance from using Nvidia chips in new data centers.
AppLovin (APP) Stock Jumps Over 5% Today as AI Growth Collides With SEC Scrutiny – What Investors Need to Know (November 26, 2025)

AppLovin (APP) Stock Jumps Over 5% Today as AI Growth Collides With SEC Scrutiny – What Investors Need to Know (November 26, 2025)

AppLovin shares climbed about 5.6% to $587 in late Wednesday trading, with volume near 2.8 million. The stock remains roughly 21% below its September record high but is up 80% year to date. Manchester Capital trimmed its stake as insider selling continued. The SEC investigation into AppLovin’s data practices remains unresolved.
SoundHound AI (SOUN) Stock Today – November 26, 2025: Price Action, Parkopedia Deal, Fresh Institutional Buying and What Comes Next

SoundHound AI (SOUN) Stock Today – November 26, 2025: Price Action, Parkopedia Deal, Fresh Institutional Buying and What Comes Next

SoundHound AI shares traded near $12.00 on November 26, up about 0.6%, with volume topping 15 million. The company announced an expanded partnership with Parkopedia to integrate a voice-activated parking agent into its in-car platform. Shares remain down roughly 43% year-to-date despite today’s gain. The new system will debut at CES 2026 in Las Vegas.
Chevron (CVX) on November 26, 2025: Venezuela Supply Lifeline, Climate Lawsuit Pressure, AI Power Pivot and Fresh Investor Flows

Chevron (CVX) on November 26, 2025: Venezuela Supply Lifeline, Climate Lawsuit Pressure, AI Power Pivot and Fresh Investor Flows

Chevron has become Venezuela’s main naphtha supplier after a U.S. Navy destroyer blocked a Russian tanker, disrupting feedstock deliveries. The company diverted a tanker to the U.S. Virgin Islands to source naphtha amid local shortages. Chevron’s Venezuelan operations now face higher risk after Washington designated the “Cartel de los Soles” as a foreign terrorist organization. CVX stock traded near $150, edging higher.
Lumentum Holdings (LITE) Stock Hits Record High as Mizuho Lifts Price Target to $325 on AI Momentum

Lumentum Holdings (LITE) Stock Hits Record High as Mizuho Lifts Price Target to $325 on AI Momentum

Lumentum Holdings shares surged to a record $306 on November 26, closing near $305 after Mizuho raised its price target to $325, citing strong AI infrastructure demand. The stock has gained about 235% over the past year, with revenue up 34% and a trailing P/E ratio near 200. Lumentum reported Q2 revenue of $533.8 million and non-GAAP EPS of $1.10, beating expectations.
Walmart Stock Today, November 26, 2025: WMT Hits Record High as Holiday Rally, AI Ads and Nasdaq Move Drive Momentum

Walmart Stock Today, November 26, 2025: WMT Hits Record High as Holiday Rally, AI Ads and Nasdaq Move Drive Momentum

Walmart shares hit a record intraday high of $109.58 on Wednesday, up about 2%, as strong Q3 results and holiday optimism drove buying ahead of Black Friday. The company is set to transfer its stock listing to Nasdaq on December 9. Market cap stands near $875 billion, with the stock up roughly 19% year-to-date. The Walton Family Holdings Trust sold $439 million in shares, while some institutions increased positions.
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Stock Market Today

  • SoftBank's $40B unsecured loan hints at OpenAI IPO in 2026
    March 27, 2026, 5:59 PM EDT. SoftBank has secured a $40 billion unsecured loan with a one-year term to support its $30 billion commitment to OpenAI's record-breaking $110 billion funding round. The loan, backed by JPMorgan Chase, Goldman Sachs, and four Japanese banks, must be repaid or refinanced by next year. This timeline aligns with market speculation, including CNBC reports, suggesting OpenAI's highly anticipated initial public offering (IPO) could occur in 2026. If OpenAI goes public as expected, SoftBank would gain the liquidity needed to cover this debt promptly. With the new investment, SoftBank's total stake in OpenAI, the creator of ChatGPT, surpasses $60 billion.
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