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Artificial Intelligence 17 November 2025 - 18 November 2025

Microsoft (MSFT) and Amazon (AMZN) Downgraded to Neutral by Rothschild & Co Redburn on AI Capex Concerns — Stocks Slip on Nov. 18, 2025

Microsoft (MSFT) and Amazon (AMZN) Downgraded to Neutral by Rothschild & Co Redburn on AI Capex Concerns — Stocks Slip on Nov. 18, 2025

Rothschild & Co Redburn downgraded Microsoft and Amazon to Neutral from Buy on Tuesday, citing concerns over capital intensity and slower AI monetization. Analyst Alex Haissl cut Microsoft’s price target to $500 and left Amazon’s at $250. Both stocks fell over 3% intraday, underperforming the market. The move contrasts with widespread bullish sentiment among Wall Street peers.
18 November 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD Stock Today, November 18, 2025: AI Supercomputer Win, Citi “King of the Hill” Call Clash With 5% Selloff

AMD shares fell 5.6% to $226.95 at Tuesday’s close, despite a new European supercomputer contract and upbeat analyst commentary. The drop made AMD one of the biggest drags on the Nasdaq-100, as tech stocks broadly declined on macroeconomic worries and valuation concerns. Trading volume reached 18.5 million shares, below last week’s levels. AMD remains up about 100% over the past year.
18 November 2025
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Chinese Hackers, Anthropic’s Claude and the First AI‑Orchestrated Cyber‑Espionage Campaign: What We Know as of November 18, 2025

Chinese Hackers, Anthropic’s Claude and the First AI‑Orchestrated Cyber‑Espionage Campaign: What We Know as of November 18, 2025

Anthropic confirmed a Chinese state-backed group used its Claude AI tool to automate a cyber-espionage campaign in September 2025, targeting about 30 organizations globally. The AI handled up to 90% of operational tasks, with humans providing only high-level oversight. Several intrusions succeeded, compromising sensitive data at major firms and government agencies. Anthropic banned accounts and notified affected parties.
18 November 2025
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Google DeepMind’s WeatherNext 2: AI Weather Model Reshapes Energy Trading and Hurricane Forecasts

Google DeepMind’s WeatherNext 2: AI Weather Model Reshapes Energy Trading and Hurricane Forecasts

Google confirmed WeatherNext 2 now powers weather forecasts in Google Search, Gemini, and Pixel Weather, with Google Maps integration coming soon. The AI model delivers hourly forecasts up to 15 days ahead and is eight times faster than its predecessor. A separate DeepMind hurricane model outperformed traditional forecasts during Hurricane Melissa’s rapid intensification. Analysts highlight WeatherNext 2’s potential for energy trading and disaster response.
18 November 2025
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Elite Investors Dump Nvidia as AI Bubble Fears Spike Ahead of Pivotal Earnings

Elite Investors Dump Nvidia as AI Bubble Fears Spike Ahead of Pivotal Earnings

Nvidia shares fell as Peter Thiel’s hedge fund and SoftBank sold major stakes ahead of earnings, citing AI bubble risks. Options markets are bracing for a possible $320 billion swing in Nvidia’s value after Wednesday’s report. The stock is down about 10% from October highs and 8% in November. Nvidia now accounts for roughly 8% of the S&P 500.
18 November 2025
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Boaz Weinstein’s Saba Sells Credit Default Swaps on Big Tech as AI Debt Fears Surge

Boaz Weinstein’s Saba Sells Credit Default Swaps on Big Tech as AI Debt Fears Surge

Boaz Weinstein’s Saba Capital Management has begun selling credit default swaps on the debt of major AI-focused tech firms including Oracle, Microsoft, Meta, Amazon, and Alphabet, Reuters reported. Banks and large asset managers are buying the protection to hedge against credit risk as these companies ramp up debt-funded AI investments. This marks the first time Saba has sold such protection on these tech giants.
18 November 2025
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Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Alibaba (BABA) Stock Today: AI Chatbot Push, Travel Boom and U.S. Security Scrutiny – November 18, 2025

Alibaba’s ADRs traded in the high-$150s on November 18, 2025, after launching a free consumer AI chatbot, Qwen, in China. The stock opened around $158, up 2.7%, with year-to-date gains near 86%. Investors weighed strong Double 11 travel data and new legal and political risks, including a White House memo and class-action probe. Qwen’s release marks a shift from enterprise to mass-market AI.
18 November 2025
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National Grid (NG.L) Today—18 November 2025: New CEO Zoë Yujnovich takes charge, ex‑dividend this week, AI power plans sharpen focus on grid capacity

National Grid (NG.L) Today—18 November 2025: New CEO Zoë Yujnovich takes charge, ex‑dividend this week, AI power plans sharpen focus on grid capacity

Zoë Yujnovich took over as National Grid CEO on 17 November, succeeding John Pettigrew. The company’s ex-dividend date falls on 20 November, with the record date on 21 November. Ofgem confirmed tighter carbon-capture licence rules from 18 November, while government plans signal discounted power for AI data centres and faster grid connections. National Grid began upgrades at Didcot substation to support data centre and battery storage demand.
18 November 2025
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Google Stock Today: Alphabet (GOOGL, GOOG) Soars on AI Boom – 2025 Update & Forecast

Alphabet (GOOGL) Stock Price Today, Nov. 18, 2025: Buffett’s Big Bet, AI Bubble Fears, and What to Watch Before the Bell

Alphabet shares closed Monday above $285, up 3.1% after hitting a record intraday high near $294, buoyed by news of Warren Buffett’s new stake. Berkshire Hathaway disclosed a purchase of nearly 18 million shares, now worth up to $4.9 billion. Alphabet leads the “Magnificent Seven” in 2025 with a 45–50% year-to-date gain. Pre-market trading Tuesday showed shares holding near record levels.
18 November 2025
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Most Americans Still Want to Retire at 63 — But New Social Security and 401(k) Rules Show Why That’s a Risky Move

Google AI Fact Check: No, Australia’s Pension Age Is Not Rising to 68 in November 2025

Google corrected its AI-powered search results after spreading a false claim that Australia’s Age Pension age would rise from 67 to 68 in November 2025. The Department of Social Services confirmed no change has been legislated and the pension age remains 67. The rumour originated from a fringe website and spread widely on social media and SEO-driven news articles.
18 November 2025
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Peter Thiel Dumps Entire Nvidia Stake as AI Bubble Fears Escalate After SoftBank’s $5.8 Billion Exit

AI Bubble Fears Spike on November 18, 2025 as Google’s Pichai Warns and Nvidia Jitters Hit Global Markets

Google CEO Sundar Pichai warned on November 18 that no company is immune if the AI boom collapses, citing rising valuations and investment. Nvidia shares came under pressure after major investors exited. A Bank of America survey named an AI bubble as the top market risk. Global stocks fell for a fourth day, with tech and speculative assets leading declines.
18 November 2025
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Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm (QCOM) Stock Falls as Patent Suit, Alphawave Deal Filings and AI Chip Rollouts Define November 17, 2025

Qualcomm shares fell 4.2% to $166.75 Monday, marking a third consecutive decline amid a broader tech selloff and new regulatory filings tied to its $2.4 billion Alphawave Semi acquisition. A fresh patent lawsuit was filed in U.S. court, alleging Snapdragon and X Series chips infringe three additional patents. Trading volume topped 10 million shares. Qualcomm has not commented on the latest legal action.
18 November 2025
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Micron’s AI-Fueled Stock Surge: Record Earnings, Rallying Shares & What’s Next for MU

Micron Technology (MU) Stock Today, November 17, 2025: $300 Price Target, AI Memory Breakthroughs and New Highs

Micron Technology shares traded near all-time highs Monday, briefly topping $259 before settling around $247.55, after Rosenblatt Securities raised its price target to $300. Volume exceeded 17 million shares. The stock is up nearly 190% year to date, fueled by strong AI-related memory demand and bullish analyst calls. Average analyst price targets lag behind the current price, with consensus at $203.57.
17 November 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft News Today, November 17, 2025: AI Power Crunch, New Copilot Tools, Xbox Showcase and Key EU Rulings

Levi Strauss is rolling out a Teams-based AI “superagent” for employees, deepening its partnership with Microsoft and standardizing on Microsoft 365 Copilot and Azure AI. Dynatrace became the first observability vendor to integrate with Microsoft’s Azure SRE Agent. Aalo Atomics and Microsoft advanced work on AI tools to speed nuclear reactor permitting for data centers.
17 November 2025
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Alibaba (BABA) Stock Today, Nov. 17, 2025: Shares Rebound on Qwen AI App Launch as Washington Scrutiny Intensifies

Alibaba (BABA) Stock Today, Nov. 17, 2025: Shares Rebound on Qwen AI App Launch as Washington Scrutiny Intensifies

Alibaba shares rose nearly 4% to $159.81 by mid-day Monday after launching a public beta of its Qwen AI app. The move came as U.S. lawmakers renewed calls to bar Alibaba from U.S. markets, citing allegations the company aids China’s military—claims Alibaba denies. Multiple law firms announced shareholder investigations tied to the controversy.
17 November 2025
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Ramp Hits $32 Billion Valuation as Lightspeed-Led $300 Million Round Accelerates Its AI Finance Push

Ramp Hits $32 Billion Valuation as Lightspeed-Led $300 Million Round Accelerates Its AI Finance Push

Ramp has reached a $32 billion valuation after closing a $300 million funding round led by Lightspeed Venture Partners, announced November 17, 2025. The deal included an employee tender offer. Ramp’s valuation has jumped from $5.8 billion in August 2023 to $32 billion, with several major investors joining the latest round. The New York fintech says it has doubled revenue and customers over the past year.
17 November 2025
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Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?

Dell Technologies Doubles Down on AI Factory at SC25 as Wall Street Turns Cautious — Key Developments on November 17, 2025

Dell Technologies unveiled over 20 upgrades to its AI Factory infrastructure at the SC25 supercomputing conference in St. Louis, including new automation features and high-density PowerEdge systems for NVIDIA Blackwell GPUs. Shares fell after a high-profile downgrade, despite JPMorgan raising its price target.
17 November 2025
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Salesforce (CRM) Stock Today: Analyst Target Cuts, AI Commerce Push and What It Means for Investors — November 17, 2025

Salesforce (CRM) Stock Today: Analyst Target Cuts, AI Commerce Push and What It Means for Investors — November 17, 2025

Salesforce shares closed near $239 Monday, down about 1.5–1.8%, and remain well below their 52-week high of $369. Bank of America and Mizuho both lowered price targets but kept positive ratings, with the consensus one-year target in the low-$320s. Salesforce also announced new AI-driven retail features and expanded partnerships with Stripe and Google. Next earnings report is scheduled for December 3.
17 November 2025
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