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Artificial Intelligence 14 November 2025 - 17 November 2025

Dell Technologies (DELL) in Focus: AI Cloud Deal and Conflicting Analyst Calls – 17 Nov 2025

Dell Technologies (DELL) in Focus: AI Cloud Deal and Conflicting Analyst Calls – 17 Nov 2025

Dell shares swung sharply on November 17 after Morgan Stanley issued a rare double downgrade to Underweight and cut its price target to $110, citing higher memory costs. JPMorgan countered with a price target hike to $170 and added Dell to its “Positive Catalyst Watch.” Dell also announced a major AI cloud deal with HIVE Digital, aiming for over 6,000 new GPUs and $120 million in annual revenue by 2026.
17 November 2025
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Microsoft (MSFT) Stock Outlook (Nov 2025): AI-Powered Growth, Strong Earnings, and 2026 Forecast

Microsoft’s AI Superfactory Goes Live: What Fairwater, New Azure Deals and Baird’s $600 Target Mean for MSFT Stock Today (November 17, 2025)

Microsoft’s Fairwater AI datacenter network is now operational, linking Atlanta and Wisconsin sites with a dedicated high-speed optical backbone. Baird has initiated coverage of Microsoft with an Outperform rating and a $600 target, citing AI leadership. New Azure AI partnerships were announced today. A Microsoft-backed report warns AI is spreading faster than previous tech waves but unevenly.
17 November 2025
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Peter Thiel Dumps Entire Nvidia Stake as AI Bubble Fears Escalate After SoftBank’s $5.8 Billion Exit

Peter Thiel Dumps Entire Nvidia Stake as AI Bubble Fears Escalate After SoftBank’s $5.8 Billion Exit

Peter Thiel’s hedge fund sold all 537,742 Nvidia shares in Q3 2025, filings show, exiting a stake once 40% of its portfolio. The move follows SoftBank’s $5.8 billion Nvidia sale in October. Nvidia’s valuation fell from $5 trillion after its sharpest 2025 pullback, but remains above $4.5 trillion. Investors await Nvidia’s earnings report on November 19.
17 November 2025
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Intuit Stock (INTU) Before the Bell on November 17, 2025: Earnings Countdown, AI Push and Valuation Risks

Intuit shares closed Friday at $662.41, up 1.89% but still 18.6% below July’s 52-week high. The company reports Q1 results Thursday, with Wall Street expecting EPS of $3.10 on $3.76 billion revenue. Shares trade at a premium, about 28–29 times forward earnings. Intuit is rolling out new AI products, but recent guidance fell short of analyst forecasts.
16 November 2025
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Salesforce (CRM) Tumbles ~6%: Wall Street Targets Diverge, Options Flow Turns Mixed, and Q3 FY26 Results Land on Dec. 3

Salesforce Stock (CRM) Before the Bell on November 17, 2025: AI Deals, Data Breach Fallout and Key Catalysts to Watch

Salesforce shares closed Friday at $244, up 1.4%, but remain 34% below their 52-week high. The company reported back-to-back record quarters with FY26 revenue up about 10% and non-GAAP operating margin above 34%. Q3 revenue guidance missed Wall Street estimates, pressuring sentiment. Security concerns persist after a third-party data-theft campaign linked to Salesforce customer instances.
16 November 2025
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AppLovin (APP) News Today, 16 November 2025: Big Money Buys the Dip as AI Ad Giant Faces Scrutiny

AppLovin (APP) News Today, 16 November 2025: Big Money Buys the Dip as AI Ad Giant Faces Scrutiny

Westpac Banking Corp and Cannon Advisors Inc. increased holdings in AppLovin during Q2, according to new SEC filings. AppLovin shares recently traded near $557, about 23% below recent highs, with a market cap of $171.5 billion. Q3 revenue rose 68% year over year to $1.41 billion, but the company remains under SEC investigation over data practices and faces a shareholder lawsuit.
16 November 2025
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Target (TGT) Stock Today: Holiday Discounts, AI Shopping Push and Dividend Power Ahead of Q3 Earnings

Target (TGT) Stock Today: Holiday Discounts, AI Shopping Push and Dividend Power Ahead of Q3 Earnings

Target shares closed at $89.96 on Friday, down 41% over the past year and 33% year-to-date. The company pays a quarterly dividend of $1.14 per share, yielding just above 5%. Empower Advisory Group raised its stake in Target by 78% in Q2. Target reports Q3 earnings November 19, with investors watching holiday sales strategy and guidance.
16 November 2025
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Figma (FIG) Stock Hits 12‑Month Low as Executives Sell $20M in Shares and AI Strategy Extends to Israel — November 16, 2025

Figma (FIG) Stock Hits 12‑Month Low as Executives Sell $20M in Shares and AI Strategy Extends to Israel — November 16, 2025

Figma shares closed at $38.53 on November 14, hitting a new 12-month low and down 73% from their yearly high. Company insiders, including CFO Praveer Melwani and CRO Shaunt Voskanian, sold over $20 million in stock in early November as prices fell. Figma’s market cap stands near $19–20 billion. The company recently reported a 38% year-over-year revenue increase and raised full-year guidance.
16 November 2025
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Alembic Raises $145M for Causal AI as Accenture and Jeffrey Katzenberg’s WndrCo Back Marketing’s New Supercomputer

Alembic Raises $145M for Causal AI as Accenture and Jeffrey Katzenberg’s WndrCo Back Marketing’s New Supercomputer

Alembic Technologies has raised $145 million in a Series B round led by Prysm Capital and Accenture, pushing its valuation to about $645 million. The San Francisco startup plans to use the funds to expand its causal AI platform and deploy an Nvidia NVL72 superPOD supercomputer. Investors include WndrCo, Silver Lake Waterman, and others. Customers already include Delta Air Lines, Mars, and Nvidia.
16 November 2025
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Broadcom’s AI Windfall: Inside AVGO’s Trillion-Dollar Surge, $10B Chip Deal & 2025 Outlook

Broadcom (AVGO) Stock Today, Nov 16, 2025: November News Round‑Up, AI Tailwinds, VMware Shake‑Up, and a 2026 Outlook

Broadcom (AVGO) closed at $342.46, valuing the company near $1.6 trillion. The firm will report Q4 and full-year 2025 results on December 11, with investors watching for 2026 AI order updates and VMware churn. Jefferies named AVGO its Top Pick, raising its target to $480. Broadcom announced an open VMware Cloud Foundation ecosystem and will highlight AI/HPC tech at SC25.
16 November 2025
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Alibaba (BABA) Stock on 13 November 2025: Qwen AI App Revamp, Singles’ Day Signals and Big-Money Flows

Alibaba (BABA) Stock Outlook: AI Bets, Singles’ Day 2025 and Geopolitical Shock – Updated November 15, 2025

Alibaba shares fell sharply to $153.80 in New York after new U.S. national-security allegations linked the company to China’s military. The stock remains up about 80% year-on-year. Alibaba is set to report quarterly earnings around November 25, with analysts expecting weak profit growth as spending on AI and cloud surges. A new securities class-action probe has been launched following the White House memo.
15 November 2025
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CrowdStrike (CRWD) Stock Soars on AI Cybersecurity Boom — Record Highs

CRWD Stock Today (Nov 15, 2025): CrowdStrike’s AI Push, New Partnerships and What to Expect Into December Earnings

CrowdStrike shares remain near record highs after announcing new AI security products, partnerships with F5, Google, and CoreWeave, and a major EY contract in November. The stock hit an all-time closing high of $557.53 on Nov. 10, 2025, and now trades in the $530s. Analysts remain positive ahead of CrowdStrike’s earnings call set for Dec. 2.
15 November 2025
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Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Futures in November 2025: AI Boom and Rate Easing Drive Outlook

Microsoft stock is trading near record highs in mid-November 2025, with shares up about 30% year-to-date and market value approaching $4 trillion. A brief early November dip was met with renewed buying as strong earnings and AI growth fueled optimism. U.S. inflation has cooled, prompting two Federal Reserve rate cuts and boosting tech stocks. Markets widely expect another rate cut in December.
15 November 2025
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Investors Flee S&P 500 ETF for Total Market: Vanguard’s VTI Soars as VOO Sees Outflows

VOO ETF November 2025 Outlook: Fed Pivot, AI Boom & S&P 500 Forecast

Vanguard’s S&P 500 ETF (VOO) hit record highs in 2025, rising about 17% year-to-date as of mid-November, with shares trading in the low $600s. The S&P 500 closed at 6,728.80 on November 7, near an all-time high. VOO dropped 1.6% on November 14 amid Fed policy uncertainty and AI bubble concerns but saw $3 billion in net inflows over five days. The Fed cut rates to 3.75–4.00% in October and is expected to cut again in December.
15 November 2025
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Intel Stock Skyrockets on $15B AI Lifeline and U.S. Stake – Can Rally Continue?

Intel Stock Outlook November 2025: Rallying on AI Hopes Amid Turnaround Challenges

Intel shares have surged nearly 90% year-to-date in 2025 after a steep 2024 decline, trading in the mid-$30s following strong Q3 results and major investments. The stock jumped 7% after earnings in October but fell over 6% in November on news OpenAI excluded Intel’s AI chips from procurement plans. CEO Lip-Bu Tan’s cost-cutting and restructuring have reduced the workforce by over 20% this year.
15 November 2025
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Meta Platforms (META) November 2025 Stock Analysis: AI-Fueled Growth vs. Rising Costs

Meta Platforms (META) November 2025 Stock Analysis: AI-Fueled Growth vs. Rising Costs

Meta reported Q3 2025 revenue of $51.24 billion, up 26% year-over-year, driven by strong ad demand and user growth. Net income fell to $2.71 billion due to a $15.93 billion one-time tax charge, though adjusted earnings rose. Expenses climbed 32% to $30.7 billion, with heavy investment in AI and Reality Labs. Meta forecasts Q4 revenue of $56–59 billion and higher full-year spending.
15 November 2025
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Microsoft (MSFT) Stock Outlook (Nov 2025): AI-Powered Growth, Strong Earnings, and 2026 Forecast

Microsoft (MSFT) Stock Outlook (Nov 2025): AI-Powered Growth, Strong Earnings, and 2026 Forecast

Microsoft shares fell 8.6% over eight sessions in November 2025, erasing nearly $350 billion in market value amid concerns over an AI-driven valuation bubble and heavy spending. The company is backing U.S. legislation to restrict Nvidia AI chip exports to China and announced a major AI supercomputer project. Microsoft’s stock remains up double digits year-to-date despite recent volatility.
15 November 2025
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Tesla’s Stock Skyrockets on AI Hype – Latest Price Jump, Earnings Shocks & Bold 2025 Forecasts

Tesla Stock Analysis & Forecast (Nov 2025): AI Ambitions Meet EV Market Challenges

Tesla shareholders approved CEO Elon Musk’s $1 trillion pay package on Nov. 6, tying compensation to ambitious targets including 20 million vehicles delivered and a $8.5 trillion market cap by 2035. Despite the vote, Tesla’s October sales plunged in key European markets, with registrations down 89% in Sweden and 86% in Denmark. Musk also announced the Cybercab robotaxi for 2026 and possible AI chip production.
15 November 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle Stock Today, November 14, 2025: ORCL Rebounds 2% as Wall Street Debates Its AI Debt Gamble

Oracle shares closed at $222.9 on Friday, up 2.4%, after a month-long slide erased about 25–30% of their value. The rebound followed reports that Oracle may add $38 billion in new debt to fund AI infrastructure, pushing bond yields higher and raising concerns over its $104 billion total debt load. Trading volume topped 36 million shares. Despite recent losses, Oracle remains up 18% over the past year.
14 November 2025
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