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Artificial Intelligence 7 November 2025 - 11 November 2025

SoftBank Sells Entire Nvidia Stake for $5.83 Billion to Double Down on OpenAI and AI Infrastructure

SoftBank Sells Entire Nvidia Stake for $5.83 Billion to Double Down on OpenAI and AI Infrastructure

SoftBank sold its entire Nvidia stake—32.1 million shares—for $5.83 billion in October, the company disclosed Tuesday. Proceeds will help fund multibillion-dollar investments in OpenAI and new AI infrastructure. The sale follows $9.17 billion raised from T-Mobile share sales and an $8.5 billion bridge loan for OpenAI. Nvidia shares dipped 1.3% in early U.S. trading after the news.
11 November 2025
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Eli Lilly (LLY) Pops on Fresh Deal Spree: MeiraGTx Gene Therapy Tie‑Up, New AI Collaboration, and Leerink Upgrade — Nov. 10, 2025

Eli Lilly (LLY) Pops on Fresh Deal Spree: MeiraGTx Gene Therapy Tie‑Up, New AI Collaboration, and Leerink Upgrade — Nov. 10, 2025

Eli Lilly agreed to pay $75 million upfront and over $400 million in milestones for global rights to MeiraGTx’s pediatric blindness gene therapy. The company also announced an AI drug discovery partnership with Insilico Medicine, worth over $100 million in potential payments. Leerink Partners upgraded Lilly shares and raised its price target to $1,104, sending the stock up about 5% intraday.
10 November 2025
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DeepSeek Researcher Warns AI Could Erase Jobs Within a Decade in Rare Public Appearance at China’s World Internet Conference (Nov. 10, 2025)

DeepSeek Researcher Warns AI Could Erase Jobs Within a Decade in Rare Public Appearance at China’s World Internet Conference (Nov. 10, 2025)

DeepSeek senior researcher Chen Deli warned at the World Internet Conference in Wuzhen that AI could trigger widespread job losses within five to ten years. It marked DeepSeek’s first public on-stage appearance since its rapid rise earlier this year. Chen called on tech firms to act as “guardians of humanity” as AI advances. DeepSeek’s models have positioned it as a key player in China’s AI sector.
10 November 2025
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Movano (NASDAQ: MOVE) Soars on All‑Stock Merger With Corvex to Create Secure AI‑Infrastructure Pure Play — Nov. 10, 2025

Movano (NASDAQ: MOVE) Soars on All‑Stock Merger With Corvex to Create Secure AI‑Infrastructure Pure Play — Nov. 10, 2025

Movano and Corvex, Inc. agreed to merge in an all-stock deal, with Corvex holders owning about 96% of the combined company. The new entity, to be called Corvex, Inc., will focus on AI infrastructure and be based in Arlington, VA. Corvex raised $37.1 million in concurrent financing; Movano secured a $1 billion equity facility and $3 million bridge loan. MOVE shares jumped intraday after the announcement.
10 November 2025
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NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

NVIDIA shares edged up in premarket trading Monday, reaching $188.15 as of 14:11 UTC. Two major data center projects in Santa Clara face multi-year delays due to local power grid constraints. NVIDIA announced new Dynamo integrations for Kubernetes-based AI inference. TSMC reported slower sales, raising questions about near-term AI hardware supply.
10 November 2025
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HIVE Digital Technologies (NASDAQ: HIVE) news today — Nov. 9, 2025: Earnings date locked, 23 EH/s milestone, and AI data‑center expansion

HIVE Digital Technologies (NASDAQ: HIVE) news today — Nov. 9, 2025: Earnings date locked, 23 EH/s milestone, and AI data‑center expansion

HIVE Digital Technologies reported no new releases Sunday as investors await Q2 results on Nov. 14 and an earnings call Nov. 17. The company recently announced it surpassed 23 EH/s in Bitcoin mining and acquired 32.5 acres near its Grand Falls site for AI and HPC expansion. HIVE aims for 25 EH/s by U.S. Thanksgiving and is upgrading facilities in Sweden and Canada for AI workloads.
9 November 2025
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PayPal (PYPL) Today — Nov. 9, 2025: Antitrust Win, Dividend Countdown, and AI Checkout Momentum

PayPal (PYPL) Today — Nov. 9, 2025: Antitrust Win, Dividend Countdown, and AI Checkout Momentum

A U.S. judge dismissed a nationwide antitrust suit against PayPal’s merchant rules, giving plaintiffs until Dec. 12 to amend. PayPal reported Q3 revenue of $8.4 billion and raised its full-year outlook, launching a $0.14 quarterly dividend. Institutional investors trimmed positions. PayPal also announced a partnership with OpenAI to integrate payments into ChatGPT.
9 November 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

MSFT Before the Bell (Nov 10, 2025): OpenAI–AWS shockwave, Azure outlook, $9.7B IREN chips pact, dividend date, and week‑ahead catalysts

OpenAI ended its exclusive cloud deal with Microsoft Azure, signing a $38 billion, seven-year agreement with AWS. Microsoft restructured its OpenAI partnership on Oct. 28, keeping a significant stake and long-term tech rights. The company also secured $9.7 billion in AI compute capacity from IREN and a multi-billion-dollar GPU deal with Lambda. Microsoft last traded at $496.82, with a $3.85 trillion market cap.
9 November 2025
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NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

Nvidia CEO Jensen Huang said demand for Blackwell AI chips is “very strong” and has asked TSMC for more wafer supply. Taipei officials will move next week to terminate a land-use deal, clearing the way for Nvidia’s Taiwan headquarters at Beitou Shilin Tech Park. Huang reiterated there are no active talks to sell Blackwell chips to China, citing U.S. export restrictions. NVDA shares last traded near $188.
8 November 2025
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Palantir (PLTR) Edges Lower on Nov. 7 as Insider Sale Surfaces—Analysts Lift Targets After Blowout Q3

Palantir Stock Today (Nov. 7, 2025): PLTR Ends Week Higher as New Partnerships With Stagwell and Valoriza Offset AI-Sector Jitters

Palantir Technologies closed Friday at $177.93, up 1.65%, after volatile trading and heavy volume near 74 million shares. The rebound followed announcements of a new AI marketing partnership with Stagwell and a smart-city deal with Spain’s Valoriza. CEO Alex Karp’s public remarks kept focus on Palantir’s valuation after a week of sector-wide declines.
8 November 2025
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Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta Stock Today (7 November 2025): $600B U.S. AI Pledge, Fraud‑Ad Firestorm, and a Slide Into Bear‑Market Territory

Meta shares closed at $621.71 on Friday, up 0.45%, but ended the week down 4% and more than 20% below August highs. The company pledged over $600 billion in U.S. investment through 2028, focusing on AI data centers and workforce. A Reuters report alleged 10% of 2024 revenue could come from scam ads, which Meta disputes. The EU may ease AI Act rules, affecting compliance timelines.
8 November 2025
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Google Stock vs. Microsoft Stock in 2025 (through Nov. 7): Which Tech Titan Is Winning the AI Race?

Google Stock vs. Microsoft Stock in 2025 (through Nov. 7): Which Tech Titan Is Winning the AI Race?

Alphabet reported $102.3 billion in Q3 revenue, its first $100 billion quarter, and raised 2025 capex guidance to up to $93 billion. Google Cloud revenue jumped 34% year over year. Microsoft posted $77.7 billion in revenue, with Azure up 40%. U.S. and EU regulators fined or imposed remedies on both companies over antitrust concerns.
7 November 2025
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Nvidia (NVDA) vs. Apple (AAPL) in 2025: YTD Performance, Market‑Cap Race, AI Catalysts, Valuations, and What to Watch Next (through Nov 7, 2025)

Nvidia (NVDA) vs. Apple (AAPL) in 2025: YTD Performance, Market‑Cap Race, AI Catalysts, Valuations, and What to Watch Next (through Nov 7, 2025)

Nvidia shares are up about 40% year-to-date, with a market cap near $4.57 trillion as of Nov. 7, 2025. Apple is up roughly 8% YTD, hovering just under $4 trillion in value after briefly topping that mark in October. Nvidia posted record quarterly revenue and announced major AI deals in Europe and pharma. Apple reported record September quarter revenue and strong early iPhone 17 sales.
7 November 2025
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Microsoft vs. Oracle Stocks: AI Frenzy Sends Shares Soaring – Which Tech Titan Will Win?

Microsoft (MSFT) vs. Oracle (ORCL): 2025 YTD — Who’s Winning the AI-Cloud Race?

Microsoft reported Q1 2026 revenue of $77.7 billion, up 18%, with Azure and other cloud services growing 40%. Oracle’s Q1 2026 revenue reached $14.9 billion, up 12%, and its backlog surged 359% to $455 billion after signing several multibillion-dollar AI contracts. Microsoft flagged AI infrastructure constraints. Oracle’s stock jumped on its backlog news.
7 November 2025
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Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta (META) Stock Today, November 7, 2025: Shares Slip as $600B U.S. AI Buildout Meets Ad‑Fraud Furor

Meta shares fell Friday, trading near $613.64 as investors reacted to a $600 billion U.S. AI data center investment pledge and fresh scrutiny over ad integrity. The stock extended losses from a post-earnings slide that began Oct. 29. A Reuters report alleged internal projections tying 10% of 2024 revenue to scam or banned ads, a claim Meta disputes. Market cap stood at roughly $1.85 trillion.
7 November 2025
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Intel (INTC) Pops as Tesla Mulls Chip Partnership; Pre‑Market Rebounds on Musk Comments — Nov. 7, 2025

Intel Stock Today (INTC): Musk Floats Tesla–Intel AI Chip Talks; Key AI Exec Departs to AMD — Price, News & What to Watch (Nov 7, 2025)

Intel traded near flat at $37.19 as of 18:49 UTC after Elon Musk floated possible talks with Intel on making Tesla AI chips, briefly lifting shares. No agreement has been reached. Intel confirmed VP Saurabh Kulkarni is leaving for AMD. Q3 revenue was $13.7 billion, with Q4 guidance at $12.8–$13.8 billion.
7 November 2025
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IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited reported record Q1 FY26 revenue of $240.3 million and net income of $384.6 million, driven by unrealized gains and a surge in Bitcoin mining. Shares swung sharply Friday after a $9.7 billion, five-year AI cloud contract with Microsoft was announced. Compass Point doubled its price target to $105. IREN’s AI cloud revenue remains small but management targets $3.4 billion ARR by end-2026.
7 November 2025
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Tesla Today (Nov 7, 2025): Shareholders Approve Musk’s $1 Trillion Pay, ‘Terafab’ AI Chip Plan Teased, and China FSD Targeted for Early 2026

Tesla Today (Nov 7, 2025): Shareholders Approve Musk’s $1 Trillion Pay, ‘Terafab’ AI Chip Plan Teased, and China FSD Targeted for Early 2026

Tesla shareholders approved Elon Musk’s record pay package with about 75% support at the company’s annual meeting in Austin. Musk said Tesla may build a large chip factory and is considering a partnership with Intel. He expects full approval for Tesla’s Full Self-Driving in China by early 2026. Production of the Cybercab is planned for April 2026.
7 November 2025
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Conduent (CNDT) Q3 2025: $767M Revenue, 5.2% Adjusted EBITDA Margin; Debt Refi Completed as Company Pushes GenAI Across Offerings

Conduent (CNDT) Q3 2025: $767M Revenue, 5.2% Adjusted EBITDA Margin; Debt Refi Completed as Company Pushes GenAI Across Offerings

Conduent reported Q3 2025 revenue of $767 million, missing analyst estimates and down 5% from last year. Adjusted EBITDA margin rose to 5.2%. The company posted a net loss of $46 million, or $0.30 per share. Management reaffirmed full-year guidance and highlighted recent debt refinancing and new AI integrations in government services.
7 November 2025
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