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Artificial Intelligence 5 November 2025 - 7 November 2025

Morgan Stanley: Apple Could Earn $133 Billion a Year From Humanoid Robots by 2040 — As Big as Today’s App Store

Morgan Stanley: Apple Could Earn $133 Billion a Year From Humanoid Robots by 2040 — As Big as Today’s App Store

Morgan Stanley projects Apple could earn $130–$133 billion annually from humanoid and home robotics by 2040, matching the scale of today’s App Store. The bank expects Apple’s first product, a motorized tabletop home hub, as early as 2027. The report suggests robotics could eventually account for up to a quarter of Apple’s valuation.
7 November 2025
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IREN’s 500% Rally: How a Bitcoin Miner Became an AI Cloud Juggernaut

IREN (Iris Energy) Earnings Today — Nov 6, 2025: Revenue Soars 355% to $240.3M, Net Income Hits $384.6M as Microsoft AI Megadeal Anchors $3.4B ARR Target

IREN Limited reported fiscal Q1 FY26 revenue of $240.3 million, up 355% from a year earlier, with net income at $384.6 million, boosted by unrealized gains from financing instruments. Bitcoin mining accounted for nearly all revenue, while AI Cloud services contributed $7.3 million. The company announced a $9.7 billion, five-year AI Cloud contract with Microsoft. Cash and equivalents stood at $1.8 billion as of October 31.
6 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Today — November 6, 2025: Price Slides as AI-Spend Scrutiny Builds; Fresh AI Database Coverage, Gartner ‘Leader’ Nod, and New OCI Partnerships in Focus

Oracle shares fell 3.7% to $241.00 as of 16:38 UTC, with about 8 million shares traded. Investors cited concerns over OpenAI’s ability to fund major AI contracts, despite recent product launches and recognition in Gartner’s 2025 Cloud ERP quadrants. A new UK defense-sector collaboration was announced. Fund flows showed some institutional buying.
6 November 2025
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HubSpot (HUBS) Plunges ~18% After Q3 Beat: Raised 2025 Guidance, New AI Push, and Meta’s Clara Shih Joins the Board [Nov. 6, 2025]

HubSpot (HUBS) Plunges ~18% After Q3 Beat: Raised 2025 Guidance, New AI Push, and Meta’s Clara Shih Joins the Board [Nov. 6, 2025]

HubSpot shares fell about 19% Thursday after third-quarter results beat estimates and full-year guidance was raised. The drop followed a 13% after-hours slide Wednesday as investors focused on slowing constant-currency growth and 2025 outlook. Analysts cut price targets across the board despite the company’s revenue rising 21% to $809.5 million and non-GAAP EPS reaching $2.66.
6 November 2025
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Fortinet (FTNT) slips on soft Q4 outlook after Q3 beat; price targets trimmed as company unveils “Secure AI Data Center” — Nov. 6, 2025

Fortinet (FTNT) slips on soft Q4 outlook after Q3 beat; price targets trimmed as company unveils “Secure AI Data Center” — Nov. 6, 2025

Fortinet reported Q3 revenue of $1.72 billion and adjusted EPS of $0.74, both up 14% year-over-year and ahead of estimates. Shares fell after the company issued Q4 guidance below expectations, projecting revenue of $1.825–$1.885 billion and EPS of $0.73–$0.75. Several analysts cut price targets but maintained neutral ratings. Multiple law firms issued class-action reminders tied to alleged firewall cycle misstatements.
6 November 2025
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Arm Holdings (ARM) Beats Q2, Lifts Q3 Outlook on AI Momentum — What to Know Today (Nov. 6, 2025)

Arm Holdings (ARM) Beats Q2, Lifts Q3 Outlook on AI Momentum — What to Know Today (Nov. 6, 2025)

Arm reported fiscal Q2 revenue of $1.14 billion, up 34% year-over-year and above estimates, with non-GAAP EPS of $0.39. The company raised Q3 revenue guidance to about $1.225 billion, citing strong AI demand. Royalties climbed 21% to $620 million, licensing jumped 56% to $515 million. Major brokers raised price targets after results.
6 November 2025
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Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally

Palantir (PLTR) adds two AI deals today—Stagwell marketing platform and Spain’s Valoriza—after blowout Q3: stock, guidance and what to watch (Nov. 6, 2025)

Palantir announced partnerships with Stagwell to develop an AI marketing platform and with Valoriza to modernize urban environmental services in Spain. The company reported Q3 revenue of $1.181 billion, up 63% year-over-year, and raised its FY25 revenue guidance to as much as $4.4 billion. Management disclosed 204 Q3 deals worth at least $1 million each. Financial terms of the Valoriza deal were not disclosed.
6 November 2025
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NVIDIA’s Stock Soars to New Highs – Analysts Eye Further Gains

NVIDIA (NVDA) Today — Nov. 6, 2025: Huang clarifies China AI-race remarks; U.K. honor crowns AI leadership; VAST Data–CoreWeave inks $1.17B deal; NVDA trades near $195 ahead of Nov. 19 earnings

Nvidia CEO Jensen Huang clarified his remarks on China’s AI position, stating China is “nanoseconds behind America” and urging the U.S. to “race ahead,” after earlier reports suggested he said China would win the AI race. Huang and Chief Scientist Bill Dally received the 2025 Queen Elizabeth Prize for Engineering. VAST Data signed a $1.17 billion multi-year deal with CoreWeave to supply AI data infrastructure.
6 November 2025
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5 AI Stocks Set to Soar: Best Buys for October 2025’s Tech Boom

AI Stocks to Watch Today (Nov 6, 2025): Snap rockets on Perplexity AI deal, Arm guides higher, Pony.ai & WeRide stumble, Alphabet lines up new AI data centers

Snap shares jumped after announcing a $400 million deal with Perplexity AI to add native AI search to Snapchat. Arm reported a 34% revenue gain and raised guidance, citing strong AI demand; shares rose. Pony.ai and WeRide dropped about 10% on their Hong Kong IPOs. Alphabet revealed plans for a new AI data center on Christmas Island and a record investment in Germany.
6 November 2025
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Investors Beware: 7 Stocks to Avoid on October 22, 2025 Amid Alarming Warnings

Michael Burry’s $1.1 Billion AI ‘Short’ Jolts Global Markets: Nvidia, Palantir Lead Tech Slide — What to Watch Today (Nov. 6, 2025)

AI-linked stocks fell sharply this week, pulling the S&P 500 and Nasdaq to their steepest one-day drops in nearly a month before a partial rebound. Michael Burry’s Scion Asset Management disclosed $1.1 billion in put options against Nvidia and Palantir, sparking debate and a sharp response from Palantir’s CEO. Global markets also slipped as investors questioned the durability of AI-driven gains.
6 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle Stock Today (Nov. 5, 2025): ORCL holds near $250 as AI-debt spotlight, Gartner win and PwC rollout shape the narrative

Oracle stock closed near $250 Tuesday after Reuters highlighted investor concerns over AI-driven debt, with Oracle’s credit default swaps rising alongside a 54% year-to-date share gain. Oracle announced it was named a Leader in two 2025 Gartner Magic Quadrant reports for Cloud ERP. PwC is moving global finance operations to Oracle Fusion Cloud ERP, citing embedded AI features.
5 November 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM layoffs today (Nov. 5, 2025): Big Blue to cut ‘thousands’ of roles as focus shifts to software and AI

IBM will cut a “low single-digit percentage” of its 270,000 global employees in Q4 2025, affecting thousands of jobs. Some U.S. roles may be impacted, but overall U.S. headcount is expected to remain flat. IBM did not disclose exact numbers or specify affected business units. The move follows slower cloud software growth and a shift toward software and AI.
5 November 2025
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Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

QCOM Stock Today (Nov. 5, 2025): Qualcomm Beats Q4, Guides Above on AI‑Phone Rebound; Automotive Tops $1B

Qualcomm reported Q4 revenue of $11.27 billion, up 10%, and non-GAAP EPS of $3.00, both above estimates. A $5.7 billion non-cash U.S. tax charge led to a GAAP loss. Chip revenue rose 13%, with automotive topping $1 billion for the first time. The company forecast Q1 revenue of $11.8–$12.6 billion, also ahead of expectations.
5 November 2025
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Duolingo Stock Surges on AI Buzz – Latest Price, Bold Forecasts & Big Risks in 2025

Duolingo (DUOL) Jumps After Q3 Beat, Raises 2025 Outlook — AI Tier, 50M DAUs in Focus | Stock Update for 5 November 2025

Duolingo reported Q3 revenue of $271.7 million, beating estimates and raising its full-year outlook to $1.028–$1.032 billion. Daily active users topped 50 million, up 36% year-over-year. Shares rose about 7% after hours following the results. CEO Luis von Ahn said AI-powered features are profitable, with paid subscribers rising 34% to 11.5 million.
5 November 2025
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Snapchat Memories Paywall: Why the App’s New Storage Fees Might Change How You Use Social Media

Snap Stock Soars After Q3 Beat and $400M AI Deal — SNAP Jumps After Hours (Nov 5, 2025)

Snap shares jumped over 20% after hours Wednesday, trading near $8.96, after Q3 revenue rose 10% to $1.507 billion and the company announced a $400 million AI partnership with Perplexity. Daily active users reached 477 million, up 8% year over year. Snap guided Q4 revenue to $1.68–$1.71 billion and warned DAUs may dip due to new age-verification rules.
5 November 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI News Today (Nov 5, 2025): 1M Business Customers, SoftBank JV in Japan, and Turner’s ‘Wall‑to‑Wall’ ChatGPT Rollout

OpenAI says it now serves over 1 million business customers and has launched new enterprise features. SoftBank and OpenAI announced a 50:50 joint venture, SB OAI Japan, to market “Crystal intelligence” to Japanese firms starting in 2026. Turner Construction will deploy ChatGPT Enterprise company-wide over two years.
5 November 2025
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Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally

Palantir Stock (PLTR) on Nov. 5, 2025: Shares Slip Amid AI Sell‑Off Despite Blowout Q3, Higher Guidance and Fresh Price‑Target Hikes

Palantir shares fell about 3.5% midday Wednesday after an 8% drop Tuesday, despite reporting record Q3 revenue of $1.181 billion and raising its 2025 outlook. The decline followed a broader tech sell-off and profit-taking, with investors citing concerns over Palantir’s high valuation—its forward P/E remains above 240x. Wall Street analysts raised price targets, but sentiment stayed cautious.
5 November 2025
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Teradata’s 19% Stock Surge: AI Ambitions, Earnings Beat & What’s Next for TDC Investors

Teradata’s 19% Stock Surge: AI Ambitions, Earnings Beat & What’s Next for TDC Investors

Teradata shares surged 19% to $24.64 on November 5 after Q3 earnings beat estimates, with adjusted EPS at $0.72 versus $0.53 expected and revenue of $416 million. The stock broke above its 200-day moving average. Cloud ARR rose 11% year-over-year. Management reaffirmed 2025 guidance and reported $88 million in Q3 free cash flow.
5 November 2025
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Babcock & Wilcox (BW) Stock Skyrockets on AI Power Deal – Key Facts, Q3 Earnings & 2025 Outlook

Babcock & Wilcox (BW) Stock Skyrockets on AI Power Deal – Key Facts, Q3 Earnings & 2025 Outlook

Babcock & Wilcox shares jumped nearly 40% to $5.19 on Nov. 5 after announcing a $1.5 billion AI data center power project with Applied Digital. The company posted a smaller Q3 net loss of $2.3 million and sold its A-S-H business for $29 million, using proceeds to redeem $26 million in debt. BW also launched a $200 million at-the-market stock sale. Analysts upgraded the stock but flagged ongoing liquidity risks.
5 November 2025
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Why Zeta Global (ZETA) Stock Is Soaring: 17 Straight Beats, AI Power, and Big Upside Ahead

Why Zeta Global (ZETA) Stock Is Soaring: 17 Straight Beats, AI Power, and Big Upside Ahead

Zeta Global reported Q3 2025 revenue of $337.2 million, up 26% year-over-year, with adjusted EPS and operating margin both beating expectations. Shares surged about 15% on November 5, nearing $19. Management raised full-year guidance and forecast continued strong growth for 2026. The company agreed to acquire Marigold’s enterprise marketing business for $325 million, its largest deal to date.
5 November 2025
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