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Artificial Intelligence 9 November 2025 - 11 November 2025

Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle Stock Today (11/11/2025): Shares Edge Lower as Data‑Breach Suit Lands, Mizuho Says “Buy the Dip,” and Michael Burry Questions AI Depreciation

Oracle shares fell about 2% Tuesday after a proposed class action over a July data breach was filed in Texas federal court. Michael Burry criticized Oracle’s depreciation practices, fueling debate over AI-related profits. Mizuho called the stock’s drop a buying opportunity, maintaining a $400 price target. Oracle last traded near $236, down from Monday’s $240.83 close.
11 November 2025
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Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Today (Nov. 11, 2025): INTC slips ~1.5% as CEO takes direct charge of AI; SoftBank’s Nvidia sale weighs on semis

Intel shares closed down 1.5% at $37.88 Tuesday, with trading volume well below average as chip stocks slid. The company named CEO Lip-Bu Tan to oversee AI efforts after CTO Sachin Katti’s exit, while SoftBank’s Nvidia stake sale pressured the sector. Intel added Dr. Craig Barratt to its board and trimmed its 2025 opex target to $16.8 billion.
11 November 2025
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Stocks Slip as Tech Wobble Returns; Layoffs Spike and Tariff Showdown Clouds Outlook — Stock Market Today (Nov. 6, 2025)

Stock Market Today (Nov. 11, 2025): Dow Closes at a Record as AI Shares Stumble; FTSE 100 Hits New High on BoE Cut Bets

The Dow Jones closed at a record 47,927.96 on Nov. 11, 2025, up 1.18%, while the Nasdaq fell 0.25% as Nvidia dropped nearly 3% after SoftBank revealed a $5.8 billion stake sale. The S&P 500 edged higher. In Europe, the FTSE 100 hit a record near 9,900, boosted by Vodafone’s first dividend increase in eight years and rising bets on Bank of England rate cuts.
11 November 2025
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Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft (MSFT) Stock Today — Nov. 11, 2025: Shares Edge Higher as $10B Portugal AI Hub, Patch Tuesday Fixes and New Enterprise AI Deals Dominate Headlines

Microsoft shares rose 0.6% to $508.68 late Tuesday after the company announced a $10 billion AI data center investment in Sines, Portugal, with partners including NVIDIA. Microsoft also released security updates fixing 63 vulnerabilities, including an actively exploited zero-day. Essity selected Accenture and Microsoft to expand AI adoption. The Dow closed at a record high; Nvidia shares fell.
11 November 2025
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Apple Stock Today (AAPL) — 11/11/2025: Shares Climb as AI-Spending Discipline Wins Fans; Dividend Arrives This Week

Apple Stock Today (AAPL) — 11/11/2025: Shares Climb as AI-Spending Discipline Wins Fans; Dividend Arrives This Week

Apple shares rose about 2% to $275.25 Tuesday, nearing their 52-week high and pushing market value close to $4 trillion. Investors cited Apple’s lower AI spending compared to rivals, a pending $0.26 dividend payout on November 13, and steady iPhone supply-chain data. The stock traded between $269.80 and $275.91 intraday.
11 November 2025
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LivePerson (LPSN) Soars After Citron Shout‑Out: Q3 Beat, Guidance Lift, and AI ‘Conversation Simulator’ Fuel Rally — 11/11/2025

LivePerson (LPSN) Soars After Citron Shout‑Out: Q3 Beat, Guidance Lift, and AI ‘Conversation Simulator’ Fuel Rally — 11/11/2025

LivePerson shares surged as much as 43% Tuesday after Citron Research highlighted strong Q3 results and the new Conversation Simulator AI product. The company reported Q3 revenue of $60.2 million (down 19% y/y) and adjusted EBITDA of $4.8 million, both above guidance. Management raised its 2025 outlook for adjusted EBITDA to $7.5–$12.5 million.
11 November 2025
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Tesla (TSLA) Today — Nov. 11, 2025: China Sales Sink to 3‑Year Low, Model Y & Cybertruck Chiefs Exit, as Musk’s AI Pivot Takes Center Stage

Tesla (TSLA) Today — Nov. 11, 2025: China Sales Sink to 3‑Year Low, Model Y & Cybertruck Chiefs Exit, as Musk’s AI Pivot Takes Center Stage

Tesla’s China retail deliveries fell 35.8% year-over-year in October to 26,006, the lowest in three years, as market share dropped to 3.2%. Model Y chief Emmanuel Lamacchia and Cybertruck lead Siddhant Awasthi both announced departures. Shareholders approved Elon Musk’s performance award, valued near $1 trillion. TSLA traded lower intraday, around $435–$443.
11 November 2025
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C3.ai (AI) shares edge higher as company explores sale — everything new on November 11, 2025

C3.ai (AI) shares edge higher as company explores sale — everything new on November 11, 2025

C3.ai shares rose nearly 4% premarket after Reuters reported the company has started an early-stage sale process and may seek private capital, citing unnamed sources. The move follows a leadership change and the withdrawal of full-year guidance in September. C3.ai posted a 19% revenue drop in fiscal Q1 and a net loss of $116.8 million. The company did not comment on the report.
11 November 2025
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BigBear.ai (NYSE: BBAI) Soars on Q3 Beat and $250M Ask Sage Deal — Shares Jump ~19% Pre‑Market on Nov. 11, 2025

BigBear.ai (NYSE: BBAI) Soars on Q3 Beat and $250M Ask Sage Deal — Shares Jump ~19% Pre‑Market on Nov. 11, 2025

BigBear.ai shares jumped about 19% pre-market to $6.81 after reporting Q3 revenue of $33.1 million (down 20% year-over-year) and announcing a $250 million deal to acquire Ask Sage. The company posted GAAP net income of $2.5 million, with record cash of $456.6 million and a reaffirmed FY25 revenue outlook of $125–$140 million. Cantor Fitzgerald raised its price target to $7.
11 November 2025
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Meta’s Chief AI Scientist Yann LeCun to Exit and Launch New AI Startup — What It Means for Meta, Open‑Source AI, and the Race to AGI (Nov. 11, 2025)

Meta’s Chief AI Scientist Yann LeCun to Exit and Launch New AI Startup — What It Means for Meta, Open‑Source AI, and the Race to AGI (Nov. 11, 2025)

Yann LeCun, Meta’s chief AI scientist and Turing Award winner, plans to leave the company to start a new AI venture, according to multiple reports. LeCun is in early fundraising talks for the startup. The news follows Meta’s recent AI reorganization and the appointment of Alexandr Wang as Chief AI Officer. Meta and LeCun declined to comment.
11 November 2025
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Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

Nebius Group (NBIS) Q3 Earnings Today: What to Watch as the AI High‑Flyer Rides a $17.4B Microsoft Deal and New “Token Factory” Launch

Nebius Group reports Q3 2025 results before the U.S. market opens, with a webcast at 8:00 a.m. ET. Analysts expect revenue of $150–$156 million and a per-share loss of $0.44–$0.56. Shares have surged about 468% in the past year, driven by a $17.4 billion AI infrastructure deal with Microsoft and the launch of the Token Factory platform.
11 November 2025
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BigBear.ai Stock’s 300% Surge Sparks Palantir Comparisons in Defense AI Frenzy

BigBear.ai (BBAI) Soars on Q3 Beat and $250M Ask Sage Deal: Profit Returns, Guidance Reaffirmed — Nov 11, 2025

BigBear.ai shares surged up to 23% pre-market after reporting a Q3 net income of $2.5 million and announcing a $250 million deal to acquire Ask Sage. Revenue fell 20% to $33.1 million, but earnings beat estimates. Ask Sage, serving over 100,000 users, is expected to generate $25 million ARR in 2025. The acquisition is set to close late Q4 2025 or early Q1 2026, pending approvals.
11 November 2025
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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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Stock Market Today

  • Warren Buffett Favours Stocks Over Cash Amid Rising Geopolitical Risks
    March 28, 2026, 7:53 AM EDT. Amid escalating global tensions and fears of a potential World War III, Warren Buffett advises investors to buy stocks rather than hold cash. The renowned investor highlights that during World War II, despite an initial 17% drop after Pearl Harbor, the S&P 500 rose 62% by war's end, underlining the resilience of productive assets like stocks and real estate. Buffett warns against shifting into cash and gold, arguing that such risk-averse moves may underperform over time. With 46 active conflicts globally in 2026, Buffett's stance provides strategic guidance that owning businesses with tangible returns may better withstand geopolitical shocks.
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