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Artificial Intelligence 6 November 2025 - 8 November 2025

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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Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas Semiconductor (NVTS) slides as CFO offloads ~$1M in stock; Q3 2025 prints steep losses while ‘Navitas 2.0’ pivots to high‑power AI and grid markets (Nov 7, 2025)

Navitas Semiconductor shares fell sharply this week after posting a 53% year-over-year revenue drop to $10.1 million for Q3 and forecasting further declines. The stock slid further after CFO Todd Glickman sold about $1 million in shares on November 5. The company announced a shift toward high-power markets, but investors questioned fundamentals and valuation.
7 November 2025
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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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Stock Market Today

  • Bank of America Recommends Buying Five Tech Stocks Amid Market Volatility
    March 28, 2026, 9:59 AM EDT. Bank of America advises investors to buy the dip in five tech stocks as market turbulence continues. Key picks include Microsoft, benefiting from strong demand for its Azure cloud and AI solutions. The bank sees PicPay Holdings, a Brazilian fintech with 43 million users, as a compelling growth story despite recent stock declines. Payoneer Global is highlighted for its large addressable market and cash generation potential. Other recommended stocks include Meta Platforms and Apple. Analyst ratings emphasize these companies' robust growth prospects and attractive valuations amid ongoing market uncertainty.
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