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Artificial Intelligence 16 November 2025 - 18 November 2025

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

AI Bubble Fears Spike on November 18, 2025 as Google’s Pichai Warns and Nvidia Jitters Hit Global Markets

Google CEO Sundar Pichai warned on November 18 that no company is immune if the AI boom collapses, citing rising valuations and investment. Nvidia shares came under pressure after major investors exited. A Bank of America survey named an AI bubble as the top market risk. Global stocks fell for a fourth day, with tech and speculative assets leading declines.
18 November 2025
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Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm (QCOM) Stock Falls as Patent Suit, Alphawave Deal Filings and AI Chip Rollouts Define November 17, 2025

Qualcomm shares fell 4.2% to $166.75 Monday, marking a third consecutive decline amid a broader tech selloff and new regulatory filings tied to its $2.4 billion Alphawave Semi acquisition. A fresh patent lawsuit was filed in U.S. court, alleging Snapdragon and X Series chips infringe three additional patents. Trading volume topped 10 million shares. Qualcomm has not commented on the latest legal action.
18 November 2025
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Micron’s AI-Fueled Stock Surge: Record Earnings, Rallying Shares & What’s Next for MU

Micron Technology (MU) Stock Today, November 17, 2025: $300 Price Target, AI Memory Breakthroughs and New Highs

Micron Technology shares traded near all-time highs Monday, briefly topping $259 before settling around $247.55, after Rosenblatt Securities raised its price target to $300. Volume exceeded 17 million shares. The stock is up nearly 190% year to date, fueled by strong AI-related memory demand and bullish analyst calls. Average analyst price targets lag behind the current price, with consensus at $203.57.
17 November 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft News Today, November 17, 2025: AI Power Crunch, New Copilot Tools, Xbox Showcase and Key EU Rulings

Levi Strauss is rolling out a Teams-based AI “superagent” for employees, deepening its partnership with Microsoft and standardizing on Microsoft 365 Copilot and Azure AI. Dynatrace became the first observability vendor to integrate with Microsoft’s Azure SRE Agent. Aalo Atomics and Microsoft advanced work on AI tools to speed nuclear reactor permitting for data centers.
17 November 2025
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Alibaba (BABA) Stock Today, Nov. 17, 2025: Shares Rebound on Qwen AI App Launch as Washington Scrutiny Intensifies

Alibaba (BABA) Stock Today, Nov. 17, 2025: Shares Rebound on Qwen AI App Launch as Washington Scrutiny Intensifies

Alibaba shares rose nearly 4% to $159.81 by mid-day Monday after launching a public beta of its Qwen AI app. The move came as U.S. lawmakers renewed calls to bar Alibaba from U.S. markets, citing allegations the company aids China’s military—claims Alibaba denies. Multiple law firms announced shareholder investigations tied to the controversy.
17 November 2025
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Ramp Hits $32 Billion Valuation as Lightspeed-Led $300 Million Round Accelerates Its AI Finance Push

Ramp Hits $32 Billion Valuation as Lightspeed-Led $300 Million Round Accelerates Its AI Finance Push

Ramp has reached a $32 billion valuation after closing a $300 million funding round led by Lightspeed Venture Partners, announced November 17, 2025. The deal included an employee tender offer. Ramp’s valuation has jumped from $5.8 billion in August 2023 to $32 billion, with several major investors joining the latest round. The New York fintech says it has doubled revenue and customers over the past year.
17 November 2025
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Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?

Dell Technologies Doubles Down on AI Factory at SC25 as Wall Street Turns Cautious — Key Developments on November 17, 2025

Dell Technologies unveiled over 20 upgrades to its AI Factory infrastructure at the SC25 supercomputing conference in St. Louis, including new automation features and high-density PowerEdge systems for NVIDIA Blackwell GPUs. Shares fell after a high-profile downgrade, despite JPMorgan raising its price target.
17 November 2025
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Salesforce (CRM) Stock Today: Analyst Target Cuts, AI Commerce Push and What It Means for Investors — November 17, 2025

Salesforce (CRM) Stock Today: Analyst Target Cuts, AI Commerce Push and What It Means for Investors — November 17, 2025

Salesforce shares closed near $239 Monday, down about 1.5–1.8%, and remain well below their 52-week high of $369. Bank of America and Mizuho both lowered price targets but kept positive ratings, with the consensus one-year target in the low-$320s. Salesforce also announced new AI-driven retail features and expanded partnerships with Stripe and Google. Next earnings report is scheduled for December 3.
17 November 2025
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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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Stock Market Today

  • Investors Favor VanEck Semiconductor ETF Over Palantir Amid AI Stock Sell-Off
    June 7, 2026, 9:51 AM EDT. Palantir Technologies (NASDAQ: PLTR) stock fell about 20% year-to-date to around $140 despite posting an 85% revenue increase and a 306% jump in net income, with shares trading at a steep price-to-earnings ratio (P/E) of 180. The drop followed a strong earnings report, reflecting investor concerns over its lofty valuation. In contrast, the VanEck Semiconductor ETF (NASDAQ: SMH), which tracks 25 major U.S. semiconductor stocks including Nvidia and Taiwan Semiconductor, rose 76% year-to-date and has posted a 10-year average annual return of 66%. Trading at a more moderate P/E of 49, SMH offers exposure to AI chipmakers poised for growth in AI computing, presenting a less risky route for investors seeking gains in the artificial intelligence sector.

Latest articles

Intel Shares Sink After Heavy Drop—What’s Ahead for INTC Stock

Intel Shares Sink After Heavy Drop—What’s Ahead for INTC Stock

7 June 2026
Intel shares plunged 11.4% to $99.17 on Friday amid a 10.3% drop in the PHLX Semiconductor Index—its worst day since March 2020—as a strong May jobs report fueled fears of prolonged Fed rate hikes, while disappointing AI-chip outlooks from peers hit chip stocks hard despite Intel announcing new AI-focused partnerships with Hitachi and Foxconn.
Nokia drops after fast AI rally, traders stay focused

Nokia’s Week Stays Unsettled as AI Optimism Hits Debt Check

7 June 2026
Nokia shares plunged 5.87% Friday to €13.08 after issuing €500 million in new debt to refinance 2028 notes, as investors weighed AI stock volatility and awaited key London investor meetings June 10; despite the drop, shares remained up 4.72% for the week, with analysts citing both AI-driven growth and risks from competitive and cost pressures.
Nvidia Shares Drop Hard; AI Trade Faces Test Monday

Nvidia Shares Drop Hard; AI Trade Faces Test Monday

7 June 2026
Nvidia lost over $300 billion in value Friday as a chip stock rout hit after a strong jobs report fueled Fed rate hike fears; shares fell 6.2% to $205.10, despite record revenue and bullish forecasts, with traders bracing for Monday’s open amid concerns higher rates and AI-linked IPOs could draw cash away from chip leaders.
American Airlines Stock Bounced. Fuel Costs May Drive the Next Move

American Airlines Stock Bounced. Fuel Costs May Drive the Next Move

7 June 2026
American Airlines shares rebounded 1.5% Friday to $13.50 despite a 7.8% weekly drop and surging jet fuel costs, as investors weighed whether fare hikes and premium demand can offset profit hits from temporary route cuts and a $4 billion fuel expense, with the stock’s next move hinging on fuel prices, fare power and margin risks.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 07.06.2026

7 June 2026
LIVEMarkets rolling coverageStarted: June 7, 2026, 4:00 AM EDTUpdated: June 7, 2026, 9:53 AM EDT Investors Favor VanEck Semiconductor ETF Over Palantir Amid AI Stock Sell-Off June 7, 2026, 9:51 AM EDT. Palantir Technologies (NASDAQ: PLTR) stock fell about 20% year-to-date to around $140 despite posting an 85% revenue increase and a 306% jump in net income, with shares trading at a steep price-to-earnings ratio (P/E) of 180. The drop followed a strong earnings report, reflecting investor concerns over its lofty valuation. In contrast, the VanEck Semiconductor ETF (NASDAQ: SMH), which tracks 25 major U.S. semiconductor stocks including Nvidia and
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