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Artificial Intelligence 28 November 2025

Virgin Australia Becomes First Aussie Airline to Embed ChatGPT as OpenAI Lands Wesfarmers Enterprise Deal

Virgin Australia Becomes First Aussie Airline to Embed ChatGPT as OpenAI Lands Wesfarmers Enterprise Deal

Virgin Australia announced a formal partnership with OpenAI on November 28, becoming the first Australian airline to integrate ChatGPT into its flight search and booking systems. The deal includes plans for a Virgin Australia app inside ChatGPT and secure staff access to enterprise-grade AI tools. The same day, Wesfarmers signed a separate enterprise-wide agreement with OpenAI.
Analog Devices (ADI) Stock Near Record High as Wall Street Weighs Earnings Momentum, AI Upside and Rich Valuation – November 28, 2025

Analog Devices (ADI) Stock Near Record High as Wall Street Weighs Earnings Momentum, AI Upside and Rich Valuation – November 28, 2025

Analog Devices shares rose 3% to around $265 Friday, nearing a 52-week high, after beating Q4 estimates and issuing strong guidance. Fiscal Q4 revenue climbed 26% to $3.08 billion, with non-GAAP EPS at $2.26. Market cap stands near $130 billion. Wall Street rates the stock a “Moderate Buy” with an average price target of $281.87.
Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Oracle signed a reported $300 billion cloud deal with OpenAI and is negotiating a $20 billion agreement with Meta, aiming to become a top AI infrastructure provider. The company adopted a co-CEO model in September 2025, named Clay Magouyrk and Mike Sicilia as co-chiefs, and moved Safra Catz to executive vice chair. Oracle faces rising debt, legal, and security risks amid layoffs and restructuring.
Apple in 2025: AI Breakthroughs, Record Earnings and Intensifying Antitrust Battles

Apple in 2025: AI Breakthroughs, Record Earnings and Intensifying Antitrust Battles

Apple reported record Q4 2025 revenue of $102.5 billion, up 8% year over year, with earnings per share rising 13%. The company launched Apple Intelligence, new iPhones, and M5-powered Macs and iPads, while regulators in the US, EU, and Asia intensified antitrust probes. Apple’s Services segment surpassed 1 billion paid subscriptions. Shares rose 13.8% in 2025.
Amazon in 2025: AI Supercomputing Bet, Q3 Earnings Surge and New Regulatory Fights

Amazon in 2025: AI Supercomputing Bet, Q3 Earnings Surge and New Regulatory Fights

Amazon reported Q3 2025 net sales of $180.2 billion, up 13% year over year, with AWS revenue jumping 20% to $33.0 billion. Net income reached $21.2 billion, despite a $2.5 billion FTC settlement and $1.8 billion in severance costs. The company’s AI infrastructure spending cut free cash flow to $14.8 billion. Workers struck at key European warehouses on Black Friday.
Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft reported record quarterly revenue of $77.7 billion, up 18% year-on-year, driven by cloud and AI growth. The company renegotiated its OpenAI partnership, announced a multibillion-dollar deal with Anthropic, and began building an AI “superfactory.” Gaming revenue rose 9% as Xbox services expanded, while regulators closed some antitrust cases and opened new cloud probes.
Nvidia Stock Stumbles as Google’s AI Chips Gain Ground — But Record Earnings Show Its Power

Nvidia Stock Stumbles as Google’s AI Chips Gain Ground — But Record Earnings Show Its Power

Nvidia reported record Q3 revenue of $57 billion and data-center sales of $51.2 billion, but its share price dropped about 10–12% in November, erasing nearly $200 billion in value. Investors cite rising competition from Google, tighter China export controls, a global memory shortage, and concerns over an “AI bubble.” CEO Jensen Huang said demand for Blackwell-generation chips is “off the charts.”
Intuit (INTU) Stock Edges Higher After Earnings Beat and AI Partnership: Price, Outlook and Key Drivers on November 28, 2025

Intuit (INTU) Stock Edges Higher After Earnings Beat and AI Partnership: Price, Outlook and Key Drivers on November 28, 2025

Intuit Inc. closed at $634.08 on November 28, up 0.8% from Wednesday, trading between $626.50 and $634.92 on light volume. The stock remains about 22% below its July 52-week high of $813.70. Market cap stands near $176 billion, with a trailing P/E of 44 and a dividend yield of 0.7%. Q1 FY26 revenue rose 18% to $3.9 billion, with GAAP operating income up 97%.
Accenture News Today: Paris HQ Move Talks, APAC AI Warning and New Circularity Playbook – November 28, 2025

Accenture News Today: Paris HQ Move Talks, APAC AI Warning and New Circularity Playbook – November 28, 2025

Accenture is in talks to move its Paris headquarters to the historic 14 Rue Bergère site, aiming to consolidate French operations by 2027, Bloomberg reports. The company also warned in a new report that Asia-Pacific telecoms face major obstacles to AI adoption due to fragmented data. Accenture and the World Economic Forum released new sustainability research. Shares remain under investor scrutiny after a recent sharp decline.
Alibaba (BABA) Stock Today, 28 November 2025: Price Action, Pentagon Watchlist Fears, and AI Growth Story

Alibaba (BABA) Stock Today, 28 November 2025: Price Action, Pentagon Watchlist Fears, and AI Growth Story

Alibaba shares traded near $157 Friday, flat on the day after an 86% year-to-date rally. Investors weighed a possible Pentagon watchlist addition, strong AI and cloud growth, price wars, and new Quark smart glasses. Wall Street remains split, with most analysts bullish but Zacks rating the stock a “Strong Sell.” Hong Kong shares closed at HK$151.5, mirroring the muted U.S. session.
BBAI Stock Today, November 28, 2025: BigBear.ai Climbs as AI Defense Play Meets Valuation Jitters

BBAI Stock Today, November 28, 2025: BigBear.ai Climbs as AI Defense Play Meets Valuation Jitters

BigBear.ai Holdings shares rose about 5% to $6.30 by midday Friday, November 28, 2025, with trading active after the Thanksgiving break. The company’s market cap stands near $2.7 billion, with the stock up roughly 46% year-to-date and over 450% year-on-year. Fresh research debates valuation as the stock trades at about 18 times sales, far above industry averages.
IREN Stock Today (Nov. 28, 2025): KPMG Appointment, Fund Flows and AI Cloud Momentum

IREN Stock Today (Nov. 28, 2025): KPMG Appointment, Fund Flows and AI Cloud Momentum

IREN shares closed at about $48.09 on Friday, down 0.7% after swinging between $47.25 and $51.50 on volume near 16 million. The company appointed KPMG as its new auditor, replacing Raymond Chabot Grant Thornton. IREN’s previous auditor had flagged a material weakness in internal controls and raised going-concern doubts in 2024, though no disagreements were reported.
Salesforce (CRM) Stock Today, November 28, 2025: Price, AI Bets, Informatica Deal and Q3 Earnings Countdown

Salesforce (CRM) Stock Today, November 28, 2025: Price, AI Bets, Informatica Deal and Q3 Earnings Countdown

Salesforce shares traded around $231 Friday, up 1–2% from Wednesday, as investors positioned ahead of next week’s earnings. Volume lagged at 2.4 million shares, well below the one-month average. The stock remains about 35% below its December 2024 high, down over 30% year-to-date. Salesforce’s modest gain helped lift the Dow Jones by 0.5%.
AppLovin (APP) Stock Today, November 28, 2025: AI-Fueled Rally Faces Regulatory Reality CheckAppLovinAppLovin (APP) Stock Today, November 28, 2025: AI-Fueled Rally Faces Regulatory Reality Check

AppLovin (APP) Stock Today, November 28, 2025: AI-Fueled Rally Faces Regulatory Reality CheckAppLovinAppLovin (APP) Stock Today, November 28, 2025: AI-Fueled Rally Faces Regulatory Reality Check

AppLovin shares traded near $595 Friday afternoon, up 1.5% on the day and 81% year to date, after Q3 revenue surged 68% to $1.41 billion and EPS hit $2.45. The company faces SEC and state investigations over data practices. Wall Street analysts mostly rate the stock a “Buy,” with targets above $650. Market cap stands at about $198 billion.
Opendoor Stock Today (November 28, 2025): AI ‘Version 2.0’, Massive Layoffs and Warrant Dividend Keep OPEN in the Spotlight

Opendoor Stock Today (November 28, 2025): AI ‘Version 2.0’, Massive Layoffs and Warrant Dividend Keep OPEN in the Spotlight

Opendoor traded around $7.80 Friday, up slightly from Wednesday, with over 38 million shares changing hands as coverage of its AI-driven overhaul and deep staff cuts drew attention. The stock has surged more than 200% in a year but remains down 17% over the past 10 sessions. New reports highlighted CEO Kaz Nejatian’s plan to automate up to 90% of jobs and accelerate home sales.
Micron Technology (MU) Stock Today, November 28, 2025: AI Memory Boom, $338 Target and a Post‑Thanksgiving Pop

Micron Technology (MU) Stock Today, November 28, 2025: AI Memory Boom, $338 Target and a Post‑Thanksgiving Pop

Micron shares rose about 2.6% to $236 in late-morning U.S. trading on November 28, 2025, leading the S&P 500. The stock has surged 174% year-to-date, fueled by strong AI-driven demand for memory hardware and upbeat commentary from Dell and HP on rising memory costs. Micron hit an all-time high of $260.58 earlier in November. Market capitalization stands near $260 billion.
Palantir Stock (PLTR) Today, November 28, 2025: Price Action, Q3 Blowout, Michael Burry Puts and Cathie Wood Sales – Is the AI High-Flyer a Buy or Sell?

Palantir Stock (PLTR) Today, November 28, 2025: Price Action, Q3 Blowout, Michael Burry Puts and Cathie Wood Sales – Is the AI High-Flyer a Buy or Sell?

Palantir shares rose about 1% to $167–168 in Friday’s shortened session, rebounding slightly after a 17% drop in November. The stock remains up over 100% year-to-date and 500% over five years, with a market cap near $400 billion. Q3 revenue reached $1.18–1.2 billion, up 63% year-over-year, and EPS beat estimates at $0.21. Investors including Michael Burry and Cathie Wood made notable moves around the stock this week.
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Stock Market Today

  • SoftBank Considers Stock Acquisition Rights Amid 16% Undervaluation Debate
    June 28, 2026, 3:03 AM EDT. SoftBank Corp (TSE:9434) is evaluating stock acquisition rights after its June 23, 2026 board meeting, signaling potential shifts in compensation and capital strategy. The shares closed at ¥204.7, down from a projected fair value of ¥242.53, suggesting a 16% undervaluation based on forecasts of revenue growth and margin expansion fueled by AI-driven digital infrastructure. However, SoftBank trades at a price-to-earnings ratio of 17.8, above the sector average, implying risk if growth slows or competitive pressures intensify. Investors face a choice between the bullish fair value outlook and caution on valuation multiples amid Japan's competitive telecom market and heavy AI investments. The stock's medium-term momentum is softening despite strong long-term returns.

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Hecla Mining (NYSE:HL) sees stock rebound, volume jumps as silver prices in focus

Hecla Mining (NYSE:HL) sees stock rebound, volume jumps as silver prices in focus

28 June 2026
Hecla Mining surged 5.3 times its average trading volume Friday as index rebalancing drove 112.44 million shares traded, but the stock’s 2.6% weekly drop still beat silver and peer ETFs, signaling company-specific strength; investors now watch if Hecla can hold above $15.54 without rebalancing flows as macro risks loom.
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