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Artificial Intelligence News 6 November 2025 - 7 November 2025

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)

Published: November 7, 2025 Key takeaways Intel stock price today (Nov 7, 2025) Intel shares are hovering near flat on the day: $37.19 at 18:49 UTC (down $0.06 from yesterday), day range $36.97–$38.33, open $37.37. That leaves INTC mid‑range versus its 52‑week band of $17.66–$42.48. Intraday volume stood near 63.5M by the latest print. Reuters Why INTC is on watch today 1) Musk floats possible Tesla–Intel AI chip collaboration At Tesla’s annual meeting, Elon Musk said Tesla will likely need a “gigantic chip fab” for future AI processors and mused about “worth having discussions” with Intel as a potential manufacturing
7 November 2025
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Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Today (Nov 7, 2025): ORCL Slips on Oracle‑Linked Cyber Breach Headlines as New Health‑AI Partnership Lands

Updated: November 7, 2025 Oracle (NYSE: ORCL) shares were lower in midday trading on Friday after fresh headlines tied a high‑profile cyber breach to Oracle software, partially offsetting a same‑day announcement of a new oncology data and AI collaboration. As of early afternoon, ORCL was trading around the mid‑$230s, down roughly 3% from Thursday’s close, with an intraday range in the low‑$230s to high‑$230s. Reuters’ live quote page showed shares recently at $236.21 (-3.11%), versus a prior close of $243.80 and an intraday range of $232.36–$239.42. Reuters What moved Oracle stock today Cyber breach headlines: The Washington Post said it
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 — the AI-focused data‑center operator formerly known as Iris Energy — is back in the spotlight today after reporting record fiscal Q1 FY26 results last night and riding momentum from a $9.7 billion, five‑year AI cloud contract with Microsoft announced earlier this week. Shares are volatile in Friday trading even as Compass Point doubled its price target to $105 on the company’s hyperscale AI build‑out. GlobeNewswire+2 What’s new today (Nov. 7) The Microsoft catalyst: $9.7B over five years On Nov. 3, IREN announced a $9.7 billion AI cloud services contract with Microsoft. Under the agreement, IREN will supply
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

Shareholders bet big on Musk’s AI & robotics vision At Tesla’s 2025 annual meeting on Thursday (Nov. 6) in Austin, investors approved the largest CEO compensation package in corporate history—a performance‑based award that could be worth up to $1 trillion over the next decade if audacious operational and valuation milestones are met. The approval reportedly cleared with more than 75% support; Musk was also able to vote his ~15% stake after Tesla relocated its incorporation to Texas. Reuters Beyond pay, shareholders voted to hold annual elections for all directors and supported (in a non‑binding vote) exploring a Tesla investment in
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 Incorporated reported third‑quarter 2025 revenue of $767 million and an adjusted EBITDA margin of 5.2%, meeting management’s guidance and marking a year‑over‑year margin improvement. GAAP results showed a pre‑tax loss of $38 million and net loss of $46 million (‑$0.30 per share), while adjusted diluted EPS came in at ‑$0.09. Management reaffirmed its full‑year outlook for adjusted revenue of $3.05–$3.10 billion and adjusted EBITDA margin of 5.0%–5.5%. GlobeNewswire A brief snapshot from the Associated Press also noted the company missed Street revenue expectations (Zacks consensus: $794.3 million). San Francisco Chronicle Key takeaways Debt refinancing: maturities pushed, new performance L/C
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)

Published: November 7, 2025 What happened Navitas Semiconductor (NASDAQ: NVTS) is closing out a volatile week after posting third‑quarter results on November 3 and unveiling its “Navitas 2.0” strategy to shift away from low‑margin consumer electronics toward high‑power markets like AI data centers, energy and grid infrastructure, and industrial electrification. Shares fell again late in the week as investors reacted to an insider sale by the company’s CFO and to fresh skepticism about the stock’s valuation versus fundamentals. Navitas Semiconductor+2MarketBeat+2 By the numbers (Q3 FY2025) Context: Yahoo Finance’s earnings recap noted non‑GAAP EPS in line with consensus and a tiny
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

November 7, 2025 Apple’s next multi‑billion‑dollar business may not live on a screen. A new Morgan Stanley research note making the rounds today projects that Apple could generate roughly $130–$133 billion in annual revenue from humanoid and home robotics by 2040, putting the category on par with the scale of today’s App Store and ahead of several existing hardware lines. The report—widely cited across financial and tech media—also sketches a likely first step: a tabletop, motorized home hub expected as early as 2027, paving the way for more capable robots later in the 2030s. Yahoo Finance+1 Key numbers at a glance Why Morgan Stanley
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

Updated: November 6, 2025 Key takeaways (today): What IREN reported today (Nov 6, 2025) IREN Limited (NASDAQ: IREN) — the advanced‑computing data center operator formerly known for Bitcoin mining — posted record fiscal Q1 FY26 results after the bell. Revenue climbed to $240.3M (from $52.8M a year ago), while net income swung to $384.6M from a $(51.7)M loss in the prior‑year period. Management also reported Adjusted EBITDA of $91.7M and EBITDA of $662.7M, with the company noting that the quarter’s bottom line includes unrealized gains primarily related to prepaid forwards and capped calls connected to convertible notes. The earnings call
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

Live ORCL snapshot (Nov 6, 2025): As of 16:38 UTC, Oracle shares trade at $241.00, down about 3.7% on the day, after ranging between $239.45–$251.41 on intraday volume of ~8.0M shares. What’s moving Oracle stock today 1) Investors wrestle with the OpenAI overhang.A fresh Business Insider write‑up this morning highlights how skepticism over OpenAI’s ability to fund its sprawling, multi‑year AI compute contracts has weighed on ORCL after September’s historic spike. The piece underscores that Oracle’s 36% single‑day surge on Sept. 10—driven by mammoth AI‑cloud wins—has since faded as markets discount execution risk on those deals. Business Insider 2) Oracle’s
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, Inc. (NYSE: HUBS) shares fell sharply on Thursday, trading down roughly 18–19% after the company reported third‑quarter results that topped estimates and lifted full‑year guidance. The selloff follows a post‑print drop in after-hours trading Wednesday and reflects investor focus on growth momentum and 2025 trajectory. As of mid‑afternoon on Nov. 6, Reuters data showed HUBS off ~19%. Reuters+1 Q3 2025 at a glance: beat on revenue and margins Context: HubSpot framed the quarter around rapid progress with AI—highlighting Customer Agent, Prospecting Agent, and more than 200 product innovations unveiled at September’s INBOUND conference alongside a new growth playbook dubbed
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

Earnings snapshot: strong quarter, but guidance cools sentiment What happened: Fortinet’s September‑quarter (Q3 FY25) revenue rose ~14% to ~$1.72B with adjusted EPS at $0.74 (vs. ~$0.63 expected). Billings—a forward demand proxy—also climbed ~14% to ~$1.81B. After the report, investors focused on the softer Q4 guide, which ran a touch below consensus and drove the shares lower in late trading. Investors Profitability: Management cited a record Q3 non‑GAAP operating margin of ~36.9% (GAAP operating margin also a third‑quarter record, per the release). That efficiency was a bright spot despite the cautious near‑term revenue view. Investing.com+1 Q4 & FY25 outlook: Fortinet now
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)

Why Arm is rallying today Arm delivered another “beat‑and‑raise” quarter as AI workloads continue to shift toward Arm’s power‑efficient compute. Revenue of $1.14B (+34% YoY) topped expectations, while non‑GAAP EPS of $0.39 cleared the Street. Management guided Q3 well above consensus, citing broad‑based strength across smartphones, automotive, IoT—and especially data centers, where hyperscalers are standardizing around Arm for performance‑per‑watt gains. Reuters Under the hood, royalties rose 21% to $620M—helped by higher‑value Armv9 designs and Arm’s Compute Subsystems (CSS)—and licensing surged 56% to $515M on the timing of several high‑value deals. Those metrics underscore Arm’s dual model (upfront IP licenses +
6 November 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:57 AM EST Crude Oil Prices Rise on Dollar Weakness, Geopolitical Tensions February 7, 2026, 12:52 AM EST. Crude oil prices edged higher on Friday, supported by a weaker U.S. dollar and escalating geopolitical risks in the Middle East. March WTI crude gained 0.41%, rebounding from early losses, while gasoline prices rose 1.38%. Doubts over a U.S.-Iran nuclear deal loom after reports of Iran's refusal to halt uranium enrichment, raising the risk of military action and potential disruption of vital shipping routes. Additionally, a surge in U.S. consumer
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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