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Artificial Intelligence News 6 November 2025 - 7 November 2025

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?

Date: November 7, 2025 In the fast-moving world of cloud infrastructure and artificial intelligence (AI), two major players — Microsoft and Oracle — are carving competing paths. Their stock moves, strategies and risk profiles differ markedly. This article takes a detailed look at both companies as of Nov. 7, 2025: how they have performed this year, what the major catalysts are, and how the investment case stacks up. Microsoft: Staying the Course with Cloud + AI What Microsoft delivered: What stands out:Microsoft has a broad base: strong cloud growth, durable productivity/business software revenue, and a massive backlog of commitments that
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

Dateline: November 7, 2025 — New York Meta Platforms (NASDAQ: META) traded lower again on Friday as investors weighed a massive new U.S. investment commitment for AI data centers against renewed scrutiny of the company’s advertising integrity. As of ~19:04 UTC, META changed hands near $613.64, with an intraday range of $601.20–$621.55 and a market cap around $1.85 trillion. Key takeaways What’s moving Meta stock today 1) A $600B U.S. AI buildout Meta told Reuters it will invest $600 billion in U.S. infrastructure over the next three years—principally AI data centers—to “front‑load capacity” for future compute needs. The report cites
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)

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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Stock Market Today

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
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