Browse Category

Artificial Intelligence 6 November 2025 - 8 November 2025

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?

Markets whipsawed after mega-cap earnings, but the scoreboard still shows Alphabet outpacing Microsoft for 2025 to date. Around Alphabet’s Oct. 29 report, multiple outlets pegged its YTD gain near ~45%, propelled by an AI-and-ads reacceleration and a clean beat. Microsoft’s ~29–30% YTD climb reflects continued Azure strength and enthusiasm around Copilot and OpenAI—tempered by capex scrutiny and post-earnings volatility. As of Nov. 7, both are off recent highs but remain standout performers among mega-cap tech. Investopedia+2Investopedia+2
7 November 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 (NVDA) vs. Apple (AAPL) in 2025: YTD Performance, Market‑Cap Race, AI Catalysts, Valuations, and What to Watch Next (through Nov 7, 2025)

Another record quarter. For Q2 FY2026, Nvidia posted $46.7B revenue and $41.1B from data centers, with Blackwell data‑center revenue rising 17% sequentially. CFO commentary noted no H20 sales to China that quarter and a one‑time $180M inventory release. NVIDIA Newsroom
7 November 2025
···
Microsoft (MSFT) vs. Oracle (ORCL): 2025 YTD — Who’s Winning the AI-Cloud Race?

Microsoft (MSFT) vs. Oracle (ORCL): 2025 YTD — Who’s Winning the AI-Cloud Race?

In the fast-moving world of cloud infrastructure and artificial intelligence, 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.
7 November 2025
····
Meta (META) Stock Today, November 7, 2025: Shares Slip as $600B U.S. AI Buildout Meets Ad‑Fraud Furor

Meta (META) Stock Today, November 7, 2025: Shares Slip as $600B U.S. AI Buildout Meets Ad‑Fraud Furor

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

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

Oracle 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, versus a prior close of $243.80 and an intraday range of $232.36–$239.42. Reuters
7 November 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 (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
7 November 2025
····
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

At Tesla’s 2025 annual meeting on Thursday 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
7 November 2025
····
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, 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
7 November 2025
··
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 (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 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
7 November 2025
···
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

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
7 November 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 (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. 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
6 November 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 (FTNT) slips on soft Q4 outlook after Q3 beat; price targets trimmed as company unveils “Secure AI Data Center” — Nov. 6, 2025

What happened: Fortinet’s September‑quarter revenue rose ~14% to ~$1.72B with adjusted EPS at $0.74. 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
6 November 2025
···
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 delivered another “beat‑and‑raise” quarter as AI workloads continue to shift toward Arm’s power‑efficient compute. Revenue of $1.14B 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
6 November 2025
····
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 (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 and Stagwell unveiled a joint product effort that pairs Palantir Foundry with Stagwell’s Code and Theoryorchestration layer and The Marketing Cloud data to give large brands a centralized, privacy-aware hub for campaign planning, audience alignment, and AI agents that automate complex marketing workflows. Early MVP adoption is underway via Stagwell’s media agency Assembly, with a broader opt‑in rollout planned. Stagwell CEO Mark Penn said the opportunity could scale to “hundreds of millions of dollars” over time, while Palantir CEO Alex Karp said the collaboration should make marketing “more dynamic.” PR Newswire
6 November 2025
····
NVIDIA (NVDA) Today — Nov. 6, 2025: Huang clarifies China AI-race remarks; U.K. honor crowns AI leadership; VAST Data–CoreWeave inks $1.17B deal; NVDA trades near $195 ahead of Nov. 19 earnings

NVIDIA (NVDA) Today — Nov. 6, 2025: Huang clarifies China AI-race remarks; U.K. honor crowns AI leadership; VAST Data–CoreWeave inks $1.17B deal; NVDA trades near $195 ahead of Nov. 19 earnings

Reuters reports that Huang’s “China will win” comment—made on the sidelines of the FT Future of AI Summit—was followed hours later by a clarification on X emphasizing that America can win by accelerating innovation and courting global developers, including those in China. He reiterated that policy should avoid ceding half the world’s AI developer base. The report also notes U.S. export controls remain a flashpoint; Nvidia hasn’t sought China licenses, and recent comments by the U.S. president about reserving top Blackwell chips for domestic customers underscore the policy uncertainty surrounding Nvidia’s fastest GPUs. Takeaway: today’s messaging tries to align geopolitics with Nvidia’s developer‑first strategy while sidestepping direct sales into China. Reuters
6 November 2025
····
AI Stocks to Watch Today (Nov 6, 2025): Snap rockets on Perplexity AI deal, Arm guides higher, Pony.ai & WeRide stumble, Alphabet lines up new AI data centers

AI Stocks to Watch Today (Nov 6, 2025): Snap rockets on Perplexity AI deal, Arm guides higher, Pony.ai & WeRide stumble, Alphabet lines up new AI data centers

After months of AI‑led outperformance, this week’s mini‑selloff in AI bellwethers is a reminder that index performance is tethered to AI‑centric megacaps. Tech’s share of the S&P 500 has swelled to ~36%—above dot‑com bubble peaks—so AI headlines are market headlines. Pullbacks can be “healthy resets,” but the concentration raises downside risk if AI spending or monetization disappoints. Reuters
6 November 2025
····
1 … 185 186 187 188 189 … 233
Follow on Google News
Add as preferred source Open in Google News
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 BUY IN STAGES

AerCap

NYSE: AER 95 / 100
#2 BUY ON WEAKNESS

Xylem

NYSE: XYL 93 / 100
#3 ACCUMULATE

General Dynamics

NYSE: GD 91 / 100
#4 BUY WITH LIMITS

Visa

NYSE: V 88 / 100
#5 TACTICAL BUY

IDEX

NYSE: IEX 85 / 100
View full portfolio
Editorial model selection. Not personalised advice.