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Artificial Intelligence News 28 November 2025 - 29 November 2025

Lumentum Holdings Inc (LITE) Stock Soars to Record High on AI Datacenter Boom — What Investors Need to Know Now

Lumentum Holdings Inc (LITE) Stock Soars to Record High on AI Datacenter Boom — What Investors Need to Know Now

Lumentum Holdings Inc (NASDAQ: LITE) stock has just capped one of the most dramatic rallies of 2025. As of the close on Friday, November 28, 2025, the shares finished at $325.16, up 5.48% on the day and sitting at the very top of a 52‑week range of roughly $45.65–$325.46. Over the past year, the stock has nearly quadrupled, lifting Lumentum’s market capitalization to about $23 billion. TechStock²+1 That powerful move has been fueled by a cluster of fresh headlines around AI data‑center demand, blowout earnings, analyst upgrades, and new investor coverage in the final week of November. Below is a
CleanSpark (CLSK) Stock: AI Pivot, Bitcoin Treasury and a New Sell Rating – What Investors Need to Know Now

CleanSpark (CLSK) Stock: AI Pivot, Bitcoin Treasury and a New Sell Rating – What Investors Need to Know Now

CleanSpark, Inc. (NASDAQ: CLSK) has turned into one of the loudest tickers in the Bitcoin‑miner universe this week. After reporting record fiscal 2025 results, announcing a zero‑coupon $1.15 billion convertible bond, and completing a $460 million buyback, the stock has ripped higher – and attracted both fresh bullish coverage and a brand‑new Sell rating. As of Friday’s close (November 28, 2025), CleanSpark stock was trading around $15, up roughly 55% from last week’s lows near $9.73, capping a four‑session surge of about 32% from November 24 through November 28. StockAnalysis+1 That sort of move will either thrill you or terrify
29 November 2025
Lam Research (LRCX) Stock on November 29, 2025: AI Boom, Oregon Expansion and What Comes Next for Investors

Lam Research (LRCX) Stock on November 29, 2025: AI Boom, Oregon Expansion and What Comes Next for Investors

Published: November 29, 2025 – for informational purposes only, not investment advice. Lam Research stock snapshot on November 29, 2025 Lam Research Corporation (NASDAQ: LRCX) is one of the core “picks-and-shovels” suppliers of wafer fabrication equipment to the global semiconductor industry. Its tools are used in etch, deposition and advanced packaging steps that underpin almost every cutting‑edge logic and memory chip, from data centers to smartphones.Stock Titan+1 As of Friday’s close on November 28, 2025, Lam Research stock traded around $156 per share, leaving it: On a fundamentals snapshot, aggregated data providers put Lam at: In short: LRCX is trading
Coherent Corp (COHR) Stock Soars on AI Boom: Earnings Beat, New Lasers and Analyst Upgrades – November 29, 2025

Coherent Corp (COHR) Stock Soars on AI Boom: Earnings Beat, New Lasers and Analyst Upgrades – November 29, 2025

November 29, 2025 Coherent Corp (NYSE: COHR) has turned into one of the most explosive AI‑infrastructure plays on Wall Street this quarter. After a string of strong results, aggressive price‑target hikes and big moves in the options and insider markets, the photonics specialist heads into the final stretch of 2025 with its stock near record highs. As of the close on Friday, November 28, 2025, Coherent shares finished at $164.26, up about 6.7% on the day on heavy volume of roughly 4.8 million shares.Investing.com That caps a powerful run from the mid‑$130s just over a week ago and leaves the
Salesforce (CRM) Stock on November 29, 2025: Earnings Countdown, AI Jitters, and a 30% Slide

Salesforce (CRM) Stock on November 29, 2025: Earnings Countdown, AI Jitters, and a 30% Slide

Published: November 29, 2025 Salesforce, Inc. (NYSE: CRM) heads into the final month of 2025 under heavy scrutiny. The stock is trading just a few percentage points above its 52‑week low, investors are nervous about slowing growth and AI disruption, and a critical earnings report is due on December 3. Yet despite a roughly 30% drop over the last year, Wall Street’s consensus price targets still point to sizeable upside, and Salesforce has just completed an $8 billion data mega‑deal that could reshape its AI capabilities for years to come. FinanceCharts+2AP News+2 Here’s where Salesforce stock stands today, what has
Qualcomm (QCOM) Stock on November 29, 2025: Alphawave AI Deal, Snapdragon 8 Gen 5 and AI Data Center Push Shape the Next Chapter

Qualcomm (QCOM) Stock on November 29, 2025: Alphawave AI Deal, Snapdragon 8 Gen 5 and AI Data Center Push Shape the Next Chapter

As of the close on Friday, November 28, 2025, shares of Qualcomm Incorporated (NASDAQ: QCOM) were trading in the high $160s, after a roughly 1.5–1.8% gain in a shortened post‑Thanksgiving session. Intraday, the stock touched around $168 after previously closing near $165, according to MarketBeat and exchange data. MarketBeat On Saturday, November 29, 2025, the news flow around Qualcomm is dominated by three threads that matter for QCOM stockholders: Qualcomm stock today: price, performance and yield Qualcomm’s stock ended Friday’s U.S. session around $168 per share, up from a prior close close to $165.14, with an intraday high near $168.19
Bloom Energy Stock (BE) Surges Again as AI Power Boom Drives a High‑Risk 2025 Rally

Bloom Energy Stock (BE) Surges Again as AI Power Boom Drives a High‑Risk 2025 Rally

November 29, 2025 Bloom Energy Corporation (NYSE: BE) is back in the spotlight this weekend after another sharp move higher in Friday’s session and a fresh batch of analyst notes, trading commentary and valuation debates hitting the wires today. The fuel‑cell specialist has become one of 2025’s most dramatic AI‑infrastructure plays, and the latest coverage shows both excitement and growing unease around how far the stock has already run. TechStock²+1 Key points Where Bloom Energy stock stands after Friday’s surge Data from several trading platforms show that on Friday, November 28, Bloom Energy shares swung between about $102 and $111,
CoreWeave Stock (CRWV) on November 29, 2025: Insider Selling, Debt Fears and AI Cloud Growth Collide

CoreWeave Stock (CRWV) on November 29, 2025: Insider Selling, Debt Fears and AI Cloud Growth Collide

Updated: November 29, 2025 CoreWeave, Inc. (NASDAQ: CRWV), the Nvidia‑backed AI cloud specialist, remains one of the most volatile names in the artificial intelligence trade. After a euphoric run that sent the stock above $180 earlier this year, shares are now trading in the low‑$70s, even as the company posts triple‑digit revenue growth and announces huge multi‑year cloud deals. Investing.com+2Finviz+2 On November 29, 2025, the CoreWeave story is being driven by three big themes: a cluster of insider transactions, mounting concerns over leverage and capital intensity, and a still‑impressive — but increasingly controversial — AI growth narrative. CoreWeave stock price
Oracle Stock Slides to $201 as Debt and AI Jitters Collide With Strong Growth: ORCL Update for November 29, 2025

Oracle Stock Slides to $201 as Debt and AI Jitters Collide With Strong Growth: ORCL Update for November 29, 2025

Published: November 29, 2025 Oracle Corporation (NYSE: ORCL) heads into the final weeks of 2025 trading around $201.95 per share, extending a bruising November sell‑off that has erased tens of billions of dollars in market value even as the company posts double‑digit cloud growth and a record AI backlog. Smartkarma Fresh coverage on November 29 highlights a split narrative: on one side, surging AI demand, a 23% gain year‑to‑date and a $455 billion cloud backlog; on the other, a debt load racing toward $100 billion, negative free cash flow and heavy reliance on a single mega‑deal with OpenAI. 24/7 Wall
Palantir Stock on November 29, 2025: Record AI Growth Meets a Brutal November Sell-Off

Palantir Stock on November 29, 2025: Record AI Growth Meets a Brutal November Sell-Off

November 29, 2025 Palantir Technologies Inc. (NYSE: PLTR) has just wrapped up one of the most dramatic months in its public-market life: a blowout earnings beat, fresh multibillion-dollar government deals, a wave of insider selling, and a very public short bet from “Big Short” investor Michael Burry — all against the backdrop of an AI-fueled tech boom that some now openly call a bubble.Reuters+3Investing.com+3Army+3 For investors tracking Palantir stock on November 29, 2025, the picture is a mix of explosive fundamental growth and increasingly nervous market sentiment. Palantir (PLTR) stock today: price and performance snapshot U.S. markets are closed this
Micron Technology (MU) Stock News Today: AI Memory Boom Lifts Shares Above $236 After Dell and HP Signal Pricing Power

Micron Technology (MU) Stock News Today: AI Memory Boom Lifts Shares Above $236 After Dell and HP Signal Pricing Power

Micron Technology, Inc. (NASDAQ: MU) continues to be one of Wall Street’s most explosive AI infrastructure plays in 2025. The stock finished Friday’s U.S. session around $236.48, up about 2.7% on the day and roughly 170%+ year to date, powered by booming demand for advanced memory chips used in artificial-intelligence data centers. Smartkarma+2Barron’s+2 Fresh news and commentary published on November 29, 2025 focus on three big themes for Micron stock: a renewed price spike after Dell and HP confirmed rising memory costs, confirmation that the AI memory boom is real and tightening, and a still‑bullish Wall Street that is slowly
Alphabet Inc (GOOG) Class C Stock: AI Rally, Berkshire Bet and Overbought Warnings as of November 29, 2025

Alphabet Inc (GOOG) Class C Stock: AI Rally, Berkshire Bet and Overbought Warnings as of November 29, 2025

Alphabet Inc.’s Class C shares (NASDAQ: GOOG) are ending November perched just below record highs, riding a powerful wave of AI optimism, blockbuster earnings, and big-name institutional buying — all while drawing fresh warnings that the stock may now be “too hot” for comfort. As of the close on Friday, November 28, 2025, GOOG finished at $320.12, down a negligible 0.05% on the day but within a few dollars of its all‑time high around $328.67. The stock now carries a market capitalization of roughly $3.86 trillion, trades at about 31x trailing earnings, and sits near the top of the “Magnificent
Microsoft Stock (MSFT) Today: AI Spending, OpenAI Deal and EU Antitrust Wins Shape Outlook on November 29, 2025

Microsoft Stock (MSFT) Today: AI Spending, OpenAI Deal and EU Antitrust Wins Shape Outlook on November 29, 2025

Microsoft stock heads into the final stretch of 2025 trading just below record territory, as investors weigh blockbuster cloud earnings, a reshaped OpenAI partnership, massive AI infrastructure spending and fresh legal victories in Europe. On Friday, November 28, 2025, Microsoft Corporation (NASDAQ: MSFT) closed just under $492 per share, up about 1.3–1.4% on the day, according to multiple price trackers. Investing.com+2StockAnalysis+2 That puts the stock roughly 8–10% below its late‑October record closing high near $541, and an intraday peak above $555 earlier this year. Macrotrends+2TS2 Tech+2 At a market value around $3.6 trillion and a trailing price‑to‑earnings ratio in the
Meta Platforms (META) Stock Rebounds as Big Tech Rallies, But WhatsApp Ban Threat and AI Spending Keep Risks High

Meta Platforms (META) Stock Rebounds as Big Tech Rallies, But WhatsApp Ban Threat and AI Spending Keep Risks High

Published: November 29, 2025 Meta Platforms, Inc. (NASDAQ: META) stock has just logged its strongest week in months, even as investors remain sharply divided over Mark Zuckerberg’s AI spending binge and a fresh wave of regulatory risk hitting WhatsApp and the company’s broader AI strategy. On Friday, November 28, Meta shares climbed about 2.3% to close near $647.95, putting the company’s market value around $1.6 trillion. The stock traded between roughly $635.50 and $648.05 during the session, with volume below its recent average. MarketBeat+1 Data cited by MarketWatch show that the move capped a roughly 9% weekly gain for Meta—its
CrowdStrike (CRWD) Stock Rises to $509 as Flex, AI and SIEM Momentum Build Ahead of Q3 Earnings – November 28, 2025

CrowdStrike (CRWD) Stock Rises to $509 as Flex, AI and SIEM Momentum Build Ahead of Q3 Earnings – November 28, 2025

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) ended the Black Friday‑shortened session on November 28, 2025 with a solid gain, as investors positioned ahead of next week’s earnings and digested a wave of new analyst commentary on the cybersecurity leader’s valuation, AI roadmap and Falcon Flex subscription model. CrowdStrike stock today: how CRWD traded on November 28, 2025 On Friday, CrowdStrike closed at $509.16, up about 1.5% on the day, outperforming the broader market as the S&P 500 added roughly 0.5% and the Dow gained about 0.6%.MarketWatch+1 Trading volume came in around 1.0 million shares, well below the recent average between roughly
Cisco (CSCO) Stock News Today – November 28, 2025: Norges Bank’s $3.8 Billion Bet, AI Tailwinds and Dividend Appeal

Cisco (CSCO) Stock News Today – November 28, 2025: Norges Bank’s $3.8 Billion Bet, AI Tailwinds and Dividend Appeal

Cisco Systems, Inc. (NASDAQ: CSCO) is closing out the week firmly on investors’ radar. On Friday, November 28, 2025, the networking giant’s stock traded around $77 per share, up roughly 1–1.5% on the day, putting its market value near $300 billion and extending a year‑to‑date gain of about 33%. Robinhood+1 Fresh headlines today highlight massive new institutional buying, Cisco’s rising profile in AI data center infrastructure, and its ongoing appeal as a slow‑but‑steady dividend tech stock—all against the backdrop of lingering comparisons to the dot‑com era. Below is a breakdown of the key Cisco stock news from November 28, 2025,
29 November 2025
Lumentum Holdings (LITE) Stock Surges to New High on AI Datacom Boom – November 28, 2025 Update

Lumentum Holdings (LITE) Stock Surges to New High on AI Datacom Boom – November 28, 2025 Update

Lumentum Holdings Inc. (NASDAQ: LITE) extended its remarkable 2025 rally on Friday, November 28, as investors continued to crowd into AI infrastructure winners. As of Friday’s close, Lumentum shares finished at $325.16, up 5.48% on the day, after trading between $306.02 and a fresh intraday high of $325.46 on volume of about 2.18 million shares.StockAnalysis+1 Over the last 12 months, the stock has nearly quadrupled, with its market capitalization climbing to roughly $23.1 billion as of today, up from around $5.8 billion at the end of 2024.StockAnalysis Behind the move is a powerful combination of blowout earnings, AI data‑center demand,
GE Vernova (GEV) Stock on November 28, 2025: Price, Big-Name Buyers and the AI Power Boom

GE Vernova (GEV) Stock on November 28, 2025: Price, Big-Name Buyers and the AI Power Boom

GE Vernova Inc. (NYSE: GEV) closed Friday, November 28, 2025 at $599.77, up 1.7% on the day, after trading between $588.53 and $599.77. Volume came in around 1.0 million shares, well below its 3‑month average of roughly 3.0 million. At today’s close, the company’s market capitalization sits near $162 billion, with a trailing P/E around 96 and a modest dividend yield of about 0.17%. Benzinga The move comes on a day when major new institutional positions, profit‑taking by others, and fresh options and structured‑product activity all converged around GE Vernova. At the same time, the stock remains a high‑profile way
Marvell Technology (MRVL) Stock Today: AI Pivot, Buybacks and Earnings Outlook — November 28, 2025

Marvell Technology (MRVL) Stock Today: AI Pivot, Buybacks and Earnings Outlook — November 28, 2025

Marvell Technology, Inc. (NASDAQ: MRVL) is back on traders’ screens this Friday as its share price hovers in the high‑$80s and Wall Street leans into a new narrative: a cleaner AI‑and–data‑center story, aggressive buybacks, and a potentially explosive Q3 FY26 earnings report just days away. StockInvest+1 Shares of Marvell ended November 28 around $89.40, giving the semiconductor designer a market capitalization of roughly $77 billion and placing the stock in the upper third of its 52‑week range between about $47 and $127. StockInvest+1 Below is a deep dive into all the major MRVL stock news dated November 28, 2025, and
Bloom Energy (BE) Stock Soars on AI Power Deals and Analyst Upgrades – November 28, 2025 Update

Bloom Energy (BE) Stock Soars on AI Power Deals and Analyst Upgrades – November 28, 2025 Update

Bloom Energy Corporation (NYSE: BE) extended its meteoric 2025 run on Friday as investors piled into the fuel‑cell specialist again, betting that its technology will power the next wave of AI data centers. Bloom Energy Stock Today: Another Big Move on November 28, 2025 Bloom Energy shares closed around $109 on Friday, November 28, 2025, up roughly 8% on the day from a prior close near $101.Yahoo Finance+1 Key trading stats for the session: MarketBeat’s intraday recap highlighted that BE traded about 8.3% higher on Friday, with volume running below its already‑elevated average as the stock tested fresh short‑term highs.MarketBeat
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Toyota stock price rises on CEO shake-up and higher profit outlook as buyout deadline nears

Toyota stock price rises on CEO shake-up and higher profit outlook as buyout deadline nears

7 February 2026
Toyota shares rose 2% to 3,780 yen Friday after the company raised its full-year profit forecast and announced CFO Kenta Kon will replace CEO Koji Sato on April 1. Third-quarter net revenues climbed 6.8% to 38.087 trillion yen, but North America posted a 5.6 billion yen operating loss. Toyota’s U.S. ADRs closed up 2.9%. The tender offer for Toyota Industries shares closes Feb. 12.
HSBC share price bounces back after BoE split vote — what to watch before Feb 25 results

HSBC share price bounces back after BoE split vote — what to watch before Feb 25 results

7 February 2026
HSBC shares closed up 2.2% at £13.06 on Friday, reversing Thursday’s drop as traders weighed possible Bank of England rate cuts and awaited the bank’s annual results on Feb. 25. The FTSE 100 rose 0.6%, with major UK banks also gaining. HSBC is also preparing to cut some banker bonuses and push out underperformers amid a cost reset. Key UK, U.S., and euro zone economic data are due next week.
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