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Artificial Intelligence 28 November 2025 - 29 November 2025

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

Salesforce shares closed at $230.54 on November 28, less than 4% above their 52-week low, and down about 30% over the past year. The company faces investor concerns over slowing growth and AI disruption ahead of its December 3 earnings report. Salesforce recently completed an $8 billion data acquisition aimed at boosting its AI capabilities. Market capitalization stands near $217 billion.
29 November 2025
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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

Qualcomm shares closed Friday at about $168, up 1.8% in a shortened session after Thanksgiving. The company cleared the last major regulatory hurdle for its $2.4 billion Alphawave AI acquisition, with a UK court hearing set for December 16. Year to date, QCOM stock has gained around 6–7%, trailing the Nasdaq’s 19% rise. The next ex-dividend date is December 4.
29 November 2025
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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

CoreWeave shares closed at $73.12 on November 29, down 1.6% in heavy trading, after falling sharply from a 2025 peak above $180. CFO Nitin Agrawal sold about 3,700 shares for $255,000 on November 25, trimming his direct stake by 2.4%. The stock remains above its $40 IPO price but trades well below key moving averages. CoreWeave’s market cap sits in the high-$20 billions.
29 November 2025
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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

Oracle shares closed at $201.95 on November 29, down nearly 30% for the month and erasing over $300 billion in market value since September’s OpenAI deal. Despite a 23% gain year-to-date and a record $455 billion cloud backlog, analysts cite mounting debt near $100 billion and negative free cash flow as key concerns.
29 November 2025
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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

Palantir closed at $168.45 on November 28, up 1.62% but still 19% below its all-time high set earlier in the month. Shares dropped 16% in November, their worst month since August 2023, despite Q3 revenue jumping 63% year-over-year to $1.181 billion and EPS beating estimates. The company raised full-year guidance after new government deals and surging commercial sales.
29 November 2025
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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 closed at $236.48 on November 29, up 2.7% for the day and about 174% year to date, as demand for AI data center memory chips surged. Dell and HP confirmed rising memory costs in recent earnings, fueling a fresh rally in Micron shares. Trading volume reached 12.9 million, below the 23.7 million daily average. Micron’s market cap stands near $265 billion, with a trailing P/E around 31.
29 November 2025
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Broadcom (AVGO) Stock on November 29, 2025: AI Megadeals, Goldman’s $435 Target and a Gemini 3-Fueled Rally

Broadcom (AVGO) Stock on November 29, 2025: AI Megadeals, Goldman’s $435 Target and a Gemini 3-Fueled Rally

Broadcom shares closed at $402.96 on Friday, November 28, 2025, near a record high, after a week of AI chip headlines and analyst upgrades. The stock is up about 66% year to date, lifting Broadcom’s market value close to $2 trillion. November saw a 7.6% gain for Broadcom, bucking a broader tech sector decline. The rally follows Broadcom’s role in Google’s Gemini 3 AI chip launch and anticipation ahead of its December 11 earnings report.
29 November 2025
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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 Class C shares (GOOG) closed November 28, 2025, at $320.12, just below record highs and valuing the company at about $3.86 trillion. The stock has surged 70% this year, fueled by AI momentum and a record Q3 with $102.3 billion in revenue. Analysts now see modest downside, with price targets below current levels. A federal judge recently declined to break up Google’s search business.
29 November 2025
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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 closed November 28, 2025, just under $492 per share, up about 1.4%, and remains 8–10% below its October record high. Fiscal Q1 2026 earnings showed revenue of $77.7 billion, up 18% year-on-year, with cloud revenue jumping 26%. The company’s market value stands near $3.6 trillion. Investors continue to watch AI spending, OpenAI partnership changes, and recent legal wins in Europe.
29 November 2025
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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

Meta shares closed at $647.95 on November 28, up 2.3%, capping a 9% weekly gain and lifting market value to about $1.6 trillion. The rally comes as investors weigh heavy AI spending, a $15.9 billion tax hit that slashed Q3 net income by 83%, and new regulatory threats to WhatsApp in Russia and Italy. The stock remains well below its 52-week high near $796. Technical models now rate META a short-term “sell candidate.”
29 November 2025
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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 shares closed at $509.16 on November 28, up 1.5% in light post-holiday trading, outperforming major indexes. The stock remains about 10% below its November high despite a year-to-date gain of over 50%. Evercore ISI reiterated its “In Line” rating with a $430 target, citing improving Falcon Flex momentum. Recent analyst targets have climbed as CrowdStrike’s AI and SIEM offerings draw attention ahead of earnings.
29 November 2025
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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

Norges Bank disclosed a $3.8 billion stake in Cisco, acquiring about 55 million shares and 1.39% ownership. Cisco stock traded near $77 on Friday, up over 1%, lifting its market value to about $300 billion and extending a 33% gain for 2025. The company recently beat earnings estimates and reaffirmed its dividend. Some smaller funds have trimmed positions, and insiders have sold shares.
29 November 2025
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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 closed at $325.16 on Friday, up 5.48%, after hitting a new intraday high and trading 2.18 million shares. The stock has surged nearly 280% year-on-year, lifting market cap to about $23.1 billion. Q1 fiscal 2026 revenue rose 58% to $533.8 million, with non-GAAP EPS of $1.10. Analyst upgrades and strong AI data-center demand fueled the rally.
29 November 2025
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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 shares closed at $89.40 on November 28, valuing the company at about $77 billion. The stock rebounded in recent weeks as Wall Street anticipates Q3 FY26 earnings on December 2, with consensus revenue near $2.06 billion and EPS around $0.74–$0.75. Marvell has exited automotive, increased AI and data-center investment, and launched a $1 billion buyback.
29 November 2025
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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 shares jumped 8% to close near $109 on Friday, November 28, 2025, extending a year-to-date rally of over 317%. The move follows strong Q3 results, with revenue up 57% to $519 million and operating income turning positive. Investors are betting on Bloom’s $5 billion partnership with Brookfield to supply power for global AI data centers. Trading volume was below average despite the surge.
28 November 2025
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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.
28 November 2025
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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.
28 November 2025
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