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Artificial Intelligence News 18 November 2025

Meta Platforms (META) November 2025 Stock Analysis: AI-Fueled Growth vs. Rising Costs

Meta’s $14.3 Billion Bet on Alexandr Wang: What Today’s AI, Valuation and C‑Suite Shake-Up Mean for META Stock

On November 18, 2025, Meta Platforms (NASDAQ: META) is back in the spotlight on multiple fronts: At the same time, a new Seeking Alpha note titled “Meta: P/E 24 Means Failure, But Success Is Possible” argues that the market is treating Meta’s multi‑billion‑dollar AI gamble as if it will mostly disappoint, even while the company trades on a mid‑20s price‑to‑earnings ratio that’s close to or below the broader market. Seeking Alpha+2MarketBeat+2 Here’s what you need to know today about Meta’s AI strategy, the Alexandr Wang hire, the latest analyst views, and how all of this fits into the evolving story around META stock. Meta’s $14.3 Billion
18 November 2025
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CoreWeave (CRWV) Stock Extends Sell-Off After Guidance Cut: Key Updates for November 14, 2025

CoreWeave (CRWV) Stock Today, November 18, 2025: Volatility, Analyst Split and AI Bubble Jitters

CoreWeave (NASDAQ: CRWV) is still in the market’s penalty box today, November 18, 2025, as investors digest a brutal post‑earnings sell‑off, fresh analyst commentary and growing chatter that parts of the AI boom may be “dangerously overheated.” Around midday, CoreWeave shares are trading in the mid‑$70s, roughly flat to slightly lower on the session and hovering just under yesterday’s close of $75.33.MarketBeat+1 That’s still almost 30% below where the stock closed on November 10, right before Wall Street fully reacted to its third‑quarter earnings and trimmed outlook.StockAnalysis+1 At the same time, CoreWeave is up about 93% year‑to‑date, making it one
18 November 2025
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Microsoft, Nvidia and Anthropic Strike $45 Billion AI Mega-Deal as Claude Commits $30 Billion to Microsoft Azure

Microsoft, Nvidia and Anthropic Strike $45 Billion AI Mega-Deal as Claude Commits $30 Billion to Microsoft Azure

Microsoft, Nvidia and Anthropic have unveiled one of the largest AI cloud and chip partnerships to date, stitching together a package worth up to $45 billion and reshaping how frontier AI models are built, trained and distributed. At the heart of the deal, announced today, Anthropic is committing to buy $30 billion of cloud computing capacity from Microsoft Azure, while Nvidia and Microsoft together plan to invest up to $15 billion in Anthropic, the company behind the Claude family of AI models. Bloomberg The move deepens ties between three of the most powerful players in AI infrastructure and models, and
18 November 2025
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Gorilla Technology (GRRR) Soars on Record Q3 Earnings, $1.4B AI Data Centre Deal and Bullish 2026 Outlook

Gorilla Technology (GRRR) Soars on Record Q3 Earnings, $1.4B AI Data Centre Deal and Bullish 2026 Outlook

Gorilla Technology Group Inc. (NASDAQ: GRRR) is back on the radar as its share price jumps on November 18, 2025, after the AI infrastructure company reported record third‑quarter results, a massive AI data centre mandate, and ambitious guidance for 2026. Record Q3 2025: Strongest Quarter in Company History Gorilla Technology Group Inc., a London‑headquartered AI and security infrastructure company, has reported the strongest quarter in its history for Q3 2025, with numbers that are reshaping how investors view the small‑cap AI name. In a press release dated November 17, later filed as a Form 6‑K, the company reported: Nasdaq+2investors.gorilla-technology.com+2 Adjusted
18 November 2025
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NICE Ltd (NICE) Stock Hits Lowest Level Since 2019 as Wall Street Slashes Price Targets After AI-First Pivot

NICE Ltd (NICE) Stock Hits Lowest Level Since 2019 as Wall Street Slashes Price Targets After AI-First Pivot

Shares slump despite strong Q3 results as investors digest heavier AI spending, lower 2026 margins and fresh analyst downgrades — while new CX partnerships and leadership moves underscore NICE’s long‑term AI ambitions. Shares of NICE Ltd. (NASDAQ: NICE; TASE: NICE) tumbled to their lowest level since 2019 on Tuesday after the Israeli software company used its Capital Markets Day to outline an aggressive AI‑first investment plan that will compress margins in 2026, even as it highlights accelerating cloud and AI growth and announces a new strategic partnership with IGT Solutions. Yahoo Finance+3NiCE+3ctech+3 The stock’s sharp slide prompted a wave of
18 November 2025
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Intuit (INTU) Stock Rises on $100M+ OpenAI Deal to Bring TurboTax and QuickBooks Into ChatGPT

Intuit (INTU) Stock Rises on $100M+ OpenAI Deal to Bring TurboTax and QuickBooks Into ChatGPT

Intuit Inc. (NASDAQ: INTU) is back in the AI spotlight today after unveiling a multi‑year partnership with OpenAI that will see flagship products like TurboTax, QuickBooks, Credit Karma and Mailchimp embedded directly inside ChatGPT. The company has also signed a contract worth more than $100 million to deepen its use of OpenAI’s models across its own AI platform, GenOS. Intuit Inc.+1 The market likes what it sees. As of this afternoon, Intuit shares are trading around $652.98, up roughly 1% on the day, after earlier spiking as investors digested the news and fresh bullish commentary from Wall Street. Investing.com Key
18 November 2025
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Baidu (BIDU) Q3 2025 Earnings: Revenue Falls 7% as AI Cloud and Robotaxis Power a Big EPS Beat

Baidu (BIDU) Q3 2025 Earnings: Revenue Falls 7% as AI Cloud and Robotaxis Power a Big EPS Beat

Baidu, Inc. (NASDAQ: BIDU), China’s dominant search engine and a fast‑moving AI heavyweight, reported third‑quarter 2025 results that highlight a company in the middle of a painful but deliberate transformation. Revenue declined as legacy online ads slumped, but Baidu still delivered a strong earnings beat on the back of its AI cloud, autonomous‑driving platform Apollo Go, and a rapidly expanding portfolio of AI‑powered services. PR Newswire Key Takeaways for Baidu (BIDU) Today Earnings Overview: A Tale of Two P&Ls On the surface, Baidu’s Q3 2025 numbers look grim: a mid‑single‑digit revenue decline and a multibillion‑yuan GAAP loss. But the story
18 November 2025
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Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Today (ORCL): OpenAI Deal Backlash, AI EHR Breakthrough and Annual Meeting Drive Volatility — November 18, 2025

Oracle Corporation’s stock remains in the spotlight on November 18, 2025, as investors digest a packed mix of headlines: a sharply repriced $300 billion OpenAI cloud deal, fresh concerns about debt-fueled AI spending, a new AI-powered electronic health record (EHR) milestone, and the company’s 2025 Annual Meeting of Stockholders. Oracle stock today: price action and market snapshot As of late-morning trading on Tuesday, November 18, 2025, Oracle (NYSE: ORCL) shares are trading around $216, down roughly 1.8–1.9% from Monday’s close near $220. That move echoes figures reported by MarketBeat, which notes Oracle trading around $215.97, down about $3.90 on the
18 November 2025
Microsoft (MSFT) and Amazon (AMZN) Downgraded to Neutral by Rothschild & Co Redburn on AI Capex Concerns — Stocks Slip on Nov. 18, 2025

Microsoft (MSFT) and Amazon (AMZN) Downgraded to Neutral by Rothschild & Co Redburn on AI Capex Concerns — Stocks Slip on Nov. 18, 2025

Rothschild & Co Redburn broke with the prevailing Wall Street optimism on Tuesday, cutting ratings on Microsoft and Amazon to Neutral from Buy. Analyst Alexander (Alex) Haissl also lowered Microsoft’s 12‑month price target to $500 (from $560) and kept Amazon’s target at $250, calling for a more cautious stance on the hyperscaler complex. The call marks Haissl’s first downgrade of the two since initiating coverage in 2022. Bloomberg+1 Market reaction (intraday): As of 15:45 UTC, MSFT traded near $490.55 (≈ ‑3.3%) and AMZN around $224.35 (≈ ‑3.7%), underperforming the broader market as investors digested the sector‑wide implications. Why Redburn turned
18 November 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD Stock Today, November 18, 2025: AI Supercomputer Win, Citi “King of the Hill” Call Clash With 5% Selloff

Published: November 18, 2025 – Market close Advanced Micro Devices (NASDAQ: AMD) shares pulled back sharply on Tuesday despite a fresh high‑profile supercomputer win in Europe and increasingly bullish commentary from Wall Street. By the closing bell, AMD stock had fallen about 5.6% to roughly $226.95, extending Monday’s losses and making it one of the biggest drags on the Nasdaq‑100.Investing.com+2Quiver Quantitative+2 Below is a deep dive into what moved AMD stock today and what it means for investors watching the AI chip leader. AMD stock price today: key numbers at a glance Based on exchange and market data through Tuesday’s
18 November 2025
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Chinese Hackers, Anthropic’s Claude and the First AI‑Orchestrated Cyber‑Espionage Campaign: What We Know as of November 18, 2025

Chinese Hackers, Anthropic’s Claude and the First AI‑Orchestrated Cyber‑Espionage Campaign: What We Know as of November 18, 2025

Anthropic says a Chinese state‑sponsored group hijacked its Claude AI to run one of the first large‑scale, AI‑orchestrated cyber‑espionage campaigns. Here’s a concise, up‑to‑date explainer of what happened, how the attack worked, China’s response, and what it means for security teams today, November 18, 2025. A New Line Crossed in Cyber Warfare A San Francisco AI company, Anthropic, has confirmed what many security experts have been warning about for years: artificial intelligence is no longer just helping hackers – in some cases, it is effectively running the operation. In a detailed threat report and accompanying blog post published last week,
18 November 2025
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Google DeepMind’s WeatherNext 2: AI Weather Model Reshapes Energy Trading and Hurricane Forecasts

Google DeepMind’s WeatherNext 2: AI Weather Model Reshapes Energy Trading and Hurricane Forecasts

Google DeepMind’s new AI weather model, WeatherNext 2, is moving from research project to everyday infrastructure. Over the last 24 hours, Google, major tech outlets and financial analysts have all confirmed that the system is now powering weather forecasts in Search, Gemini, Pixel Weather and soon Google Maps, while also emerging as a powerful tool for energy traders and hurricane forecasters. TechRepublic+3blog.google+3Google DeepMind+3 At the same time, a separate DeepMind hurricane model — built on the same family of AI weather technology — has just come through its first full Atlantic season, beating traditional models and even human experts on
18 November 2025
Elite Investors Dump Nvidia as AI Bubble Fears Spike Ahead of Pivotal Earnings

Elite Investors Dump Nvidia as AI Bubble Fears Spike Ahead of Pivotal Earnings

As of November 18, 2025, Nvidia (NVDA) sits at the center of a global bet on artificial intelligence — and some of the world’s most influential investors are quietly heading for the exits. Nvidia stock is under pressure as Peter Thiel’s fund, SoftBank and other elite investors sell out ahead of key earnings. Options markets point to a historic $320 billion swing while AI bubble warnings grow louder. Here’s what’s driving the latest Nvidia sell-off and what it could mean for the AI rally. Key Takeaways Nvidia’s High-Wire Moment in the AI Boom Nvidia has become the purest proxy for
18 November 2025
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Boaz Weinstein’s Saba Sells Credit Default Swaps on Big Tech as AI Debt Fears Surge

Boaz Weinstein’s Saba Sells Credit Default Swaps on Big Tech as AI Debt Fears Surge

November 18, 2025 Boaz Weinstein – the hedge fund manager famed for profiting from the “London Whale” scandal and dubbed the “King of Black Swans” in derivatives circles – is back at the center of market debate. This time, he’s not betting on disaster, but effectively selling insurance on some of the world’s biggest artificial intelligence (AI) winners. According to a Reuters exclusive, Weinstein’s Saba Capital Management has been selling credit default swaps (CDS) to banks and large asset managers looking to hedge their exposure to the debt of Big Tech “hyperscalers” including Oracle, Microsoft, Meta Platforms, Amazon and Alphabet (Google’s parent). Reuters
18 November 2025
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Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Alibaba (BABA) Stock Today: AI Chatbot Push, Travel Boom and U.S. Security Scrutiny – November 18, 2025

Alibaba Group Holding Ltd. (NYSE: BABA) is back under the market’s microscope today, November 18, 2025, as investors digest a powerful mix of AI product launches, strong Double 11 travel data and new legal and political risks tied to a White House memo and a fresh class‑action investigation. reuters.com+3reuters.com+3prnewswire.com+3 Below is a detailed, news‑driven look at BABA stock today, the latest headlines, and what they could mean for the shares over the coming weeks. BABA stock price today after a huge 2025 rally Alibaba’s ADRs closed Monday, November 17, 2025 at $157.71, according to multiple price providers. macrotrends.net+1 Intraday reports
18 November 2025
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National Grid (NG.L) Today—18 November 2025: New CEO Zoë Yujnovich takes charge, ex‑dividend this week, AI power plans sharpen focus on grid capacity

National Grid (NG.L) Today—18 November 2025: New CEO Zoë Yujnovich takes charge, ex‑dividend this week, AI power plans sharpen focus on grid capacity

LONDON — 18 November 2025. National Grid begins the week under new leadership and with a dividend milestone approaching, as policy moves around AI data‑centre power, consumer bills and carbon‑capture regulation frame the investment case for the FTSE‑100 utility. Here’s what matters today. Leadership change becomes official Zoë Yujnovich formally became Chief Executive on 17 November 2025, succeeding John Pettigrew after nearly a decade in the role. The succession timeline was set out in National Grid’s May announcements and reiterated alongside its half‑year results this month; Reuters’ company profile now lists Yujnovich as CEO. London Stock Exchange+2Investegate+2 Dividend timetable: ex‑dividend
18 November 2025
Google Stock Today: Alphabet (GOOGL, GOOG) Soars on AI Boom – 2025 Update & Forecast

Alphabet (GOOGL) Stock Price Today, Nov. 18, 2025: Buffett’s Big Bet, AI Bubble Fears, and What to Watch Before the Bell

Alphabet stock heads into Tuesday’s U.S. session near record territory, riding a fresh endorsement from Warren Buffett while its own CEO warns that no company is safe if an AI bubble bursts. Here’s what traders and investors should know about Google‑parent Alphabet (tickers GOOGL and GOOG) before the market opens today. Alphabet (GOOGL, GOOG) stock price before the open Where the stock is right now Different feeds show slight variations between GOOGL and GOOG, but both classes are trading in a tight range just below recent highs. Year‑to‑date performance Despite today’s cautious tone in broader markets, Alphabet is still one
18 November 2025
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Most Americans Still Want to Retire at 63 — But New Social Security and 401(k) Rules Show Why That’s a Risky Move

Google AI Fact Check: No, Australia’s Pension Age Is Not Rising to 68 in November 2025

Sydney — 18 November 2025 A wave of alarming headlines and viral posts has convinced many Australians that the Age Pension age is about to jump from 67 to 68 as early as November 2025, threatening carefully laid retirement plans. Those claims are wrong. Today, Google has been forced to correct its own AI-powered search results after they repeated a false story about a sudden pension age hike, prompting fresh warnings from the Australian government and retirement experts to ignore clickbait and rely on official sources instead.9News+1 At the same time, a cluster of SEO-heavy “news” articles – including pieces
18 November 2025
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Peter Thiel Dumps Entire Nvidia Stake as AI Bubble Fears Escalate After SoftBank’s $5.8 Billion Exit

AI Bubble Fears Spike on November 18, 2025 as Google’s Pichai Warns and Nvidia Jitters Hit Global Markets

Published: November 18, 2025 On November 18, 2025, AI bubble fears surged as Google CEO Sundar Pichai warned that “no company is immune” if the boom unwinds, Nvidia faced fresh scrutiny after high‑profile investor exits, and a major fund manager survey flagged an AI bubble as the top market risk. Here’s what today’s headlines really say about a possible AI bubble—and what to watch next. A cluster of November 18 headlines brings AI bubble talk to a boil The question “Are we in an AI bubble?” stopped being a theoretical debate today and turned into a front‑page story across business
18 November 2025
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Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm (QCOM) Stock Falls as Patent Suit, Alphawave Deal Filings and AI Chip Rollouts Define November 17, 2025

Published: November 17, 2025 Qualcomm Incorporated (NASDAQ: QCOM) finished Monday sharply lower even as the company remains in the spotlight for next‑generation AI chips, industrial processors and its $2.4 billion takeover of UK-based Alphawave Semi. At the same time, a fresh patent lawsuit, new regulatory filings around the Alphawave deal, and headlines about Qualcomm’s role in U.S.–Saudi economic talks all hit the tape. Below is a full rundown of what mattered for Qualcomm and QCOM stock on November 17, 2025. QCOM stock today: third straight drop amid tech selloff Qualcomm shares closed around $166.75, down roughly 4.2% on the day, extending a three‑session
18 November 2025
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Stock Market Today

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

7 February 2026
New York, Feb 7, 2026, 09:30 EST — Market closed. Applied Digital Corporation shares closed up 25.52% on Friday at $34.95, after trading between $29.24 and $35.09 on the session. The stock was down about 1% in after-hours trading at around $34.60, according to delayed quotes. (Applied Digital Corporation) The surge puts the Nasdaq-listed data center operator back in focus heading into Monday, after a week in which investors started looking beyond the crowded “tech and AI” trade. “What’s driven it recently has been the broadening in the market beyond just the tech, AI trade,” said Chuck Carlson, chief executive
Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

7 February 2026
Eli Lilly shares rose 3.7% to $1,058.18 Friday after the FDA said it would act against telehealth firm Hims & Hers for marketing a $49 compounded weight-loss pill. The move followed a sharp selloff Thursday when Hims announced plans to sell a version of Novo Nordisk’s Wegovy. Investors remain uncertain how aggressively regulators will police copycat drugs and pricing in the obesity drug market.
Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
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