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Artificial Intelligence 28 November 2025

Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Oracle signed a reported $300 billion cloud deal with OpenAI and is negotiating a $20 billion agreement with Meta, aiming to become a top AI infrastructure provider. The company adopted a co-CEO model in September 2025, named Clay Magouyrk and Mike Sicilia as co-chiefs, and moved Safra Catz to executive vice chair. Oracle faces rising debt, legal, and security risks amid layoffs and restructuring.
28 November 2025
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Apple in 2025: AI Breakthroughs, Record Earnings and Intensifying Antitrust Battles

Apple in 2025: AI Breakthroughs, Record Earnings and Intensifying Antitrust Battles

Apple reported record Q4 2025 revenue of $102.5 billion, up 8% year over year, with earnings per share rising 13%. The company launched Apple Intelligence, new iPhones, and M5-powered Macs and iPads, while regulators in the US, EU, and Asia intensified antitrust probes. Apple’s Services segment surpassed 1 billion paid subscriptions. Shares rose 13.8% in 2025.
28 November 2025
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Amazon in 2025: AI Supercomputing Bet, Q3 Earnings Surge and New Regulatory Fights

Amazon in 2025: AI Supercomputing Bet, Q3 Earnings Surge and New Regulatory Fights

Amazon reported Q3 2025 net sales of $180.2 billion, up 13% year over year, with AWS revenue jumping 20% to $33.0 billion. Net income reached $21.2 billion, despite a $2.5 billion FTC settlement and $1.8 billion in severance costs. The company’s AI infrastructure spending cut free cash flow to $14.8 billion. Workers struck at key European warehouses on Black Friday.
28 November 2025
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Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft reported record quarterly revenue of $77.7 billion, up 18% year-on-year, driven by cloud and AI growth. The company renegotiated its OpenAI partnership, announced a multibillion-dollar deal with Anthropic, and began building an AI “superfactory.” Gaming revenue rose 9% as Xbox services expanded, while regulators closed some antitrust cases and opened new cloud probes.
28 November 2025
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Nvidia Stock Stumbles as Google’s AI Chips Gain Ground — But Record Earnings Show Its Power

Nvidia Stock Stumbles as Google’s AI Chips Gain Ground — But Record Earnings Show Its Power

Nvidia reported record Q3 revenue of $57 billion and data-center sales of $51.2 billion, but its share price dropped about 10–12% in November, erasing nearly $200 billion in value. Investors cite rising competition from Google, tighter China export controls, a global memory shortage, and concerns over an “AI bubble.” CEO Jensen Huang said demand for Blackwell-generation chips is “off the charts.”
28 November 2025
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Intuit (INTU) Stock Edges Higher After Earnings Beat and AI Partnership: Price, Outlook and Key Drivers on November 28, 2025

Intuit (INTU) Stock Edges Higher After Earnings Beat and AI Partnership: Price, Outlook and Key Drivers on November 28, 2025

Intuit Inc. closed at $634.08 on November 28, up 0.8% from Wednesday, trading between $626.50 and $634.92 on light volume. The stock remains about 22% below its July 52-week high of $813.70. Market cap stands near $176 billion, with a trailing P/E of 44 and a dividend yield of 0.7%. Q1 FY26 revenue rose 18% to $3.9 billion, with GAAP operating income up 97%.
28 November 2025
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Accenture News Today: Paris HQ Move Talks, APAC AI Warning and New Circularity Playbook – November 28, 2025

Accenture News Today: Paris HQ Move Talks, APAC AI Warning and New Circularity Playbook – November 28, 2025

Accenture is in talks to move its Paris headquarters to the historic 14 Rue Bergère site, aiming to consolidate French operations by 2027, Bloomberg reports. The company also warned in a new report that Asia-Pacific telecoms face major obstacles to AI adoption due to fragmented data. Accenture and the World Economic Forum released new sustainability research. Shares remain under investor scrutiny after a recent sharp decline.
28 November 2025
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Alibaba (BABA) Stock Today, 28 November 2025: Price Action, Pentagon Watchlist Fears, and AI Growth Story

Alibaba (BABA) Stock Today, 28 November 2025: Price Action, Pentagon Watchlist Fears, and AI Growth Story

Alibaba shares traded near $157 Friday, flat on the day after an 86% year-to-date rally. Investors weighed a possible Pentagon watchlist addition, strong AI and cloud growth, price wars, and new Quark smart glasses. Wall Street remains split, with most analysts bullish but Zacks rating the stock a “Strong Sell.” Hong Kong shares closed at HK$151.5, mirroring the muted U.S. session.
28 November 2025
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BBAI Stock Today, November 28, 2025: BigBear.ai Climbs as AI Defense Play Meets Valuation Jitters

BBAI Stock Today, November 28, 2025: BigBear.ai Climbs as AI Defense Play Meets Valuation Jitters

BigBear.ai Holdings shares rose about 5% to $6.30 by midday Friday, November 28, 2025, with trading active after the Thanksgiving break. The company’s market cap stands near $2.7 billion, with the stock up roughly 46% year-to-date and over 450% year-on-year. Fresh research debates valuation as the stock trades at about 18 times sales, far above industry averages.
28 November 2025
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IREN Stock Today (Nov. 28, 2025): KPMG Appointment, Fund Flows and AI Cloud Momentum

IREN Stock Today (Nov. 28, 2025): KPMG Appointment, Fund Flows and AI Cloud Momentum

IREN shares closed at about $48.09 on Friday, down 0.7% after swinging between $47.25 and $51.50 on volume near 16 million. The company appointed KPMG as its new auditor, replacing Raymond Chabot Grant Thornton. IREN’s previous auditor had flagged a material weakness in internal controls and raised going-concern doubts in 2024, though no disagreements were reported.
28 November 2025
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Salesforce (CRM) Stock Today, November 28, 2025: Price, AI Bets, Informatica Deal and Q3 Earnings Countdown

Salesforce (CRM) Stock Today, November 28, 2025: Price, AI Bets, Informatica Deal and Q3 Earnings Countdown

Salesforce shares traded around $231 Friday, up 1–2% from Wednesday, as investors positioned ahead of next week’s earnings. Volume lagged at 2.4 million shares, well below the one-month average. The stock remains about 35% below its December 2024 high, down over 30% year-to-date. Salesforce’s modest gain helped lift the Dow Jones by 0.5%.
28 November 2025
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AppLovin (APP) Stock Today, November 28, 2025: AI-Fueled Rally Faces Regulatory Reality CheckAppLovinAppLovin (APP) Stock Today, November 28, 2025: AI-Fueled Rally Faces Regulatory Reality Check

AppLovin (APP) Stock Today, November 28, 2025: AI-Fueled Rally Faces Regulatory Reality CheckAppLovinAppLovin (APP) Stock Today, November 28, 2025: AI-Fueled Rally Faces Regulatory Reality Check

AppLovin shares traded near $595 Friday afternoon, up 1.5% on the day and 81% year to date, after Q3 revenue surged 68% to $1.41 billion and EPS hit $2.45. The company faces SEC and state investigations over data practices. Wall Street analysts mostly rate the stock a “Buy,” with targets above $650. Market cap stands at about $198 billion.
28 November 2025
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Opendoor Stock Today (November 28, 2025): AI ‘Version 2.0’, Massive Layoffs and Warrant Dividend Keep OPEN in the Spotlight

Opendoor Stock Today (November 28, 2025): AI ‘Version 2.0’, Massive Layoffs and Warrant Dividend Keep OPEN in the Spotlight

Opendoor traded around $7.80 Friday, up slightly from Wednesday, with over 38 million shares changing hands as coverage of its AI-driven overhaul and deep staff cuts drew attention. The stock has surged more than 200% in a year but remains down 17% over the past 10 sessions. New reports highlighted CEO Kaz Nejatian’s plan to automate up to 90% of jobs and accelerate home sales.
28 November 2025
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Micron Technology (MU) Stock Today, November 28, 2025: AI Memory Boom, $338 Target and a Post‑Thanksgiving Pop

Micron Technology (MU) Stock Today, November 28, 2025: AI Memory Boom, $338 Target and a Post‑Thanksgiving Pop

Micron shares rose about 2.6% to $236 in late-morning U.S. trading on November 28, 2025, leading the S&P 500. The stock has surged 174% year-to-date, fueled by strong AI-driven demand for memory hardware and upbeat commentary from Dell and HP on rising memory costs. Micron hit an all-time high of $260.58 earlier in November. Market capitalization stands near $260 billion.
28 November 2025
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Palantir Stock (PLTR) Today, November 28, 2025: Price Action, Q3 Blowout, Michael Burry Puts and Cathie Wood Sales – Is the AI High-Flyer a Buy or Sell?

Palantir Stock (PLTR) Today, November 28, 2025: Price Action, Q3 Blowout, Michael Burry Puts and Cathie Wood Sales – Is the AI High-Flyer a Buy or Sell?

Palantir shares rose about 1% to $167–168 in Friday’s shortened session, rebounding slightly after a 17% drop in November. The stock remains up over 100% year-to-date and 500% over five years, with a market cap near $400 billion. Q3 revenue reached $1.18–1.2 billion, up 63% year-over-year, and EPS beat estimates at $0.21. Investors including Michael Burry and Cathie Wood made notable moves around the stock this week.
28 November 2025
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Palantir (PLTR) Stock Today, November 28, 2025: Price, News and AI Growth Outlook

Palantir (PLTR) Stock Today, November 28, 2025: Price, News and AI Growth Outlook

Palantir shares traded near $167.80 late Friday morning, up about 1.2%, with volume well below average. The stock remains up roughly 104% for the year after hitting a record $207.52 on November 3. Third-quarter revenue jumped 63% to $1.18 billion, but the company trades at about 85 times forward sales, drawing warnings over its valuation.
28 November 2025
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Microsoft Stock Today (MSFT): Near $485 as AI and Cloud Drive $3.6 Trillion Value

Microsoft Stock Today (MSFT): Near $485 as AI and Cloud Drive $3.6 Trillion Value

Microsoft traded near $485.50 per share on November 28, 2025, with a market cap of about $3.61 trillion and a trailing P/E of 34.5. Fiscal Q1 2026 revenue reached $77.7 billion, up 18% year over year, driven by cloud and AI growth. Institutional investors hold over 71% of the float. Azure and cloud services posted growth near 40%.
28 November 2025
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Microsoft Stock Today, November 28, 2025: MSFT Steady Near $485 as EU Cloud Overhang Eases and AI Bets Deepen

Microsoft Stock Today, November 28, 2025: MSFT Steady Near $485 as EU Cloud Overhang Eases and AI Bets Deepen

Microsoft closed at $485.50 on Wednesday, up 1.78%, with pre-market quotes near $488–489 early Friday. Google withdrew its EU antitrust complaint against Microsoft’s cloud business, easing regulatory pressure as the EU launches a broader sector probe. U.S. markets will close early for Black Friday. Microsoft’s market cap stands near $3.7 trillion.
28 November 2025
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