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Artificial Intelligence 25 November 2025 - 27 November 2025

IC Stock Today, 27 November 2025: AI Chip Rally Lifts Shares as Memory Shortage Fears Grow

IC Stock Today, 27 November 2025: AI Chip Rally Lifts Shares as Memory Shortage Fears Grow

SMIC shares rose about 2% in Hong Kong and Shanghai on Thursday, trading near HK$70.2 and RMB 115, respectively. The gains followed a rally in Chinese chip stocks driven by AI optimism and warnings of a global memory-chip shortage. SMIC remains about 25% below its October 2025 peak despite more than doubling over the past year. Turnover in Shanghai reached roughly RMB 813 million in morning trade.
27 November 2025
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TEPCO Stock Today (TSE:9501): Nuclear Restart Momentum, AI Power Demand and a 3% Climb – November 27, 2025

TEPCO Stock Today (TSE:9501): Nuclear Restart Momentum, AI Power Demand and a 3% Climb – November 27, 2025

TEPCO shares closed at ¥825.1 in Tokyo on November 27, up 3.06% for a third straight gain, as investors reacted to progress on restarting the Kashiwazaki-Kariwa nuclear plant. Trading volume reached about 40.9 million shares. The move comes despite a ¥712 billion half-year net loss linked to Fukushima costs. The stock remains below its mid-November high of ¥939.4.
27 November 2025
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Google vs Nvidia: AI Chip War Splinters the Market as Meta Eyes Google TPUs and Nvidia Claims It’s “A Generation Ahead”

Google vs Nvidia: AI Chip War Splinters the Market as Meta Eyes Google TPUs and Nvidia Claims It’s “A Generation Ahead”

Meta is negotiating a multi-billion-dollar deal to use Google’s custom AI chips in its data centers from 2027, with rentals from Google Cloud possible as soon as 2026, according to multiple reports. Nvidia’s stock fell sharply this week as investors reacted, despite the company retaining over 90% of the AI accelerator market. Alphabet’s market value has surged to nearly $4 trillion, driven by AI growth. China has barred ByteDance from using Nvidia chips in new data centers.
27 November 2025
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AppLovin (APP) Stock Jumps Over 5% Today as AI Growth Collides With SEC Scrutiny – What Investors Need to Know (November 26, 2025)

AppLovin (APP) Stock Jumps Over 5% Today as AI Growth Collides With SEC Scrutiny – What Investors Need to Know (November 26, 2025)

AppLovin shares climbed about 5.6% to $587 in late Wednesday trading, with volume near 2.8 million. The stock remains roughly 21% below its September record high but is up 80% year to date. Manchester Capital trimmed its stake as insider selling continued. The SEC investigation into AppLovin’s data practices remains unresolved.
26 November 2025
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SoundHound AI (SOUN) Stock Today – November 26, 2025: Price Action, Parkopedia Deal, Fresh Institutional Buying and What Comes Next

SoundHound AI (SOUN) Stock Today – November 26, 2025: Price Action, Parkopedia Deal, Fresh Institutional Buying and What Comes Next

SoundHound AI shares traded near $12.00 on November 26, up about 0.6%, with volume topping 15 million. The company announced an expanded partnership with Parkopedia to integrate a voice-activated parking agent into its in-car platform. Shares remain down roughly 43% year-to-date despite today’s gain. The new system will debut at CES 2026 in Las Vegas.
26 November 2025
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Chevron (CVX) on November 26, 2025: Venezuela Supply Lifeline, Climate Lawsuit Pressure, AI Power Pivot and Fresh Investor Flows

Chevron (CVX) on November 26, 2025: Venezuela Supply Lifeline, Climate Lawsuit Pressure, AI Power Pivot and Fresh Investor Flows

Chevron has become Venezuela’s main naphtha supplier after a U.S. Navy destroyer blocked a Russian tanker, disrupting feedstock deliveries. The company diverted a tanker to the U.S. Virgin Islands to source naphtha amid local shortages. Chevron’s Venezuelan operations now face higher risk after Washington designated the “Cartel de los Soles” as a foreign terrorist organization. CVX stock traded near $150, edging higher.
26 November 2025
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Lumentum Holdings (LITE) Stock Hits Record High as Mizuho Lifts Price Target to $325 on AI Momentum

Lumentum Holdings (LITE) Stock Hits Record High as Mizuho Lifts Price Target to $325 on AI Momentum

Lumentum Holdings shares surged to a record $306 on November 26, closing near $305 after Mizuho raised its price target to $325, citing strong AI infrastructure demand. The stock has gained about 235% over the past year, with revenue up 34% and a trailing P/E ratio near 200. Lumentum reported Q2 revenue of $533.8 million and non-GAAP EPS of $1.10, beating expectations.
26 November 2025
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Walmart Stock Today, November 26, 2025: WMT Hits Record High as Holiday Rally, AI Ads and Nasdaq Move Drive Momentum

Walmart Stock Today, November 26, 2025: WMT Hits Record High as Holiday Rally, AI Ads and Nasdaq Move Drive Momentum

Walmart shares hit a record intraday high of $109.58 on Wednesday, up about 2%, as strong Q3 results and holiday optimism drove buying ahead of Black Friday. The company is set to transfer its stock listing to Nasdaq on December 9. Market cap stands near $875 billion, with the stock up roughly 19% year-to-date. The Walton Family Holdings Trust sold $439 million in shares, while some institutions increased positions.
26 November 2025
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Micron Technology (MU) Stock Today, November 26, 2025: AI Memory Boom, Street‑High Targets and Big Money Moves

Micron Technology (MU) Stock Today, November 26, 2025: AI Memory Boom, Street‑High Targets and Big Money Moves

Micron shares traded near $228.80 midday November 26, up 1.9%, after surging over 150% year-to-date on AI memory demand. Morgan Stanley raised its price target to $338, naming Micron a “Top Pick” on deepening memory shortages. Institutional investors are actively adjusting positions following the rally. Some analysts now debate whether Micron is overvalued.
26 November 2025
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Oracle Stock Today, November 26, 2025: ORCL Rebounds as Wall Street Backs Its High‑Risk AI Cloud Bet

Oracle Stock Today, November 26, 2025: ORCL Rebounds as Wall Street Backs Its High‑Risk AI Cloud Bet

Oracle shares rose 3.9% to $204.76 midday Wednesday after a steep sell-off erased about 40% of their value since September. The rebound followed new analyst support and updates on Oracle’s AI and cloud plans. The stock remains roughly 41% below its September peak, pressured by concerns over heavy debt, negative cash flow, and a $300 billion OpenAI cloud deal.
26 November 2025
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Intel Stock Today, November 26, 2025: Price, Government Stake, AI Bets and New Legal Risks Around INTC

Intel Stock Today, November 26, 2025: Price, Government Stake, AI Bets and New Legal Risks Around INTC

Intel shares rose 1.9% to $36.50 by mid-morning Wednesday, extending a sharp 2025 rebound after last year’s $19 billion loss. Trading volume was lighter than post-earnings surges, with the stock moving between $36.00 and $36.80. New filings show major investors, including Elo Mutual and Bright Valley Capital, cut their stakes in the second quarter. Intel’s market cap stands near $171 billion.
26 November 2025
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Amazon Stock Today (Nov. 26, 2025): AMZN Ticks Higher as Wall Street Backs AI and AWS Despite New Drone Probe

Amazon Stock Today (Nov. 26, 2025): AMZN Ticks Higher as Wall Street Backs AI and AWS Despite New Drone Probe

Amazon shares rose 0.3% to around $230 by mid-session Wednesday, following analyst commentary and news on its drone program. The stock remains about 11% below its 52-week high after a post-earnings pullback, despite Q3 results that beat estimates and AWS revenue growth of 20.2%. Market cap stands near $2.5 trillion.
26 November 2025
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Alphabet (GOOGL) Stock Today, November 26, 2025: Near $4 Trillion as AI Chips, Gemini 3 and Buffett’s Bet Ignite the Rally

Alphabet (GOOGL) Stock Today, November 26, 2025: Near $4 Trillion as AI Chips, Gemini 3 and Buffett’s Bet Ignite the Rally

Alphabet shares traded near $324 Wednesday, just below all-time highs, as its market value approached $4 trillion. The stock is up about 89% over the past year, fueled by demand for Google’s AI chips, Gemini 3 model, and Google Cloud growth. Trading volume eased after a sharp rally earlier in the week. Reports say Meta may adopt Google’s TPUs, potentially shifting AI chip spending from Nvidia.
26 November 2025
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Alphabet (GOOG) Stock Today, November 26, 2025: AI Chips, Near-$4 Trillion Valuation and What It Means for Investors

Alphabet (GOOG) Stock Today, November 26, 2025: AI Chips, Near-$4 Trillion Valuation and What It Means for Investors

Alphabet’s Class C shares (GOOG) neared record highs on November 26, trading between $318 and $329, with market value reaching about $3.9 trillion. Morgan Stanley projected Alphabet could sell around 1 million AI accelerator chips annually by 2027, fueling investor optimism. The stock is up nearly 70% year-to-date after a strong Q3 and surging AI demand.
26 November 2025
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Nvidia (NVDA) Stock Today – November 26, 2025: Google TPU Threat, China Risks and an AI Giant Under Pressure

Nvidia (NVDA) Stock Today – November 26, 2025: Google TPU Threat, China Risks and an AI Giant Under Pressure

Nvidia shares fell 2.6% Tuesday after reports that Meta may shift AI chip spending to Google’s TPUs, raising concerns over Nvidia’s market lead. The stock is down about 14% for November, erasing over $700 billion in value. Q3 revenue rose 62% year over year to $57 billion, but investors remain wary as competition and export restrictions mount.
26 November 2025
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Coinbase Ventures 2026 Crypto Bets: RWA Perps, DeFi and AI Explained

Coinbase Ventures 2026 Crypto Bets: RWA Perps, DeFi and AI Explained

Coinbase Ventures on Nov. 25 outlined investment priorities for 2026, focusing on real-world asset perpetuals, specialized trading platforms, next-gen DeFi, and AI-driven crypto infrastructure. The firm highlighted synthetic exposure to off-chain assets, prediction-market terminals, on-chain credit, and robotics data collection. Industry coverage points to strong interest in RWA derivatives and AI tooling.
26 November 2025
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Amazon Bets $50 Billion on Federal AI: Inside AWS’s Massive New Supercomputing Push for US Government Agencies

Amazon Bets $50 Billion on Federal AI: Inside AWS’s Massive New Supercomputing Push for US Government Agencies

Amazon announced up to $50 billion in new AI and supercomputing infrastructure for U.S. government AWS customers, with construction set to start in 2026. The project will add 1.3 gigawatts of computing power across classified and government-only regions. More than 11,000 federal agencies are eligible to use the expanded capacity. Spending will extend over several years.
26 November 2025
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Opendoor Technologies (OPEN) Stock Today: Warrant Dividend, Fed Rate‑Cut Bets and AI Pivot Drive Volatile Trade on 25 November 2025

Opendoor Technologies (OPEN) Stock Today: Warrant Dividend, Fed Rate‑Cut Bets and AI Pivot Drive Volatile Trade on 25 November 2025

Opendoor shares closed at $7.74 on Tuesday, up 0.65% after a 14% surge Monday on heavy volume. The stock remains more than ten times above its 52-week low but below its recent peak of $10.87. Trading ranged from $7.47 to $8.07 on about 142 million shares. Volatility followed news of a warrant dividend, Fed rate cut speculation, and the company’s AI-driven turnaround plans.
25 November 2025
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