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Artificial Intelligence 29 November 2025 - 30 November 2025

Micron Technology (MU) Stock on November 30, 2025: AI Memory Boom, Japan Megaplant and Valuation Jitters

Micron Technology (MU) Stock on November 30, 2025: AI Memory Boom, Japan Megaplant and Valuation Jitters

Micron shares closed at $236.48 on November 28, up 2.7% for the day and about 140% over the past year, following a surge in demand for high-bandwidth memory. The company announced plans to invest $9.6 billion in a new AI memory plant in Hiroshima, with construction set to begin in May 2026 and support from Japan’s government. Year-to-date, the stock is up nearly 171%.
AMD Stock on November 30, 2025: AI Chip Momentum, New Deals and a Growing Valuation Debate

AMD Stock on November 30, 2025: AI Chip Momentum, New Deals and a Growing Valuation Debate

AMD closed at $217.5 on November 28, up 1.5% for the day and nearly 80% year to date, despite dropping over 20% from late-October highs above $260. The stock rebounded in the last week of November following strong Q3 results, with revenue of $9.25 billion beating estimates. Market cap stands above $350 billion. Trading volume remains high as institutional buying and AI chip demand drive volatility.
Broadcom (AVGO) Stock Soars on Google AI Chip Partnership and VMware Momentum: What Investors Need to Know Now

Broadcom (AVGO) Stock Soars on Google AI Chip Partnership and VMware Momentum: What Investors Need to Know Now

Broadcom shares closed near $403 Friday, up 18% for the week and near a 52-week high, after an 11% surge led the S&P 500 on November 24. The stock has gained 16% since Google’s Gemini 3 AI launch and 7.6% in November, bucking a broader tech sector decline. Q3 revenue hit $16 billion, with AI chip sales up 63%. Risks include insider selling, a VMware-related lawsuit, and customer pushback on licensing.
Alphabet Inc. (Google) Class C Stock Nears $4 Trillion as AI and Buffett Fuel Record 2025 Rally

Alphabet Inc. (Google) Class C Stock Nears $4 Trillion as AI and Buffett Fuel Record 2025 Rally

Alphabet Class C shares closed near $320 on November 28, 2025, valuing the company at about $3.9 trillion, just below the $4 trillion mark. The stock is up nearly 70% year to date, driven by AI and chip news, and a major Berkshire Hathaway stake. Alphabet posted $102.3 billion in Q3 revenue, its first $100 billion quarter. Regulatory and valuation risks remain elevated.
Microsoft Stock Today: MSFT Holds Near $492 as EU Cloud Shift and AI Push Shape Investor Sentiment (November 30, 2025)

Microsoft Stock Today: MSFT Holds Near $492 as EU Cloud Shift and AI Push Shape Investor Sentiment (November 30, 2025)

Microsoft shares traded near $492 on Sunday, flat from Friday’s close after a 4% weekly gain—their best since May. Google dropped its EU antitrust complaint against Microsoft’s cloud unit, easing legal pressure as regulators continue a broader probe. A new OpenAI deal values Microsoft’s stake at $135 billion and commits $250 billion in Azure spending. Microsoft rolled out new AI features in Windows 11, including “streaming” AI text in Notepad.
Meta Stock Today: Google AI Chip Talks, Antitrust Win and Hyperion Data Center Drive $META Rebound

Meta Stock Today: Google AI Chip Talks, Antitrust Win and Hyperion Data Center Drive $META Rebound

Meta shares closed at $647.95 on November 28, up 9% from a week earlier, marking their biggest weekly gain since May. The rebound followed a six-month low near $589 on November 20 and came after Meta reported record Q3 revenue of $51.24 billion but took a $16 billion tax charge. The company raised 2025 capex guidance to as much as $72 billion, focusing on AI infrastructure.
Tesla Stock on November 30, 2025: AI Chips, Robotaxis and a $1 Trillion Musk Bet Drive a Volatile Rally

Tesla Stock on November 30, 2025: AI Chips, Robotaxis and a $1 Trillion Musk Bet Drive a Volatile Rally

Tesla shares closed at $430.17 on November 28, up 10% for the week, as investors bet on AI and robotics despite mixed EV sales and earnings. The company’s market cap stands at $1.4 trillion, with a P/E ratio near 287. Shareholders this month approved a pay package for CEO Elon Musk worth up to $1 trillion if aggressive targets are met. Analyst ratings remain cautious, with an average 12-month target below current levels.
Nvidia (NVDA) Stock on November 30, 2025: AI King, November Sell-Off, Enron Memo and Google TPU Shock – What Investors Need to Know

Nvidia (NVDA) Stock on November 30, 2025: AI King, November Sell-Off, Enron Memo and Google TPU Shock – What Investors Need to Know

Nvidia closed at about $177 per share on November 28, 2025, with a market cap near $4.4 trillion, down from October highs above $5 trillion. Shares fell roughly 11–13% in November, despite Q3 revenue of $57 billion and strong guidance for Q4. The stock remains up about 30% for the year. Recent declines followed Google competition headlines and renewed bubble concerns.
Chubb Limited (CB) Stock on November 29, 2025: Institutional Buying, Q3 Beat, and AI Push Shape the Outlook

Chubb Limited (CB) Stock on November 29, 2025: Institutional Buying, Q3 Beat, and AI Push Shape the Outlook

Chubb shares traded near $296 on November 29, 2025, close to record highs, with a market cap around $117 billion. Institutional investors including Groupama and Vinva increased their holdings, raising ownership to about 84%. Chubb beat Q3 estimates with EPS of $7.49 and revenue up 7.5% year-over-year. The board declared a $0.97 dividend and approved a $5 billion buyback for 2025.
PayPal (PYPL) Stock on November 29, 2025: Big-Money Buying, AI Deals, BNPL Expansion and a New Dividend

PayPal (PYPL) Stock on November 29, 2025: Big-Money Buying, AI Deals, BNPL Expansion and a New Dividend

PayPal shares opened at $62.67 on Nov. 28, 2025, with a market cap in the high $50 billion range and a trailing P/E of 12.5. Norges Bank disclosed a new $921.6 million stake, while Loomis Sayles increased its position. PayPal stock is down 27.5% year-to-date, trading at about half the industry’s average P/E.
CrowdStrike (CRWD) Stock on November 29, 2025: Analyst Upgrades, Big Money Flows and AI Deals Ahead of Q3 Earnings

CrowdStrike (CRWD) Stock on November 29, 2025: Analyst Upgrades, Big Money Flows and AI Deals Ahead of Q3 Earnings

CrowdStrike shares traded near $509 on November 29, 2025, valuing the company at about $128 billion. DA Davidson raised its price target to $580 ahead of the Q3 earnings report due December 2. The stock remains up over 40% year-to-date despite an 8% pullback in the past month. Analysts remain largely positive, citing strong AI-driven demand and product momentum.
Applied Digital (APLD) Stock: AI Factory Buildout, Macquarie Funding and New Institutional Buying – November 29, 2025

Applied Digital (APLD) Stock: AI Factory Buildout, Macquarie Funding and New Institutional Buying – November 29, 2025

Applied Digital shares closed at $27.10 on November 28, up 8.6% for the day and 28% for the week, amid news of major North Dakota AI campus projects and new funding. The company plans to draw $787.5 million from a Macquarie facility to accelerate construction. Rockefeller Capital disclosed a new stake. Officer Zhang Jason Gechen acquired over 109,000 shares on November 28.
Oklo Inc (OKLO) Stock News Today: Institutional Buying, Insider Selling and Nuclear AI Hype on 29 November 2025

Oklo Inc (OKLO) Stock News Today: Institutional Buying, Insider Selling and Nuclear AI Hype on 29 November 2025

Oklo (NYSE: OKLO) closed at $91.38 on Nov. 28, up 0.3% for the day, after dropping 13.75% the previous week. The stock has surged over 400% in 2025 but remains down about 50% from its October high of $193.84. New filings show Ameritas Investment Partners bought 10,487 shares, while insiders continue to sell. Institutional investors now hold about 85% of Oklo’s outstanding stock.
IBM Stock (NYSE: IBM) on 29 November 2025: Institutional Buying Surge, AI & Quantum Bets, and What It Means for Investors

IBM Stock (NYSE: IBM) on 29 November 2025: Institutional Buying Surge, AI & Quantum Bets, and What It Means for Investors

IBM closed at $308.58 on Nov. 28, near its 52-week high, with a market cap around $288 billion. Mackenzie Financial raised its stake by 25% to $383 million, while other institutions also increased holdings. IBM shares are up nearly 38% year-to-date, outperforming the Dow. The company reported Q3 adjusted EPS of $2.65 on $16.33 billion revenue.
Intuit (INTU) Stock on November 29, 2025: Institutional Buying, AI Deals and Earnings Shape the Next Move

Intuit (INTU) Stock on November 29, 2025: Institutional Buying, AI Deals and Earnings Shape the Next Move

Intuit shares closed at $634.08, up 0.79% Friday but down about 22% from July’s record. Norges Bank disclosed a $3.27 billion stake, while other major holders trimmed positions. The company’s market cap stands near $176.5 billion. New AI partnerships and strong Q1 results have drawn investor attention.
GE Vernova (GEV) Stock Hovers Near $600 as Funds Pile In and Taiwan Wind Deal Highlights AI Power Boom – November 29, 2025

GE Vernova (GEV) Stock Hovers Near $600 as Funds Pile In and Taiwan Wind Deal Highlights AI Power Boom – November 29, 2025

GE Vernova closed Friday at $599.77, up 1.7%, with shares up about 80% year-to-date and market cap near $162 billion. Recent SEC 13F filings show major asset managers increasing stakes, while some investors took profits. The company announced its first onshore wind repowering deal outside the U.S. in Taiwan and declared a $0.25 quarterly dividend. Trading volume was just over 1 million shares, below the 50-day average.
DELL Stock Today: Dell Technologies’ AI Boom, Memory Headwinds and Wall Street Outlook (November 29, 2025)

DELL Stock Today: Dell Technologies’ AI Boom, Memory Headwinds and Wall Street Outlook (November 29, 2025)

Dell Technologies reported record Q3 FY26 revenue of $27.0 billion, up 11% year over year, and GAAP diluted EPS of $2.28, up 39%. AI server orders surged to $12.3 billion for the quarter, with management raising full-year AI server shipment guidance to $25 billion. Shares closed at $133.35 on November 28, up 0.07% for the day. Market cap stands near $90 billion.
Credo Technology Group (CRDO) Stock on November 29, 2025: Institutional Buying, AI Tailwinds and an Extreme Valuation Test

Credo Technology Group (CRDO) Stock on November 29, 2025: Institutional Buying, AI Tailwinds and an Extreme Valuation Test

Credo Technology (NASDAQ: CRDO) closed November 28 at $177.60, up 8.29%, with after-hours trading at $178. The stock has surged about 285% over the past year, ranking among the top large-cap U.S. performers. New 13F filings show institutional ownership above 80%. A recent licensing deal with The Siemon Company drove a 33% weekly gain.
Bank of America (BAC) Stock Today: Capital Buffer Hike, Institutional Buying and AI Bets Shape the 2025 Outlook

Bank of America (BAC) Stock Today: Capital Buffer Hike, Institutional Buying and AI Bets Shape the 2025 Outlook

Bank of America shares closed at $53.65 on November 28, near a 52-week high, up 12.2% over the past year. The bank will face a higher capital buffer in 2027 after moving up a tier on the Financial Stability Board’s list of systemically important banks. Hedge funds increased positions, while the bank’s strategists issued a bullish gold forecast for 2026.
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Stock Market Today

  • Uber Stock Prediction 2026: Will It Surpass $100?
    March 27, 2026, 2:52 PM EDT. Uber Technologies (NYSE: UBER) posted record Q4 2025 free cash flow of $2.8 billion, a 64.6% rise year-over-year, driven by 30% delivery revenue growth and 40% adjusted EBITDA increase. Despite a year-to-date share price decline of 11.47% to $72.34, Uber's new $1.25 billion investment deal with Rivian to deploy 50,000 autonomous robotaxis across 15 cities by year-end has boosted bullish sentiment. The company's proprietary 24/7 Wall St. Price Target is $125.24, implying 73% upside within 12 months and a strong 90% confidence level, comfortably surpassing the $100 benchmark. Analysts' consensus target stands at $103.68. CEO Dara Khosrowshahi highlights Uber's expanding topline and path to becoming the leading autonomous vehicle trip facilitator. Uber repurchased $6.5 billion in stock during 2025 under a $20 billion authorization, underpinning confidence in core business acceleration.
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