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Artificial Intelligence 28 November 2025 - 29 November 2025

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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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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Stock Market Today

  • Noteworthy Options Activity on Friday in AGX, RH, and RKLB Stocks
    March 27, 2026, 4:10 PM EDT. Options trading in Russell 3000 components showed notable spikes Friday. Argan Inc (AGX) saw 3,360 contracts trade, reflecting 61.2% of its average daily share volume. The $550 strike put expiring April 2026 led with 367 contracts. RH options totaled 7,264 contracts, about 60.2% of its 1.2 million average daily shares. The $125 strike put for March 2026 stood out with 1,633 contracts. Rocket Lab Corp (RKLB) hit 129,589 contracts, 57.4% of its daily share volume. The $63 strike call expiring March 2026 had 12,110 contracts, roughly 1.2 million shares. Such activity may signal shifts in investor sentiment or hedging strategies ahead.
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