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Business Deals News 25 October 2025 - 18 November 2025

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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Rolls-Royce (RR.L) Today: RBC ‘Outperform’ Call, Etihad Engine Deal and Emirates Snub Shape Outlook – 18 November 2025

Rolls-Royce (RR.L) Today: RBC ‘Outperform’ Call, Etihad Engine Deal and Emirates Snub Shape Outlook – 18 November 2025

Rolls-Royce Holdings plc is back in the spotlight today as fresh analyst calls, a major Middle Eastern engine win and renewed scrutiny from Emirates all land at once. On 18 November 2025, the London‑listed aero‑engineer is trading slightly lower despite a new “outperform” rating from RBC Capital Markets, a higher price target from Morgan Stanley and confirmation that Etihad Airways will power a significant Airbus wide‑body order with Rolls-Royce Trent engines. At the same time, Emirates has again delayed a potential Airbus A350‑1000 order, saying it wants to see improvements in Rolls-Royce’s upgraded engines before committing. Rolls-Royce+2TradingView+2 Below is a
18 November 2025
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Pfizer (PFE) Stock Today, November 17, 2025: Migraine Drug Launch in India, Metsera Deal Closes and New RSV Vaccine Data

Pfizer (PFE) Stock Today, November 17, 2025: Migraine Drug Launch in India, Metsera Deal Closes and New RSV Vaccine Data

Pfizer Inc. (NYSE: PFE) is back in the headlines today with a flurry of developments that span new product launches, obesity-drug M&A, fresh vaccine data and ongoing debate about whether its battered stock is finally a buy. As of this afternoon, Pfizer shares are trading around $25.28, little changed on the day, and still down roughly 55% from their late‑2022 peak, leaving the dividend yield near the 7% level that has attracted income‑focused investors.sharewise.com+1 Below is a breakdown of the key Pfizer news and stock drivers for November 17, 2025. Market snapshot: PFE on November 17, 2025 Short‑term quantitative models
17 November 2025
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Apple (AAPL) Today — Nov 12, 2025: Digital ID launches in Wallet, Apple Arcade lines up holiday hits, EU fee study sparks debate, and AAPL hovers around $3T

Apple Stock Today (Nov 13, 2025): Dividend Day, Tencent WeChat Deal in Focus

Apple’s stock (AAPL) hovered around $273 in pre‑market trading on Thursday after two near‑term catalysts landed at once: a new revenue‑sharing accord with Tencent around WeChat mini‑apps in China and the company’s scheduled quarterly $0.26 per‑share cash dividend hitting investor accounts today. U.S. markets opened to a macro backdrop where odds of a December Fed rate cut are roughly a coin toss following the end of the federal shutdown—conditions that can sway mega‑cap tech sentiment intraday. Reuters+5MarketScreener+5Investing.com+5 AAPL price snapshot 1) Apple–Tencent pact brings a new 15% revenue stream inside WeChat What’s new: Apple and Tencent struck a deal that
13 November 2025
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Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta Stock Today (11/11/2025): Shares Edge Lower as Chief AI Scientist Reportedly Plans Exit; $3B Nebius Deal Underscores Aggressive Compute Build-Out

Date: November 11, 2025 Summary: Meta Platforms (NASDAQ: META) ticked lower on Tuesday as investors weighed two big AI headlines: reports that Chief AI Scientist Yann LeCun plans to leave to launch a startup, and a fresh $3 billion infrastructure contract with AI cloud provider Nebius. U.S. stock exchanges were open on Veterans Day, though bond markets were closed—conditions that can subtly affect liquidity. Reuters+2Reuters+2 Meta Stock at a Glance (as of late Tuesday) Sources: LSEG/Refinitiv (price/metrics) and Investing.com (premarket read). Equity markets were open for Veterans Day; bond markets closed. Reuters+2Investing.com+2 The Headlines Moving META Today 1) Yann LeCun reportedly set to depart to
11 November 2025
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BigBear.ai (NYSE: BBAI) Soars on Q3 Beat and $250M Ask Sage Deal — Shares Jump ~19% Pre‑Market on Nov. 11, 2025

BigBear.ai (NYSE: BBAI) Soars on Q3 Beat and $250M Ask Sage Deal — Shares Jump ~19% Pre‑Market on Nov. 11, 2025

Market reaction: Why BBAI is spiking this morning BigBear.ai’s pre‑market surge follows a one‑two punch of better‑than‑expected top‑line and a transformational acquisition announced after Monday’s close. Barron’s flagged BBAI among today’s biggest pre‑market movers on the back of the Ask Sage deal and a revenue beat. Barron’s Q3 2025 by the numbers Management highlighted mixed operating trends: a leaner quarter against tough comps and delayed government program volume, but a stronger balance sheet and robust pipeline. The Ask Sage acquisition: what’s in the deal — and why it matters BigBear.ai signed a definitive agreement to acquire Ask Sage, a fast‑growing
11 November 2025
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Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally

Palantir (PLTR) adds two AI deals today—Stagwell marketing platform and Spain’s Valoriza—after blowout Q3: stock, guidance and what to watch (Nov. 6, 2025)

Key takeaways What’s new on November 6 1) Stagwell partnership: AI platform for marketers Palantir and Stagwell unveiled a joint product effort that pairs Palantir Foundry with Stagwell’s Code and Theoryorchestration layer and The Marketing Cloud data to give large brands a centralized, privacy-aware hub for campaign planning, audience alignment, and AI agents that automate complex marketing workflows. Early MVP adoption is underway via Stagwell’s media agency Assembly, with a broader opt‑in rollout planned. Stagwell CEO Mark Penn said the opportunity could scale to “hundreds of millions of dollars” over time, while Palantir CEO Alex Karp said the collaboration should make marketing “more dynamic.” PR Newswire Why it matters: It’s another proof
6 November 2025
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Plug Power’s High-Stakes Hydrogen Comeback: Stock Surge, CEO Shakeup & Big Deals Fuel 2025 Hopes

Plug Power’s High-Stakes Hydrogen Comeback: Stock Surge, CEO Shakeup & Big Deals Fuel 2025 Hopes

Stock Surge from Penny Levels – But Volatility Remains Plug Power’s stock has been on a wild ride in 2025. After collapsing to penny-stock territory (briefly around $0.70–$0.80 in springinvesting.com), PLUG staged a dramatic rally over the summer – at one point gaining over 240% in six monthssharewise.com amid renewed investor enthusiasm for hydrogen plays. By late October, the stock hit multi-month highs near $3–$4. However, volatility remains extreme. As of November 3, PLUG changes hands around $2.69 per sharestockinvest.us, having pulled back about 20% from its October peak in the past 10 trading daysstockinvest.usstockinvest.us. Even with recent gains, Plug
3 November 2025
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Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

Mega Deal in Michigan: Project and Partners OpenAI’s “Stargate” initiative – an effort to build massive new data centers nationwide – has selected Michigan for a key phase. On Oct. 30, OpenAI confirmed that with Oracle and Related Digital it will develop a gigawatt-scale AI compute campus on ~575 acres of farmland in Saline Township, near Ann Arborapnews.comaxios.com. The complex will include three single-story server buildings (each ~550,000 sq ft) occupying ~250 acres, plus supporting infrastructureapnews.comaxios.com. Construction is slated to begin early 2026, subject to local approvals. The total investment is enormous – reported at more than $7 billionapnews.com –
1 November 2025
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Freight Technologies (NASDAQ: FRGT) Stock Skyrockets on AI Upgrades and Key Deals – Is the Rally Just Beginning?

Freight Technologies (NASDAQ: FRGT) Stock Skyrockets on AI Upgrades and Key Deals – Is the Rally Just Beginning?

Sources: Official press releases from Freight Technologies and partners fr8technologies.com fr8technologies.com fr8technologies.com globenewswire.com globenewswire.com; market data and stock analysis stockanalysis.com investing.com tradingview.com stockanalysis.com; industry news and expert commentary ts2.tech ts2.tech tipranks.com ts2.tech coincodex.com.
28 October 2025
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Amazon Stock Today: AI Ambitions, $2.5B Twist, and $3 Trillion Dreams

Amazon Stock Skyrockets: AI Innovations and $2.5B FTC Deal Ignite Tech Giant’s Rally

Key Facts: As of Oct. 27, 2025, Amazon (AMZN) trades in the mid-$220s per share, up slightly over the past weekts2.techstatmuse.com. This month the stock climbed from the low $210s to about $225–228, reversing early October weakness. Wall Street is bullish: nearly all 50 analysts rate AMZN a “Buy” and the consensus 12-month price target is in the mid-$260s (implying ~20% upside)ts2.techmarketbeat.com. Key recent news includes a $2.5 billion FTC settlement (Amazon admitted no wrongdoing) in late Septts2.tech, a major AWS cloud outage on Oct. 20 (quickly resolved, with services “returned to normal” by Monday eveningapnews.com), and Amazon’s aggressive AI/device push.
27 October 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft’s Blockbuster October 2025: Stock Soars on AI Boom, Bold Deals, and New Tech Unveiled

Stock Surge and Market Sentiment in October October 2025 saw Microsoft’s stock (MSFT) extending its year-long rally and flirting with record highs. By October 17, MSFT shares closed around $513–$514, within striking distance of their all-time peak (~$555)ts2.tech. This puts Microsoft up roughly 23% from a year agots2.tech and about 25% higher year-to-datets2.tech, handily outperforming the broader indices. The stock’s climb has added hundreds of billions to Microsoft’s market capitalization, now just under the $4 trillion milestonets2.techts2.tech. Investors have been encouraged by Microsoft’s resilient growth and AI leadership, treating the company as a cornerstone of the current tech boom. Investor sentiment
25 October 2025
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Stock Market Today

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

6 February 2026
Broadcom shares jumped 7% to $332.92 in after-hours trading Friday, outpacing other large tech stocks as chipmakers rallied. Alphabet projected 2026 capital spending of up to $185 billion, while Amazon outlined a $200 billion outlay, both focused on AI infrastructure. Amazon shares fell after its announcement. Investors weighed strong AI hardware demand against concerns over surging costs.
Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

6 February 2026
Micron shares fell 0.5% in premarket trading Friday after Semianalysis cut its forecast for Micron’s Nvidia HBM4 memory supply share to zero. The firm now expects Nvidia’s HBM4 orders to go 70% to SK Hynix and 30% to Samsung. DigiTimes reported Nvidia is seeking early HBM4 deliveries from Samsung as memory shortages loom. Micron stock had been up earlier on Amazon’s $200 billion capex plan.
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