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Industry Analysis 22 October 2025 - 15 February 2026

Zoho’s Sridhar Vembu doubles down: Big Tech is ‘bigger than most sovereign nations’ after Alphabet’s $32B bond rush

Zoho’s Sridhar Vembu doubles down: Big Tech is ‘bigger than most sovereign nations’ after Alphabet’s $32B bond rush

Zoho co-founder Sridhar Vembu compared Big Tech’s influence to the British East India Company in a post on X, following Alphabet’s $31.5 billion multi-currency bond sale, including a rare 100-year tranche. Vembu’s remarks come as debate grows over “technology sovereignty” amid surging AI infrastructure spending by major tech firms.
15 February 2026
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UK FCA launches sweeping AI review for retail finance, sets Feb 24 deadline

UK FCA launches sweeping AI review for retail finance, sets Feb 24 deadline

Britain’s Financial Conduct Authority launched the “Mills Review” to examine how advanced AI could reshape retail financial services, with responses due by Feb. 24 and recommendations expected by summer 2026. The FCA ruled out AI-specific rules for now, despite criticism from MPs over regulatory delays and concerns about risks such as AI-driven fraud and algorithmic bias.
28 January 2026
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EV Stocks Today (Dec. 11, 2025): Tesla, Rivian, Lucid and NIO React to ‘EV Winter’ Fears and Robo‑Taxi Hopes

EV Stocks Today (Dec. 11, 2025): Tesla, Rivian, Lucid and NIO React to ‘EV Winter’ Fears and Robo‑Taxi Hopes

Tesla fell 2% to $442, Rivian dropped 5% to $16.60, and Lucid hovered just above its 52-week low at $12.90 after analyst downgrades and price target cuts. NIO traded near $5.10, flat on the day. Wall Street cited slowing U.S. demand, expiring tax credits, and new forecasts as reasons for the sharp moves.
11 December 2025
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2025 Gartner Magic Quadrant for Financial Planning Software: Workday, OneStream and Board Front an AI Arms Race in FP&A

2025 Gartner Magic Quadrant for Financial Planning Software: Workday, OneStream and Board Front an AI Arms Race in FP&A

Gartner released its 2025 Magic Quadrant for Financial Planning Software, evaluating 14 vendors including Workday, OneStream, and Board. Within hours, several vendors announced new leadership roles and AI-driven strategies. Workday reported its fourth consecutive year as a Leader, highlighting its focus on agentic AI and unified enterprise planning. Announcements followed December 4–5, 2025.
5 December 2025
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OpenAI in ‘Code Red’: Neptune Acquisition, ChatGPT Logs Ruling, New ‘Garlic’ Model and Safety Scrutiny — December 4, 2025 Update

OpenAI in ‘Code Red’: Neptune Acquisition, ChatGPT Logs Ruling, New ‘Garlic’ Model and Safety Scrutiny — December 4, 2025 Update

OpenAI declared a “code red” on December 4, 2025, shifting internal resources to improve ChatGPT amid rising competition from Google and Anthropic. The company agreed to acquire Polish AI startup Neptune for under $400 million. A U.S. judge ordered OpenAI to hand over 20 million anonymized ChatGPT logs in a copyright case. OpenAI also announced $40.5 million in grants to nonprofits and joined an anti-scam alliance.
4 December 2025
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Oklo (OKLO) Stock in December 2025: Siemens Deal, DOE Breakthrough and a Nuclear-AI Roller Coaster

Oklo (OKLO) Stock in December 2025: Siemens Deal, DOE Breakthrough and a Nuclear-AI Roller Coaster

Oklo Inc. (NYSE: OKLO) traded at $89.65 per share early afternoon December 1, 2025, with a market cap of $14.01 billion. The stock is up over 4x from its 52-week low but down nearly 54% from its October peak. Swiss National Bank more than doubled its stake, and Oklo announced a binding contract with Siemens Energy for its first commercial Aurora powerhouse. No revenue reported; trailing 12-month EPS is –$0.58.
1 December 2025
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CME Futures Outage: Cooling Failure Halts Global Trading, FX Partially Restarts on Black Friday

CME Futures Outage: Cooling Failure Halts Global Trading, FX Partially Restarts on Black Friday

CME Group halted nearly all Globex futures and options trading late Thursday after a cooling failure at a CyrusOne data center near Chicago. Benchmarks including S&P 500, Nasdaq 100, crude oil, gold, and Treasuries went offline for hours, freezing global price discovery. By early afternoon London time, some currency trading resumed, but most futures markets remained halted.
28 November 2025
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Apple Set to Dethrone Samsung in 2025 Smartphone Shipments as iPhone 17 Boom Reshapes the Market

Apple Set to Dethrone Samsung in 2025 Smartphone Shipments as iPhone 17 Boom Reshapes the Market

Apple is projected to overtake Samsung as the world’s top smartphone maker in 2025, shipping about 243 million iPhones versus Samsung’s 235 million, according to Counterpoint Research. Apple’s global market share is forecast at 19.4%, edging out Samsung’s 18.7%. The surge follows strong demand for the iPhone 17 lineup. If realized, this would end Samsung’s 14-year lead.
27 November 2025
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Anthropic Valuation Today: Why the Claude Maker Is Now Worth an Estimated $350 Billion (25 November 2025)

Anthropic Valuation Today: Why the Claude Maker Is Now Worth an Estimated $350 Billion (25 November 2025)

Anthropic’s implied valuation reached about $350 billion on November 25, 2025, after a new partnership with Microsoft and Nvidia. The company’s last disclosed equity round in September 2025 valued it at $183 billion. Yahoo Finance and other trackers still list an estimated $241 billion based on earlier data. Google is reportedly in talks for further investment that could push the valuation higher.
25 November 2025
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authID (AUID) Soars After Joining NVIDIA Connect: How Today’s AI Security Deal Could Reshape Its Future

authID (AUID) Soars After Joining NVIDIA Connect: How Today’s AI Security Deal Could Reshape Its Future

authID Inc. shares jumped after the company announced acceptance into the NVIDIA Connect Program, giving it access to NVIDIA’s AI and GPU technologies. The move comes two days after authID launched its Mandate Framework, a governance model for AI agents that ties each agent to a verified human using biometric credentials. Reuters noted the partnership centers on AI agent security, not a direct commercial deal.
20 November 2025
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Adobe (ADBE) Stock: 7 Things to Know Before the Market Opens on November 17, 2025

Adobe News Today (November 20, 2025): $1.9 Billion Semrush Deal, HUMAIN AI Partnership, and Market Reaction

Adobe announced a $1.9 billion all-cash deal to acquire Semrush, offering $12 per share—about 78% above Semrush’s last closing price. The company also signed a global AI partnership with Saudi-backed HUMAIN to develop Arabic-first generative models. Investors are reassessing Adobe’s outlook as the company shifts its AI and marketing strategy.
20 November 2025
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Ford Stock Today (November 19, 2025): 230,000-Vehicle Bronco Recall, Amazon Autos Deal and New World HQ Shape the Next Chapter

Ford Stock Today (November 19, 2025): 230,000-Vehicle Bronco Recall, Amazon Autos Deal and New World HQ Shape the Next Chapter

Ford is recalling 229,609 Bronco and Bronco Sport SUVs in the U.S. due to a software defect that may prevent warning lights and speed information from appearing, according to regulators. Shares traded at $13.14, up 0.9% Wednesday, with a 4.6% dividend yield and about 59% institutional ownership. Ford is also recalling over 20,000 hybrid vehicles for battery cell issues.
19 November 2025
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Metsera (NASDAQ: MTSR): Pfizer Clinches $10B Deal as Novo Nordisk Bows Out — What to Know Today (Nov. 8, 2025)

Pfizer Clinches $10B Takeover of Metsera as Novo Nordisk Bows Out — Full Terms, Timeline, and What It Means (Nov. 8, 2025)

Metsera agreed to Pfizer’s revised takeover offer worth up to $10 billion after Novo Nordisk withdrew from bidding. The deal values Metsera at $86.25 per share, including $65.60 in cash and up to $20.65 via a contingent value right. Metsera shareholders will vote on the merger November 13. Both companies expect a swift closing if approved.
8 November 2025
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Sun Country Airlines Today (Nov. 7, 2025): 737‑900ER Routes Out of MSP, FAA Flight Cuts Disrupt Schedules, and Fresh Analyst Upgrades Lift SNCY Outlook

Sun Country Airlines Today (Nov. 7, 2025): 737‑900ER Routes Out of MSP, FAA Flight Cuts Disrupt Schedules, and Fresh Analyst Upgrades Lift SNCY Outlook

The FAA’s order to reduce flights at 40 major U.S. airports begins today, forcing Sun Country to adjust schedules at Minneapolis–St. Paul and notify affected customers. Sun Country’s first Boeing 737‑900ER is now flying high-demand MSP routes through early January 2026. TD Cowen raised its price target for Sun Country to $21. U.S. DOT rules require cash refunds for canceled or significantly changed flights.
7 November 2025
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Rivian’s Wild 2025 Ride: Stock Price Update, Q3 Surprises, EV Rivalry & Future Forecasts

Rivian’s Wild 2025 Ride: Stock Price Update, Q3 Surprises, EV Rivalry & Future Forecasts

Rivian shares traded around $12.50 midday Nov. 5, down 5% after earnings but up 20% year-over-year. Q3 revenue jumped 78% to $1.56 billion, with positive gross profit for the first time and record deliveries. The company trimmed full-year delivery guidance and laid off 600 staff in October. Amazon and Volkswagen remain key partners, with 30,000 vans delivered to Amazon and a $5.8 billion VW joint venture boosting software revenue.
5 November 2025
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Battle of the EV Charging Standards: Tesla’s NACS vs. CCS2 vs. CHAdeMO – Who Will Rule the Roads in 2025?

Tesla Could “Cease to Exist” in 10 Years, Ex-Stellantis CEO Warns Amid Chinese EV Surge

Former Stellantis CEO Carlos Tavares warned Tesla may not exist in 10 years, suggesting Elon Musk could leave to focus on other ventures. Tesla’s stock dropped about 4% this week after a fourth straight profit miss, while Chinese rival BYD has overtaken Tesla in global EV sales. Tesla’s market share in China has fallen sharply amid local competition. Musk dismissed Tavares’s comments, calling them baseless.
26 October 2025
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Oklo Stock Soars 500% on $2B Nuclear Fuel Deal – Breakthrough or Bubble?

Oklo Stock Soars 500% on $2B Nuclear Fuel Deal – Breakthrough or Bubble?

Oklo Inc. shares surged over 600% in 2025 after announcing a $2 billion fuel partnership with Europe’s newcleo and Sweden’s Blykalla for U.S. nuclear fuel plants. The company raised $306 million via a SPAC merger in May 2024. Oklo signed 20-year power deals with Diamondback Energy and Wyoming Hyperscale. Analysts’ price targets lag current trading, citing early-stage risks.
22 October 2025
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