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Industry Analysis 20 November 2025 - 29 May 2026

Snap Slides, With Key Challenge Ahead for Comeback

Snap Slides, With Key Challenge Ahead for Comeback

Snap Inc. traded down almost 2% late Friday while broader U.S. stocks moved up. Investors kept up the pressure on the Snapchat parent as it struggles to steady ad growth. Shares were last at $5.80, off 11 cents. The stock touched $5.73 at its low and $5.94 at the high Friday. Timing is key here. Snap wants to move past cost cuts and build a growth case. But the market still views Snap as a company with young users, a big ad business, and less room for mistakes compared to larger peers.
29 May 2026
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Applied Digital Hits 1 GW in AI Contracts, Faces Next Test

Applied Digital Hits 1 GW in AI Contracts, Faces Next Test

Applied Digital shares were near $45 on Wednesday after the company signed a 15-year lease for its Polaris Forge 3 AI data center campus. The deal takes Applied past 1 gigawatt of contracted capacity and ramps up its focus on AI infrastructure with heavy power needs. The stock last traded at $45.25, up 0.24%. Intraday volume approached 10 million shares. Applied Digital Corporation last week said it signed a lease with an unnamed U.S. investment-grade hyperscaler for 300 megawatts of IT load at its fourth AI campus in a northern state. The deal totals around $7.5 billion for the base term, with renewals pushing the value to as much as $18.2 billion.
27 May 2026
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Powell Industries’ $400 Million Data Center Order Puts Its AI Power Boom to the Test

Powell Industries’ $400 Million Data Center Order Puts Its AI Power Boom to the Test

Powell Industries Inc. reported Monday that new orders for its fiscal second quarter surged 97% to $490 million, while backlog climbed to $1.8 billion. That gives the Houston-based electrical-equipment maker a clearer revenue pipeline, even as quarterly profit declined. After the quarter wrapped, Powell landed a data center order topping $400 million. This update lands at a critical intersection of the industrial sector, where Powell operates: gear for distributing, controlling, and safeguarding electrical power. Demand is heavy—data centers, utilities, energy projects, all putting pressure on grid infrastructure. Investors are tracking if these smaller players can actually turn that surge into top-line growth, and do it without compressing margins.
5 May 2026
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Micron Technology rises as analysts look past Nvidia Vera Rubin HBM4 setback

Micron Technology rises as analysts look past Nvidia Vera Rubin HBM4 setback

Micron Technology shares gained roughly 2.3% Monday, with Citi and Susquehanna lifting their price targets ahead of the chipmaker’s results set for March 18. Korean media over the weekend reported Nvidia's Vera Rubin AI system will use HBM4 chips from Samsung Electronics and SK Hynix, skipping Micron. The stock was changing hands at $378.78 during the afternoon session. The debate takes on fresh significance with Micron’s fiscal Q2 earnings coming up March 18. Investors are sizing up just how much of the next AI memory cycle Micron can grab. HBM—high-bandwidth memory—refers to stacked DRAM paired with AI accelerators, and right now, Micron stands as one of only three big suppliers worldwide.
9 March 2026
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MinRes lifts the hood on Onslow Iron: the numbers behind Mineral Resources’ Ken’s Bore push

MinRes lifts the hood on Onslow Iron: the numbers behind Mineral Resources’ Ken’s Bore push

Mineral Resources Limited said late Thursday that three crushers are now running at its Ken’s Bore site on the Onslow Iron project, giving the operation a total installed capacity of 40.9 million tonnes per year. The miner, which is relying more heavily on iron ore for cash flow, outlined the details in a post on its website. Onslow Iron is now the key thread in MinRes’ earnings narrative, with unstable lithium markets forcing investors to scrutinize execution, cost controls and shipping. Last month, MinRes disclosed net debt of A$4.9 billion, while liquidity climbed to A$1.4 billion, following what the company described as its strongest first-half on record.
6 March 2026
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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

Sridhar Vembu, co-founder of Zoho Corporation, brought back his “East India Company” comparison for Big Tech this day, posting on X to say the industry is “bigger than most sovereign nations.” The comment comes as the largest tech players are ramping up borrowing to bankroll a wave of artificial intelligence infrastructure—data centres, chips, networks—moving at a pace that outstrips most government capital efforts.
15 February 2026
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Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Broadcom shares dropped around 6%, while TSMC slid about 2% in U.S. trading Tuesday, despite growing investor interest in custom AI chips competing with Nvidia’s leading graphics processors. A recent analysis from The Motley Fool highlighted how major cloud players—known as “hyperscalers,” the biggest data center operators—are driving up capital spending and expanding their focus past just compute. They’re investing heavily in the networking infrastructure that powers AI clusters. The report pointed out that Broadcom stands to benefit, given its roles in both networking and custom silicon as these budgets grow.
3 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 has kicked off the “Mills Review,” with executive director Sheldon Mills at the helm, to examine how advanced AI might transform retail financial services and impact consumers. The FCA set a deadline for responses on Feb. 24 and plans to present recommendations to its board by summer 2026. This initiative builds on earlier efforts like AI Live Testing and the Nvidia-supported “Supercharged Sandbox.” The FCA is racing to stay ahead as a new batch of tools shifts from pilot phase to active use. Firms are testing generative AI — software capable of creating text, images, or code — along with “agentic” systems that operate more independently, sparking concerns around competition and how consumers are affected.
28 January 2026
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U.S. factory slump won’t quit: ISM hits 14-month low as tariffs keep costs high

U.S. factory slump won’t quit: ISM hits 14-month low as tariffs keep costs high

U.S. manufacturing activity sank to a 14-month low in December, with a closely watched ISM survey showing a 10th straight month of contraction as tariff-driven costs stayed high. The Institute for Supply Management’s Purchasing Managers’ Index — a diffusion index where readings below 50 signal contraction — slipped to 47.9 from 48.2 in November, ISM said. Manufacturing is a smaller slice of the economy than services, but it is highly sensitive to trade rules and shifts in demand.
5 January 2026
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

Electric‑vehicle stocks on the U.S. market are trading through a tug‑of‑war today between two powerful narratives: a looming “EV winter” and a long‑term story built on autonomy, AI and global adoption. On December 11, 2025, the spotlight is on Tesla, Rivian, Lucid Group and NIO as Wall Street digests fresh downgrades, new long‑term forecasts and a flurry of autonomy‑focused announcements.
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

The financial planning and analysis software market just hit a major checkpoint. Gartner has published its 2025 Magic Quadrant for Financial Planning Software, and within hours a wave of vendors — including Workday, OneStream and Board — announced fresh leadership positions, all leaning heavily into AI, agents and unified enterprise planning. PR Newswire+2PR Newswire+2 For CFOs and FP&A leaders, these announcements on and around December 4–5, 2025, are more than marketing. They provide a snapshot of who Gartner sees as shaping the next era of planning, forecasting and performance management across 14 evaluated vendors. Anaplan Inc
5 December 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

Denver-based biometric identity specialist authID Inc. is back on traders’ radar today after announcing it has joined the NVIDIA Connect Program, a move that sent the small-cap stock sharply higher and spotlighted its ambitious push into AI agent security and governance. GlobeNewswire+1 This morning, authID revealed that it has been accepted into NVIDIA Connect, a global ecosystem that gives AI-focused companies access to NVIDIA’s GPU technologies, AI and machine learning frameworks, training, and collaboration opportunities. GlobeNewswire+1
20 November 2025
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Stock Market Today

  • Rocket Lab jumps 15.9% after $8B Iridium buy, cash flow outlook turns positive
    June 30, 2026, 6:37 AM EDT. Rocket Lab Corp (RKLB) traded up 15.9% premarket to $98.01, tacking on around $8.1 billion in equity after news it will buy Iridium Communications (IRDM) for $8 billion. The deal is part cash, part Rocket Lab stock, bringing in a satellite business with 2.55 million subscribers and a forecast 57% OEBITDA margin in 2025, which shifts Rocket Lab's expected cash flow positive. The acquisition, set to close by mid-2027 if it gets the needed approvals, comes with a $3.6 billion bridge loan from Deutsche Bank and Wells Fargo. Rocket Lab's market cap hit $59.3 billion, up ahead of its Nasdaq-100 entry set for June 22.
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