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Industry Analysis News 16 October 2025 - 3 February 2026

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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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

WASHINGTON, Jan 5, 2026, 14:30 EST 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. ( Yahoo Finance) The Institute for Supply Management’s Purchasing Managers’ Index (PMI) — 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. ( MarketWatch) The report lands as businesses and investors assess how President
5 January 2026
Oil prices today: Brent, WTI slip as Venezuela upheaval collides with ample supply

Oil prices today: Brent, WTI slip as Venezuela upheaval collides with ample supply

NEW YORK, Jan 5, 2026, 02:53 ET — Market closed Oil prices eased in early trading on Monday, with the market looking past Venezuela’s political upheaval and back to the weight of global supply. Brent crude futures were down 0.4% at $60.54 a barrel by 0452 GMT, while U.S. West Texas Intermediate (WTI) crude fell 0.5% to $57.04.  Reuters The pullback lands as crude starts 2026 on the defensive after last year’s steep decline, leaving traders quick to fade geopolitical risk unless barrels are immediately at risk. OPEC+ — the Organization of the Petroleum Exporting Countries plus allies including Russia
5 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

Electric‑vehicle (EV) 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 (TSLA), Rivian (RIVN), Lucid Group (LCID) and NIO (NIO) as Wall Street digests fresh downgrades, new long‑term forecasts and a flurry of autonomy‑focused announcements. EV stocks today: quick snapshot (U.S. market, Dec. 11, 2025) (Intraday prices are approximate, based on latest U.S. market data this afternoon.) Behind the tape, the macro story is shifting: global EV adoption continues to grow at a fast clip, yet U.S. EV
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 (FP&A) 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 What the 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 is closing out 2025 with one of its most turbulent weeks yet. On December 4, 2025, the company is simultaneously: Here’s a detailed look at what’s happening around OpenAI today and what it signals about the future of the company and the broader AI race. Key takeaways 1. Inside OpenAI’s “code red” for ChatGPT Earlier this week, CEO Sam Altman told employees he was declaring a “code red” to improve ChatGPT, according to a memo first reported by The Information and reflected in subsequent Reuters and India Today coverage. Reuters+1 In practical terms, that means: The urgency is partly
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

Date: December 1, 2025 – This article is informational only and not investment advice. Oklo stock today: where things stand on 1 December 2025 Oklo Inc. (NYSE: OKLO), the advanced nuclear startup pitched as an “AI energy” play, remains one of 2025’s wildest stories on the US stock market. As of early afternoon on December 1, 2025, Oklo stock is trading around $89–90 per share, giving the company a market capitalization of roughly $14 billion.StockAnalysis Key snapshot metrics: The volatility has been extreme. Oklo is: An Invezz analysis estimates that more than $12–13 billion in market value evaporated during the
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

Date: November 28, 2025Location: Chicago / London / Singapore Key points A Black Friday nobody expected Black Friday, typically a quieter session for global derivatives, turned into one of the most disruptive trading days in years after CME Group suffered a major technical outage tied to a third‑party data center cooling failure. Late on Thursday evening U.S. time, CME reported that its Globex futures and options markets and its EBS foreign‑exchange platform had been halted due to “a cooling issue at CyrusOne data centers,” according to repeated system alerts and a matching post on X (formerly Twitter).CME Group+2X (formerly Twitter)+2
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

Published: November 27, 2025 Apple is on track to end Samsung’s 14‑year run as the world’s largest smartphone maker in 2025, powered by a surge in demand for the new iPhone 17 lineup and a long‑delayed global upgrade cycle. Fresh forecasts from Counterpoint Research, widely reported across global media, project that Apple will ship around 243 million iPhones this year, compared with 235 million smartphones from Samsung. That would give Apple about 19.4% of worldwide smartphone shipments, just ahead of Samsung’s projected 18.7% share. Counterpoint Research+2The Verge+2 If the projection holds, 2025 will be the first time in 14 years
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)

Published: November 25, 2025 Key Takeaways Anthropic’s Valuation on 25 November 2025: The Short Answer Based on today’s coverage and the latest disclosed deals, the best current public estimate of Anthropic’s valuation is: 👉 ~$350 billion implied valuation as of 25 November 2025 This figure comes from the combined $15 billion investment package from Microsoft and Nvidia and related reporting that pegs the company’s value at around $350 billion, more than double its September Series F valuation of $183 billion. The Motley Fool+4Yahoo Finance+4mint+4 However, it’s important to understand that: Taken together, these data points support the conclusion that public markets and strategic investors now treat Anthropic as
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

Denver-based biometric identity specialist authID Inc. (NASDAQ: AUID) 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 NVIDIA Connect: A Strategic Door Into the AI Big Leagues 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 In its GlobeNewswire release, authID framed the step as a “key milestone”
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

Updated: November 20, 2025 Over the last 48 hours, Adobe has effectively redrawn its AI and marketing roadmap. From a $1.9 billion agreement to acquire SEO giant Semrush to a global AI partnership with Saudi-backed HUMAIN to build Arabic‑first generative models, the company has packed a month’s worth of strategy into two days. At the same time, investors and analysts are scrambling to price in what these moves mean for Adobe’s growth and profitability. Investing.com+3Adobe Newsroom+3Stock Titan+3 This roundup breaks down all major Adobe developments from November 19–20, 2025, and what they mean for marketers, creators, and shareholders. 1. Adobe
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 Motor Company (NYSE: F) sits at the center of several major storylines today: a large U.S. safety recall, a high-profile used‑car partnership with Amazon, the unveiling of a new world headquarters in Dearborn, ongoing questions around the future of the F‑150 Lightning — and a stock that’s quietly become one of Wall Street’s favorite dividend plays. By mid‑afternoon Wednesday, Ford shares were trading around $13.14, up roughly 0.9% on the day, giving the automaker a market value of just over $52 billion.MarketBeat Key valuation markers remain firmly in “value stock” territory: Analyst data compiled by MarketBeat shows a consensus
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 (NASDAQ: MTSR) and Pfizer struck an amended deal worth up to $10B after Novo Nordisk exited the bidding. Here are the final terms, key dates, and what investors should watch next. Updated: November 8, 2025 Top takeaways What changed on Nov. 7–8 Friday, Nov. 7: Metsera announced an amended merger agreement with Pfizer at $86.25 per share (comprised of $65.60 per share in cash and a contingent value right of up to $20.65). The board unanimously reaffirmed its support for Pfizer’s deal, citing both superior certainty of closing and “unacceptably high legal and regulatory risk” tied to Novo’s competing
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

What’s new for travelers on Friday, Nov. 7, 2025 The FAA’s temporary plan to reduce air traffic by up to 10% at 40 high‑volume airports starts today. At Minneapolis–St. Paul International (MSP), Sun Country confirmed it is adjusting flight schedules and will notify customers whose flights are impacted. Local reports show early‑morning cancellations as the cutbacks roll in. If you’re flying, monitor your booking and the airline app closely. CBS News+1 Refund basics: If Sun Country cancels your flight (or makes a significant schedule change) and you choose not to travel, the U.S. DOT requires the airline to issue a
7 November 2025
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

RIVN Stock Price & Recent Performance 🚥 Rivian’s stock price as of November 5, 2025 sits around $12.50 per share. This is roughly 5% lower than the prior day’s close, due to a post-earnings pullback, but notably the stock was trading up about 6% in pre-market activity on Nov 5 – indicating some recovery. In the last few weeks, RIVN has seesawed: it rallied into the earnings report (topping $13), then sold off on the news, and is now attempting a rebound. Over the past week, shares are down ~6–7%, and over the past month roughly flat (-2.3% vs +2.1%
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

Tavares’ Shocking Tesla Prediction Carlos Tavares, who led auto giant Stellantis until late 2024, has delivered a grim warning about Tesla’s future. In an interview with French newspaper Les Echos (cited by Fortune), Tavares predicted that Tesla could “abandon the auto business” and possibly cease to exist within the next 10 yearslivemint.comlivemint.com. He suggested Tesla’s famed CEO, Elon Musk, might eventually walk away from car manufacturing to refocus on his other ventures – from humanoid robots to SpaceX and artificial intelligencelivemint.com. “We can’t rule out that at some point, he’ll decide to leave the automotive industry to refocus on humanoid
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. (NYSE: OKLO) is a California-based advanced nuclear startup whose stock has surged about 500–650% in 2025 finviz.com ts2.tech. It went public via a SPAC with Sam Altman’s AltC Acquisition in May 2024, raising ~$306 million oklo.com reuters.com. In mid-October 2025 Oklo announced a major fuel partnership: Europe’s newcleo will invest up to $2 billion (with Sweden’s Blykalla as a potential co-investor) to build advanced nuclear fuel factories in the U.S. oklo.com investorsobserver.com. The company has also inked 20-year power purchase agreements to supply clean power to oil producer Diamondback Energy (50 MW) and data-center firm Wyoming Hyperscale (100 MW) datacenterfrontier.com oklo.com.
22 October 2025
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NIO Stock Rollercoaster: Record EV Sales, Lawsuit Shock, and What’s Next for the Tesla Rival

NIO Stock Rollercoaster: Record EV Sales, Lawsuit Shock, and What’s Next for the Tesla Rival

Stock Price: Volatile Climb in 2025 NIO’s stock has experienced a wild ride this year. After starting 2025 near multi-year lows (around $4–5), the Chinese EV maker’s New York-listed shares surged over 40% in July 2025 alone ts2.tech. The rally was fueled by optimism around NIO’s new affordable models and aggressive cost-cutting efforts. By September, NIO traded in the mid-$7 range – near the top of its 52-week range of ~$3.02 to $7.64 ts2.tech. Year-to-date, the stock was up about 50% as of mid-October Com, reflecting renewed investor confidence after a brutal 2022–2023 for Chinese EV stocks. However, volatility remains
16 October 2025
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Stock Market Today

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

7 February 2026
CleanSpark shares jumped 22% to $10.08 Friday after quarterly results and an AI infrastructure update, following bitcoin’s rebound above $70,000. The company reported a quarterly net loss tied to bitcoin price swings and outlined plans to expand power capacity in Houston. Peers Marathon Digital and Riot Platforms also surged. Upcoming U.S. jobs and inflation data next week could add further volatility.
Nu stock jumps to $17.40 as traders eye Nubank’s next catalyst

Nu stock jumps to $17.40 as traders eye Nubank’s next catalyst

7 February 2026
Nu Holdings shares climbed 3.5% to $17.40 Friday, reversing Thursday’s loss, as the Dow closed above 50,000 for the first time. Nu recently received conditional approval from U.S. regulators to form a national bank, but still needs further sign-offs before launching. The company manages $38.8 billion in deposits and reports earnings Feb. 25.
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