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Investment Analysis News 10 November 2025 - 12 November 2025

Cisco’s $2B AI Windfall: New Tech, Stock Surge & What’s Next for CSCO

Cisco (CSCO) Stock Today, Nov 12, 2025: Shares Edge Higher Ahead of Q1 FY26 Earnings—AI Orders, Guidance and What to Watch

Meta description: Cisco stock is firmer today as Wall Street gears up for Q1 FY26 results after the bell. Here’s the live move, consensus, AI order momentum, key risks, and what to listen for on the call. TL;DR Cisco stock today: price and move As of 18:44 UTC on Wednesday, November 12, 2025, Cisco (NASDAQ: CSCO) trades at $73.61, up about 2.7% on the day. The session range so far: $71.50–$73.90, after an $72.00 open. Turnover has already topped 20M shares. For added context, CSCO’s year‑to‑date return sits in the mid‑20s% range heading into today’s print, reflecting growing optimism around
12 November 2025
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Palantir (PLTR) Today: Stock Slips as Valuation Debate Heats Up—Fresh Analyst Notes, $455B Market-Cap Talk, and What’s Next (12.11.2025)

Palantir (PLTR) Today: Stock Slips as Valuation Debate Heats Up—Fresh Analyst Notes, $455B Market-Cap Talk, and What’s Next (12.11.2025)

Palantir Technologies Inc. (NASDAQ: PLTR) traded lower this morning after a blistering multi‑month rally. New opinion pieces and analyst chatter out today are zeroing in on the same tension investors have wrestled with all year: explosive AI-driven growth vs. a sky‑high valuation. What’s new today (and why the stock is down) Stock check: Shares were recently trading lower intraday (see live chart above). Market‑cap services place Palantir’s value roughly in the $440B–$455B range depending on price ticks and share‑count methodology. Yahoo Finance+2MarketWatch+2 The backdrop: jaw‑dropping Q3, equally intense scrutiny Palantir’s latest quarter (reported last week) was objectively strong: Management also
12 November 2025
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CrowdStrike (CRWD) news today — Nov 12, 2025: F5 alliance embeds Falcon in BIG‑IP, RBC lifts price target to $621, and CEO Kurtz linked to Mercedes F1 stake

CrowdStrike (CRWD) news today — Nov 12, 2025: F5 alliance embeds Falcon in BIG‑IP, RBC lifts price target to $621, and CEO Kurtz linked to Mercedes F1 stake

CrowdStrike headlines today center on a new strategic tie‑up with F5 to embed Falcon security directly into BIG‑IP appliances, a fresh Wall Street price‑target hike from RBC to $621, and reporting that CEO George Kurtz is in talks to acquire a minority slice of Mercedes‑AMG Petronas F1. Mid‑session, CRWD shares were modestly lower even as analysts cited platform momentum ahead of next month’s earnings. What’s new today (Nov 12) Why the F5 deal matters for customers and investors Wall Street view: Target to $621 RBC’s new $621 price target underscores continued confidence in CrowdStrike’s platform consolidation story and AI‑assisted detection.
12 November 2025
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Fiserv (FISV, formerly FI) Today: Susquehanna Cuts Price Target to $99; KBW Payments Conference at 12:25 p.m. ET — November 12, 2025

Fiserv (FISV, formerly FI) Today: Susquehanna Cuts Price Target to $99; KBW Payments Conference at 12:25 p.m. ET — November 12, 2025

What happened today Susquehanna trims target to $99, still Positive Susquehanna’s James Friedman reduced his Fiserv target to $99 (from $220), citing adjustments for transitory growth drivers (Argentina inflation effects, Clover-related fee dynamics, license revenue, etc.). Despite the reset, the firm reiterates a Positive stance based on the durability of Clover and the breadth of Fiserv’s installed base. Investing.com+1 KBW Fintech Payments Conference (12:25 p.m. ET) Fiserv confirmed that Mike Lyons (CEO) and Paul Todd (CFO) will participate in a fireside chat at 12:25 p.m. ET today. The company is streaming the session live and archiving a replay on its
12 November 2025
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Merck (MRK) Jumps as Oral PCSK9 Data Power Momentum; New Keytruda Diagnostic Cleared — What’s Moving the Stock Today (Nov. 12, 2025)

Merck (MRK) Jumps as Oral PCSK9 Data Power Momentum; New Keytruda Diagnostic Cleared — What’s Moving the Stock Today (Nov. 12, 2025)

Merck & Co., Inc. (NYSE: MRK) extended this week’s rally on Wednesday as investors digested fresh late‑stage results for its investigational oral PCSK9 inhibitor and an FDA clearance that supports broader precision use of Keytruda-based therapy. Below is what changed today and how it fits into Merck’s 2025 storyline. Today’s highlights at a glance Market move: why MRK is in focus today Merck shares traded higher on Wednesday after back‑to‑back catalysts in cardiometabolic and oncology. The stock’s strength follows AHA 2025 presentations showing that enlicitide—a once‑daily oral PCSK9 inhibitor—cut LDL‑C by 55.8% at 24 weeks vs. placebo in broad hypercholesterolemia
12 November 2025
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Nebius (NBIS) Stock Rockets on $17B Microsoft AI Deal – Explosive Growth & Outlook Revealed

Nebius (NBIS) Stock Today — November 12, 2025: Q3 Earnings, $3B Meta Deal, and a New ATM Program

Published: November 12, 2025 Nebius stock today: quick view Nebius Group N.V. (NASDAQ: NBIS) was under pressure in early trading as investors parsed fresh Q3 results and a new multi‑year contract. As of this morning, NBIS last closed at $109.95 with a recent session range of $99.83 – $114.56 and a market capitalization around $25.7B. Figures are based on delayed market data. google.com What moved NBIS on 12/11/2025 1) Q3 2025 results: blistering growth, wider GAAP loss Nebius reported revenue of $146.1 million, up 355% year over year for Q3. On a GAAP basis, the company posted a net loss
12 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
11 November 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia (NVDA) Stock Today: SoftBank Exits $5.8B Stake, CoreWeave Cuts Outlook; NVDA Slips Ahead of Nov. 19 Earnings — November 11, 2025

Updated: November 11, 2025 — U.S. market close Key Takeaways NVDA Price Action Today (11/11/2025) Nvidia closed at $194.38, down $4.67 (-2.35%) from Monday’s close of $199.05. Intraday range: $191.30–$195.42 on ~125.25M shares traded. Prior close: $199.05; 52‑week range: $86.62–$212.19. Figures are based on official end‑of‑day data. Yahoo Finance+1 What Moved Nvidia Stock Today 1) SoftBank Sells Entire Nvidia Stake Japan’s SoftBank Group said it sold all 32.1 million Nvidia shares in October (~$5.8B) to fund Masayoshi Son’s AI ambitions, including the “Stargate” data‑center initiative and expanded commitments to OpenAI. The news weighed on NVDA and chip peers as traders
11 November 2025
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LivePerson (LPSN) Soars After Citron Shout‑Out: Q3 Beat, Guidance Lift, and AI ‘Conversation Simulator’ Fuel Rally — 11/11/2025

LivePerson (LPSN) Soars After Citron Shout‑Out: Q3 Beat, Guidance Lift, and AI ‘Conversation Simulator’ Fuel Rally — 11/11/2025

LivePerson, Inc. (NASDAQ: LPSN) jumped sharply on Tuesday after a bullish note from Citron Research added fuel to momentum from the company’s third‑quarter results released late Monday. As of mid‑afternoon, shares traded near $6.25 and touched an intraday high of $7.50 (roughly +43% versus Monday’s close), reflecting investor enthusiasm around an earnings beat and the company’s new Conversation Simulator AI product. Investing.com What’s moving the stock today (Nov. 11) Key numbers & guidance Why “raised”: In August, LivePerson’s full‑year 2025 outlook called for revenue of $230M–$240M and adjusted EBITDA of –$3M to $7M. Monday’s update increases the low end of
11 November 2025
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Plug Power (PLUG) Today: Q3 Results Set the Stage for a $275M Liquidity Pivot, Data‑Center Push, and Fresh Analyst Calls [Nov 11, 2025]

Plug Power (PLUG) Today: Q3 Results Set the Stage for a $275M Liquidity Pivot, Data‑Center Push, and Fresh Analyst Calls [Nov 11, 2025]

A day after reporting Q3 2025, Plug Power outlined moves to unlock over $275 million and shift resources toward data‑center backup power—a strategy drawing mixed but active Wall Street reaction today. Here’s everything investors need to know on Tuesday, November 11, 2025. Plug Power+1 What happened Quarterly results (reported Nov 10): Strategic update (driving today’s narrative):Plug signed a non‑binding LOI to monetize electricity rights in New York (and one other site) and explore supplying fuel‑cell backup power to a major U.S. data‑center developer. The company now expects to generate >$275M via asset monetization, release of restricted cash and lower maintenance,
11 November 2025
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Viasat (VSAT) Soars to a 52‑Week High on Analyst Upgrade; Earnings Beat and ViaSat‑3 F2 Launch Delay in Focus — Nov 10, 2025

Viasat (VSAT) Soars to a 52‑Week High on Analyst Upgrade; Earnings Beat and ViaSat‑3 F2 Launch Delay in Focus — Nov 10, 2025

Viasat, Inc. (NASDAQ: VSAT) rallied to a new 52‑week high on Monday after a fresh Outperform upgrade and $52 price target from Raymond James. The move extends gains from Friday’s Q2 FY2026 results, which showed an adjusted EPS beat and narrowing losses. Meanwhile, the ViaSat‑3 F2 satellite launch remains scrubbed pending a new date after back‑to‑back attempts last week. ulalaunch.com+4Investing.com+4Finviz+4 Today’s key developments (Nov 10, 2025) Earnings recap: Q2 FY2026 (reported Nov 7) Why it matters: The EPS beat—despite a slight revenue miss—supports the earnings‑power narrative as the company works through integration and capacity additions from the Inmarsat portfolio and
10 November 2025
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SCHD Today (Nov. 10, 2025): Price, Yield & Flows—How Schwab’s Dividend ETF Stacks Up vs. JEPI, DIVO & DIV for Retirement Income

SCHD Today (Nov. 10, 2025): Price, Yield & Flows—How Schwab’s Dividend ETF Stacks Up vs. JEPI, DIVO & DIV for Retirement Income

Price check (SCHD) As of Nov. 10, 2025, SCHD last traded around $26.55 intraday. (Time stamp: 15:22 UTC.) What’s new today: SCHD holds steady while flows soften In today’s SCHD Daily Update (11/10/2025), TipRanks reported a small pre‑market uptick for the Schwab U.S. Dividend Equity ETF (NYSEARCA: SCHD), modest weekly and YTD gains, and a negative five‑day flow trend (≈ –$122M). TipRanks’ holdings‑weighted analyst view keeps SCHD at Moderate Buy with an average price target that implies double‑digit upside versus recent trading. TipRanks Separately, Yahoo Finance framed the current setup as potentially attractive for long‑term dividend investors considering SCHD—emphasizing its
10 November 2025
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