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NASDAQ:NVDA 25 November 2025 - 29 November 2025

Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft reported record quarterly revenue of $77.7 billion, up 18% year-on-year, driven by cloud and AI growth. The company renegotiated its OpenAI partnership, announced a multibillion-dollar deal with Anthropic, and began building an AI “superfactory.” Gaming revenue rose 9% as Xbox services expanded, while regulators closed some antitrust cases and opened new cloud probes.
Nvidia Stock Stumbles as Google’s AI Chips Gain Ground — But Record Earnings Show Its Power

Nvidia Stock Stumbles as Google’s AI Chips Gain Ground — But Record Earnings Show Its Power

Nvidia reported record Q3 revenue of $57 billion and data-center sales of $51.2 billion, but its share price dropped about 10–12% in November, erasing nearly $200 billion in value. Investors cite rising competition from Google, tighter China export controls, a global memory shortage, and concerns over an “AI bubble.” CEO Jensen Huang said demand for Blackwell-generation chips is “off the charts.”
Nasdaq Today: Tech-Heavy Index Rises on Black Friday After CME Outage

Nasdaq Today: Tech-Heavy Index Rises on Black Friday After CME Outage

The Nasdaq Composite rose about 0.3–0.4% in a shortened Black Friday session, trading near 23,291.6 despite an overnight CME Group futures outage tied to a data-center cooling issue. Meta and Micron gained, while Nvidia and Oracle slipped. Bitcoin climbed above $92,000, boosting Coinbase. The Nasdaq remains down roughly 2% for November but is up about 4% for the week.
Nvidia Stock Today (NVDA) – November 28, 2025: Price, AI Memo Fallout and Wall Street’s 50% Upside Bet

Nvidia Stock Today (NVDA) – November 28, 2025: Price, AI Memo Fallout and Wall Street’s 50% Upside Bet

Nvidia traded around $181 in premarket Friday after closing at $180.26 on Wednesday. Shares are down about 10% in November but remain up roughly one-third for 2025. Wall Street analysts, including Bernstein and Mizuho, reiterated bullish price targets, even as Nvidia issued a rare memo defending its accounting practices.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 28.11.2025

NVIDIA shares fell 14.5% in November, despite a 28% year-to-date gain. A discounted cash flow model values the stock at $165.42 per share, about 7% below its current price. CrowdStrike surged 47.2% over the past year but trades 12.6% above its DCF-based fair value. SMX stock doubled intraday on November 29, with volume nearly nine times average, as speculative trading spiked.
Thanksgiving 2025 Stock Market Hours: Holiday Rally Meets AI Bubble Jitters

Thanksgiving 2025 Stock Market Hours: Holiday Rally Meets AI Bubble Jitters

U.S. stock and bond markets are closed Thursday for Thanksgiving and reopen Friday for a shortened session. The Dow, S&P 500, and Nasdaq posted four straight days of gains through Wednesday, marking one of their strongest Thanksgiving weeks in over a decade. Tech giants, led by Nvidia, drove the rally amid warnings of an AI bubble and uncertainty over Federal Reserve policy.
NVIDIA (NVDA) Stock: What to Know Before the Market Opens on November 28, 2025

NVIDIA (NVDA) Stock: What to Know Before the Market Opens on November 28, 2025

U.S. markets are closed for Thanksgiving; NVIDIA last closed at $180.26, about 15% below its 52-week high. The company remains the world’s most valuable public firm with a $4.5 trillion market cap. Q3 revenue hit $57 billion, up 62% year-over-year, with Data Center sales at $51.2 billion. Wall Street analysts maintain a consensus price target of $254, about 40% above the last close.
27 November 2025
AI Boom Shakes Up Billionaire Rich List: Larry Page Becomes World’s No.2, Sergey Brin Closes In on Larry Ellison

AI Boom Shakes Up Billionaire Rich List: Larry Page Becomes World’s No.2, Sergey Brin Closes In on Larry Ellison

A surge in Alphabet shares has made Google co-founder Larry Page the world’s second-richest person, with Sergey Brin rising to third, according to Forbes data on November 27, 2025. Oracle’s Larry Ellison fell to fourth after a sharp drop in Oracle stock erased tens of billions from his net worth. Alphabet’s rally follows strong AI developments and a major legal win.
Google vs Nvidia: AI Chip War Splinters the Market as Meta Eyes Google TPUs and Nvidia Claims It’s “A Generation Ahead”

Google vs Nvidia: AI Chip War Splinters the Market as Meta Eyes Google TPUs and Nvidia Claims It’s “A Generation Ahead”

Meta is negotiating a multi-billion-dollar deal to use Google’s custom AI chips in its data centers from 2027, with rentals from Google Cloud possible as soon as 2026, according to multiple reports. Nvidia’s stock fell sharply this week as investors reacted, despite the company retaining over 90% of the AI accelerator market. Alphabet’s market value has surged to nearly $4 trillion, driven by AI growth. China has barred ByteDance from using Nvidia chips in new data centers.
US Stock Market Today: Wall Street Extends Rally as Fed Rate‑Cut Bets Surge (Nov. 26, 2025)

US Stock Market Today: Wall Street Extends Rally as Fed Rate‑Cut Bets Surge (Nov. 26, 2025)

U.S. stocks rose for a fourth straight session Wednesday, with the Dow up 0.8% to 47,501, the S&P 500 gaining 0.8% to 6,819, and the Nasdaq climbing 0.9% to 23,224. Traders now see an 80–85% chance of a December Fed rate cut. Tech and AI-linked shares led gains, while Workday, Deere, and HP fell on weak outlooks. Jobless claims dropped to a seven-month low.
Nvidia (NVDA) Stock Today – November 26, 2025: Google TPU Threat, China Risks and an AI Giant Under Pressure

Nvidia (NVDA) Stock Today – November 26, 2025: Google TPU Threat, China Risks and an AI Giant Under Pressure

Nvidia shares fell 2.6% Tuesday after reports that Meta may shift AI chip spending to Google’s TPUs, raising concerns over Nvidia’s market lead. The stock is down about 14% for November, erasing over $700 billion in value. Q3 revenue rose 62% year over year to $57 billion, but investors remain wary as competition and export restrictions mount.
Stock Market Today, November 26, 2025: Dow Futures Rise On Fed Rate-Cut Bets As Nvidia, Apple, Bitcoin And Eli Lilly Take Center Stage

Stock Market Today, November 26, 2025: Dow Futures Rise On Fed Rate-Cut Bets As Nvidia, Apple, Bitcoin And Eli Lilly Take Center Stage

U.S. stock futures rose early Wednesday, with Dow, S&P 500, and Nasdaq futures up 0.2%–0.35% as traders bet on a December Fed rate cut. Nvidia and AMD slipped on news of an Alphabet–Meta AI chip partnership. Apple gained after a rebound in China iPhone sales. Eli Lilly hovered near a $1 trillion valuation on strong demand for weight-loss drugs.
US Stock Market Today: Dow Soars 664 Points as Fed Rate-Cut Bets Surge — November 25, 2025 Close

US Stock Market Today: Dow Soars 664 Points as Fed Rate-Cut Bets Surge — November 25, 2025 Close

The Dow Jones Industrial Average surged 664 points, or 1.43%, to 47,112.45 as Treasury yields fell below 4% on renewed Fed rate-cut bets. The S&P 500 rose 0.91% and the Nasdaq gained 0.67%, both logging a third straight advance. September retail sales increased just 0.2%, while consumer confidence dropped to a seven-month low. The Russell 2000 outperformed, jumping about 2.1%.
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.
Nasdaq Today: Tech-Heavy Index Extends Rally as Rate-Cut Bets Climb Despite Nvidia Slump (Nov. 25, 2025)

Nasdaq Today: Tech-Heavy Index Extends Rally as Rate-Cut Bets Climb Despite Nvidia Slump (Nov. 25, 2025)

The Nasdaq Composite closed up 0.67% at 23,025.59 Tuesday, marking its third straight gain despite declines in key chip stocks. Alphabet rose about 1.4% after reports Meta may buy Google AI chips, while Nvidia dropped 2.6%. Softer retail sales and mixed inflation data boosted expectations for a Fed rate cut in December. The 10-year Treasury yield slipped to 4.00%.
US Stock Market Today, November 25, 2025: Dow Surges as Fed Rate‑Cut Bets Rise While Nvidia Slumps on Google–Meta AI Chip Shock

US Stock Market Today, November 25, 2025: Dow Surges as Fed Rate‑Cut Bets Rise While Nvidia Slumps on Google–Meta AI Chip Shock

The Dow Jones Industrial Average rose over 1%, adding about 550–570 points in early Tuesday trading, outpacing the S&P 500 and Nasdaq. Nvidia shares fell nearly 4% after reports Meta may shift billions in spending to Google’s AI chips. Odds of a December Fed rate cut climbed into the low-to-mid 80% range after new economic data and dovish Fed comments. Kohl’s and Abercrombie & Fitch surged 30–35% on strong earnings.
US Stock Market Today (Nov. 25, 2025): Dow Climbs While Nasdaq Slips as Nvidia Tumbles and Alphabet Races Toward $4 Trillion

US Stock Market Today (Nov. 25, 2025): Dow Climbs While Nasdaq Slips as Nvidia Tumbles and Alphabet Races Toward $4 Trillion

The Dow rose about 0.5% Tuesday while the Nasdaq fell 0.4% as Nvidia and AMD slumped after reports Meta may shift AI chip spending to Alphabet. Alphabet shares gained over 2%, nearing a $4 trillion valuation. Investors weighed delayed economic data, with markets pricing in an 80–85% chance of a December Fed rate cut. Four out of five S&P 500 stocks traded higher despite tech weakness.
Dow 30 Today (24 November 2025): Merck and Caterpillar Lead 200‑Point Dow Jones Rally on Fed Rate‑Cut Bets

Dow 30 Today (24 November 2025): Merck and Caterpillar Lead 200‑Point Dow Jones Rally on Fed Rate‑Cut Bets

The Dow Jones Industrial Average rose 202.86 points, or 0.44%, to 46,448.27 on Monday, as investors bet on a December Fed rate cut amid a government data blackout. The Nasdaq jumped 2.69% and the S&P 500 gained 1.55%. Treasury yields slipped to around 4.03%. The Bureau of Labor Statistics canceled the October CPI release due to the federal shutdown.
NVDA Stock Today, November 25, 2025: Nvidia Whipsaws as Meta Eyes Google AI Chips and Wall Street Stays Bullish

NVDA Stock Today, November 25, 2025: Nvidia Whipsaws as Meta Eyes Google AI Chips and Wall Street Stays Bullish

Nvidia shares rebounded to $182.55, up about 2% midday Tuesday, after dropping 4% premarket on reports Meta may shift some AI workloads to Google’s chips. The move follows Nvidia’s record $57 billion quarterly revenue, up 62% year over year. Analyst 12-month price targets average $257. Competitive concerns remain as Meta weighs Google’s TPUs for future data centers.
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