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NASDAQ:NVDA 14 November 2025 - 17 November 2025

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
Euronext Today: CAC 40 slips as luxury names weigh; Euronext launches 2026 bond tender; Athens bourse bid enters final day — 17 November 2025

Euronext Today: CAC 40 slips as luxury names weigh; Euronext launches 2026 bond tender; Athens bourse bid enters final day — 17 November 2025

European equities began the week on the back foot Monday, with Euronext’s major benchmarks edging lower as investors braced for a backlog of U.S. economic releases and the week’s headline corporate result from Nvidia. Financials and luxury houses were among the early drags, while aerospace outperformed. Reuters+1
DAX Today: German Stock Market Edges Lower as Investors Wait for US Data and Nvidia Earnings (17 November 2025)

DAX Today: German Stock Market Edges Lower as Investors Wait for US Data and Nvidia Earnings (17 November 2025)

Germany’s blue‑chip DAX 40 started the new week on a cautious note. After opening a touch above 23,900 points, the index slipped back toward the 23,750–23,800 zone on Monday, leaving it modestly in the red as traders stayed on the sidelines ahead of a heavy calendar of US economic data and closely watched earnings from AI chip giant Nvidia.MarketScreener+2Reuters+2
Microsoft’s AI Superfactory Goes Live: What Fairwater, New Azure Deals and Baird’s $600 Target Mean for MSFT Stock Today (November 17, 2025)

Microsoft’s AI Superfactory Goes Live: What Fairwater, New Azure Deals and Baird’s $600 Target Mean for MSFT Stock Today (November 17, 2025)

At the same time, a fresh Microsoft-backed report on AI diffusion warns that the technology is spreading faster than any past tech wave, but unevenly—raising new economic and security fault lines. Help Net Security
Peter Thiel Dumps Entire Nvidia Stake as AI Bubble Fears Escalate After SoftBank’s $5.8 Billion Exit

Peter Thiel Dumps Entire Nvidia Stake as AI Bubble Fears Escalate After SoftBank’s $5.8 Billion Exit

On November 17, 2025, fresh regulatory filings confirmed that billionaire investor Peter Thiel has completely exited Nvidia — the flagship stock of the artificial intelligence boom — just days after SoftBank Group revealed it had sold its entire $5.8 billion Nvidia stake. Together, the back‑to‑back moves by two of the tech world’s most influential risk‑takers have intensified fears that the AI trade may be entering bubble territory. Yahoo Finance
US Stock Market Today, November 17, 2025: Futures Rebound as Nvidia Earnings, Jobs Data and Fed Signals Take Center Stage

US Stock Market Today, November 17, 2025: Futures Rebound as Nvidia Earnings, Jobs Data and Fed Signals Take Center Stage

U.S. stock futures were higher early Monday, November 17, 2025, pointing to a cautious rebound on Wall Street after last week’s tech-driven volatility. Traders are positioning around three big themes: Nvidia’s make-or-break earnings report, the restart of official U.S. economic data after the government shutdown, and fading odds of a December Federal Reserve rate cut. Investing.com+2Reuters+2
Singapore Stocks: 10 Things to Know Before the SGX Opens on Monday, Nov 17, 2025

Singapore Stocks: 10 Things to Know Before the SGX Opens on Monday, Nov 17, 2025

Quick read: Wall Street finished mixed on Friday as traders turned their focus to Nvidia’s results this week; oil jumped after a Russian export hub was hit but has since partially normalised; gold firmed; and the U.S. dollar was steadier. China’s latest data cooled—another headwind for Asia—while Japan is lining up a fresh stimulus package. At home, the STI slipped on Friday, the MAS kept policy unchanged in October, and banks’ Q3 messages were about resilient earnings but thinner margins ahead. Watch SIA and ST Engineering into their ex‑dividend dates later this week, and keep an eye on Friday’s detailed Q3 Singapore GDP report. Reuters+8Reuters+8Reuters+8
ASX today: 7 things to know before the Sydney open — Nov 17, 2025 (SPI futures, AUD, iron ore, oil, gold, and the RBA week ahead)

ASX today: 7 things to know before the Sydney open — Nov 17, 2025 (SPI futures, AUD, iron ore, oil, gold, and the RBA week ahead)

Australian shares look set for a cautious open as global leads remain mixed, commodity signals are uneven, and a busy domestic macro week looms. S&P/ASX 200 futures finished Friday virtually flat, while Wall Street ended the week with a modest tech-led rebound and firmer bond yields. Iron ore is hovering near US$104/t, Brent crude ended the week higher, and gold cooled from record levels. The Australian dollar is holding around the mid‑0.65s after stronger‑than‑expected local jobs data. Trading Economics+5Investing.com+5Reuters+5
16 November 2025
Alembic Raises $145M for Causal AI as Accenture and Jeffrey Katzenberg’s WndrCo Back Marketing’s New Supercomputer

Alembic Raises $145M for Causal AI as Accenture and Jeffrey Katzenberg’s WndrCo Back Marketing’s New Supercomputer

San Francisco–based AI startup Alembic Technologies has closed a $145 million Series B round to scale its causal AI platform and build what it claims is one of the fastest privately owned supercomputers in the world. The funding is led by Prysm Capital and Accenture, with participation from Jeffrey Katzenberg’s WndrCo, Silver Lake Waterman, Liquid 2 Ventures, NextEquity and others.WebProNews+3The Wall Street Journal+3Venturebeat+3
U.S. Stocks End Week Mixed as Tech Rebounds Amid Fed Uncertainty – Nov 15, 2025

U.S. Stocks End Week Mixed as Tech Rebounds Amid Fed Uncertainty – Nov 15, 2025

Major U.S. stock indexes closed out a volatile week with a mixed performance on Friday, November 15, 2025. The Dow Jones Industrial Average fell modestly while the S&P 500 was essentially flat and the Nasdaq Composite managed a slight gaininvesting.com. Investors grappled with shifting Federal Reserve policy expectations, a rotation away from high-flying technology stocks, and macroeconomic signals ranging from cooling inflation to the end of a prolonged government shutdown.
NVIDIA Stock Outlook: AI Boom Powers Record Earnings and Trillion-Dollar Valuation

NVIDIA Stock Outlook: AI Boom Powers Record Earnings and Trillion-Dollar Valuation

NVIDIA’s stock has been on a tear in 2025, cementing the company’s status at the heart of the artificial intelligence boom. NVIDIA shares are up roughly 35% year-to-datefinbold.com, climbing so much that NVIDIA briefly became the first company in history to reach a $5 trillion market capitalizationreuters.com. This meteoric rise – NVIDIA’s stock has soared 12-fold since late 2022 on AI enthusiasmreuters.com – has made it the world’s most valuable companycompaniesmarketcap.com. The rally underscores how NVIDIA has transformed from a niche graphics chip maker into the “backbone of the global AI industry,” as Reuters notesreuters.com. However, despite NVIDIA’s impressive ~35-40% gain in 2025, its stock performance has actually lagged some rivals – AMD has surged about 97% this yeareconomictimes.indiatimes.com, and Intel is up nearly 80%investopedia.com – as investors bet on AI chip demand across the semiconductor sector.
5 Most Interesting AI Stocks to Watch Today (November 14, 2025)

5 Most Interesting AI Stocks to Watch Today (November 14, 2025)

Artificial intelligence stocks are back under the spotlight today, November 14, 2025, as worries about an “AI bubble” collide with very real earnings momentum in chips and cloud. Global markets are wobbling after a sharp Wall Street pullback driven in part by richly valued AI names and shifting expectations for U.S. interest-rate cuts.KSAT+2AP News+2
Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Semiconductor stocks are back in the spotlight today, November 14, 2025, as a sharp tech-led sell-off collides with ongoing excitement around artificial intelligence, data centers and high‑performance chips. Global markets are under pressure after Federal Reserve officials signaled a more cautious stance on rate cuts and investors fretted about lofty tech valuations and a potential “AI bubble.” Reuters
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