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NASDAQ:ORCL 13 October 2025 - 22 November 2025

Tech Turmoil: iPhone 17 Stuns, Starlink Outage, Cyber Hacks & Chip Wars – Non-AI News Roundup (Sept 14–15, 2025)

AI Stocks Weekly Recap (16–21 November 2025): Nvidia Earnings, Anthropic Mega‑Deal and Oracle Slump Test the AI Bubble

AI stocks just lived through one of their most volatile weeks of 2025. Despite a strong rebound on Friday, all three major U.S. indices still finished the week in the red as investors wrestled with two clashing narratives: spectacular AI-driven earnings and mounting fears of an “AI bubble.” Reuters+2Reuters+2
Stocks Slip as Tech Wobble Returns; Layoffs Spike and Tariff Showdown Clouds Outlook — Stock Market Today (Nov. 6, 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.
Oracle’s $300 Billion AI Bet Shakes Wall Street: Stock Craters 33% as Debt Fears Hit ‘Waning’ AI Sentiment – 14 November 2025

Oracle’s $300 Billion AI Bet Shakes Wall Street: Stock Craters 33% as Debt Fears Hit ‘Waning’ AI Sentiment – 14 November 2025

On Friday, 14 November 2025, a wave of fresh reporting and analyst commentary paints a stark picture: Oracle’s huge, debt‑fuelled artificial‑intelligence buildout – centered on a $300 billion cloud deal with OpenAI – has triggered a 30–33% share price slide from its September peak, rattled credit markets, and forced investors to rethink how much risk they’re really taking when they buy into the AI infrastructure boom. The Tech Buzz
U.S. Stock Market Today (Nov. 12, 2025): Dow Closes Above 48,000 as House Preps Shutdown Vote; Nasdaq Slips

U.S. Stock Market Today (Nov. 12, 2025): Dow Closes Above 48,000 as House Preps Shutdown Vote; Nasdaq Slips

The Dow hit a fresh record above 48,000 on Wednesday while the S&P 500 was little changed and the Nasdaq dipped, as traders rotated out of mega‑cap tech ahead of a House vote that could end the historic U.S. government shutdown. Oil fell, gold rose, and Treasury yields eased.
Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Today, Nov. 7, 2025: $239 Close as $18B AI Data‑Center Financing and Oracle‑Linked Cyber Breach Dominate the Tape

Summary: Oracle shares slipped again on Friday, closing at $239.26 after a fresh round of headlines: Reuters reported an $18 billion bank loan tied to a New Mexico data‑center campus associated with Oracle and the broader “Stargate” AI infrastructure push, while The Washington Post disclosed it was among the victims of a cyber breach linked to Oracle E‑Business Suite. Oracle also announced a new health‑AI collaboration with the Cancer Center Informatics Society. Oracle+3StockAnalysis+3Reuters+3
Microsoft vs. Oracle Stocks: AI Frenzy Sends Shares Soaring – Which Tech Titan Will Win?

Microsoft (MSFT) vs. Oracle (ORCL): 2025 YTD — Who’s Winning the AI-Cloud Race?

In the fast-moving world of cloud infrastructure and artificial intelligence, two major players — Microsoft and Oracle — are carving competing paths. Their stock moves, strategies and risk profiles differ markedly. This article takes a detailed look at both companies as of Nov. 7, 2025: how they have performed this year, what the major catalysts are, and how the investment case stacks up.
5 AI Stocks Set to Soar: Best Buys for October 2025’s Tech Boom

AI Stocks Fall on November 6, 2025: Nvidia, AMD, Palantir Lead Slide as Valuation Jitters Return

U.S. stocks with heavy artificial‑intelligence exposure traded broadly lower on Thursday, Nov. 6, 2025, as a renewed tech sell‑off, lingering tariff and macro uncertainty, and fresh hand‑wringing over lofty AI valuations weighed on risk appetite. Major indexes slipped with Big Tech dragging, while a handful of software names bucked the trend. Reuters+1
Dow Falls as Palantir Plunges – Is the AI Stock Boom Turning into a Bubble?

Dow Falls as Palantir Plunges – Is the AI Stock Boom Turning into a Bubble?

Stock trading to kick off November has been a tale of two markets. High-tech and growth stocks are extending their momentum, while old-line blue chips struggle. On Monday, the benchmark S&P 500 and Nasdaq Composite managed to close higher – up 0.17% and 0.46%, respectively – even as the Dow Jones Industrial Average fell nearly half a percentreuters.com. This split reflects the radically different fortunes of tech-focused firms versus more traditional industries.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 04.11.2025

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GPT‑5 Has Arrived: OpenAI’s Next‑Gen AI Stuns With Upgrades in Coding, Reasoning, and Safety

OpenAI’s $500B Shakeup, GPT-5 Unleashed and the World’s AI Revolution

In late October OpenAI stunned the tech world with a landmark corporate overhaul. The company reorganized into a Public Benefit Corporation controlled by the original nonprofit, freeing OpenAI to raise virtually unlimited capitalreuters.comreuters.com. This $500 billion valuation deal trims Microsoft’s share to ~27% but keeps it as a major backerreuters.comreuters.com. Sam Altman has made no secret that OpenAI will likely go public – he told investors an IPO is “the most likely path for us, given the capital needs” for massive AI data centersreuters.comreuters.com. He also said the new structure lets OpenAI become a platform: “we can now take this technology and this user base… and get the whole world to build amazing new companies and services on top of it,” Altman said in an Oct 28 livestreamreuters.com.
IBM Stock Soars on AI, Quantum, and Cloud Hype – Is the Rally Sustainable?

AI & Quantum Sparks a Big Blue Comeback – IBM Stock Rallies (But Will it Last?)

Valuation & Dividends: IBM now trades at tech-like multiples – forward P/E in the mid-20sts2.tech, well above its historical ~16×. The company boasts strong cash flow and a dividend yielding ~2.3%ts2.techts2.tech. IBM is a Dividend Aristocrat with 29 years of consecutive raisests2.tech, which helps cushion concerns over valuation.
OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD Stock Rockets on AI Mega-Deals – $300 Target Now in Sight

Advanced Micro Devices has been one of 2025’s hottest stocks. After languishing around $150–160 through mid-summer, AMD’s share price exploded higher on the AI hype. On Oct. 6 – the day AMD revealed the OpenAI deal – the stock spiked ~34% intraday, instantly adding tens of billions in market valuereuters.comts2.tech. It briefly hit a record $238 intraday on Oct. 15, then consolidated around $230–240 for a week. A surprise news on Oct. 24 sent AMD soaring again – shares jumped ~7–8% that day to a new all-time highinvestopedia.com. By market close on Oct. 24, AMD was trading in the low-$250s, implying roughly a 90% gain YTD.
Salesforce Stock Soars After Dreamforce AI Bombshell – What Investors Need to Know (Oct. 21, 2025)

Salesforce Stock Soars After Dreamforce AI Bombshell – What Investors Need to Know (Oct. 21, 2025)

Salesforce stock rallied on Oct. 21, 2025 after a late-week bounce driven by bullish Dreamforce announcements. By Oct. 20 CRM shares were trading in the mid-$240sts2.tech. Investors had already bid the stock up ~7% on Oct. 16 in reaction to Salesforce’s long-term outlook, before it settled back to about $243 on Oct. 17ts2.tech. On Tuesday, Oct. 21, CRM opened at ~$254.31marketbeat.com and traded up toward the mid-$260s by late morning, roughly a +4–5% gain on the day. This continued a modest rebound from the multi-month low near $235 on Oct. 1, and still leaves CRM down roughly 27–29% year-to-datets2.techts2.tech.
Oracle Stock’s Wild AI Ride: Soaring 70% YTD Then a Sudden Plunge – What’s Next for ORCL?

Oracle Stock’s Wild AI Ride: Soaring 70% YTD Then a Sudden Plunge – What’s Next for ORCL?

Oracle’s stock has been on a wild ride in 2025, propelled by the company’s aggressive push into cloud and AI. Shares hit an all-time high of roughly $345 intraday in early September after Oracle unveiled blockbuster AI cloud deals ts2.tech. Even after recent declines, ORCL remains up nearly 75% year-to-date, vastly outperforming most tech peers Siolla. This stellar rise turned choppy in mid-October, however, as investors swung from euphoria to caution in a matter of days.
Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

As of Oct. 16, Oracle is trading near $304 per share. Investing.com data show ORCL closed at $303.98 on Oct. 16investing.com. This comes after a volatile week: the stock hit an all-time intraday high on Sept. 10ts2.tech following the AI cloud deal announcements, then pulled back 15–20% by early October on profit-taking and margin concernsts2.techts2.tech. Overall, ORCL is up roughly 70% year-to-date, far outperforming the broader tech sector and even leaving Microsoft and Alphabet in the dustts2.tech. Even mid-month blips have barely dented the stock, which remains historically high.
Powell’s High-Stakes Speech Spurs Markets – Fed Signals More Rate Cuts in 2025

Fed Cuts Rates — But Mortgage Rates Refuse to Fall, Tech Stocks Surge to New Highs

The Fed’s pivot to easier policy has not yet translated into cheaper mortgages. In September the Fed delivered its first rate cut of 2025 and Fed officials like Governor Michelle Bowman signal more cuts are comingreuters.com. Futures markets now imply a roughly 95% chance of another 25 bp cut at the Oct. 28–29 meetingts2.tech. Despite this, the average 30-year fixed mortgage rate is holding around 6.2%, slightly higher than a year agothedailyeconomy.orgreuters.com. Economists like Paul Mueller explain why: mortgages track the 10-year Treasury yield, which isn’t falling because supply/demand in bond markets is being driven by record deficitsthedailyeconomy.org. In Mueller’s words, “only Congress can rein in the spending that keeps long-term yields — and mortgage rates — stubbornly high”thedailyeconomy.org.
Astera Labs (ALAB) Stock Plummets After AMD-Oracle AI Deal – What Investors Should Know

Astera Labs (ALAB) Stock Plummets After AMD-Oracle AI Deal – What Investors Should Know

Astera’s stock has been volatile on recent AI infrastructure news. After surging on an earlier AMD/OpenAI deal – Citi analysts noted Astera’s shares “popped 10%” after that announcementinvestopedia.com – the Oct 14 AMD-Oracle GPU deal triggered a sharp pullbacktipranks.com. The sell-off reflects renewed competition concerns: Morgan Stanley warned Nvidia’s NVLink could eventually “replace the traditional PCIe connection” between CPU and GPU, directly threatening Astera’s core businessgurufocus.com. Astera has countered by stressing open standards. Analyst Patrick Moorhead observes that “open standards are critical” for next-generation AI rack architecturesnasdaq.com, while Astera’s CEO Sanjay Gajendra emphasizes the need to “collaborate, standardize, and accelerate” innovationnasdaq.com.
Tariff Shock and Fed Jitters: Asian Markets Stumble as Rally Meets Reality

Dow Jones Rockets 500 Points as Trump Calms China Tariffs – Market Rally Explained

The Dow opened around 45,698 and rallied through the session. By mid-morning it was up ~1.1%reuters.com. Major tech and financial names were the biggest contributors – Broadcom soared ~9% and topped the indexreuters.com; Nvidia, AMD and other chipmakers also gained as AI-related news buoyed sentimentreuters.com. JPMorgan rose after unveiling a $1.5 trillion plan, and Oracle and Estee Lauder jumped on analyst upgradesreuters.com. Defensive sectors lagged. Fastenal fell on a profit missreuters.com.
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