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Tech Industry News 5 November 2025 - 15 November 2025

Nvidia’s Record $5 Trillion Surge: AI Mega-Deals Propel NVDA Stock – Is $300 Next?

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 (NASDAQ: NVDA) shares are up roughly 35% year-to-date finbold.com (about 40% by some estimates businessinsider.com), climbing so much that NVIDIA briefly became the first company in history to reach a $5 trillion market capitalization reuters.com. This meteoric rise – NVIDIA’s stock has soared 12-fold since late 2022 on AI enthusiasm reuters.com – has made it the world’s most valuable company companiesmarketcap.com. The rally underscores how NVIDIA has transformed from a niche graphics chip maker into the “backbone of
15 November 2025
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Nebius (NBIS) Stock Slides After Q3 2025 Earnings: $3B Meta AI Deal, Microsoft Pact and CoreWeave Rivalry, Explained

Nebius (NBIS) Stock Slides After Q3 2025 Earnings: $3B Meta AI Deal, Microsoft Pact and CoreWeave Rivalry, Explained

Nebius Group (NASDAQ: NBIS) has just delivered one of the most dramatic weeks in the AI‑infrastructure trade: Today, November 13, Nebius shares are trading back in the high‑$80s, down around 6% intraday and more than 30% off recent highs near $140, even after a year in which the stock has more than quadrupled. StockAnalysis+2MarketBeat+2 At the same time, rival AI “neocloud” player CoreWeave is also under pressure after slashing capital‑expenditure guidance and trimming its 2025 outlook, forcing investors to choose which high‑growth, high‑spend AI infrastructure story they trust more. Investors.com+2Business Insider+2 Here’s what’s really driving Nebius stock today, why some
13 November 2025
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Alphabet (Google) GOOGL stock: What to Know Before Markets Open on October 20, 2025

Google Stock Today, Nov 13, 2025: EU Opens New Probe Into Search Practices; Waymo’s Freeway Expansion Adds Upside Narrative

Price snapshot (pre‑market, as of 12:00 UTC) Alphabet stock is slightly lower before the opening bell on Thursday, November 13, 2025, as investors digest a fresh EU investigation into Google’s search policies while weighing the commercial upside from Waymo’s newly announced freeway robotaxi routes. Reuters+1 What’s moving Google/Alphabet today 1) Brussels opens a new probe under the Digital Markets Act (DMA) The European Commission launched an investigation into Google’s “site reputation abuse” anti‑spam policy—part of Google’s broader crackdown on parasite SEO—on concerns it may unfairly demote news publishers that host commercial partner content. Under the DMA, violations can carry fines
13 November 2025
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Uber Stock Poised to Soar? Guggenheim’s $140 Price Target Explained

Uber (UBER) News Today — November 12, 2025: Colorado Pay‑Disclosure Case Settled; ‘Women Preferences’ Rolls Out to More U.S. Cities (Including Teens); NY Algorithmic Pricing Notices Go Live; Albertsons Adds Uber One Perks; Stock Near $94

Date: November 12, 2025 Key points Colorado pay‑disclosure fight ends in settlement Uber Technologies and Colorado’s labor department have settled the company’s challenge to a state law requiring detailed driver pay and fare‑split disclosures. Uber moved to voluntarily dismiss the federal case on Tuesday; terms weren’t disclosed. The contested statute compels ride‑hail platforms to show how much of each fare the company keeps, among other information—requirements Uber argued amounted to unconstitutional compelled speech. Bloomberg Law The settlement closes a dispute that began in January, when Uber sued to block the law ahead of its effective date, calling the mandated post‑trip
12 November 2025
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Anthropic’s Private Shares Soar to $185 Amid AI Frenzy – $183B Valuation, Major Deals & $1.5B Lawsuit

Anthropic Poised to Beat OpenAI to Profitability as It Diversifies Beyond Nvidia — What’s New Today (Nov. 12, 2025)

Key Points at a Glance What the New Profitability Forecasts Tell Us Internal projections shared with investors show starkly different roads to the black for the two most closely watched AI startups. Anthropic outlines a path to break‑even in 2028, whereas OpenAI doesn’t project profitability until 2030. The figures were surfaced in a Wall Street Journal analysis and amplified by financial outlets on Tuesday and Wednesday. Investing.com The report also describes Anthropic’s focus on enterprise customers (roughly 80% of revenue) and a leaner product mix—notably avoiding cost‑heavy image and video generation—along with a plan to compress cash burn from about
12 November 2025
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Apple reportedly delays iPhone Air 2 to 2027 as weak sales prompt redesign with a second camera (Nov. 11, 2025)

Apple reportedly delays iPhone Air 2 to 2027 as weak sales prompt redesign with a second camera (Nov. 11, 2025)

What changed today (Nov. 11) Overnight, The Information published a free briefing indicating Apple is considering adding a second camera to the next iPhone Air “to boost sales,” following internal moves to delay the product from its originally planned fall 2026 launch. That update is being amplified by major Apple‑watching sites, with 9to5Mac reporting Apple engineers are aiming for spring 2027—though even that could slip. MacRumors echoed the camera addition and the 2027 timeframe. The Information+29to5Mac+2 The broader “delay” narrative first gained traction late Monday U.S. time via Reuters, which summarized The Information’s original report and noted that Apple declined
11 November 2025
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CoreWeave (CRWV) Q3 Earnings Today: 5 Things to Watch as AI Trade Wobbles — Revenue, RPO, Power Capacity, and Big‑Tech Deals

CoreWeave (CRWV) Q3 Earnings Today: 5 Things to Watch as AI Trade Wobbles — Revenue, RPO, Power Capacity, and Big‑Tech Deals

As of 16:03 UTC, CRWV traded around $105.12, up roughly 1.1% intraday, ahead of results due after today’s close. The company has confirmed its Q3 FY2025 earnings release and webcast for Monday, Nov. 10. CoreWeave Why today’s print matters After a bruising week for AI‑linked names, CoreWeave shares fell about 22% last week amid a broader “AI trade” unwind, putting extra scrutiny on tonight’s numbers and guidance. Bloomberg Analysts expect triple‑digit revenue growth but continued losses. One widely watched preview pegs Q3 revenue near $1.3 billion (≈124% YoY) vs. a consensus near $1.21 billion; profitability remains a longer‑term goal as
10 November 2025
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Intel (INTC) News Today — Nov. 10, 2025: Ex‑Engineer “Top Secret” Data Lawsuit; INTC Rises as Shutdown Deal Lifts Tech

Intel (INTC) News Today — Nov. 10, 2025: Ex‑Engineer “Top Secret” Data Lawsuit; INTC Rises as Shutdown Deal Lifts Tech

INTC today: price snapshot As of 14:12 UTC on Monday, Intel (NASDAQ: INTC) traded around $38.13, up ~2.4% on the session as risk appetite improved with Washington progress on a funding deal. 1) Intel files suit over alleged theft of “Top Secret” data Intel has sued former software engineer Jinfeng Luo, alleging he downloaded roughly 18,000 internal files—some labeled “Intel Top Secret”—to a network‑attached storage device days before his termination, then went off the grid. The U.S. District Court (W.D. Washington) docket shows Intel filed the complaint Oct. 31, 2025. Press coverage of the case intensified yesterday and today, with
10 November 2025
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Apple’s July 2025 Bombshells: Foldable iPhone, AI Secrets, Encryption Showdown & More

Apple Stock Today (AAPL) — 7 Nov 2025: Price Dips as Apple TV Outage Resolved, Gemini‑for‑Siri Reports Dominate, and EU Rules Trigger iOS Changes

Updated: 7 November 2025 Quick take AAPL price action today (7 Nov 2025) Apple’s last trade printed $268.47 (‑0.46% vs. Thursday), with an intraday low of $266.85 and high of $272.24. The previous close was $269.77. On a longer look, Apple’s 52‑week range sits around $169.21–$277.32, and its market capitalization is about $4.0 trillion, according to Reuters’ Apple page. Reuters What moved Apple stock on Nov. 6–7 1) Services hiccup: Apple TV outage resolvedLate Thursday, Apple TV saw a spike in outage reports (~15,000 at peak per Downdetector), with services restored soon after; Apple Music and Arcade also briefly had
8 November 2025
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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?

Date: November 7, 2025 In the fast-moving world of cloud infrastructure and artificial intelligence (AI), 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. Microsoft: Staying the Course with Cloud + AI What Microsoft delivered: What stands out:Microsoft has a broad base: strong cloud growth, durable productivity/business software revenue, and a massive backlog of commitments that
7 November 2025
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AppLovin (APP) soars ~7% after blowout Q3 2025: revenue up 68%, buyback boosted by $3.2B, and Wedbush lifts price target to $800

AppLovin (APP) soars ~7% after blowout Q3 2025: revenue up 68%, buyback boosted by $3.2B, and Wedbush lifts price target to $800

AppLovin Corporation (NASDAQ: APP) is rallying today after reporting another set of blockbuster results and raising its buyback firepower. Shares were up roughly 7%–8% in Thursday trading as investors digested the company’s stronger‑than‑expected Q3 print and upbeat Q4 outlook, while sell‑side analysts raised targets. Barron’s+1 Key takeaways What happened in Q3 (ended Sept. 30, 2025) AppLovin’s top and bottom lines accelerated again in Q3: Management also highlighted $1.05B in operating cash flow and free cash flow during the quarter, underpinned by continued scale in its software and AI solutions for advertisers. Q4 Investor Relations Capital returns: buyback gets much bigger
6 November 2025
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Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

‘Vineland ramp’ or bust? Nebius’ Q3 countdown, Microsoft mega‑deal and stock‑split buzz — what investors need to know now

The big picture Nebius — the Amsterdam‑based AI‑infrastructure company created from Yandex’s non‑Russian assets — has become one of 2025’s most closely watched “neocloud” names. Its Nov. 11 Q3 print arrives amid a volatile week for the stock, but also against a backdrop of blockbuster contracts, aggressive capacity additions, and rising questions about how the AI data‑center boom is being financed across the industry. nebius.com+2Reuters+2 Why Nov. 11 matters Two catalysts frame Tuesday’s report: Nebius itself set expectations in its calendar update: Q3 results before the bell on Tuesday, Nov. 11, followed by the usual call. nebius.com Today’s market check
5 November 2025
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