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Technology News News 2 November 2025 - 4 November 2025

Anthropic’s Private Shares Soar to $185 Amid AI Frenzy – $183B Valuation, Major Deals & $1.5B Lawsuit

Cognizant’s Massive AI Bet: 350,000 Employees to Get Anthropic’s Claude as Stock Outlook Soars

Cognizant and Anthropic Forge a Landmark AI Alliance Cognizant – one of the world’s largest IT consulting and services firms – announced a broad partnership with Anthropic, the San Francisco AI company behind the Claude chatbot. On November 4, 2025, Cognizant revealed it has begun deploying Anthropic’s Claude large language model across its client-facing platforms and will extend access to up to 350,000 of its employees worldwide moneycontrol.com. This sweeping internal rollout makes Cognizant one of Anthropic’s biggest customers to date x.com. The professional-services giant will use Claude not only to enhance its own workforce productivity but also as a
Palantir-Lumen AI Deal Sparks Stock Rally – CEO Warns of “Arms Race”

Palantir’s AI-Fueled Stock Surge: PLTR Hits Record High Amid Big Deals and Bold Forecasts

Stock Price & Market Performance Palantir’s stock has been on a meteoric rise in 2025. Shares currently trade around record highs – just above the $200 mark in early November blockonomi.com – after an astonishing rally over the course of the year. Year-to-date, PLTR has more than doubled in value, handily beating the broader market. In fact, Palantir’s stock is up roughly 160–165% in 2025, ranking it among the S&P 500’s top-performing stocks investopedia.com. This surge far outpaces even other prominent “AI winners” like Nvidia, and leaves the benchmark S&P 500 (up about 10–15% YTD) in the dust reuters.com. The
Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas Semiconductor (NVTS) Stock Skyrockets on Nvidia Hype – Will GaN Power Pay Off?

NVTS Stock Price & Recent Performance (Nov 2025) Navitas Semiconductor’s stock has been on a wild ride in 2025. After beginning the year in the low-single digits, NVTS exploded upwards on a series of positive developments related to its GaN and SiC technology. By November 3, 2025, the stock closed at $12.25 (down nearly 9% on that day) stockanalysis.com and was hovering around the mid-teens in the weeks prior – an astonishing climb of several hundred percent year-to-date. This performance stands in stark contrast to the broader market, and even within the semiconductor sector, Navitas has been an outlier gainer.
Palantir’s Shocking Reinvention: From Secretive Spy Tech to $400B Cult Lifestyle Brand

Palantir’s ‘Otherworldly’ Earnings & Wegovy Deal Buzz Spark After-Hours Stock Fireworks

Palantir Surges on Strong AI-Fueled Earnings Palantir Technologies delivered a record third quarter, easily topping analyst expectations on both revenue and profit. The company’s revenue jumped 63% year-over-year to $1.18 billion, with adjusted earnings of $0.21 per share – well above estimates of about $0.17 investopedia.com. CEO Alex Karp credited booming demand for Palantir’s Artificial Intelligence Platform, especially among commercial customers. U.S. commercial revenue more than doubled (+121% YoY) to $397 million, outpacing even robust growth in government contracts investopedia.com. Karp hailed the commercial business as an “absolute juggernaut” and lauded the company’s “otherworldly” AI-driven growth in a letter to investors investopedia.com.
OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI’s AI Power Play: GPT-5 Unveiled, $38B Cloud Deal, and a Global AI Shake-Up

OpenAI’s New Models and Features: GPT-5, Sora, and More OpenAI kicked off October 2025 with a bang at its DevDay 2025 in San Francisco, unveiling a suite of new AI models and tools aimed at developers and consumers. GPT-5 Pro, the company’s latest flagship language model, took center stage techcrunch.com. Billed as the “smartest model in the API” for tasks requiring high precision and reasoning depth openai.com techcrunch.com, GPT-5 Pro is particularly geared toward demanding domains like finance, law, and healthcare where accuracy is paramount techcrunch.com. “[Developers] now have access to the same model that powers Sora 2’s stunning video outputs
Rigetti Stock’s Quantum Roller Coaster: 3,000% Surge, Government Backing & Big Risks

Rigetti Stock’s Quantum Roller Coaster: 3,000% Surge, Government Backing & Big Risks

Recent Stock Performance & News Drivers Rigetti’s stock has been on a wild roller coaster in recent months, reflecting both speculative hype and substantive news. Starting in early September, RGTI shares went on a tear – nearly quadrupling in value by mid-October nasdaq.com – amid a broader wave of investor FOMO in quantum computing. Over the trailing year through Oct 30, Rigetti rocketed an astonishing +2,810% (from penny-stock levels), outpacing even other hot quantum peers like IonQ (+262%) and D-Wave (+3,060%) nasdaq.com. This parabolic rise turned Rigetti into a multi-billion dollar company virtually overnight, with its market cap swelling to
NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $5 Trillion AI Boom: Mega Deals, Soaring Stock & Trump’s Chip Ban Showdown

All Major News and Developments About NVIDIA as of November 3, 2025 Stock Hits $5 Trillion Amid an AI Frenzy Nvidia’s market value soared past $5 trillion on October 29, making it the first publicly traded company to achieve that mark reuters.com. This Wall Street milestone reflects how central the Silicon Valley chipmaker has become to the global AI boom – “from chip maker to industry creator,” as one analyst put it reuters.com. The stock rallied after a string of announcements reinforced Nvidia’s dominance in AI, closing that day up 3% at a record ~$207 (post-split) per share reuters.com. Shares briefly hit $209.40
Palantir’s Shocking Reinvention: From Secretive Spy Tech to $400B Cult Lifestyle Brand

Palantir and AMD Earnings Showdown: Why AI Stocks Could Soar or Sink This Week

AI-Driven Earnings Take Center Stage After a turbulent October, investors are laser-focused on earnings results to close out the year – especially from companies at the heart of the 2025 AI boom. This week’s calendar is packed with high-profile names, and tech firms will likely command the spotlight. Advanced Micro Devices, Qualcomm, Arm Holdings, and Palantir – all tied to the artificial intelligence surge – are set to report quarterly results investopedia.com. The market’s obsession with AI means traders will be parsing these reports for any signs of accelerating demand (or weakness) in semiconductors and AI software. Pharmaceuticals and other
SoundHound AI Stock Skyrockets 240% – Is the Voice AI Boom Just Beginning?

SoundHound AI Stock Soars on AI Partnerships – Analysts Eye Voice-AI Boom

Key Facts: SOUN shares jumped strongly into the end of October, closing at $17.62 on Oct 31 (+4.45% on the day) benzinga.com (after-hours $17.59) public.com, up over 150% in the past 6 months tipranks.com (1-year total return ~+243% simplywall.st). This rally comes amid a flurry of partnerships and hype in the voice-AI sector. On Oct 22 SoundHound announced a Telarus partnership to deploy its Amelia 7 and Autonomics platforms via Telarus’s network globenewswire.com, and on Oct 8 it struck a deal with French insurer Apivia Courtage to pilot SoundHound’s Amelia 7 AI agents in its contact centers globenewswire.com. SoundHound is
Nvidia Stock Soars to $5 Trillion – AI Boom, Big Deals & What’s Next for NVDA

Nvidia Stock Soars to $5 Trillion – AI Boom, Big Deals & What’s Next for NVDA

NVDA Stock Price & Recent Performance (Nov 2025) Nvidia’s stock is hovering around $202 as of early November 2025, just shy of the ~$207 peak it hit days ago when Nvidia’s market capitalization briefly topped $5 trillion ts2.tech. This milestone made Nvidia the world’s most valuable company – even ahead of Apple and Microsoft – and the first ever to reach the $5 trillion mark ts2.tech reuters.com. The rally has been astonishing: NVDA has climbed roughly 12× since late 2022 ts2.tech, including a 50%+ gain year-to-date in 2025 reuters.com. By comparison, the broader market is up only modestly, meaning Nvidia’s surge has single-handedly
AI Goldrush: IREN Stock Rockets 500% as Bitcoin Miner Morphs into AI Cloud Powerhouse

AI Goldrush: IREN Stock Rockets 500% as Bitcoin Miner Morphs into AI Cloud Powerhouse

Company Background & Operations IREN Limited is a vertically integrated data center operator that began as Iris Energy, a company known for sustainably mining Bitcoin using 100% renewable energy ts2.tech. Headquartered in Australia with major operations in Canada and Texas, IREN controls roughly 2.9 GW of clean power capacity (hydro and wind) for its facilities ts2.tech. This massive energy footprint enabled low-cost crypto mining (all-in cost ~$0.03–$0.04 per kWh, or about $41K per Bitcoin mined) ts2.tech – among the cheapest in the industry. By mid-2024 the company had scaled to ~20 exahashes of Bitcoin hashing power, making it one of
BigBear.ai Stock’s Defense-Fueled Surge: Boom or “Mini-Palantir” Bust?

BigBear.ai Stock’s Defense-Fueled Surge: Boom or “Mini-Palantir” Bust?

Company Overview & Stock Performance Holdings is a mission-focused AI analytics provider specializing in national security and enterprise decision support. The company’s software fuses data from disparate sources and employs machine learning to aid critical operations – from military planning and intelligence analysis to supply chain optimization and airport security ir.bigbear.ai ir.bigbear.ai. Headquartered in McLean, VA, BigBear.ai went public via SPAC in late 2021 and initially struggled (its stock collapsed ~90% in 2022). However, in 2023–2025 it transformed into one of the stock market’s hottest small-cap AI plays, thanks to a confluence of defense-tech hype and headline contract wins. BigBear’s
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