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Technology Stocks News 8 November 2025 - 12 November 2025

Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

NBIS (Nebius) Stock Today — 12 November 2025: Shares Fall as Nebius Files 25M-Share ATM After $3B Meta Deal

Amsterdam — 12 November 2025. Nebius Group N.V. (NASDAQ: NBIS) shares traded lower on Wednesday as the AI‑infrastructure provider formally filed a prospectus supplement for an at‑the‑market (ATM) equity program of up to 25 million Class A shares, adding fresh supply to a stock that rallied this year on blockbuster hyperscale deals. The filing lands a day after Nebius revealed…
Palantir (PLTR) Today: Stock Slips as Valuation Debate Heats Up—Fresh Analyst Notes, $455B Market-Cap Talk, and What’s Next (12.11.2025)

Palantir (PLTR) Today: Stock Slips as Valuation Debate Heats Up—Fresh Analyst Notes, $455B Market-Cap Talk, and What’s Next (12.11.2025)

Palantir Technologies Inc. (NASDAQ: PLTR) traded lower this morning after a blistering multi‑month rally. New opinion pieces and analyst chatter out today are zeroing in on the same tension investors have wrestled with all year: explosive AI-driven growth vs. a sky‑high valuation. What’s new today (and why the stock is down) Stock check: Shares were recently trading lower intraday (see…
Nebius (NBIS) Stock Rockets on $17B Microsoft AI Deal – Explosive Growth & Outlook Revealed

Nebius (NBIS) Stock Today — November 12, 2025: Q3 Earnings, $3B Meta Deal, and a New ATM Program

Published: November 12, 2025 Nebius stock today: quick view Nebius Group N.V. (NASDAQ: NBIS) was under pressure in early trading as investors parsed fresh Q3 results and a new multi‑year contract. As of this morning, NBIS last closed at $109.95 with a recent session range of $99.83 – $114.56 and a market capitalization around $25.7B. Figures are based on delayed…
IBM Stock Soars on AI, Quantum, and Cloud Hype – Is the Rally Sustainable?

IBM Stock Today (11/11/2025): Price Action, Fresh AI Partnerships, and Design Win Put IBM in Focus

Updated November 11, 2025 Summary: IBM (NYSE: IBM) finished Tuesday higher as investors digested a trio of same‑day headlines—from a new watsonx deployment at Italy’s Unipol Assicurazioni, to IBM joining the OpenSearch Software Foundation as a Premier Member, to a Red Dot design award for watsonx Orchestrate—alongside continued technical strength flagged by Investor’s Business Daily. Together, the news reinforced IBM’s AI‑led…
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) Slides on 11/11/2025 as Citi Trims Target; SEC Overhang Persists While Q3 Blowout and Axon Rollout Stay in Focus

Published: November 11, 2025 What’s new today AppLovin Corporation (NASDAQ: APP) fell sharply in Tuesday trading, down roughly 7%–9% intraday to around $595–$605 as investors took profits following last week’s earnings pop and digested fresh sell‑side revisions. Real‑time market pages showed APP off more than 7% by early afternoon U.S. time. Reuters Citigroup nudged its 12‑month price target down to…
PubMatic (PUBM) Soars on Q3 Beat as Analysts Hike Targets to $20; AI & CTV Momentum in Focus — Nov. 11, 2025

PubMatic (PUBM) Soars on Q3 Beat as Analysts Hike Targets to $20; AI & CTV Momentum in Focus — Nov. 11, 2025

As of 15:42 UTC on Nov. 11, PubMatic shares last traded around $10.40, up sharply intraday following last night’s earnings and a flurry of analyst target increases. Why PUBM is moving today Key numbers & operating highlights Third quarter (ended Sept. 30, 2025): Growth drivers called out by management: Q4 2025 outlook (company guidance) PubMatic guided Q4 revenue to $73M–$77M…
BigBear.ai (NYSE: BBAI) Soars on Q3 Beat and $250M Ask Sage Deal — Shares Jump ~19% Pre‑Market on Nov. 11, 2025

BigBear.ai (NYSE: BBAI) Soars on Q3 Beat and $250M Ask Sage Deal — Shares Jump ~19% Pre‑Market on Nov. 11, 2025

Market reaction: Why BBAI is spiking this morning BigBear.ai’s pre‑market surge follows a one‑two punch of better‑than‑expected top‑line and a transformational acquisition announced after Monday’s close. Barron’s flagged BBAI among today’s biggest pre‑market movers on the back of the Ask Sage deal and a revenue beat. Barron’s Q3 2025 by the numbers Management highlighted mixed operating trends: a leaner quarter…
Constellation Software (CSU.TO) Stock Plunges on Founder’s Exit – Analysts See 58% Upside

CSU Stock Today (Nov 10, 2025): Constellation Software Hits New 52‑Week Low as BMO Trims Target; Q3 Revenue +16% and $1 Dividend Reaffirmed

Tickers: TSX: CSU | OTC: CNSWF Dateline — November 10, 2025. Constellation Software’s shares fell to a fresh 52‑week low on Monday despite a broader rebound in Canadian equities, as investors digested last Friday’s Q3 print and a price‑target cut out this morning from BMO Capital Markets. By midday, CSU traded around C$3,275, after touching an intraday low of C$3,262…
Palantir (PLTR) Jumps as Burry–Karp Spat Heats Up: Fresh Q3 Numbers, Lofty Valuation, and the Bull‑vs‑Bear Case — Nov. 10, 2025

Palantir (PLTR) Jumps as Burry–Karp Spat Heats Up: Fresh Q3 Numbers, Lofty Valuation, and the Bull‑vs‑Bear Case — Nov. 10, 2025

Palantir stock is trading higher today after a bruising post‑earnings pullback last week, even as Wall Street remains sharply divided over the AI contractor’s sky‑high valuation. What’s new today (Nov. 10) Q3 by the numbers: acceleration across the board Palantir’s Q3 revenue rose 63% year over year to $1.18B, with U.S. commercial revenue up 121% to $397M and U.S. government…
Instacart Parent Maplebear (CART) Beats Q3, Lifts Buyback to $2.5B; Orders +14% and Q4 Outlook Tops Views — Nov. 10, 2025

Instacart Parent Maplebear (CART) Beats Q3, Lifts Buyback to $2.5B; Orders +14% and Q4 Outlook Tops Views — Nov. 10, 2025

Maplebear Inc., the parent of Instacart (NASDAQ: CART), reported stronger‑than‑expected third‑quarter results today, accelerated its share repurchase program to $2.5 billion, and issued an upbeat Q4 guide as demand for online grocery and retail media remained resilient. Shares jumped in early trading after the release. SEC Key takeaways What happened Instacart’s momentum held up through the September quarter as consumers…
Westpac’s $7 Billion Windfall Ignites ASX Rally Despite Mining Slump – Nov 3, 2025

ASX Today: Lithium surge and tech rebound push S&P/ASX 200 to 8,835 (+0.75%); ANZ hits record despite profit slide — 10 Nov 2025

Sydney — Monday, 10 November 2025 (AEDT). Australia’s sharemarket opened the new week on the front foot as miners, lithium names and tech led a broad-based rally. The S&P/ASX 200 closed up 0.75% at 8,835.9, its best daily gain in nearly a month, while market breadth was emphatically positive. Risk appetite improved alongside firmer commodity prices, upbeat global cues on a possible…
Qualys (QLYS) Today — Nov 8, 2025: Analyst Upgrade Follows Q3 Beat; Guidance Raised as Stock Hovers Near $150

Qualys (QLYS) Today — Nov 8, 2025: Analyst Upgrade Follows Q3 Beat; Guidance Raised as Stock Hovers Near $150

Qualys, Inc. (NASDAQ: QLYS) is ending the week with fresh analyst attention after posting a stronger‑than‑expected third quarter and raising full‑year guidance earlier this week. As of today, one outlet reports an upgrade to Buy while another highlights lifted EPS forecasts, keeping the cybersecurity name on radar for Google News and Discover readers tracking post‑earnings momentum. The shares are trading…
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Stock Market Today

  • Amphenol Q4 Earnings Beat Estimates with $1.2 Billion Net Income
    January 28, 2026, 9:12 AM EST. Amphenol Corp. reported a fourth-quarter net income of $1.2 billion, or 93 cents per share, surpassing expectations. Adjusted earnings were 97 cents per share, above the 93-cent consensus. The company's fiber-optic product revenue reached $6.44 billion, topping the $6.12 billion forecast. For the full year, Amphenol posted $4.27 billion in profit on $23.09 billion in revenue. Looking ahead, the company projects Q1 earnings per share between 91 and 93 cents with revenue between $6.9 billion and $7 billion. Amphenol shares have surged 23% year-to-date, significantly outpacing the S&P 500's 2% gain, and have more than doubled over the past 12 months.
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