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Technology Trends 6 November 2025 - 22 November 2025

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

AI Bubble Fears Slam Global Markets Today, 18 November 2025

Global stocks fell sharply Tuesday as investors questioned whether the AI boom has become a bubble. The Dow lost 498 points, the S&P 500 dropped 0.8%, and the Nasdaq slid 1.2%, led by declines in major tech names. Europe’s STOXX 600 fell 1.8%, while Japan’s Nikkei and South Korea’s Kospi each sank over 3%. Nvidia is now down about 8–10% in November.
18 November 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD Stock Today, November 18, 2025: AI Supercomputer Win, Citi “King of the Hill” Call Clash With 5% Selloff

AMD shares fell 5.6% to $226.95 at Tuesday’s close, despite a new European supercomputer contract and upbeat analyst commentary. The drop made AMD one of the biggest drags on the Nasdaq-100, as tech stocks broadly declined on macroeconomic worries and valuation concerns. Trading volume reached 18.5 million shares, below last week’s levels. AMD remains up about 100% over the past year.
18 November 2025
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Microsoft (MSFT) Stock Outlook (Nov 2025): AI-Powered Growth, Strong Earnings, and 2026 Forecast

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 Fairwater AI datacenter network is now operational, linking Atlanta and Wisconsin sites with a dedicated high-speed optical backbone. Baird has initiated coverage of Microsoft with an Outperform rating and a $600 target, citing AI leadership. New Azure AI partnerships were announced today. A Microsoft-backed report warns AI is spreading faster than previous tech waves but unevenly.
17 November 2025
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Plug Power (PLUG) Today: Q3 Results Set the Stage for a $275M Liquidity Pivot, Data‑Center Push, and Fresh Analyst Calls [Nov 11, 2025]

Plug Power Stock Today (November 17, 2025): PLUG Slides Again as Leadership Shake‑Up, DOE Cuts and AI Pivot Collide

Plug Power shares fell about 5.7% in European trading Monday after a 15% drop last week, following deep Q3 losses and a leadership shakeup. The stock closed Friday at $2.25, down more than 50% from its October peak. Q3 revenue rose 1.9% to $177.1 million, but net loss widened to $363.5 million. Operating expenses nearly doubled, driven by impairment and restructuring charges.
17 November 2025
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Lam Research Stock Rockets on AI Chip Demand – Can LRCX Keep Climbing?

Lam Research (LRCX) Stock: What to Know Before the Bell on November 17, 2025 — Earnings, Guidance, China Risk, and AI/HBM Tailwinds

Lam Research reported fiscal Q1 revenue of $5.32 billion and non-GAAP EPS of $1.26, with China accounting for 43% of sales. The company raised its quarterly dividend to $0.26 and repurchased $976 million in stock. U.S. export rules remain a risk, with new restrictions on shipments to TSMC Nanjing set for year-end. Shares closed Friday at $148.26, valuing Lam at $162.4 billion.
16 November 2025
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Prediction Markets Boom in 2025: How Kalshi, Polymarket and Big Tech Are Turning “What If?” Into a Business

Prediction Markets Boom in 2025: How Kalshi, Polymarket and Big Tech Are Turning “What If?” Into a Business

On November 16, 2025, CBS Sunday Morning aired a cover story on prediction markets like Kalshi and Polymarket, coinciding with a Financial Times column warning of their political impact. NHL and UFC signed deals with these platforms, while Wall Street firms invested billions. Kalshi reported $4 billion in monthly trading volume by October. New U.S. regulations are reshaping the industry.
16 November 2025
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IBM Stock Today (Nov 16, 2025): Price, November News Round‑Up (Layoffs, Quantum Milestones), and 2026 Outlook

IBM Stock Today (Nov 16, 2025): Price, November News Round‑Up (Layoffs, Quantum Milestones), and 2026 Outlook

IBM closed at $305.69 on Nov. 14, with a market cap near $286 billion and a 2.2% dividend yield. The company announced thousands of job cuts in Q4 as it shifts further into software, causing shares to dip. On Nov. 12, IBM unveiled new quantum processors and reaffirmed targets for quantum computing milestones by 2029. Q3 revenue rose 9% to $16.33 billion, but cloud growth slowed.
16 November 2025
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London Stock Exchange at Record Highs – Inside the Historic Market’s Brexit Battle and 2025 Revival

UK Stock Market Today: FTSE 100 Falls as Reeves Tax U‑Turn Triggers Gilt Sell‑Off and Global Tech Jitters – 14 November 2025

The FTSE 100 fell 1.1% to 9,698.37 on Friday after reports that Chancellor Rachel Reeves scrapped plans to raise income tax in the upcoming Autumn Budget. Investors sold off UK government bonds, pushing the 10-year gilt yield up 13 basis points to 4.57%, and the pound dropped to around $1.31. The FTSE 250 lost 0.8%. Global tech weakness and concerns over China also weighed on sentiment.
14 November 2025
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Bitfarms (BITF) Stock Slips After Q3 2025 Miss as AI & HPC Pivot Kicks Into High Gear

Bitfarms (BITF) Stock Slips After Q3 2025 Miss as AI & HPC Pivot Kicks Into High Gear

Bitfarms reported Q3 2025 revenue of $69 million, up 156% year-on-year but missing the $83.1 million consensus. Net loss widened to $46 million, or -$0.08 per share, versus an expected -$0.02. The company unveiled plans to convert its Washington facility for Nvidia AI chips by December 2026. Shares fell 13% pre-market and traded down 6% intraday to $3.17.
13 November 2025
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AT&T Stock Faces Crucial Test: 5G Spectrum Gamble, Fiber Expansion & Earnings Loom

AT&T Stock Today (Nov. 12, 2025): KeyBanc Upgrade Lifts T; NYC Subway 5G Expansion; Data-Breach Settlement Deadline Nears

AT&T shares rose 1.8% to $25.63 after KeyBanc upgraded the stock to Overweight with a $30 target. The company activated 5G service in New York City’s MTA G Line tunnels. Key deadlines in AT&T’s $177 million data-breach settlement fall on Nov. 17 for opt-outs and Dec. 18 for claims. Q3 results showed steady adjusted EPS, higher free cash flow, and continued growth in postpaid and fiber subscribers.
12 November 2025
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AMD Targets $100B in Data‑Center Revenue Within Five Years as Analyst Day Sets 60% CAGR Ambition (Nov. 12, 2025)

AMD Targets $100B in Data‑Center Revenue Within Five Years as Analyst Day Sets 60% CAGR Ambition (Nov. 12, 2025)

AMD projected its data-center business will grow about 60% annually over the next 3–5 years, targeting $100 billion in annual sales and over $20 in EPS. The company unveiled new AI hardware plans for 2026 and 2027 and announced a major supply deal with OpenAI. AMD shares rose nearly 5% in premarket trading following the outlook.
12 November 2025
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Lyft (LYFT) News Today: OVG venue deal goes national, LA taxi integration advances, and LYFT stock check — Nov. 11, 2025

Lyft (LYFT) News Today: OVG venue deal goes national, LA taxi integration advances, and LYFT stock check — Nov. 11, 2025

Lyft named Official Rideshare Partner for over 75 Oak View Group venues, reaching about 65 million fans annually. The company’s integration with Curb Flow now lets Los Angeles riders request licensed taxis in-app, with expansion planned. New 13F filings show Campbell & CO initiated a $1.76M LYFT position, while Connor Clark & Lunn cut its stake by 16%. LYFT traded in the low $23s intraday.
11 November 2025
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DeepSeek Researcher Warns AI Could Erase Jobs Within a Decade in Rare Public Appearance at China’s World Internet Conference (Nov. 10, 2025)

DeepSeek Researcher Warns AI Could Erase Jobs Within a Decade in Rare Public Appearance at China’s World Internet Conference (Nov. 10, 2025)

DeepSeek senior researcher Chen Deli warned at the World Internet Conference in Wuzhen that AI could trigger widespread job losses within five to ten years. It marked DeepSeek’s first public on-stage appearance since its rapid rise earlier this year. Chen called on tech firms to act as “guardians of humanity” as AI advances. DeepSeek’s models have positioned it as a key player in China’s AI sector.
10 November 2025
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Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

Jefferies named Broadcom its new top semiconductor pick, replacing Nvidia, citing surging demand for custom AI chips and raising Broadcom’s price target to $480. The brokerage lifted Broadcom’s revenue estimate to $130 billion for 2027, projecting major gains from hyperscaler AI deployments. Nvidia remains rated Buy but is no longer Jefferies’ top franchise pick.
10 November 2025
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Apple’s July 2025 Bombshells: Foldable iPhone, AI Secrets, Encryption Showdown & More

AAPL Stock Before the Bell (Nov 10, 2025): Ex‑Dividend Day, Q4 Results, iPhone 17 Demand, and Key Risks

Apple trades ex-dividend today at $0.26 per share, with the record date also set for Monday and payment due November 13. Shares last closed at $268.47. Apple reported Q4 revenue of $102.5 billion and adjusted EPS of $1.85, with iPhone 17 early sales up 14% year-over-year in the U.S. and China. The DOJ antitrust case and a €500 million EU fine remain unresolved.
9 November 2025
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Verizon Stock Takes a Hit: Analyst Downgrade and CEO Shake-Up Rattle Investors

Verizon Stock Today (Nov. 7, 2025): VZ Hovers Near $40 As AWS Fiber Push Gains Steam; New Corporate Affairs Chief Named

Verizon shares traded at $39.89 Friday, little changed, as investors weighed a new fiber partnership with Amazon Web Services and the appointment of Franz Paasche as Executive Vice President, Corporate Affairs, effective Nov. 10. The company also launched a 5G network for KPMG’s New York headquarters and priced €2.25B and £1B in hybrid notes for refinancing. Volume surpassed 17 million shares.
7 November 2025
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Tesla’s Stock Skyrockets on AI Hype – Latest Price Jump, Earnings Shocks & Bold 2025 Forecasts

Tesla Stock Today (Nov 7, 2025): TSLA slips as shareholders OK Musk’s $1T pay; new FSD China timeline, Cybercab for 2026, and chip-fab hints

Tesla shares fell 3.4% to $430.74 after shareholders approved Elon Musk’s record pay plan at the annual meeting in Austin. Investors also gave advisory approval for a possible Tesla investment in Musk’s AI startup xAI, while a proposal to drop supermajority voting rules failed. Musk said Tesla aims to launch Cybercab production and reveal the new Roadster in April 2026. He also raised the possibility of building a large in-house AI chip facility.
7 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Today — November 6, 2025: Price Slides as AI-Spend Scrutiny Builds; Fresh AI Database Coverage, Gartner ‘Leader’ Nod, and New OCI Partnerships in Focus

Oracle shares fell 3.7% to $241.00 as of 16:38 UTC, with about 8 million shares traded. Investors cited concerns over OpenAI’s ability to fund major AI contracts, despite recent product launches and recognition in Gartner’s 2025 Cloud ERP quadrants. A new UK defense-sector collaboration was announced. Fund flows showed some institutional buying.
6 November 2025
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Stock Market Today

  • Infineon Technologies Faces 18% Overvaluation Warning After Recent Share Price Decline
    March 22, 2026, 12:43 PM EDT. Infineon Technologies (XTRA:IFX) has seen its share price decline by 5.5% over seven days and 16.7% over 30 days, trading currently at €37.65 amid chip sector volatility. The Discounted Cash Flow (DCF) model reveals the stock is about 18.1% overvalued compared to its intrinsic value of €31.87 per share. This model discounts expected future free cash flows back to present value, forecasting €2.92 billion by 2030. Despite a one-year return of 14.1%, Infineon scores only 1 out of 6 on Simply Wall St's valuation checks. Investors face mixed signals, as high P/E multiples reflect growth expectations amid shifting semiconductor market dynamics and supply chain discussions.
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