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Technology Trends News 29 October 2025 - 10 November 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 Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

On Monday, Nov. 10, 2025, Wall Street chatter is still centered on Jefferies’ high‑profile call: Broadcom (NASDAQ: AVGO) replaces Nvidia (NASDAQ: NVDA) as the brokerage’s top pick in semiconductors, underpinned by a surge in demand for custom AI chips. The move, first detailed last week, comes alongside a fresh five‑year scenario analysis for Broadcom making the rounds in investor media—and a separate downgrade of Pinterest in the same analyst roundup. MarketWatch+2StreetInsider.com+2 Key takeaways Why Jefferies flipped its top pick from Nvidia to Broadcom Jefferies’ semiconductor team, led by Blayne Curtis, argues that custom AI chips are moving into a “step‑function”
10 November 2025
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

Date: Monday, November 10, 2025 (U.S. market open preview) Summary• Apple (AAPL) trades ex‑dividend today at $0.26 per share. All else equal, shares typically open lower by approximately the dividend amount. Record date is today and the payout arrives Thursday, November 13. Under the post‑T+1 rules, most U.S. cash dividends now go ex on the same business day as the record date. FINRA+3Apple Investor Relations+3Nasdaq+3• Last close (Friday, Nov. 7): $268.47; 52‑week range: $169.21–$277.32; market cap ~$3.97T. Keep the dividend adjustment in mind when comparing this morning’s prints to Friday’s close. Nasdaq+1• On October 30, Apple reported fiscal Q4 (September
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

Ticker: NYSE: VZ — Updated Friday, November 7, 2025 (19:23 UTC) Verizon Communications (VZ) traded steady on Friday as the market digested fresh details on its expanded fiber partnership with Amazon Web Services and a same‑day leadership appointment that underscores the company’s messaging and policy posture heading into year‑end. As of 19:23 UTC, VZ changed hands at $39.89, up a hair on the session, with an intraday range of $39.67–$40.32. Volume topped 17.0 million shares by that timestamp. Key takeaways What moved Verizon stock today 1) A leadership hire aligned with the Schulman reset (dated Nov. 7)Verizon announced that Franz
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

Published: November 7, 2025 Key takeaways TSLA price action (as of 18:47 UTC) What moved the stock today 1) Shareholders approved Musk’s record pay planAt yesterday’s annual meeting in Austin, investors voted in favor of a performance‑based compensation package for CEO Elon Musk that could be worth up to $1 trillion if aggressive operational and valuation milestones are met. Coverage indicates support exceeded 75% of votes cast. Reuters+1 2) Governance results beyond the headlinePreliminary tallies show an advisory (non‑binding) “yes” to authorizing a Tesla investment in xAI, with many abstentions; the board will determine next steps. Separately, proposals to replace
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

Live ORCL snapshot (Nov 6, 2025): As of 16:38 UTC, Oracle shares trade at $241.00, down about 3.7% on the day, after ranging between $239.45–$251.41 on intraday volume of ~8.0M shares. What’s moving Oracle stock today 1) Investors wrestle with the OpenAI overhang.A fresh Business Insider write‑up this morning highlights how skepticism over OpenAI’s ability to fund its sprawling, multi‑year AI compute contracts has weighed on ORCL after September’s historic spike. The piece underscores that Oracle’s 36% single‑day surge on Sept. 10—driven by mammoth AI‑cloud wins—has since faded as markets discount execution risk on those deals. Business Insider 2) Oracle’s
6 November 2025
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Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Today (Nov. 5, 2025): MSFT Slips as $9.7B IREN AI Deal and 200MW UAE Expansion Keep Capex in Focus

Microsoft (MSFT) traded lower Wednesday while fresh AI-infrastructure headlines — a $9.7 billion capacity deal with IREN and a new 200‑megawatt data‑center expansion in the UAE with G42 — kept attention on the company’s heavy investment cycle after last week’s earnings beat. Live price snapshot (intraday) — As of 19:51 UTC, MSFT was down about 1.19% at $508.23, after opening at $513.25 and trading between $508.04–$514.81. That puts shares below the ~50‑day average (≈$514), with an implied market value around $3.85T. Yahoo Finance What’s moving Microsoft stock today 1) Microsoft & G42 unveil 200MW data‑center expansion in the UAE (Nov.
5 November 2025
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Unity Software Stock Skyrockets 17% on AI-Powered Q3 Beat – Metaverse Dreams or Data-Driven Pivot?

Unity Software Stock Skyrockets 17% on AI-Powered Q3 Beat – Metaverse Dreams or Data-Driven Pivot?

Business Overview and Offerings Unity (NYSE: U) is the world’s leading platform for creating, running, and monetizing interactive 3D content across devices. Its core engine is used in ~70% of mobile games and a large share of console/VR titles. The company divides its revenue into: Unity’s engine also supports AR/VR/XR – for example, car dashboards and industrial simulations – and Unity promotes itself as key to any “metaverse” or extended-reality applicationsbusinesswire.cominvestors.unity.com. In practice, Unity’s focus is on enabling game and app developers at every stage (creation, live-ops, monetization). As one investor report notes, Unity lets devs “create, run, and monetize
5 November 2025
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IonQ’s Big Surge – Are Quantum Computing Stocks Just Another Bubble?

IonQ’s Big Surge – Are Quantum Computing Stocks Just Another Bubble?

IonQ’s Growth, Technology and Partnerships IonQ (NYSE: IONQ) is the best-known pure-play quantum company. Based in Maryland, it builds trapped-ion quantum computers accessible via the cloud (AWS, Azure, Google Cloud)barchart.com. It also markets quantum networking products – including quantum key distribution (QKD) devices and single-photon detectors – for ultrasecure communicationsbarchart.combarchart.com. IonQ’s current systems (code-named Forte and Forte Enterprise) have helped partners like Amazon Web Services, AstraZeneca and NVIDIA achieve notable speedups in simulation tasksoxionics.com. Behind the scenes, IonQ has been bulking up rapidly. In September 2025 it closed its acquisition of Oxford Ionics (a UK trapped-ion startup), adding new IP
5 November 2025
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AI Data Centers Are Boiling the Grid: Skyrocketing Energy & Cooling Needs Threaten Power Supplies and Climate

AI Data Centers Are Boiling the Grid: Skyrocketing Energy & Cooling Needs Threaten Power Supplies and Climate

AI-driven growth of hyperscale data centers is driving unprecedented power use – global data-center electricity demand is projected to double by 2030 (reaching ~945 TWh)carbonbrief.org. Cutting-edge AI chips draw up to 1,200 watts each, so new racks can exceed 100 kW, far above historical normsspectrum.ieee.org. This surge is straining grids: U.S. utilities report contracts for 47 GW of new data centers (over Virginia’s entire current load)reuters.com. Environmental impacts include rising carbon and huge water use: data centers now consume ~1% of global powercarbonbrief.org, and large AI sites can use millions of gallons of water per day for coolingeesi.org. In response,
5 November 2025
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Shocking AI Showdown: ChatGPT, Gemini & Claude Blaze New Trails in 2025

Shocking AI Showdown: ChatGPT, Gemini & Claude Blaze New Trails in 2025

In short, early Nov 2025 finds AI rapidly reshaping tech and business. Chatbots like ChatGPT and Claude remain at the forefront of reliability, while Google’s Gemini is closing some gaps (and powering new products like Siri)techradar.comgeeky-gadgets.com. A flood of specialized AI tools is emerging (from marketing to coding), and experts say mastering AI is now essential for tomorrow’s workforceafrotech.com. Marketers report being freed from busywork by AI “agents” that personalize at scalesearchengineland.comsearchengineland.com. Behind the scenes, AI investments are monumental – Nvidia’s chip boom and OpenAI’s record IPO plans reflect a market that analysts mostly back with confidencereuters.comreuters.com. As one Hargreaves
5 November 2025
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Plug Power’s Hydrogen Gamble: 226% Stock Surge Amid Hype, Hope, and Hurdles

Plug Power’s Hydrogen Gamble: 226% Stock Surge Amid Hype, Hope, and Hurdles

Latest News and Recent Developments (Early November 2025) Plug Power has had a flurry of news around the turn of November 2025. On November 4, the company confirmed it will announce third-quarter 2025 earnings on Nov 10, with a conference call for investors that afternooninvesting.com. This scheduling comes as the stock trades around $2.75 after a volatile run-up. Notably, despite the massive 6-month rally, analysts still do not expect profitability in the Q3 report – the consensus is for another net loss (around $0.13 per share) and continued negative marginsinvesting.combarchart.com. In tandem with the earnings announcement, Plug highlighted several new
4 November 2025
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Record 2026 Tax Refund Surge Looms as New Tax Cuts Fuel a $50 Billion “Stimulus”

Walmart Stock Soars on Tech & Holiday Buzz – Key Facts & Bold Predictions (Nov 2025 Update)

Stock Price & Recent Performance Walmart’s stock price has been on a strong upward trajectory in 2025, recently reaching the low $100s per share after a steady climb. On November 3, 2025, WMT closed at $101.59, up about +0.42% for the daymarketbeat.com. This slight gain followed a period of stability in late October – the stock spent the last week of October fluctuating in a tight range around $102, with modest day-to-day moves. For instance, it closed at $102.10 on Oct 31 and $101.54 on Nov 3stockanalysis.com, indicating minor consolidation ahead of anticipated news. Overall, recent performance has been solid.
4 November 2025
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Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

AWS and OpenAI Ink a $38 Billion Cloud Partnership Amazon Web Services and OpenAI unveiled a multi-year cloud computing deal that ranks among the largest ever in tech. Under the agreement – valued at $38 billion over seven years – OpenAI will run and scale its advanced AI workloads on AWS’s “world-class infrastructure” starting immediatelyaboutamazon.com. In practical terms, AWS is provisioning OpenAI with vast computing capacity: on day one, OpenAI gains access to hundreds of thousands of NVIDIA GPU-based processors in AWS data centers, with the option to scale up to tens of millions of CPU cores for future growtharabianbusiness.com. AWS has
4 November 2025
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Datavault AI (DVLT) Stock Skyrockets on AI Frenzy – Key Facts & Future Outlook

Datavault AI (DVLT) Stock Skyrockets on AI Frenzy – Key Facts & Future Outlook

Company Overview and Business Model Datavault AI Inc. is a young technology company at the intersection of artificial intelligence, blockchain, and data monetization. Its mission is to help organizations turn underutilized data into valuable assets. To do this, Datavault provides a cloud-based platform that combines high-performance computing (HPC) and Web 3.0 data management. In practice, the company’s software enables clients to securely manage their data (often on a blockchain ledger), “tokenize” data into digital assets, and create digital twins (virtual representations) of real-world datastocktitan.netstocktitan.net. This allows the data to be bought, sold, or licensed on exchanges, potentially unlocking new revenue
3 November 2025
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NextEra Energy Stock Skyrockets: AI & Google Nuclear Pact Propel Rally

NextEra Energy Stock Skyrockets: AI & Google Nuclear Pact Propel Rally

Stock Price & Recent Performance NextEra Energy (NYSE: NEE) stock climbed sharply in October 2025. On Oct. 27–28 it traded around $86–87 (near its 52-week high)ts2.tech, about 15% above its early-October levels, far outperforming the utility average. This peak came just before earnings, and by Oct. 31 it had eased back to roughly $81.4investing.com. (Investing.com historical data shows Oct. 27 close $86.03, Oct. 28 close $83.57, and Oct. 31 close $81.40investing.com.) In the past month, NEE has outpaced the broad utilities sector, driven by bullish news and strong operational resultsts2.tech. Recent News & Developments Google Nuclear Deal: On Oct. 27,
1 November 2025
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OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD Stock Skyrockets: AI Mega-Deals Fuel Record Rally and $300 Price-Target Frenzy

Recent Stock Performance In late October, AMD shares have been volatile after surging to new highs. In mid‑Oct, the stock hit about $240 (a 52‑week high) and was up roughly 80% YTDts2.tech. By Oct 29 it briefly reached ~$264 (per Investing.com datainvesting.com), driven by the AI deal announcements. However, profit-taking set in: AMD fell about 3.6% on Oct 30, then gained ~0.5% on Oct 31 to close around $256.12investing.com. Overall, the tech-heavy Nasdaq index was near all-time highs on this AI-fueled rallyts2.techreuters.com, and AMD has significantly outperformed broad markets. The surge was kicked off by the Oct 6 OpenAI news:
1 November 2025
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Quantum Computing Inc (QUBT) Stock Skyrockets on $500M Fundraising and New Tech Debut – Can the Rally Last?

Quantum Computing Inc (NASDAQ: QUBT) Stock Skyrockets on Massive Financing & AI Hype – Bubble or Breakthrough?

Recent News & Events Over the past week, major headlines have centered on QUBT’s financing and sector catalysts. On Oct. 31, 2025 QCi announced it will host its 3Q 2025 shareholder conference call on Nov. 14stockanalysis.com. Earlier in October (Oct. 5) it closed the oversubscribed $750M stock offeringquantumcomputinginc.com, a key development that swelled its cash to ~$1.5B. That funding round (led by Titan Partners) was announced in early Octquantumcomputinginc.com after a $500M private placement in late Sept (upsized to $750M by Oct)ts2.tech. CEO Huang remarked that this capital infusion “validates our vision, technology, and roadmap” and gives “the strongest balance
31 October 2025
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Getty Images Stock Soars on AI Deal – A $1 Billion Visual Content Giant’s 2025 Outlook Revealed

Getty Images Stock Soars on AI Deal – A $1 Billion Visual Content Giant’s 2025 Outlook Revealed

Analyst Commentary and Stock Forecast Financial analysts generally anticipate a gradual recovery for Getty Images, but with some reservations. The consensus forecast calls for low single-digit revenue growth in the near term and a return to modest profitability within a year or two – contingent on expense control and revenue mix improving. For 2025, analysts project full-year revenue around $952M with a slight net loss (EPS around –$0.16) Finviz, but swinging to positive EPS in 2026 if cost-saving efforts bear fruit. EBITDA is expected to remain healthy (approaching $300M in 2025 per guidance Finviz), indicating the core business generates substantial
31 October 2025
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Comcast Shocker: Cord-Cutting Slows, Wireless Soars in Q3 Earnings

Comcast Shocker: Cord-Cutting Slows, Wireless Soars in Q3 Earnings

Earnings Beat Expectations (Despite Olympic Comparisons) Comcast’s Q3 results trounced Street forecasts. Net income of $3.33 billion (¥8.2% YoY) translated to $0.90 GAAP EPS, or $1.12 adjusted EPS (vs. ≈$1.10 consensus) on $31.2 billion revenue thewrap.com. The revenue marked a 2.7% YoY decline, but topped analyst models (~$30.7B). Crucially, last year’s quarter was inflated by the Paris Olympics (adding ~$1.9B in revenue), so year-on-year comparisons were unfavorable thewrap.com. Even with that Olympic tailwind, Comcast beat estimates, suggesting resilience in its core businesses. Contributing to the beat, Comcast’s theme parks and content divisions thrived. Universal’s new Epic Universe park drove theme-park revenue up
30 October 2025
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Trump’s $80B Nuclear Power Shock: The Future of Energy and AI

Trump’s $80B Nuclear Power Shock: The Future of Energy and AI

Details of the Nuclear Pact Under the deal, the U.S. will help finance and fast-track licensing for new Westinghouse AP1000 reactors on U.S. soil reuters.com washingtonpost.com. Westinghouse — owned 51% by Brookfield and 49% by Cameco — will build the plants. In return for arranging loans and permits, the government gets a piece of the upside (20% of earnings above $17.5B) reuters.com. If Westinghouse ultimately IPOs at >$30B value, the U.S. could end up with a 20% stake reuters.com. This structure is intended to give taxpayers a return on investment once projects are profitable. The deal grew out of Trump’s
29 October 2025
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Stock Market Today

Costco stock price retakes $1,000 — what traders are watching before Monday

Costco stock price retakes $1,000 — what traders are watching before Monday

7 February 2026
Costco closed Friday up 1.2% at $1,001.16, regaining the $1,000 level as about 2.36 million shares changed hands. January net sales rose 9.3% to $21.33 billion, with comparable sales up 7.1% and online sales surging 34.4%. Wells Fargo raised its price target to $950, maintaining a neutral rating. The next earnings call is set for March 5.
Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

7 February 2026
Johnson & Johnson shares rose 0.9% to $239.99 Friday after a New Jersey appeals court disqualified Beasley Allen from state talc cases, citing improper coordination with a former J&J attorney. The ruling affects about 3,600 state lawsuits, while a related federal motion is pending. J&J also reported early 12-month pilot data for its investigational AFib device at a cardiology meeting.
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