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Technology News 4 November 2025 - 5 November 2025

Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

NYSE Today — Nov. 5, 2025: Tech‑led rebound, Exzeo’s muted NYSE debut (XZO), and what ADP & ISM say about the outlook

At a glance Market recap: Risk appetite returns, breadth improves U.S. equities turned higher by early afternoon Wednesday, reversing much of Tuesday’s drop. Gains were broad‑based with tech leadership and contributions from retail and financials. The S&P 500 rose ~0.8%, the Dow added nearly 300 points, and the Nasdaq outperformed. AP News On the NYSE’s own midday desk note, strategists flagged strong breadth, small‑cap outperformance, and firmer yields following stronger‑than‑expected data, while noting that tariff‑case headlines were in focus. New York Stock Exchange Biggest NYSE movers to watch New listing: Exzeo’s quiet debut on the Big Board Insurance‑technology provider Exzeo
5 November 2025
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Nasdaq Frenzy: Tech Titans’ AI-Fueled Surge Hits Records Ahead of Fed Cut & Earnings Bonanza

Nasdaq Today (Nov. 5, 2025): Tech Rebounds on ADP Beat; AMD Rises, Super Micro Sinks

Published: November 5, 2025 Key Takeaways Market Snapshot — Midday, Nov. 5, 2025 What Moved the Nasdaq 1) Macro: Jobs, Yields, and Tariffs 2) Earnings & Single‑Stock Moves The Day’s Timeline Why It Matters What’s Next (Tonight & This Week) Quick Hits — Stocks on the Radar Methodology & Notes This roundup emphasizes news published on Wednesday, November 5, 2025, drawing on intraday index levels, economic data prints, and corporate reports from reputable outlets (Reuters, WSJ, AP, etc.). Market levels cited reflect the latest available intraday readings at time of writing; percentages and prices may change by the close. Reuters
5 November 2025
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AMD Stock Skyrockets on AI Mega-Deal – Latest Price, Q3 Earnings Preview & Expert Analysis

AMD Stock Today (Nov. 5, 2025): Shares Rebound After Earnings; UBS Lifts Target to $300 as China Tightens AI-Chip Rules

This roundup focuses on developments on Wednesday, November 5, 2025. At a glance (real‑time): As of 19:53 UTC, AMD (NASDAQ: AMD) traded around $258.20, up roughly 3.3% from Tuesday’s close, after swinging between an intraday low of $235.51 and high of $259.53. Earlier in premarket, the stock dipped on broader tech jitters before reversing higher. Investing.com Why AMD is moving today Earnings recap: what AMD just told the market AMD’s official release highlighted broad‑based strength across compute and AI: A complementary late‑evening summary emphasized the above‑consensus guide and sustained AI demand, even as investors debate how much is already priced
5 November 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI News Today (Nov 5, 2025): 1M Business Customers, SoftBank JV in Japan, and Turner’s ‘Wall‑to‑Wall’ ChatGPT Rollout

Published: November 5, 2025 TL;DR OpenAI crosses 1 million business customers OpenAI announced that more than 1 million organizations now pay for its products—either ChatGPT for Work or via its developer platform—calling it “the fastest‑growing business platform in history.” The company also highlighted momentum metrics such as 7 million total ChatGPT for Work seats (up ~40% in two months) and strong year‑over‑year growth for ChatGPT Enterprise. New enterprise capabilities span company knowledge (reasoning across tools like Slack, SharePoint, Google Drive and GitHub), rapid AgentKit development for agentic workflows, and deeper integrations (including Databricks). OpenAI Why it matters: The milestone underlines
5 November 2025
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SMX (Security Matters) PLC Stock Rockets on Supply Chain Tech Breakthroughs – Can the 2025 Comeback Last?

SMX (Security Matters) PLC Stock Rockets on Supply Chain Tech Breakthroughs – Can the 2025 Comeback Last?

Figure: SMX’s technology bridges physical materials with digital records. The company’s platform “embeds encrypted identifiers into a wide range of materials, including plastics, metals, and liquids,” linking each product to a tamper-proof digital “passport” that verifies its entire lifecyclestocktwits.comstocktwits.com. This novel approach aims to convert trust and transparency into tangible value – for example, by proving recycled content or ethical sourcing, companies can potentially secure better financing terms and brand premiumsaccessnewswire.comaccessnewswire.com. Comparative Context: SMX operates in a niche intersection of blockchain, materials science, and supply chain management. Unlike traditional track-and-trace solutions (e.g. RFID tags or QR codes which can be
5 November 2025
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Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally

Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally

Company Background and Business Model Palantir Technologies is a pioneering data analytics and software company founded in 2003 by Peter Thiel, CEO Alex Karp, and others. Originally known for its work with U.S. intelligence agencies, Palantir built its reputation developing “big data” platforms for defense and national security. Its flagship Gotham platform is widely used by government and military clients to synthesize intelligence data, while its Foundry platform serves commercial enterprises in industries from finance to healthcare. In 2023, Palantir launched its new Artificial Intelligence Platform (AIP) to bring the power of large language models and AI agents into these
5 November 2025
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DigitalOcean Stock Skyrockets on AI Momentum and Earnings Beat – What’s Next for DOCN?

DigitalOcean Stock Skyrockets on AI Momentum and Earnings Beat – What’s Next for DOCN?

Current Stock Price & Recent Performance DigitalOcean’s stock has seen dramatic near-term gains on the back of its latest earnings news. The shares closed at $39.11 on Nov. 4, 2025marketbeat.com, then soared roughly 15–17% in pre-market and early trading after the Q3 report to around the mid-$45 rangemarketbeat.com. This post-earnings rally stands out because the stock had been relatively flat in the month prior (up just ~1–3% in October) before optimism built ahead of the reportchartmill.com. On October 31, for example, DOCN jumped over 7% intraday to ~$41 on strong momentum and anticipationmarketsmojo.com. Even after the recent surge, DOCN trades
5 November 2025
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Super Micro’s AI Server Boom: SMCI Stock Stumbles on Earnings Miss but Preps for a Major Rebound

Super Micro’s AI Server Boom: SMCI Stock Stumbles on Earnings Miss but Preps for a Major Rebound

Earnings Miss and Post-Earnings Stock Slump Super Micro’s latest earnings report (for fiscal Q1 2026) initially shocked investors, sending the stock down over 8–9% in after-hours and pre-market trading Reuters Alphaspread. The company missed Wall Street’s expectations on both the top and bottom lines. Revenue for the September quarter came in at $5.0 billion, well under the ~$5.8–6.0B analysts had anticipated Finanznachrichten. This was a 15.5% drop from the $5.94B in the same quarter last year Finanznachrichten – a rare year-over-year decline for a high-growth tech company. Net income plunged accordingly; GAAP earnings were just $0.26 per share (vs $0.67
5 November 2025
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Tech Stocks Plunge as AI Bubble Fears Trigger Global Market Rout

Tech Stocks Plunge as AI Bubble Fears Trigger Global Market Rout

Major stock indexes tumbled on Nov 5, 2025 amid AI valuations concerns and profit-taking. The Nasdaq fell about 2% and the S&P 500 around 1%, while the Dow lost ~0.5%reuters.com. Tech/AI giants plunged – e.g. Palantir –8%, Nvidia –4%, AMD –3.7%nasdaq.comreuters.com – after warnings that sky-high valuations may not hold. Wall Street heavyweights (Morgan Stanley, Goldman Sachs, JPMorgan) have warned of a coming market correctiontheguardian.comreuters.com. Asian markets led losses (Japan and South Korea down ~5% from recent highstheguardian.comreuters.com) and Europe opened lower. Safe-haven assets stirred: the CBOE VIX spiked ~10% (to ~19)nasdaq.com and Bitcoin briefly dipped under $100,000theguardian.com. The U.S.
5 November 2025
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Tech Stocks Storm the Market: QQQ Rockets on Trade Truce while TQQQ Investors Cash In (Oct 14, 2025)

QQQ’s Next 30% Boom—or Dot‑Com Déjà Vu? What Today’s Tech Rout Means for the Nasdaq‑100 and Your Portfolio

Key facts (updated Nov 5, 2025) The in‑depth report What QQQ actually holds—and why that matters right now Invesco QQQ tracks the Nasdaq‑100, a market‑cap‑weighted index of the largest non‑financial companies listed on Nasdaq—meaning the fund is inherently tilted toward megacap tech and communication‑services platforms. That tilt has been a tailwind during AI‑led surges, but it also concentrates risk when investors question valuations. Invesco Fresh holdings data show just how top‑heavy QQQ is today: Information Technology (54.5%) dominates sector exposure, followed by Communication Services (15.3%) and Consumer Discretionary (11.6%). The top 10 positions—led by Nvidia (~10.3%), Apple (~8.4%), and Microsoft
5 November 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia Just Hit $5 Trillion—But Can AMD or Intel Finally Crack Its AI Chip Moat?

The state of play: Nvidia’s grip on AI compute Nvidia’s AI accelerators built on Hopper (H100/H200) and now Blackwell (GB200/B200) remain the default choice for training and serving the largest AI models because they pair raw throughput with a full‑stack advantage—CUDA software, NVLink/NVSwitch interconnects, and networking that plugs into hyperscale data centers. Bloomberg’s explainer today makes the point starkly: investors pushed Nvidia past $5 trillion in late October, and the company is “on course to report more net income this year than its two main rivals will chalk up in sales, combined.” Bloomberg That valuation surge has a geopolitical shadow.
5 November 2025
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AI & Quantum Frenzy Propels IBM Stock to New Heights – Will the Rally Last?

IBM’s Shock Q4 Layoffs: Thousands of Jobs Cut as Big Blue Doubles Down on AI and Software—What It Means for You and the Stock

Key facts (Nov. 5, 2025) What happened and why now IBM confirmed it is cutting jobs in the fourth quarter of 2025, affecting “thousands” of employees. The company framed the move as a routine workforce rebalance to align headcount with areas where it sees stronger, more profitable growth—namely software, hybrid cloud (Red Hat), and AI‑driven services. Reuters Bloomberg first reported the reduction and published the company’s statement: “In the fourth quarter we are executing an action that will impact a low single‑digit percentage of our global workforce.” IBM regularly reviews staffing “through this lens and at times rebalance[s] accordingly,” the
5 November 2025
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Pixel 10 vs. iPhone 17 – 2025 Flagship Showdown Leaks Reveal Shocking Upgrades

Pixel 10 Price Earthquake: Google’s Entire Lineup Just Dropped—Here’s What’s Real, What’s Hype, and What It Means for Your Wallet (and Alphabet’s Stock)

Key facts (Nov 5, 2025) What’s happening: the Pixel 10 price wave Multiple reliable outlets confirm that Google’s entire Pixel 10 lineup just got its steepest markdowns yet. The Verge’s latest deal roundup puts the Pixel 10 at $599 (25% off), the Pixel 10 Pro at $749 (25% off), and the Pixel 10 Pro Fold at $1,499 (–$300), with listings across Amazon, Best Buy and the Google Store. The piece also notes these prices are expected to last through the week, aligning with 9to5Google’s guidance that the promos end Nov 9 at 11:59 PM PT. The Verge+1 Deal‑tracking sites that
5 November 2025
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Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks (ANET) Stock Soars on AI Data Center Boom – Analysts Weigh In

Current Price & Market Action On Nov 4, 2025, Arista’s stock closed around $153 (down roughly 2.8% for the day)investing.com. This pullback followed a long rally: over the past six months ANET has gained about 100%investing.com as investors bet on Arista’s role in AI and cloud networking. Trading volume was moderate (~5.4 million shares on Nov 4investing.com). In context, the stock had climbed from the ~$70s a year earlier, fueled by better-than-expected earnings and booming demand for data-center switches. Market commentators note that ANET’s valuation has been stretched by these trends, but analysts still generally rate it a “Buy” (consensus
4 November 2025
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Supermicro Stock Plunges After AI-Driven Earnings Miss – Analysts Split on Next Move

Supermicro Stock Plunges After AI-Driven Earnings Miss – Analysts Split on Next Move

In-Depth Analysis Recent Price Action and Trends SMCI has been volatile around early November. After closing $50.75 on Nov 3marketbeat.com, the stock fell to about $47.6 on Nov 4, 2025. Chart providers show a mid-day price ~$47.88 (–5.66%)chartmill.com. This comes on the heels of a strong 2025 run (+90–110% year-to-datechartmill.com), driven by AI hype and strong server demand. The last month saw the stock give back a few percent, so Nov 4’s drop reflects profit-taking and reaction to results. Over the past two weeks, SMCI is down ~8%chartmill.com. ChartMill technical indicators are mixed: the stock remains in a bullish longer-term
4 November 2025
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AMD Stock Skyrockets on AI Mega-Deal – Latest Price, Q3 Earnings Preview & Expert Analysis

AMD Stock Forecast 2025: Will AI Deals Power More Gains or Is It Priced to Perfection?

Current Performance and Valuation AMD’s stock has been on a tear in 2025, significantly outperforming peers. The share price recently hit an all-time high around $243 in late Octoberinvesting.com amid the broader AI-driven tech rally. As of early November 2025, AMD trades in the $250 range per share, equating to a market cap near $408–415 billionstockanalysis.com. This marks an astonishing rise considering the stock began the year closer to $130–$140fintel.io. By comparison, longtime rival Intel is valued at under $200Bmacrotrends.net, underscoring AMD’s ascent in investors’ eyes. In terms of valuation metrics, AMD now carries a hefty premium. The stock’s price-to-earnings
4 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 Forecast 2025: AI-Fueled Growth Amid Cloud Boom

ORCL Stock Price & Recent Performance Oracle’s stock has been on a tear in 2025, propelled by accelerating cloud growth and AI enthusiasm. Shares started the year around the $170 level, then climbed steadily and spiked after mid-year earnings. By July, ORCL hit record highs near $240 (up 43% for 2025 at that point)investopedia.com, prompting analyst upgrades. Jefferies, for example, raised its price target to $270 in July, citing Oracle’s pivotal cloud deals and declaring the company at a “pivotal moment” in its evolutioninvestopedia.cominvestopedia.com. The rally peaked in September when Oracle briefly traded above $300. However, after touching its 52-week
4 November 2025
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Gartner (IT) Stock Plunges 50% – Will This Tech Advisor Bounce Back? (In-Depth Analysis)

Gartner (IT) Stock Plunges 50% – Will This Tech Advisor Bounce Back? (In-Depth Analysis)

Stock Price & Recent Performance (2025) Gartner’s stock has experienced a roller-coaster 2025. After touching all-time highs, the share price cratered ~50% from its peak over the past yearfinimize.com. Key factors behind this plunge include investor fears over slowing growth in Gartner’s contract value (CV) – a metric of future subscription revenue – and softening IT spending forecasts amid economic uncertaintyfinimize.com. A broader sell-off in high-growth tech stocks also weighed on Gartner’s valuationfinimize.com. As of November 4, 2025, Gartner trades around $233 per share, down about 5% from the prior closereuters.com. Notably, the stock initially jumped in pre-market trading after
4 November 2025
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Alphabet Stock Skyrockets on $100B Quarter: Google’s AI Bet, Big Earnings & What’s Next

Alphabet Stock Skyrockets on $100B Quarter: Google’s AI Bet, Big Earnings & What’s Next

Stock Price at All-Time Highs (Market Cap ~$3.4 Trillion) Alphabet’s stock has been on a tear in 2025, recently trading near record highs. As of November 4, 2025, Google’s shares hover around $280–$281, just shy of their peak (~$291) and up roughly 66% year-on-yearinsidermonkey.com. This remarkable rally has vaulted Alphabet’s market capitalization to about $3.43 trillioninsidermonkey.com. Back in mid-September, Alphabet hit the $3 trillion milestone for the first time – joining Apple and Microsoft in that elite club – amid “renewed optimism around artificial intelligence and a favorable antitrust ruling,” according to Reutersreuters.com. In fact, Alphabet’s shares had already led the tech-heavy “Magnificent
4 November 2025
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Nvidia’s Record $5 Trillion Surge: AI Mega-Deals Propel NVDA Stock – Is $300 Next?

Nvidia’s Jaw-Dropping $5 Trillion Milestone – AI Boom or Bubble?

In-Depth Analysis: AI Boom Propels Nvidia to Record Heights Nvidia’s stock has been on an absolute tear, driven by the global gold rush for artificial intelligence infrastructure. Shares hit a record $207.86 on October 29, briefly making Nvidia the first company ever valued over $5 trilliontheguardian.com. To put that in perspective, three months ago Nvidia crossed $4T – the growth has been meteoric. This rally reflects feverish demand for Nvidia’s cutting-edge AI chips (like the H100 and new Blackwell GPUs) that power everything from ChatGPT to autonomous vehicles. As one report noted, a “ravenous appetite” for Nvidia’s AI hardware has
4 November 2025
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