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Technology News 4 November 2025 - 5 November 2025

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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Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Hits $4 Trillion Valuation – Cloud Boom, AI Bets, and What’s Next for MSFT Stock

Microsoft’s Stock Price & Recent Performance Microsoft’s stock is trading around $513–$515 per share in early November 2025, just a few percent shy of its all-time highs achieved last month. The stock jumped in late October to a $4 trillion valuation milestonereuters.com on optimism around its AI initiatives, briefly making Microsoft only the second company ever to reach that mark (trailing chipmaker Nvidia). Even after a slight pullback post-earnings, MSFT remains up nearly 25–30% year-to-date, dramatically outperforming the broader marketinkl.com. (By comparison, the S&P 500 index is up ~15% YTDinkl.com.) This rally has been powered by investor enthusiasm for Microsoft’s
4 November 2025
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Shopify’s 2025 Surge: Can the E-Commerce Powerhouse Keep Soaring?

Shopify Stock Skyrockets on Holiday Hopes Despite Profit Squeeze – What’s Next for SHOP?

Shopify’s logo. The e-commerce platform has seen explosive growth in sales (Q3 revenue up 32% YoY) but faces questions about rising costs and rich valuation. Its stock is up ~60% in 2025, and the company is forecasting a strong holiday quarterreuters.comreuters.com. Sources: Reutersreuters.comreuters.comreuters.com; Reuters (OpenAI partnership)reuters.comreuters.com; Reuters (Estée Lauder partnership)nasdaq.comnasdaq.com; 24/7 Wall St247wallst.com247wallst.com; Finvizfinviz.comfinviz.com; Nasdaq/Zacksnasdaq.com; Benzinga (JPMorgan quote)benzinga.com; BetaKitbetakit.combetakit.com; Stockanalysisstockanalysis.com; Reuters (earnings report)reuters.comreuters.com.
4 November 2025
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Opendoor Stock Skyrockets 450% in 2025 – Real Estate Disruptor’s Epic Comeback or Risky Bet?

Opendoor Stock Skyrockets 450% in 2025 – Real Estate Disruptor’s Epic Comeback or Risky Bet?

Opendoor at a Glance: Recent Financials (Q2 2025) Metric Q2 2025 Q2 2024 Revenue $1.57 billionbarchart.com $1.51 billion (est.)globenewswire.com Homes Sold 4,299globenewswire.com ~4,090globenewswire.com Net Loss (GAAP) $(29)$ millionglobenewswire.com $(92)$ millionglobenewswire.com Adjusted EBITDA +$23 millionbarchart.com $(5)$ millionbarchart.com Source: Company filings and shareholder letter. Opendoor achieved its first Adjusted EBITDA profit in Q2 2025 since 2022, even as the housing market “continued to deteriorate,” according to the companyglobenewswire.com. However, management guided for a return to negative EBITDA in Q3 amid lower expected revenuebarchart.com. Recent Developments and News A cooled housing market in 2023–2024 set the stage for Opendoor’s dramatic rebound in 2025, as investors bet on a turnaround
4 November 2025
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Tesla’s Top Rival Stumbles: BYD’s Profit Plunge Shakes the EV Market

Tesla’s Top Rival Stumbles: BYD’s Profit Plunge Shakes the EV Market

From Battery Maker to EV Titan: BYD’s Meteoric Rise BYD (“Build Your Dreams”) has undergone a stunning transformation – from a humble battery producer into an electric vehicle powerhouse. The Shenzhen-based company, which started by making cellphone batteries, scaled its auto business to millions of units within a few years Finanzen. In 2024 BYD sold about 4.27 million vehicles, firmly cementing itself among the world’s top five automakers Finanzen. In fact, by the first half of 2025, BYD ranked #4 globally in passenger car sales – ahead of legacy giants like GM and Hyundai Finanzen. This surge marked a tipping point,
4 November 2025
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Electric Air Taxis Take Flight: Beta Technologies’ $1 Billion IPO Ignites the Electric Aviation Revolution

Electric Air Taxis Take Flight: Beta Technologies’ $1 Billion IPO Ignites the Electric Aviation Revolution

Beta Technologies’ Blockbuster IPO Debut Beta Technologies officially hit Wall Street on November 4, 2025, ringing the NYSE opening bell to celebrate its public debutsevendaysvt.com. The company’s IPO priced at $34 per share, above the marketed range of $27–33reuters.com, which reflects strong investor demand. In fact, Beta upsized the offering from 25 million to 29.85 million Class A shares (with underwriters granted an option for ~4.48 million more)businesswire.combusinesswire.com. This netted about $1.01–1.02 billion in fresh capital for the company, overshooting initial expectations of ~$825 milliontechbuzz.ai. At the IPO price, Beta’s market capitalization comes out around $7.4–7.5 billionreuters.comsevendaysvt.com. The enthusiastic reception marks a milestone not just for Beta but
4 November 2025
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Palantir’s Shocking Reinvention: From Secretive Spy Tech to $400B Cult Lifestyle Brand

Palantir Stock Whipsaws After ‘Otherworldly’ Q3—Has the 400% AI Rally Finally Met Its Match?

Key facts (Nov 4, 2025) What’s happening today (4.11.2025) Palantir (NASDAQ: PLTR) swung lower in early U.S. trading despite recording another blockbuster quarter and hiking guidance, as investors reassessed lofty AI valuations after a year‑long melt‑up. Pre‑market quotes showed the stock down nearly 7% to $192.97 as of 5:57 a.m. ET, versus Monday’s record close at $207.18. MarketWatch+1 The wobble came alongside a broader tech pullback. One market strategist summed up the mood, saying “the market is overbought” and there’s “a lot of overvalued stuff…concentrated in tech.” Reuters Earnings in focus Palantir’s Q3 revenue climbed 63% year over year to $1.18B, with adjusted EPS of $0.21, both ahead of
4 November 2025
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Michael Burry’s $1.1 Billion Bet: Will the AI Stock Bubble Burst on Nvidia and Palantir?

Michael Burry’s $1.1 Billion Bet: Will the AI Stock Bubble Burst on Nvidia and Palantir?

Burry Targets an “AI Bubble” with Big Short Bets Michael Burry – best known for his prescient “Big Short” against the 2000s housing bubble – is now taking aim at the AI stock frenzy. In a regulatory filing for Q3 2025, Burry’s firm Scion Asset Management revealed huge new put option positions against two of the stock market’s hottest AI names: Nvidia and Palantir Technologiesmarkets.businessinsider.com. Put options are contracts that increase in value when the underlying stock falls, so these represent a high-conviction bet on a price decline. Scion’s disclosure showed put options on ~1,000,000 Nvidia shares (worth $186.6 million) and
4 November 2025
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Nvidia Stock Near Record High as AI Mega-Deals Fuel $4 Trillion Rally – Is $300 Next?

Nvidia’s UAE Chip Deal: U.S. Greenlights Advanced AI Exports, Stocks Soar

U.S. Greenlights Advanced AI Chip Exports to the UAE In a groundbreaking move, the U.S. Commerce Department approved special export licenses for Microsoft to ship thousands of Nvidia’s top-tier AI chips to the UAEosoulmisrmagazine.com. This marks the first time a U.S. company has been cleared to send such advanced GPUs to the Gulf nation under updated export rulesosoulmisrmagazine.com. The approval, granted in late September 2025, was contingent on “updated and stringent technology safeguards” to ensure the hardware is used responsibly and doesn’t fall into the wrong handsosoulmisrmagazine.com. Microsoft hailed the decision in a blog post, emphasizing that “while the chips
4 November 2025
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Stock Market Today

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

7 February 2026
CleanSpark shares jumped 22% to $10.08 Friday after quarterly results and an AI infrastructure update, following bitcoin’s rebound above $70,000. The company reported a quarterly net loss tied to bitcoin price swings and outlined plans to expand power capacity in Houston. Peers Marathon Digital and Riot Platforms also surged. Upcoming U.S. jobs and inflation data next week could add further volatility.
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