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Technology 29 November 2025 - 30 November 2025

AppLovin Stock (APP) Latest Update: Big-Money Buying, Axon Ads Manager Momentum and Valuation Jitters Into 2026

AppLovin Stock (APP) Latest Update: Big-Money Buying, Axon Ads Manager Momentum and Valuation Jitters Into 2026

AppLovin shares closed at $599.48 on Friday, up 78% over the past year but 20% below their record high. Norges Bank disclosed a $951.5 million stake, while the New York State Common Retirement Fund also increased its holdings. Q3 revenue jumped 68% with over $1 billion in free cash flow. Insiders sold shares, but still retain 13.7% ownership.
30 November 2025
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Oracle Stock (ORCL) on November 30, 2025: AI Debt Jitters, OpenAI Megadeal and Analyst Split Define the Outlook

Oracle Stock (ORCL) on November 30, 2025: AI Debt Jitters, OpenAI Megadeal and Analyst Split Define the Outlook

Oracle closed at $201.95 on November 28, down 42% from its September high near $345 after a surge tied to AI contracts. The drop follows bond-market jitters over Oracle’s debt-fueled AI push and new analyst concerns about its reliance on OpenAI. Options activity has spiked as traders react to sharp swings. Oracle’s market cap remains around $580 billion.
30 November 2025
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SanDisk (SNDK) Stock News on November 30, 2025: S&P 500 Debut, 500% Rally and the AI Memory Bet

SanDisk (SNDK) Stock News on November 30, 2025: S&P 500 Debut, 500% Rally and the AI Memory Bet

SanDisk stock closed at $223.28 on November 28, up 3.8% after joining the S&P 500, replacing Interpublic Group. Shares have surged over 500% year-to-date, fueled by the AI storage boom and strong Q1 FY2026 results, including $2.31 billion in revenue and $112 million in GAAP net income. Intraday trading ranged from $211.73 to $237.77 on volume over 13 million shares.
30 November 2025
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Vietnam Picks Huawei and ZTE for 5G Rollout as US Tariffs Bite: $43 Million Shift Toward China Explained

Vietnam Picks Huawei and ZTE for 5G Rollout as US Tariffs Bite: $43 Million Shift Toward China Explained

Huawei and ZTE have secured over US$43 million in 5G equipment contracts with Vietnam’s top mobile operators, according to procurement data and media reports. The deals, awarded in 2025, follow new US tariffs on Vietnamese exports. Western firms Ericsson and Nokia still control Vietnam’s 5G core network. No government has blocked the contracts, but Western officials have raised security concerns privately.
30 November 2025
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AMD Stock on November 30, 2025: AI Chip Momentum, New Deals and a Growing Valuation Debate

AMD Stock on November 30, 2025: AI Chip Momentum, New Deals and a Growing Valuation Debate

AMD closed at $217.5 on November 28, up 1.5% for the day and nearly 80% year to date, despite dropping over 20% from late-October highs above $260. The stock rebounded in the last week of November following strong Q3 results, with revenue of $9.25 billion beating estimates. Market cap stands above $350 billion. Trading volume remains high as institutional buying and AI chip demand drive volatility.
30 November 2025
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Broadcom (AVGO) Stock Soars on Google AI Chip Partnership and VMware Momentum: What Investors Need to Know Now

Broadcom (AVGO) Stock Soars on Google AI Chip Partnership and VMware Momentum: What Investors Need to Know Now

Broadcom shares closed near $403 Friday, up 18% for the week and near a 52-week high, after an 11% surge led the S&P 500 on November 24. The stock has gained 16% since Google’s Gemini 3 AI launch and 7.6% in November, bucking a broader tech sector decline. Q3 revenue hit $16 billion, with AI chip sales up 63%. Risks include insider selling, a VMware-related lawsuit, and customer pushback on licensing.
30 November 2025
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Apple Stock Today (November 30, 2025): Near Record Highs as iPhone 17 Momentum Meets Mounting Regulatory Risk

Apple Stock Today (November 30, 2025): Near Record Highs as iPhone 17 Momentum Meets Mounting Regulatory Risk

Apple closed at $278.85 on November 28, just below its record intraday high of $280.38, valuing the company at about $4.1 trillion. Shares are up 19% over the past year, boosted by strong iPhone 17 demand and a robust holiday outlook. Regulatory scrutiny is increasing in India and Europe. Institutional investors and analysts are adjusting positions and forecasts.
30 November 2025
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Meta Stock Today: Google AI Chip Talks, Antitrust Win and Hyperion Data Center Drive $META Rebound

Meta Stock Today: Google AI Chip Talks, Antitrust Win and Hyperion Data Center Drive $META Rebound

Meta shares closed at $647.95 on November 28, up 9% from a week earlier, marking their biggest weekly gain since May. The rebound followed a six-month low near $589 on November 20 and came after Meta reported record Q3 revenue of $51.24 billion but took a $16 billion tax charge. The company raised 2025 capex guidance to as much as $72 billion, focusing on AI infrastructure.
30 November 2025
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CrowdStrike (CRWD) Stock on November 29, 2025: Analyst Upgrades, Big Money Flows and AI Deals Ahead of Q3 Earnings

CrowdStrike (CRWD) Stock on November 29, 2025: Analyst Upgrades, Big Money Flows and AI Deals Ahead of Q3 Earnings

CrowdStrike shares traded near $509 on November 29, 2025, valuing the company at about $128 billion. DA Davidson raised its price target to $580 ahead of the Q3 earnings report due December 2. The stock remains up over 40% year-to-date despite an 8% pullback in the past month. Analysts remain largely positive, citing strong AI-driven demand and product momentum.
29 November 2025
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DELL Stock Today: Dell Technologies’ AI Boom, Memory Headwinds and Wall Street Outlook (November 29, 2025)

DELL Stock Today: Dell Technologies’ AI Boom, Memory Headwinds and Wall Street Outlook (November 29, 2025)

Dell Technologies reported record Q3 FY26 revenue of $27.0 billion, up 11% year over year, and GAAP diluted EPS of $2.28, up 39%. AI server orders surged to $12.3 billion for the quarter, with management raising full-year AI server shipment guidance to $25 billion. Shares closed at $133.35 on November 28, up 0.07% for the day. Market cap stands near $90 billion.
29 November 2025
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Credo Technology Group (CRDO) Stock on November 29, 2025: Institutional Buying, AI Tailwinds and an Extreme Valuation Test

Credo Technology Group (CRDO) Stock on November 29, 2025: Institutional Buying, AI Tailwinds and an Extreme Valuation Test

Credo Technology (NASDAQ: CRDO) closed November 28 at $177.60, up 8.29%, with after-hours trading at $178. The stock has surged about 285% over the past year, ranking among the top large-cap U.S. performers. New 13F filings show institutional ownership above 80%. A recent licensing deal with The Siemon Company drove a 33% weekly gain.
29 November 2025
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Meta Platforms (META) Stock on November 29, 2025: Price, AI Spending Shock, and New Wall Street Debate

Meta Platforms (META) Stock on November 29, 2025: Price, AI Spending Shock, and New Wall Street Debate

Meta closed at $647.95 on November 28, 2025, up 6% over the past week but 19% below its 52-week high. New reports say Meta may spend billions on Google AI chips. Jim Cramer called the recent sell-off “overdone” after the stock rose 3% on positive analyst commentary. Recent filings show mixed institutional moves, with Thrivent cutting its stake sharply while others increased holdings.
29 November 2025
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Rolls-Royce Share Price Today: Dubai Air Show Orders, Quantum Breakthrough and New EASA Checks Drive RR.L Outlook (28–29 November 2025)

Rolls-Royce Share Price Today: Dubai Air Show Orders, Quantum Breakthrough and New EASA Checks Drive RR.L Outlook (28–29 November 2025)

Rolls-Royce announced engine deals for 176 Trent engines at the Dubai Air Show on 28 November 2025, including contracts with Air Europa, Etihad, and Emirates. The company also revealed a new quantum computing project and faced new European safety directives on its Trent 7000 engines. Shares traded near 1,070p in London, close to record highs, up nearly 90% over 12 months.
29 November 2025
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Cisco Systems (CSCO) Stock on Nov. 29, 2025: Institutional Buying, AI Telecom Win and 2026 Outlook

Cisco Systems (CSCO) Stock on Nov. 29, 2025: Institutional Buying, AI Telecom Win and 2026 Outlook

Cisco closed Friday at $77.08, up 1.3% and near its 52-week high, following strong Q1 results and raised guidance. New 13F filings show major asset managers increasing stakes. The company’s AI-powered telecom deal with Asiacell in Iraq drew analyst attention. Cisco’s market cap stands near $300 billion, with a 33% annual return and a 2.1% dividend yield.
29 November 2025
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Lumentum Holdings Inc (LITE) Stock Soars to Record High on AI Datacenter Boom — What Investors Need to Know Now

Lumentum Holdings Inc (LITE) Stock Soars to Record High on AI Datacenter Boom — What Investors Need to Know Now

Lumentum Holdings shares closed at $325.16 on November 28, 2025, up 5.48% and capping a year-long rally that has nearly quadrupled the stock. The company reported record Q1 FY26 revenue of $533.8 million and issued aggressive guidance for Q2. Trading volume hit 2.18 million shares. Lumentum’s market cap now stands at about $23 billion.
29 November 2025
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Marvell Technology (MRVL) Stock on November 29, 2025: AI Pivot, Buybacks and a High‑Stakes Q3 Earnings Test

Marvell Technology (MRVL) Stock on November 29, 2025: AI Pivot, Buybacks and a High‑Stakes Q3 Earnings Test

Marvell Technology shares closed November 28 at $89.40, up 2% after a weeklong rally fueled by optimism over its AI data-center strategy and a multi-billion-dollar buyback plan. The stock’s Relative Strength rating rose to 75, reflecting improved momentum. Market cap stands near $77 billion, but GAAP profitability remains negative. Investors await fiscal Q3 2026 results due December 2, 2025.
29 November 2025
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Alphabet Inc (GOOG) Class C Stock: AI Rally, Berkshire Bet and Overbought Warnings as of November 29, 2025

Alphabet Inc (GOOG) Class C Stock: AI Rally, Berkshire Bet and Overbought Warnings as of November 29, 2025

Alphabet Class C shares (GOOG) closed November 28, 2025, at $320.12, just below record highs and valuing the company at about $3.86 trillion. The stock has surged 70% this year, fueled by AI momentum and a record Q3 with $102.3 billion in revenue. Analysts now see modest downside, with price targets below current levels. A federal judge recently declined to break up Google’s search business.
29 November 2025
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Stock Market Today

  • Oil and Gas Stocks Drop as Ceasefire Prospect Drives Oil Prices Lower
    April 1, 2026, 11:35 AM EDT. Oil and gas stocks tumbled on easing fears of conflict in Iran, pushing both West Texas Intermediate and Brent crude prices below $98 per barrel. Exxon Mobil, Devon Energy, Occidental Petroleum, and Murphy Oil each fell more than 5%. Other majors including Chevron and ConocoPhillips declined over 4%, while BP, TotalEnergies, and Shell also retreated. U.S. President Trump indicated the conflict with Iran could resolve within weeks, fueling market optimism and triggering a significant pullback in international oil prices, impacting related equities.
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