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Technology 7 November 2025 - 11 November 2025

Sony’s 2025 Surge: Inside the Tech Giant’s Record-Breaking Year and Bold Moves

Sony Lifts Profit Outlook to ¥1.43 Trillion as ‘Demon Slayer’ and Image Sensors Power Q2; PS5 Shipments Hit 3.9M

Sony raised its full-year operating profit forecast by 8% to ¥1.43 trillion after strong September-quarter results, citing surging anime-driven music revenue and higher demand for smartphone image sensors. Quarterly operating income rose 10% to ¥429.0 billion, while net income climbed 7% to ¥311.4 billion. Shares gained after the announcement. Full-year sales guidance now stands at ¥12.0 trillion.
11 November 2025
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SoftBank Sells Entire Nvidia Stake for $5.83 Billion to Double Down on OpenAI and AI Infrastructure

SoftBank Sells Entire Nvidia Stake for $5.83 Billion to Double Down on OpenAI and AI Infrastructure

SoftBank sold its entire Nvidia stake—32.1 million shares—for $5.83 billion in October, the company disclosed Tuesday. Proceeds will help fund multibillion-dollar investments in OpenAI and new AI infrastructure. The sale follows $9.17 billion raised from T-Mobile share sales and an $8.5 billion bridge loan for OpenAI. Nvidia shares dipped 1.3% in early U.S. trading after the news.
11 November 2025
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Shutdown Drags On But Wall Street Hits Records – Here’s What’s Driving Markets

Asian Stocks Rebound on Tech Surge: Nikkei and Kospi Jump as U.S. Shutdown Breakthrough Lifts Sentiment—China Lags Despite CPI Tick-Up (Nov. 10, 2025)

Japan’s Nikkei 225 rose 1.3% to 50,911.76 and South Korea’s Kospi jumped 3.0% to 4,073.24, led by gains in chipmakers like Tokyo Electron and SK Hynix. The rally followed progress in Washington toward ending the U.S. government shutdown and upbeat comments from Nvidia on AI chip demand. Chinese shares lagged despite positive inflation data.
10 November 2025
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Viasat (VSAT) Soars to a 52‑Week High on Analyst Upgrade; Earnings Beat and ViaSat‑3 F2 Launch Delay in Focus — Nov 10, 2025

Viasat (VSAT) Soars to a 52‑Week High on Analyst Upgrade; Earnings Beat and ViaSat‑3 F2 Launch Delay in Focus — Nov 10, 2025

Viasat shares hit a 52-week high of $43.59 Monday after Raymond James upgraded the stock to Outperform with a $52 target. The rally followed Q2 FY2026 results showing adjusted EPS of $0.09 and narrowing losses. The ViaSat-3 F2 satellite launch remains delayed after two scrubs last week, with a new date still pending. Viasat filed its latest quarterly report with the SEC on November 10.
10 November 2025
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VGT vs. XLK Today (Nov. 10, 2025): Tech ETF Sell‑Off, Rebound, and Whether to Cut or Double Down

VGT vs. XLK Today (Nov. 10, 2025): Tech ETF Sell‑Off, Rebound, and Whether to Cut or Double Down

XLK and VGT rebounded intraday Nov. 10 after last week’s tech slump, with XLK trading in the mid-$290s and VGT in the high-$770s. New research warns both funds remain heavily concentrated in mega-cap names like Nvidia, Apple, and Microsoft, raising drawdown risk. VGT holds about 314 stocks versus XLK’s 69, but both carry ultra-low fees below 0.1%. Analysts cite diversification and concentration risk as key concerns.
10 November 2025
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Rumble (RUM) soars on $767M Northern Data deal; Tether pledges up to $250M; Q3 revenue misses — Nov. 10, 2025

Rumble (RUM) soars on $767M Northern Data deal; Tether pledges up to $250M; Q3 revenue misses — Nov. 10, 2025

Rumble announced a $767 million all-stock deal to acquire Germany’s Northern Data, adding over 22,000 Nvidia GPUs to its cloud unit. Tether committed up to $250 million in GPU services and advertising. Rumble’s Q3 2025 revenue fell 1% to $24.8 million, while net loss narrowed to $16.3 million. Shares surged over 25% pre-market.
10 November 2025
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Dakar Port Launches Electronic Delivery Voucher Pilot to Digitize Cargo Clearance — Go‑Live Slated for January 2, 2026

Dakar Port Launches Electronic Delivery Voucher Pilot to Digitize Cargo Clearance — Go‑Live Slated for January 2, 2026

Senegal’s Autonomous Port of Dakar and Customs will launch electronic cargo release vouchers via the Electronic Port Single Window on January 2, 2026, replacing manual validation. All terminal operators will connect to the system for automated processing. The port generates 95% of national customs revenue, making efficiency gains significant for public finances. Maritime partners must designate technical contacts by November 15, 2025.
10 November 2025
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Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Lockheed Martin Targets Up to 200 F‑35 Deliveries in 2025 as Backlog Hits $179B — What’s New on November 10, 2025

Lockheed Martin aims to deliver up to 200 F-35 jets in 2025, with management and trade reports citing a likely range of 175–190. The company reported 143 deliveries through Q3 and holds a record $179 billion backlog. Lockheed raised its 2025 earnings forecast to $22.15–$22.35 per share and sales outlook to $74.25–$74.75 billion.
10 November 2025
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Tesla’s Stunning 2025 Comeback: TSLA Stock Soars Amid AI Ambitions, $1 Trillion Musk Bet & EV Wars

TSLA stock: What to know before Monday’s open (Nov 10, 2025) — Musk’s mega‑pay vote, Cybertruck shift, robotaxi pilot, and CPI week

Tesla shares fell 3.7% Friday to $429.52 after shareholders approved Elon Musk’s performance-based pay plan, valued by Reuters at up to $878 billion. Tesla halted orders for its cheapest Cybertruck, focusing on $100,000 trims. Q3 deliveries hit a record 497,000 vehicles. U.S. regulators opened a probe into Tesla’s FSD system, covering about 2.9 million vehicles.
9 November 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

MSFT Before the Bell (Nov 10, 2025): OpenAI–AWS shockwave, Azure outlook, $9.7B IREN chips pact, dividend date, and week‑ahead catalysts

OpenAI ended its exclusive cloud deal with Microsoft Azure, signing a $38 billion, seven-year agreement with AWS. Microsoft restructured its OpenAI partnership on Oct. 28, keeping a significant stake and long-term tech rights. The company also secured $9.7 billion in AI compute capacity from IREN and a multi-billion-dollar GPU deal with Lambda. Microsoft last traded at $496.82, with a $3.85 trillion market cap.
9 November 2025
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NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

Nvidia CEO Jensen Huang said demand for Blackwell AI chips is “very strong” and has asked TSMC for more wafer supply. Taipei officials will move next week to terminate a land-use deal, clearing the way for Nvidia’s Taiwan headquarters at Beitou Shilin Tech Park. Huang reiterated there are no active talks to sell Blackwell chips to China, citing U.S. export restrictions. NVDA shares last traded near $188.
8 November 2025
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Ondas Holdings (ONDS) News Today — Nov. 8, 2025: Lock‑Up Expiry, Sentrycs Deal Momentum, and Q3 Results Preview

Ondas Holdings (ONDS) News Today — Nov. 8, 2025: Lock‑Up Expiry, Sentrycs Deal Momentum, and Q3 Results Preview

A 60-day lock-up on Ondas Holdings stock tied to its September financing expires today, potentially increasing tradable supply. ONDS closed Friday at $5.81, up 10.67%, with after-hours indications near $6.39 on heavy volume. The company reports Q3 2025 results Nov. 13. Ondas this week announced a definitive agreement to acquire Israeli counter-drone firm Sentrycs.
8 November 2025
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Samsung Confirms 10.7Gbps LPDDR6 and 14.8GB/s Gen5 PM9E1 SSD Ahead of CES 2026

Samsung Confirms 10.7Gbps LPDDR6 and 14.8GB/s Gen5 PM9E1 SSD Ahead of CES 2026

Samsung will debut 10.7Gbps LPDDR6 DRAM and a compact Gen5 PM9E1 SSD with up to 14.8GB/s read and 13.4GB/s write speeds at CES 2026 in Las Vegas. The 12nm LPDDR6 offers about 21% better energy efficiency over previous models. The PM9E1 SSD features a 42mm M.2 form factor, “Presto” controller, V8 TLC V-NAND, and up to 4TB capacity. Both products are CES Innovation Awards honorees.
8 November 2025
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SpaceX Wins $81.6 Million U.S. Space Force Deal to Launch WSF-M2 Weather Satellite in 2027

SpaceX Starlink update for Nov. 7, 2025: 29‑satellite Falcon 9 lined up at Kennedy as FAA imposes overnight launch window; California mission lofts 28 satellites

SpaceX plans to launch 29 Starlink V2 Mini satellites from Kennedy Space Center at 7:10 a.m. EST Saturday, using Falcon 9 booster B1069. The first stage will target a droneship landing off South Carolina. The FAA has ordered all U.S. commercial space launches to occur overnight only, starting Nov. 10, due to air traffic controller staffing shortages. Earlier this week, SpaceX flew Starlink missions from both Florida and California.
8 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, Nov. 7, 2025: $239 Close as $18B AI Data‑Center Financing and Oracle‑Linked Cyber Breach Dominate the Tape

Oracle shares fell 1.86% to $239.26 Friday, extending a two-day drop of over 4%. Reuters reported an $18 billion bank loan for a New Mexico data-center campus tied to Oracle’s “Stargate” AI project. The Washington Post said it was hit by a cyber breach linked to Oracle E-Business Suite. Oracle also announced a new health-AI partnership with the Cancer Center Informatics Society.
8 November 2025
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Amazon Stock Today: AI Ambitions, $2.5B Twist, and $3 Trillion Dreams

Amazon Stock Today (AMZN) — Nov 7, 2025: Bazaar goes global, AWS unveils transatlantic ‘Fastnet’ cable, Bezos wins appeal; shares close at $244.41

Amazon closed at $244.41, up 0.6%, after expanding its low-price Bazaar shopping platform to 14 new markets. AWS announced “Fastnet,” a transatlantic subsea cable linking Maryland and Ireland for AI and cloud services. Jeff Bezos won an investor lawsuit appeal in Delaware’s Supreme Court. Amazon reportedly bought $700 million in land in Northern Virginia for data center expansion.
8 November 2025
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You Won’t Believe What Google Did This Month: July 2025’s Biggest Stories

Google Stock Today (7 Nov 2025): Alphabet (GOOGL, GOOG) slips as investors weigh YouTube–Disney carriage fight, new AI data‑center plan, and Europe expansion

Alphabet shares fell Friday, with GOOGL closing at $278.83, down 2.08%, and GOOG at $279.70, down 1.98%. The stock moved on news of YouTube’s carriage dispute with Disney, a planned AI data center on Australia’s Christmas Island, and an upcoming record investment announcement in Germany. DOJ cleared Google’s $32B Wiz deal, and a settlement with Epic Games advanced in court.
8 November 2025
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Google Stock vs. Microsoft Stock in 2025 (through Nov. 7): Which Tech Titan Is Winning the AI Race?

Google Stock vs. Microsoft Stock in 2025 (through Nov. 7): Which Tech Titan Is Winning the AI Race?

Alphabet reported $102.3 billion in Q3 revenue, its first $100 billion quarter, and raised 2025 capex guidance to up to $93 billion. Google Cloud revenue jumped 34% year over year. Microsoft posted $77.7 billion in revenue, with Azure up 40%. U.S. and EU regulators fined or imposed remedies on both companies over antitrust concerns.
7 November 2025
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Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

AMD Stock vs. Intel Stock in 2025: Earnings, AI Deals, and Outlook (Updated Nov 7, 2025)

AMD shares traded near $233 and Intel at $38 intraday on Nov. 7, 2025. AMD is up about 115% year-to-date, Intel 91%. AMD posted record Q3 revenue of $9.2 billion and raised guidance; Intel reported $13.7 billion with strength in client chips but softer data center results. China tightened rules on foreign AI chips as AMD received licenses for some MI308 shipments.
7 November 2025
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