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Technology 3 November 2025 - 4 November 2025

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

SMCI shares fell about 6% to $47–48 on Nov. 4 after Q1 FY2026 sales and earnings missed estimates, with revenue down 15.5% year-over-year. Management guided Q2 revenue to $10–11 billion, far above consensus. Analysts remain mixed, with most rating the stock Hold and an average target near $47.6. SMCI faces rising competition from Dell and HPE as AI server demand surges.
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?

AMD traded near $250 per share in early November 2025, with a market cap around $400 billion, up 60% year-over-year. Wall Street rates the stock a consensus “Buy,” but the average price target sits below current levels at $218. Major AI chip deals with OpenAI and Oracle have fueled record highs and rapid growth in data-center revenue. AMD’s valuation remains well above industry norms, raising risk if growth falters.
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

Oracle shares trade near $258 as of early November 2025, up about 50% year-to-date after surging on major AI and cloud deals. The stock reached a 52-week high of $345.72 in mid-2025 before retreating. Oracle’s market cap stands near $750 billion. Remaining performance obligations soared to $455 billion in Q1 FY2026, up 359% year-over-year.
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

Alphabet shares traded near $280 on Nov. 4, 2025, close to record highs after Q3 earnings beat forecasts, with revenue up 16% to $102.3 billion and net income at $35 billion. Google’s ad revenue rose 13% to $74.2 billion, while Google Cloud jumped 34% amid surging AI demand. A U.S. antitrust ruling let Alphabet keep control of Android and Chrome. The company raised 2025 capex to up to $93 billion for AI and data centers.
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?

Nvidia shares fell 2.5% to around $202 on Nov. 4 after touching record highs last week, when its market value briefly topped $5 trillion. Rival AMD surged 25% on news of a major OpenAI partnership, raising competition concerns. U.S.–China export restrictions continue to limit Nvidia’s chip sales. Nvidia’s August earnings shattered records, with $46.7 billion in revenue and $26 billion profit.
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 shares trade near $514, close to record highs, with a market cap around $3.8–4 trillion. Quarterly revenue hit $77.7 billion, up 18% year-over-year, as Azure cloud revenue surged nearly 40%. Microsoft announced a $135 billion OpenAI stake and $250 billion in new Azure commitments. Capital expenditures reached a record $34.9 billion, mostly for AI datacenters.
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 shares traded near $170 on Nov. 4, 2025, down after Q3 earnings showed revenue up 32% to $2.84 billion but net income falling to $264 million. The stock remains up about 60% year-to-date. Shopify forecast Q4 revenue growth in the mid-to-high 20% range, above Wall Street estimates. Recent partnerships include deals with Estée Lauder and OpenAI’s ChatGPT.
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 shares have soared over 350% in 2025, recently jumping 13% in one day to $7.97 on Fed rate cut hopes. Q2 revenue rose 4% to $1.6 billion, with the company posting its first positive adjusted EBITDA since 2022. Leadership changes saw co-founders return and Kaz Nejatian named CEO. Q3 guidance was cut sharply as housing market volumes remain weak.
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

BYD’s third-quarter profit dropped 33% year-on-year to about €950 million, its sharpest fall in over four years. Revenue slipped 3% to €23.6 billion as price wars and weaker demand cut margins and shrank domestic market share. International sales rose 160% in Q3, with European deliveries up 270% in September. BYD’s shares fell 4% after the earnings report.
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 raised $1.01 billion in its IPO, pricing shares at $34 and valuing the electric aircraft maker at about $7.4 billion. The offering was upsized to nearly 30 million shares after being 20 times oversubscribed. Beta’s stock begins trading on the NYSE Nov. 4 under the ticker “BETA.” The company has flown its electric planes over 83,000 nautical miles and secured major deals with UPS and the U.S. Air Force.
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?

Palantir shares fell 6.9% pre-market to $192.97 after a record close, despite Q3 revenue jumping 63% to $1.18 billion and full-year guidance raised to as much as $4.40 billion. U.S. commercial revenue more than doubled. Investors cited concerns over valuation after a 400% rally and a projected Q4 growth slowdown to about 61%. Frankfurt-listed shares dropped 5.8%.
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?

Michael Burry’s Scion Asset Management disclosed $1.1 billion in put options against Nvidia and Palantir, targeting about 1 million Nvidia and 5 million Palantir shares. These bearish bets now make up nearly 80% of Scion’s portfolio. Nvidia and Palantir have surged over 50% and 170% year-to-date, respectively, amid AI-driven rallies. Burry warns the current AI boom resembles the 2000 dot-com bubble.
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

The U.S. approved a first-ever export license for Microsoft to send about 60,400 of Nvidia’s latest AI chips, including GB300 “Grace Blackwell” processors, to the UAE for use in data centers. Nvidia stock rose 3% on the news. Microsoft plans to invest $15.2 billion in UAE AI infrastructure by 2029. The deal includes strict safeguards and was personally endorsed by President Trump’s administration.
4 November 2025
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Nokia’s 2025 Comeback: Nvidia’s $1B AI Stake, 5G Growth & Surging Stock

Nokia’s 2025 Comeback: Nvidia’s $1B AI Stake, 5G Growth & Surging Stock

Nokia shares surged 21% in late October 2025 after Nvidia announced a $1 billion investment for a 2.9% stake. The stock trades near $7.00 on NYSE, up about 65–70% year-to-date, following strong Q3 results and AI-driven optimism. Nokia reported Q3 net sales of €4.83 billion, beating estimates, with growth led by its Network Infrastructure segment.
3 November 2025
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AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

Lam Research shares have surged 117% year-to-date in 2025, far outpacing Nvidia and Broadcom. The company posted Q3 revenue of $5.32 billion, up about 28% year-over-year, and adjusted EPS jumped 46% to $1.26. Lam raised guidance for the next quarter, citing soaring demand for AI chipmaking equipment. CEO Tim Archer said AI data center investment is directly expanding Lam’s market.
3 November 2025
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MongoDB’s CEO Shake-Up: 11-Year Veteran Departs as Cloudflare Exec Takes Charge Amid Stock Surge

MongoDB’s CEO Shake-Up: 11-Year Veteran Departs as Cloudflare Exec Takes Charge Amid Stock Surge

MongoDB named Chirantan “CJ” Desai as its next CEO, replacing Dev Ittycheria, who will step down in November 2025 after 11 years. Shares jumped about 9% in pre-market trading, nearing all-time highs, as the company raised its Q3 FY2026 outlook and analysts boosted price targets. Ittycheria will stay on as an advisor during the transition. Final Q3 results are due December 1, 2025.
3 November 2025
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Amazon Stock Skyrockets to Record High on AWS Boom – Analysts Predict More Upside

Amazon Stock Skyrockets to Record High on AWS Boom – Analysts Predict More Upside

Amazon shares hit a record high near $244 on Oct. 31, 2025, after surging almost 10% on strong Q3 results. Revenue reached $180.2 billion and net income jumped to $21.2 billion, boosted by a $9.5 billion gain from its Anthropic investment. AWS revenue grew 20% to $33 billion, easing cloud slowdown fears. Wall Street raised price targets, with some analysts now valuing Amazon near $300 per share.
3 November 2025
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Nebius: The 350% Soaring AI Cloud Stock Taking on Amazon – What Investors Should Know

Nebius: The 350% Soaring AI Cloud Stock Taking on Amazon – What Investors Should Know

Nebius Group shares have surged 346% year-to-date, trading near $125 after a $19.4 billion AI cloud deal with Microsoft and Nvidia’s investment. Q2 2025 revenue jumped 625% to $105 million, but the company remains unprofitable as it spends heavily on global data center expansion. Nebius is positioning as an AI cloud rival to Amazon, Microsoft, and Google. Analyst opinions remain divided.
3 November 2025
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