Technology News 25 November 2025

Nasdaq Today: Tech Mega‑Caps and Alphabet’s AI Breakthrough Drive 2.7% Rally on November 24, 2025

Published: November 24, 2025 – U.S. session recap (after market open and through the close) Nasdaq Today: Biggest Jump Since May as AI Trade Roars Back Wall Street kicked off the Thanksgiving week in full risk‑on mode on Monday, November 24, 2025, with the Nasdaq Composite surging 598.92 points, or 2.7%, to 22,872.01. That marks the tech‑heavy index’s strongest single‑day gain in roughly six months and extends a rebound that began late last week. AP News+2Financial Times+2 The rally was powered by: By comparison, the S&P 500 climbed 1.5% to 6,705.12, while the Dow Jones Industrial Average added 0.4% to 46,448.27. Small caps joined

25 November 2025

Nasdaq·Stock Market·Technology

Oracle’s $300 Billion OpenAI Bet Backfires: Stock Slump Erases $130 Billion From Larry Ellison’s Fortune

Published: November 25, 2025 Oracle’s spectacular AI-driven rally has flipped into an equally dramatic hangover. Just weeks after Larry Ellison briefly claimed the title of world’s richest person on the back of a $300 billion cloud deal with OpenAI, Oracle’s share price has gone into reverse. The stock is now down more than 39% in two months, wiping roughly $130 billion from Ellison’s net worth and knocking him down to third place on the Bloomberg Billionaires Index, behind Elon Musk and Alphabet co‑founder Larry Page. The Business Times+1 On Tuesday, November 25, Oracle shares were trading around the $190–$200 range, extending a

25 November 2025

Artificial Intelligence·NASDAQ:ORCL·Stock Market·Technology

S&P 500 Today: Tech Stocks, AI Hype and Fed Rate-Cut Bets Power Wall Street Rally on November 24, 2025

U.S. stocks kicked off the Thanksgiving‑shortened week with a powerful rebound on Monday, November 24, 2025. The S&P 500 jumped at the opening bell, riding a renewed wave of enthusiasm for artificial intelligence stocks and growing confidence that the Federal Reserve will cut interest rates again in December. By the end of the session, the benchmark S&P 500 had climbed 1.5% (102.13 points) to 6,705.12, one of its strongest days since the summer and its second straight solid gain. The tech‑heavy Nasdaq Composite surged 2.7% to 22,872.01, while the Dow Jones Industrial Average added 0.4% to close at 46,448.27. AP News+1

25 November 2025

Artificial Intelligence·Federal Reserve·Stock Market·Technology

JD.com’s Jingdong Industrials Wins Hong Kong Listing Nod as US$500 Million AI Supply‑Chain IPO Nears

HONG KONG / BEIJING – November 25, 2025 – JD.com’s industrial supply‑chain technology arm, Jingdong Industrials (JDi), has cleared a key regulatory hurdle and accelerated investor marketing for a Hong Kong IPO that could raise up to US$500 million as early as mid‑December, according to regulatory filings and multiple media reports. Reuters+2yicaiglobal.com+2 What’s new today (25 November 2025) Chinese financial outlet Yicai Global reported today that Jingdong Industrials has passed the Hong Kong Stock Exchange listing hearing, effectively securing approval from the exchange’s listing committee. That clears one of the final checks before book‑building can begin. yicaiglobal.com Key fresh details

25 November 2025

Artificial Intelligence·Technology

AI Data Centers Raise Winter Blackout Risks: What NERC’s 2025–26 Warning Means for Texas, Michigan and the Rest of the US

Published November 25, 2025 As the first major cold fronts line up over North America, federal grid regulators are sounding the alarm: the explosive growth of AI data centers is helping push winter electricity demand to record highs — and in some regions, the power system may not be ready if a deep freeze hits. Utility Dive+1 A new 2025–2026 Winter Reliability Assessment from the North American Electric Reliability Corporation (NERC) finds that winter peak demand on the bulk power system will be about 20 gigawatts higher than last year, while new resources to meet that demand have grown by

25 November 2025

Artificial Intelligence·Data Centers·Technology

Alphabet Nears $4 Trillion as Soros Bets on Google and Amazon in Today’s AI Stock Frenzy

Published: November 25, 2025 Alphabet is racing toward a historic $4 trillion market value, AI optimism is lighting up Wall Street, and one of the world’s most famous investors has quietly loaded up on two of the “Magnificent Seven” giants: Amazon and Google’s parent, Alphabet. Fresh regulatory filings show billionaire George Soros’ fund has made major moves into Amazon (AMZN) and Alphabet (GOOGL), just as Alphabet’s share price surge threatens to reorder the rankings of the world’s most valuable companies. At the same time, a potential multi‑billion‑dollar AI chip deal between Google and Meta is challenging Nvidia’s dominance and adding

25 November 2025

Artificial Intelligence·Stock Market·Technology

China Stock Market Today: Defence and Tech Lead Modest Mainland Rebound as MSCI Rebalance Supercharges Hong Kong — November 24, 2025

On Monday, November 24, 2025, the China stock market delivered a mixed but eventful session: mainland benchmarks barely budged at the index level, even as defence and AI names jumped, while Hong Kong’s China-heavy indices rallied strongly on MSCI index changes and renewed hopes for a U.S. Federal Reserve rate cut in December. Futunn News+3Xinhua News+3Indo Premier+3 Key Takeaways for November 24, 2025 Mainland China: Headline Indices Flat, Defence Names on the Front Line Benchmarks: Small Move, Big Message Mainland China’s major equity gauges barely moved by the close, masking a notable rotation beneath the surface: Turnover on the Shanghai and

25 November 2025

Stock Market·Technology

ASX Today: Australian Share Market Rebounds Over 1% as Tech, Healthcare and Industrials Lead – 24 November 2025

Sydney – Monday, 24 November 2025 — The Australian stock market kicked off the week with a strong relief rally, snapping a painful run of November losses as investors piled back into technology, healthcare and industrial names on renewed hopes of interest rate cuts in the United States. The benchmark S&P/ASX 200 jumped about 1.3% to around 8,525 points, clawing back a slice of last week’s heavy falls and leaving the index modestly positive for 2025 year-to-date. The broader All Ordinaries added a similar 1.3%, while small caps and growth stocks outperformed, signalling a clear return of risk appetite after several bruising sessions. Market Index+1 Market snapshot: ASX 200,

25 November 2025

Stock Market·Technology

TSMC Sues Ex-Executive Now at Intel as Taiwan Probes Alleged 2nm Trade‑Secret Leak

Intel CEO Lip‑Bu Tan dismisses leak claims as “rumor and speculation” while Taiwanese authorities treat the case as a national‑security issue. A lawsuit in the middle of the chip race Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading contract chipmaker, confirmed on Tuesday that it has sued former senior executive Lo Wei‑jen after he took a top job at Intel. The suit was filed in Taiwan’s Intellectual Property and Commercial Court and is built around Lo’s employment contract, a signed non‑compete agreement, and provisions of Taiwan’s Trade Secrets Act. Reuters+1 TSMC argues that, given Lo’s access to the company’s most

25 November 2025

Technology

Alibaba Earnings Today: AI Cloud Boom Lifts Revenue Above Estimates as Heavy Spending Hits Profit – 25 November 2025

Alibaba’s latest earnings report shows exactly where the company is betting its future: artificial intelligence, cloud computing and ultra‑fast “one‑hour” delivery. Those bets are driving strong revenue growth — but also hammering margins. On Tuesday, 25 November 2025, Alibaba reported results for the quarter ended 30 September 2025 (its fiscal second quarter), beating revenue expectations thanks to surging demand for AI-powered cloud services and rapid expansion of instant commerce in China.FT Markets+1 Revenue beats forecasts, but profits plunge Alibaba posted quarterly revenue of about 247.8 billion yuan (roughly US$34.8 billion), up 5% year over year and slightly above analysts’ expectations

25 November 2025

Cloud Computing·Earnings·Technology

Astera Labs (ALAB) Stock Today, November 25, 2025: Price Action, Fresh News, and AI Growth Outlook

Astera Labs, Inc. (NASDAQ: ALAB) remains one of the most closely watched AI infrastructure stocks going into Tuesday, November 25, 2025. After an explosive run earlier this year and a sharp pullback from all‑time highs, the stock is back in focus as new institutional money flows in and Wall Street doubles down on its AI connectivity story. ALAB stock price snapshot heading into November 25, 2025 As of the latest available trading data, Astera Labs’ stock last closed at $147.75 per share on Monday, November 24, 2025, up about 4.2% on the day. The session saw an intraday range between

25 November 2025

Artificial Intelligence·Stock Market·Technology

Cisco Systems (CSCO) Stock Today, November 25, 2025: AI Security Push, Insider Selling, and What’s Next for the Rally

Cisco Systems, Inc. (NASDAQ: CSCO) is trading around $76–77 per share on Tuesday, November 25, 2025, leaving the networking giant less than 5% below its 52‑week high after a powerful AI‑driven run.StockAnalysis+2Investing.com+2 Investors this morning are digesting fresh AI and 5G security product news, new insider selling, an upcoming virtual annual shareholder meeting, and lingering questions about valuation after a roughly 34.6% gain over the last 12 months.Nasdaq+1 Cisco stock today: price, performance and positioning in the AI trade As of the latest available quote, CSCO is around $76.24, giving Cisco a market capitalization of roughly $300 billion. The stock’s

25 November 2025

Artificial Intelligence·Cybersecurity·NASDAQ:CSCO·Stock Market·Technology

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Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026

Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026

The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.

Tesla stock price rises to $411 as Musk solar hiring push and China AI plan set up week ahead

7 February 2026

Tesla shares closed up 3.5% at $411.11 on Friday after news of a U.S. solar hiring push and an AI training center in China. The company targets 100 GW of U.S. solar manufacturing by 2028, far above current national output. Investors remain focused on Tesla’s autonomy and energy projects. Upcoming U.S. jobs and inflation data may affect market sentiment next week.

Palantir stock price rebounds to $135.90 on Cognizant AI deal — what to watch next week

7 February 2026

Palantir shares closed Friday at $135.90, up 4.5% after Cognizant’s TriZetto unit announced plans to deploy Palantir Foundry and AIP in healthcare and business-process operations. The Dow closed above 50,000 for the first time. U.S. jobs and inflation data due next week may shift rate expectations for high-growth software stocks.