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Technology News 8 November 2025 - 10 November 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 (VSAT) Soars to a 52‑Week High on Analyst Upgrade; Earnings Beat and ViaSat‑3 F2 Launch Delay in Focus — Nov 10, 2025

Viasat, Inc. (NASDAQ: VSAT) rallied to a new 52‑week high on Monday after a fresh Outperform upgrade and $52 price target from Raymond James. The move extends gains from Friday’s Q2 FY2026 results, which showed an adjusted EPS beat and narrowing losses. Meanwhile, the ViaSat‑3 F2 satellite launch remains scrubbed pending a new date after back‑to‑back attempts last week. ulalaunch.com+4Investing.com+4Finviz+4 Today’s key developments (Nov 10, 2025) Earnings recap: Q2 FY2026 (reported Nov 7) Why it matters: The EPS beat—despite a slight revenue miss—supports the earnings‑power narrative as the company works through integration and capacity additions from the Inmarsat portfolio and
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

Tech’s rough first week of November gave way to a rebound today. We break down what’s moving the Vanguard Information Technology ETF (VGT) and the Technology Select Sector SPDR (XLK), how they differ under the hood, and what fresh research says about concentration risk, costs, and diversification. Key takeaways Why today matters What the latest research says about VGT and XLK (Nov. 2025) Bottom line from the coverage: breadth versus precision. VGT’s bigger roster can smooth single‑name shocks, while XLK is a pure S&P 500 tech‑sector slice with laser‑focused large‑cap exposure. Under the hood: where VGT and XLK really differ
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 Inc. (NASDAQ: RUM) said today it will acquire German AI infrastructure firm Northern Data in an all‑stock transaction valued at roughly $767 million, unveiled two new commercial commitments from Tether worth up to $250 million, and released mixed Q3 2025 results. Shares initially jumped in early trading. What Rumble announced today Why it matters: The package signals Rumble’s pivot from a pure video platform toward AI and cloud infrastructure, aiming to control compute supply, reduce dependence on third‑party hyperscalers, and open new B2B revenue streams. Deal terms at a glance Q3 2025 results: revenue soft, losses narrower Rumble’s Q3
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

Published: 10 November 2025 Dateline — Dakar. The Autonomous Port of Dakar (Port Autonome de Dakar, PAD) and Senegal’s Directorate General of Customs (Direction Générale des Douanes, DGD) have announced a pilot program to digitize cargo release using electronic delivery vouchers—known locally as Bons à Délivrer (BADs). The system is planned to go live on January 2, 2026 through the Electronic Port Single Window (GUPE), connecting port stakeholders end‑to‑end and replacing manual validation with automated, interoperable workflows. wearetech.africa+1 What’s changing Under the initiative, BADs will be issued, exchanged, and validated electronically between the Single Window (GUPE) and all terminal operators.
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

Published: November 10, 2025 Lockheed Martin is pushing for its strongest F‑35 production year yet, with multiple outlets and company disclosures indicating a stretch goal of as many as 200 jets in 2025 as global demand accelerates and the order book swells to a record $179 billion. The latest developments span fresh international activity, a thicker backlog, and ongoing recovery from last year’s TR‑3 delays—setting up a pivotal fourth quarter for the world’s largest defense contractor. Defence Industry Europe+2TipRanks+2 At a glance F‑35 production: from recovery to record pace After clearing the 2024 bottleneck caused by Technology Refresh 3 (TR‑3)
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

Key takeaways• TSLA fell 3.7% Friday to close at $429.52; market cap sits near $1.43T, with a 52‑week range of $214.25–$488.54. Macrotrends+1• Shareholders approved Elon Musk’s performance‑based pay plan—widely described as “nearly $1T,” and framed by Reuters as “up to $878B”—with more than 75% support. Expect continued debate on governance and “key‑man” risk. Reuters+1• Tesla stopped taking orders for its cheapest Cybertruck and is emphasizing the ~$100,000 “Foundation” trims—another sign of a premium mix in the near term. Reuters• Q3 2025 delivered records: 497,000 vehicles and 12.5 GWh of energy storage deployments; revenue reached $28.1B, free cash flow nearly $4.0B,
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

Published: Monday, November 10, 2025 — Pre‑market Quick take 1) Overnight & weekend developments investors are trading OpenAI → AWS ($38B/7yrs). OpenAI will run workloads on Amazon Web Services, diversifying away from sole reliance on Azure. The timing (announced Nov. 3) keeps pressure on Microsoft’s Azure share-of-wallet narrative into this week. Watch sympathy moves in AMZN (AWS) and NVDA. Reuters+1 Microsoft–OpenAI, chapter two. On Oct. 28, Microsoft and OpenAI restructured their relationship, with press and filings indicating OpenAI’s valuation around $500B and Microsoft maintaining a meaningful equity stake and long‑term product/model rights—even as OpenAI gains freedom to use multiple clouds.
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

On the ground in Taiwan: Blackwell demand, supply chain ramp Speaking to reporters at TSMC’s annual sports day in Hsinchu, Nvidia CEO Jensen Huang said the company is experiencing “very strong demand” for Blackwell platform chips—the company’s flagship AI accelerators—adding that Nvidia builds GPUs alongside CPUs, networking and switches for the platform. He emphasized that Nvidia is leaning on TSMC for additional wafers to meet orders. Reuters Bloomberg separately reported that Huang has formally asked TSMC for more chip supplies as AI demand remains robust, noting his comment that business is getting “stronger month by month.” Bloomberg On memory, Huang
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

What changed today (Nov. 8) Lock‑up expiration arrives A 60‑day lock‑up covering executive officers, directors and certain significant stockholders—tied to Ondas’ September 9 prospectus supplement—expires today. Market notices published late Friday flagged the lock‑up on warrants, options and RSUs as ending on Nov. 8, 2025. Practically, that can add tradable supply and sometimes amplifies near‑term volatility, though it doesn’t mandate selling. MarketScreener+1 If you want the primary source: Ondas’ September 8‑K includes the form of lock‑up agreement, which sets a “period ending 60 days after the date of the Prospectus.” With the prospectus supplement dated Sept. 9, the 60‑day clock
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

Published: November 7, 2025 Samsung confirms 10.7Gbps LPDDR6 (12nm, ~21% efficiency gain) and a compact Gen5 PM9E1 SSD at up to 14.8/13.4GB/s for CES 2026—what it means for AI PCs and phones. Key takeaways What happened today (Nov 7, 2025) Samsung’s forthcoming LPDDR6 DRAM and PM9E1 Gen5 SSD were spotlighted in fresh coverage, with outlets noting that the company plans to showcase both products at CES 2026. A Wccftech report published this morning confirms Samsung’s plan and reiterates the headline specs—10.7Gbps LPDDR6 on 12nm and a 22×42 Gen5 SSD targeting up to 14.8/13.4GB/s. Wccftech LPDDR6: the headline upgrades On the
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 is targeting a pre‑dawn Starlink launch from NASA’s Kennedy Space Center early Saturday, days after a West Coast Falcon 9 carried 28 satellites to orbit—and as a new FAA order confines U.S. commercial launches to overnight hours starting Nov. 10. What’s scheduled at Kennedy Space Center SpaceX is preparing the Starlink Group 10‑51 mission from Launch Complex 39A at KSC. The company is aiming for 7:10 a.m. EST (12:10 UTC) on Saturday, Nov. 8, flying a Falcon 9 on a northeasterly trajectory. The first stage is planned to land on the droneship A Shortfall of Gravitas (ASOG) positioned in
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

Updated: November 7, 2025 Summary: Oracle shares slipped again on Friday, closing at $239.26 (‑1.86%) after a fresh round of headlines: Reuters reported an $18 billion bank loan tied to a New Mexico data‑center campus associated with Oracle and the broader “Stargate” AI infrastructure push, while The Washington Post disclosed it was among the victims of a cyber breach linked to Oracle E‑Business Suite. Oracle also announced a new health‑AI collaboration with the Cancer Center Informatics Society (Ci4CC). Oracle+3StockAnalysis+3Reuters+3 Price action at a glance What moved Oracle stock today 1) $18B project financing for an Oracle‑tied New Mexico data‑center campus
8 November 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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