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Technology News 5 November 2025 - 6 November 2025

Arm Holdings (ARM) Beats Q2, Lifts Q3 Outlook on AI Momentum — What to Know Today (Nov. 6, 2025)

Arm Holdings (ARM) Beats Q2, Lifts Q3 Outlook on AI Momentum — What to Know Today (Nov. 6, 2025)

Why Arm is rallying today Arm delivered another “beat‑and‑raise” quarter as AI workloads continue to shift toward Arm’s power‑efficient compute. Revenue of $1.14B (+34% YoY) topped expectations, while non‑GAAP EPS of $0.39 cleared the Street. Management guided Q3 well above consensus, citing broad‑based strength across smartphones, automotive, IoT—and especially data centers, where hyperscalers are standardizing around Arm for performance‑per‑watt gains. Reuters Under the hood, royalties rose 21% to $620M—helped by higher‑value Armv9 designs and Arm’s Compute Subsystems (CSS)—and licensing surged 56% to $515M on the timing of several high‑value deals. Those metrics underscore Arm’s dual model (upfront IP licenses +
6 November 2025
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Snap (SNAP) Surges on $400M Perplexity AI Tie‑Up; Fresh Analyst Target, Q3 Beat & Buyback — All the Key Updates for November 6, 2025

Snap (SNAP) Surges on $400M Perplexity AI Tie‑Up; Fresh Analyst Target, Q3 Beat & Buyback — All the Key Updates for November 6, 2025

What Snap and Perplexity are actually building Snap will place Perplexity’s AI‑powered, source‑backed Q&A directly in the Chat interface so Snapchatters can ask questions and get conversational, cited answers without leaving the app. Perplexity will pay Snap $400M over one year as the integration rolls out globally, with revenue contribution expected starting in 2026. Snap characterizes the move as a first large‑scale integration of an external AI partner in Snapchat, complementing (not replacing) its existing “My AI.” Business Wire Privacy note: CEO Evan Spiegel told Reuters that queries handled by Perplexity inside Snapchat won’t be used for advertising, even as
6 November 2025
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NVIDIA’s Stock Soars to New Highs – Analysts Eye Further Gains

NVIDIA (NVDA) Today — Nov. 6, 2025: Huang clarifies China AI-race remarks; U.K. honor crowns AI leadership; VAST Data–CoreWeave inks $1.17B deal; NVDA trades near $195 ahead of Nov. 19 earnings

Top headlines at a glance What changed today — and why it matters 1) Huang’s China remarks move from sound bite to strategy Reuters reports that Huang’s “China will win” comment—made on the sidelines of the FT Future of AI Summit—was followed hours later by a clarification on X emphasizing that America can win by accelerating innovation and courting global developers, including those in China. He reiterated that policy should avoid ceding half the world’s AI developer base. The report also notes U.S. export controls remain a flashpoint; Nvidia hasn’t sought China licenses, and recent comments by the U.S. president
6 November 2025
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Cathie Wood Loads Up on Pinterest After 20% Plunge; ARK Adds CRISPR, Trims Roku, Robinhood & Teradyne (Nov 6, 2025)

Cathie Wood Loads Up on Pinterest After 20% Plunge; ARK Adds CRISPR, Trims Roku, Robinhood & Teradyne (Nov 6, 2025)

ARK pounces on Pinterest’s earnings-driven slide ARK’s Wednesday trade disclosure shows the firm bought 521,867 shares of Pinterest across three funds (ARKK, ARKW, ARKF) after the visual discovery platform cratered on guidance. The add looks like a classic Cathie Wood “buy the dip” move: step into high‑conviction names when volatility runs hottest. Investing.com+1 Pinterest’s post‑earnings sell‑off was sharp and swift. Management projected holiday‑quarter revenue of $1.31–$1.34B, a touch below Wall Street expectations, and flagged softer ad budgets in the U.S. and Canada amid competitive pressure—an outlook that knocked the shares more than 20% at the open. Bloomberg+1 Underneath the headline,
6 November 2025
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Internet Access in China

China Stocks Today (Nov 6, 2025): Shanghai Reclaims 4,000; CSI 300 +1.4%, Hang Seng +2.1% as Chip & AI Shares Lead

Published: November 6, 2025 Summary: Mainland Chinese equities advanced for a second session, with the Shanghai Composite closing back above 4,000 and the CSI 300 up 1.43%, led by semiconductors and AI-linked names. In Hong Kong, the Hang Seng Index jumped 2.12% as broader risk appetite improved despite weak debuts from high‑profile autonomous‑driving IPOs. Policy support chatter also underpinned sentiment. Xinhua News+3Reuters+3Reuters+3 Key market moves at the close What drove the rally 1) Tech self‑sufficiency theme back in focus.Investors rotated into semiconductors and AI‑related shares after headlines and strategist commentary pointed to continued support for China’s homegrown tech stack. That
6 November 2025
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Wall Street Braces for Shutdown: Stocks Rally as Fed Cuts Loom – Tech & Defense in Focus

Hong Kong stocks today (Nov 6, 2025): Hang Seng jumps 2.1% as chips & commodities surge; Pony.ai and WeRide sink on Hong Kong debut

Key takeaways at a glance (as of 4:00 p.m. HKT) Market snapshot Hong Kong equities ended firmly higher on Thursday, November 6, 2025, breaking a two‑day slide as risk appetite returned across Asia. The HSI settled at 26,485.9 (+2.12%), with intraday highs brushing 26,490.71. Tech and China proxies outperformed, while breadth improved across most major industry groups. Reuters China-related gauges also advanced: the HSCEI climbed 2.10% to 9,355.97, and the HSTECH index rose 2.74% to 5,944.22, underscoring renewed interest in platform and hardware names. Reuters+1 Turnover remained healthy at ~HK$234.7 billion, consistent with 4Q’s elevated activity backdrop on the Hong
6 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 Stock Today (Nov. 5, 2025): ORCL holds near $250 as AI-debt spotlight, Gartner win and PwC rollout shape the narrative

Oracle stock trades around $250 today as Reuters flags AI-debt risks, Oracle touts Gartner MQ leadership, and PwC expands on Oracle Cloud ERP. Today’s top ORCL headlines you need to know Price action today Oracle (NYSE: ORCL) finished the regular session near $250 and traded around $250.31 as of 22:29 UTC, with an intraday low of $244.68 and high of $252.40. The tape shows a constructive, if choppy, session around the psychologically important $250 level as investors digested debt‑structure headlines alongside product‑side wins. (See live chart above.) Why these headlines matter for the stock 1) Balance‑sheet questions vs. AI growth
5 November 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM layoffs today (Nov. 5, 2025): Big Blue to cut ‘thousands’ of roles as focus shifts to software and AI

IBM said it will reduce a “low single‑digit percentage” of its ~270,000 global workforce in 4Q 2025. Here’s everything confirmed today, what remains uncertain, and how it may affect employees, customers, and investors. Key takeaways (as of Nov. 5, 2025) What’s new today, Nov. 5 How many jobs, and where? Why now? The strategy behind the cuts Timeline of reporting What this means if you’re an IBM employee or customer The open questions Short quote for context “In the fourth quarter we are executing an action that will impact a low single‑digit percentage of our global workforce.” — IBM spokesperson.
5 November 2025
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Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

NYSE Today — Nov. 5, 2025: Tech‑led rebound, Exzeo’s muted NYSE debut (XZO), and what ADP & ISM say about the outlook

At a glance Market recap: Risk appetite returns, breadth improves U.S. equities turned higher by early afternoon Wednesday, reversing much of Tuesday’s drop. Gains were broad‑based with tech leadership and contributions from retail and financials. The S&P 500 rose ~0.8%, the Dow added nearly 300 points, and the Nasdaq outperformed. AP News On the NYSE’s own midday desk note, strategists flagged strong breadth, small‑cap outperformance, and firmer yields following stronger‑than‑expected data, while noting that tariff‑case headlines were in focus. New York Stock Exchange Biggest NYSE movers to watch New listing: Exzeo’s quiet debut on the Big Board Insurance‑technology provider Exzeo
5 November 2025
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Nasdaq Frenzy: Tech Titans’ AI-Fueled Surge Hits Records Ahead of Fed Cut & Earnings Bonanza

Nasdaq Today (Nov. 5, 2025): Tech Rebounds on ADP Beat; AMD Rises, Super Micro Sinks

Published: November 5, 2025 Key Takeaways Market Snapshot — Midday, Nov. 5, 2025 What Moved the Nasdaq 1) Macro: Jobs, Yields, and Tariffs 2) Earnings & Single‑Stock Moves The Day’s Timeline Why It Matters What’s Next (Tonight & This Week) Quick Hits — Stocks on the Radar Methodology & Notes This roundup emphasizes news published on Wednesday, November 5, 2025, drawing on intraday index levels, economic data prints, and corporate reports from reputable outlets (Reuters, WSJ, AP, etc.). Market levels cited reflect the latest available intraday readings at time of writing; percentages and prices may change by the close. Reuters
5 November 2025
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AMD Stock Skyrockets on AI Mega-Deal – Latest Price, Q3 Earnings Preview & Expert Analysis

AMD Stock Today (Nov. 5, 2025): Shares Rebound After Earnings; UBS Lifts Target to $300 as China Tightens AI-Chip Rules

This roundup focuses on developments on Wednesday, November 5, 2025. At a glance (real‑time): As of 19:53 UTC, AMD (NASDAQ: AMD) traded around $258.20, up roughly 3.3% from Tuesday’s close, after swinging between an intraday low of $235.51 and high of $259.53. Earlier in premarket, the stock dipped on broader tech jitters before reversing higher. Investing.com Why AMD is moving today Earnings recap: what AMD just told the market AMD’s official release highlighted broad‑based strength across compute and AI: A complementary late‑evening summary emphasized the above‑consensus guide and sustained AI demand, even as investors debate how much is already priced
5 November 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI News Today (Nov 5, 2025): 1M Business Customers, SoftBank JV in Japan, and Turner’s ‘Wall‑to‑Wall’ ChatGPT Rollout

Published: November 5, 2025 TL;DR OpenAI crosses 1 million business customers OpenAI announced that more than 1 million organizations now pay for its products—either ChatGPT for Work or via its developer platform—calling it “the fastest‑growing business platform in history.” The company also highlighted momentum metrics such as 7 million total ChatGPT for Work seats (up ~40% in two months) and strong year‑over‑year growth for ChatGPT Enterprise. New enterprise capabilities span company knowledge (reasoning across tools like Slack, SharePoint, Google Drive and GitHub), rapid AgentKit development for agentic workflows, and deeper integrations (including Databricks). OpenAI Why it matters: The milestone underlines
5 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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