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

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

Artificial Intelligence · NASDAQ:NVDA · Semiconductors · Stock Market · Technology
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 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
8 November 2025
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Oracle (ORCL) Stock Today, Nov. 7, 2025: $239 Close as $18B AI Data‑Center Financing and Oracle‑Linked Cyber Breach Dominate the Tape

Summary: Oracle shares slipped again on Friday, closing at $239.26 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. Oracle+3StockAnalysis+3Reuters+3
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 eased on Friday while a flurry of headlines from 6–7 November kept the stock in focus—from YouTube’s public carriage dispute with Disney to fresh data‑center plans in Australia and an upcoming “largest‑ever” investment announcement in Germany. Here’s the full wrap and what it means for GOOGL/GOOG.
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?

Markets whipsawed after mega-cap earnings, but the scoreboard still shows Alphabet outpacing Microsoft for 2025 to date. Around Alphabet’s Oct. 29 report, multiple outlets pegged its YTD gain near ~45%, propelled by an AI-and-ads reacceleration and a clean beat. Microsoft’s ~29–30% YTD climb reflects continued Azure strength and enthusiasm around Copilot and OpenAI—tempered by capex scrutiny and post-earnings volatility. As of Nov. 7, both are off recent highs but remain standout performers among mega-cap tech. Investopedia+2Investopedia+2
7 November 2025
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AT&T Stock Faces Crucial Test: 5G Spectrum Gamble, Fiber Expansion & Earnings Loom

AT&T (T) Stock Today, Nov. 7, 2025: Price Action, E‑Rate Trial Moves, iPhone Ad Ruling, and Open RAN Progress

AT&T traded narrowly lower this afternoon as investors digested a fresh legal development tied to school and library broadband subsidies, an advertising ruling about iPhone promotions, and new commentary on the company’s Open RAN rollout. Broader U.S. equities were also softer heading into the weekend, which kept a lid on telecom shares. AP News
7 November 2025
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Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta (META) Stock Today, November 7, 2025: Shares Slip as $600B U.S. AI Buildout Meets Ad‑Fraud Furor

Meta Platforms traded lower again on Friday as investors weighed a massive new U.S. investment commitment for AI data centers against renewed scrutiny of the company’s advertising integrity. As of ~19:04 UTC, META changed hands near $613.64, with an intraday range of $601.20–$621.55 and a market cap around $1.85 trillion.
7 November 2025
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AMD Stock Skyrockets on AI Mega-Deals & Quantum Breakthrough – Is $300 Next?

AMD Stock Today (Nov. 7, 2025): Shares Slip Again as Tech Valuation Jitters Persist; All Eyes on Nov. 11 Analyst Day

Summary — Advanced Micro Devices fell for a second straight session on Friday as a broad tech sell‑off weighed on AI‑exposed names. By the last trade published on Reuters, AMD was down ~3.6% near $229, after traversing an intraday range of $224.7–$234.8; Thursday’s close was $237.70. The stock now sits well below last week’s highs but remains within a 52‑week band of $76.5–$267.1. Reuters
7 November 2025
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Amazon’s Stock Skyrockets: Q3 Beat, Cloud and AI Boom Fuel Rally

Amazon Stock Today, Nov 7, 2025: AMZN Slips as Amazon Launches ‘Bazaar’ Globally; Bezos Wins Appeal; EU Signals Softer AI Rules

1) Amazon takes ultra‑low‑cost shopping global under new “Amazon Bazaar” brandAmazon expanded its low‑cost marketplace to 14 additional countries—including Hong Kong, the Philippines, Nigeria, and Taiwan—and will market the service as Amazon Bazaar, selling mostly sub‑$10 items shipped directly from merchants. Analysts say the push targets the same bargain segment fueled by Temu and Shein and could take years to reach profitability in new regions. Reuters
7 November 2025
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IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited — the AI-focused data‑center operator formerly known as Iris Energy — is back in the spotlight today after reporting record fiscal Q1 FY26 results last night and riding momentum from a $9.7 billion, five‑year AI cloud contract with Microsoft announced earlier this week. Shares are volatile in Friday trading even as Compass Point doubled its price target to $105 on the company’s hyperscale AI build‑out. GlobeNewswire+2
7 November 2025
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Strong Buy

NVIDIA

94/100
#2 Strong Buy

Meta Platforms

89/100
#3 Buy

Alphabet

87/100
#4 Buy

Amazon

84/100
#5 Selective Buy

Microsoft

80/100
View full portfolio
Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

Warsh at Jackson Hole

Policy tone can move rates, USD, equities, gold and crypto simultaneously.

#2

Michigan sentiment

A weak final reading or elevated inflation expectations could pressure risk assets.

#3

Chicago PMI

A surprise versus 58.0 may alter the near-term manufacturing-growth narrative.

View full calendar
Times and estimates may change. Verify before trading.