Today: 17 November 2025
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Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Today (Nov 13, 2025): MSFT steady near $511 as OpenAI chip pact and data‑center power demands shape sentiment

Date: November 13, 2025 Microsoft (NASDAQ: MSFT) shares were little changed early Thursday, quoted around $511.14 with a market capitalization near $3.85 trillion as of 11:57 UTC. The latest read leaves the stock broadly stable while investors digest a fresh round of AI‑hardware headlines and keep one eye on today’s U.S. macro releases. Price snapshot and setup Those levels come amid a quiet tape ahead of the U.S. Producer Price Index and retail sales at 8:30 a.m. ET, events that can sway Big Tech given their sensitivity to rates and growth expectations. MarketWatch+1 What’s moving Microsoft on November 13 1)
13 November 2025
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Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta (META) Stock Today, Nov 13, 2025: Shares Ease as Australia Revives ‘News Bargaining’ Plan, South Africa Sets Remedies; $1B Wisconsin AI Data Center Still in Focus

Published: November 13, 2025 At a glance META share price today Meta shares softened to $609.01 (about –2.9% intraday), with broader U.S. markets steady to mixed ahead of fresh data after the federal government’s reopening and ongoing rate‑cut handicapping. Reuters+1 Australia reopens the “pay for news” debate—and it could matter for Meta Australia’s Treasury today released the News Bargaining Incentive consultation, a policy designed to nudge large social and search platforms (those with significant Australian revenue) into commercial deals with news outlets—even if a platform withdraws or downranks news content. Key design elements under discussion include: Why it’s market‑relevant: Meta
13 November 2025
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AMD Stock Soars on AI Partnerships – Is $300 Next?

AMD Stock Today (Nov 12, 2025): Shares Surge as Wall Street Buys Into $100B Data‑Center Ambition and AI Roadmap

Updated: November 12, 2025 Advanced Micro Devices (NASDAQ: AMD) ripped higher today after unveiling bullish multi‑year targets and a packed AI hardware roadmap. By late afternoon, AMD traded around $255.30, up sharply on heavy volume, after hitting an intraday high of $263.40. Rival Nvidia was little changed, highlighting how today’s strength centered on AMD-specific catalysts rather than the broader AI trade. What’s moving AMD today By the numbers (intraday, Nov 12, 2025) Street reaction: bullish, but with guardrails Coverage today leaned constructive. Reuters highlighted that the new targets—$100B data‑center revenue, >35% company growth, ~60% data‑center growth, and $20 EPS—were cheered
12 November 2025
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AMD Targets $100B in Data‑Center Revenue Within Five Years as Analyst Day Sets 60% CAGR Ambition (Nov. 12, 2025)

AMD Targets $100B in Data‑Center Revenue Within Five Years as Analyst Day Sets 60% CAGR Ambition (Nov. 12, 2025)

AMD says its data‑center business will compound at ~60% over the next 3–5 years, aiming for $100B in annual sales, >$20 EPS and a leading AI platform spanning MI450 “Helios” racks (2026) and MI500 (2027). Shares rose after the event. Reuters+2Reuters+2 What happened today (Nov. 12) Advanced Micro Devices’ Financial Analyst Day (held Nov. 11 in New York) is reverberating through markets today. AMD laid out aggressive long‑term targets—>$100 billion in annual data‑center revenue within five years, ~60% CAGR for the data‑center segment, >35% company‑wide CAGR, and non‑GAAP EPS above $20 over the next 3–5 years. In premarket trade Wednesday,
12 November 2025
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AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

Published: Wednesday, November 12, 2025 Summary: Advanced Micro Devices, Inc. (NASDAQ: AMD) set aggressive new long‑term targets at its New York Financial Analyst Day, including a push to $100 billion in annual data‑center chip revenue within five years, a company‑wide 35%+ revenue CAGR, and non‑GAAP EPS above $20 over the next 3–5 years. Management also outlined a multi‑year AI hardware roadmap (MI400 in 2026 and MI500 in 2027) and a rack‑scale “Helios” system to challenge Nvidia’s platform lead. AMD shares moved higher in pre‑market trading on Wednesday following the event. Reuters+2Reuters+2 What AMD announced Context: Bloomberg notes AMD expects >35%
12 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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Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

Mega Deal in Michigan: Project and Partners OpenAI’s “Stargate” initiative – an effort to build massive new data centers nationwide – has selected Michigan for a key phase. On Oct. 30, OpenAI confirmed that with Oracle and Related Digital it will develop a gigawatt-scale AI compute campus on ~575 acres of farmland in Saline Township, near Ann Arbor apnews.com axios.com. The complex will include three single-story server buildings (each ~550,000 sq ft) occupying ~250 acres, plus supporting infrastructure apnews.com axios.com. Construction is slated to begin early 2026, subject to local approvals. The total investment is enormous – reported at more
1 November 2025
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Celestica Stock Skyrockets on AI Boom: Q3 Blowout, Raised Forecasts Signal No Slowdown

Celestica Stock Skyrockets on AI Data Center Boom – Q3 Earnings Smash Forecasts

Q3 Earnings Fuel a Fresh Surge in Celestica Stock Toronto-based Celestica – traditionally an electronics manufacturing services (EMS) contractor – delivered blockbuster Q3 2025 results, accelerating its transformation into an AI infrastructure powerhouse. Revenue for the quarter hit $3.19 billion (well above the $3.02B expected) while adjusted profit was $1.58 per share (vs ~$1.47 expected) sfchronicle.com. CEO Rob Mionis highlighted that both sales and EPS exceeded the high end of guidance, with operating margins at record levels 247wallst.com. Bolstered by this performance, Celestica raised its full-year outlook significantly, now targeting 2025 sales of $12.2B (+~34% YoY) and EPS of $5.90 globenewswire.com. It even issued an early 2026
27 October 2025
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AI Data Center Goldmine or Bubble? Credo (CRDO) Stock’s Wild Ride Amid New Deals and Big Hype

AI Data Center Goldmine or Bubble? Credo (CRDO) Stock’s Wild Ride Amid New Deals and Big Hype

CRDO Stock on a Roller Coaster Ride Credo’s stock has been on a tear – and a turbulent one. Shares have gained over 1,300% since the company’s January 2022 IPO nasdaq.com, vastly outperforming the broader market on excitement around its AI data-center niche. But that stellar run now comes with gut-churning swings. Just in the past few trading days, CRDO went from a steep drop to a euphoric jump and back again. After tumbling ~8% last Friday to $138.83 amid a tech sell-off stockinvest.us, Credo rebounded 7.97% on Monday (Oct. 13) to close near $150 stockinvest.us. The rally was apparently
14 October 2025
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Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?

Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?

Dell Bets Big on AI – Doubling Growth Targets Dell’s announcement on October 7, 2025 marked a turning point for the company’s trajectory. At an analyst meeting that day, the tech giant dramatically raised its long-term financial forecasts, effectively doubling the pace at which it expects to expand in coming years ts2.tech. Management now projects high-single-digit percentage revenue growth (7–9% annually) and at least mid-teens earnings growth through 2029 reuters.com ts2.tech – a remarkable upgrade from the prior “GDP-plus” style targets (~3–4% revenue and ~8% EPS growth). The bold new goals signal far greater confidence in future demand, driven almost
8 October 2025
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AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

Stock Performance & Technical Picture Applied Optoelectronics’ share price has been on a roller‑coaster ride in 2025. After rocketing from below US$10 early in the year to a high above US$44.50, the stock pulled back to the US$27–33 range by early October. The company’s beta of 2.91 and a one‑year return of 115.6 %, far exceeding the 17.3 % return of the S&P 500, underline both the stock’s explosive gains and elevated volatility finance.yahoo.com. Five‑year returns, however, are a more modest 195.7 % versus the index’s 100.8 % finance.yahoo.com, reflecting earlier under‑performance. Technical indicators reveal a mixed picture. AOI trades above its 50‑day and 200‑day moving
6 October 2025
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Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now

Key facts (what changed this week) The three AI megatrends shaping the next phase 1) Hyperscale compute + energy: AI “super‑factories” What’s happening. Frontier models, agents and video‑native AI are pushing demand from chips to power, cooling, memory and networking. The Stargate program alone is racing toward multi‑gigawatt campuses; Nvidia committed up to $100B in supply/investment to OpenAI, underscoring how intertwined vendors and model labs have become. Reuters+1 Power & water constraints. PJM’s service area is straining under data‑center load, prompting demand‑response pacts (e.g., Google) and federal fast‑track permitting for plants and transmission. Expect siting to follow available gigawatts and
28 September 2025
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