Today: 11 November 2025
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tech giants

London Stock Exchange at Record Highs – Inside the Historic Market’s Brexit Battle and 2025 Revival

UK Markets Today: FTSE 100 Hits New High as Rate‑Cut Bets Build; Vodafone Lifts Dividend for First Time in 7 Years; SoftBank Exits Nvidia; ‘Little‑Known’ Tech Giant RELX in the Spotlight (11 Nov 2025)

Published: 11 November 2025 FTSE 100 sets fresh records as labour market cools London stocks pushed to new highs on Tuesday, extending Monday’s record close, as investors priced in a higher chance of a December interest‑rate cut after a softer UK jobs report. The unemployment rate rose to 5.0%, its highest since early 2021, while regular pay growth slowed to 4.6% in the three months to September—data that knocked sterling and lifted rate‑sensitive shares. The FTSE 100 notched another intraday record in early trade after Monday’s all‑time closing high of 9,787, underlining the “bad news is good news” dynamic for
11 November 2025
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Bubble or Boom? Magnificent Seven Stocks Face Critical Earnings Showdown

Bubble or Boom? Magnificent Seven Stocks Face Critical Earnings Showdown

Magnificent Seven Fuel a Record Tech Rally The Magnificent Seven – Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Nvidia (NVDA), Tesla (TSLA), and Meta (META) – have been the engine of the 2023–2025 bull market. Together, these seven companies are valued at roughly $12–13 trillion, accounting for just over one-third of the S&P 500’s total market capitalization thedailyupside.com. Their outsized influence is undeniable: since early 2023, this elite cohort was responsible for over half of the S&P 500’s gains as investors piled into AI and tech winners straitstimes.com. In the past year alone, an index tracking the Magnificent Seven
27 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300B AI Cloud Gamble – Can ORCL Stock Become the Next $1 Trillion Tech Titan?

Recent Stock Performance and Valuation Metrics Oracle’s stock has been on a tear in 2025, dramatically outpacing the broader market thanks to AI cloud enthusiasm. Shares started the year around the $170s and climbed into the high $200s by early October, after an especially explosive move in September. The catalyst was Oracle’s Fiscal Q1 2026 earnings release on Sept. 9, 2025, which revealed an “astonishing” influx of cloud business. Oracle’s remaining performance obligations (RPO) – a backlog of contracted future revenue – ballooned to $455 billion, up 359% from a year prior ts2.tech. This implied Oracle had secured hundreds of billions
6 October 2025
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SoundHound AI Stock Skyrockets on Red Lobster Deal – Is SOUN the Next Big AI Winner or Overhyped?

SoundHound AI (SOUN) Stock Soars on AI Hype: 217% Growth, Major Deals & Can It Topple the Tech Giants?

Recent News and Corporate Developments Deal Activity: On Sept 9, 2025 SoundHound announced it would acquire Interactions Corporation, an AI customer-service innovator. Management says Interactions is “a pioneer in AI for customer service and workflow orchestration,” and the deal “strengthens SoundHound’s existing intellectual property,” boosting its patent portfolio to ~400 patents investors.soundhound.com investors.soundhound.com. CEO Keyvan Mohajer stated the union “makes SoundHound even stronger as we establish the company as a true leader for the new AI era” investors.soundhound.com. The transaction (~$60M cash) was largely funded from SoundHound’s ample cash (∼$270M) with no new debt investors.soundhound.com. Partnerships: In late Sept, SoundHound teamed with Red Lobster to deploy an AI
2 October 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Key Facts Company (Ticker) Market Cap (Sept 2025) TTM Revenue TTM Net Income 1‑Year Stock Return NVIDIA (NVDA) $4.23 trillion investopedia.com $165.2 billion investopedia.com $86.6 billion investopedia.com +48% investopedia.com Microsoft (MSFT) $3.77 trillion investopedia.com $281.7 billion investopedia.com $101.8 billion investopedia.com +26% investopedia.com Apple (AAPL) $3.45 trillion investopedia.com $408.6 billion investopedia.com $99.3 billion investopedia.com +32% investopedia.com NVIDIA’s Stock Soars to Trillion-Dollar Heights NVIDIA’s stock market performance over the past two years has been nothing short of historic. Buoyed by insatiable demand for AI technology, NVIDIA became the fastest-growing large-cap stock and saw its market capitalization breach the trillion-dollar threshold in 2023. Now, in late 2025, it has gone even further –
4 September 2025
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AI News Roundup: Tech Giants Unveil Next-Gen AI, Billion-Dollar Bets, Regulatory Rush & Warnings (Aug 1–2, 2025)

AI News Roundup: Tech Giants Unveil Next-Gen AI, Billion-Dollar Bets, Regulatory Rush & Warnings (Aug 1–2, 2025)

OpenAI plans to launch GPT-5 this month (August 2025), integrating the ‘o3’ model and using multiple specialized models instead of a single system. Google DeepMind released Gemini 2.5 “Deep Think” as its most advanced reasoning AI, available August 1, 2025 to subscribers of Google’s AI Ultra plan at $250 per month, and it achieved a 35/42 gold-medal score at the 2025 International Mathematical Olympiad. AWS announced Amazon Bedrock AgentCore, a preview toolkit to deploy and manage AI agents at scale with a serverless runtime, memory for learning, observability tools, and built-in identity and access controls. DataRobot unveiled “Agent Workforce” built
2 August 2025
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AI Stock Frenzy: Tech Titans Shatter Records Amid Earnings Blowouts and Bold Moves (July 30–31, 2025)

AI Stock Frenzy: Tech Titans Shatter Records Amid Earnings Blowouts and Bold Moves (July 30–31, 2025)

On July 31, 2025, the S&P 500 rose 0.7% and the Nasdaq climbed 1.2% after blockbuster Big Tech earnings, pushing indices to record highs. Microsoft stock rose about 5% after earnings, lifting its market cap above $4 trillion; Azure sales exceeded $75 billion in the past year, and Copilot has over 100 million users, with capex raised to a record $30 billion this quarter. Meta Platforms jumped 12.2% to an all time high after beating Q2 estimates and guiding higher for next quarter, with AI driven ad targeting helping revenue growth and 2025 capex guidance raised to $66–72 billion. Alphabet
31 July 2025
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AI Gold Rush Accelerates as Tech Titans Unveil New Tools, Regulators Hit the Brakes (July 30–31, 2025)

AI Gold Rush Accelerates as Tech Titans Unveil New Tools, Regulators Hit the Brakes (July 30–31, 2025)

OpenAI’s Stargate Norway data center, built in Narvik with Norwegian partner Aker and infrastructure provider Nscale, will deploy 100,000 NVIDIA GPUs by 2026, start at 230 MW with plans to expand to 520 MW, run on 100% renewable hydropower, and operate under the OpenAI for Countries program to provide sovereign AI capacity. On July 29, OpenAI rolled out ChatGPT Study Mode, a Socratic-style tutor that guides learners step-by-step, is optional to toggle on/off mid-conversation, and, in early tests, refuses to directly write essays. Anthropic launched Claude for Financial Services, its first sector-specific AI assistant designed for banking, insurance, and investment
31 July 2025
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AI’s 48-Hour Whirlwind: Tech Giants Launch Next-Gen Tools as Regulators Strike Back (July 29–30, 2025)

AI’s 48-Hour Whirlwind: Tech Giants Launch Next-Gen Tools as Regulators Strike Back (July 29–30, 2025)

OpenAI rolled out a new ChatGPT “study mode” on July 29, 2025, turning the chatbot into a personal tutor with step-by-step prompts, interactive quizzes, and tailored hints. Google DeepMind upgraded Google Search AI Mode on July 29, 2025, introducing Canvas to structure study guides from uploaded notes, with Live AI interactions via Google Lens and a forthcoming desktop “what’s on your screen” overview. Skild AI unveiled Skild Brain on July 29, 2025, a general-purpose robotics AI model designed to run on nearly any robot, trained from simulations and human demonstrations with built-in force safety limits. Anthropic launched Claude for Financial
30 July 2025
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Weekend in AI: China’s Global Gambit, Tech Giants’ Moves & a “Godfather” Warning (July 26–27, 2025)

Weekend in AI: China’s Global Gambit, Tech Giants’ Moves & a “Godfather” Warning (July 26–27, 2025)

At WAIC 2025 in Shanghai, Chinese Premier Li Qiang announced plans to create a new international organization to jointly develop and govern AI, warned that AI could become an exclusive game for a few nations or companies without a global governance consensus, and unveiled a governance action plan inviting worldwide collaboration via open-source communities. UN Secretary-General Antonio Guterres told WAIC that establishing AI rules will be a defining test of international cooperation. U.S. President Donald Trump unveiled America’s AI Action Plan to deregulate AI development, accelerate data-center and chip-fab buildouts, and expand exporting American AI to allies. DeepMind’s Aeneas AI
27 July 2025
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