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Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft reported record quarterly revenue of $77.7 billion, up 18% year-on-year, driven by cloud and AI growth. The company renegotiated its OpenAI partnership, announced a multibillion-dollar deal with Anthropic, and began building an AI “superfactory.” Gaming revenue rose 9% as Xbox services expanded, while regulators closed some antitrust cases and opened new cloud probes.
Analog Devices (ADI) Stock Near Record High as Wall Street Weighs Earnings Momentum, AI Upside and Rich Valuation – November 28, 2025

Analog Devices (ADI) Stock Near Record High as Wall Street Weighs Earnings Momentum, AI Upside and Rich Valuation – November 28, 2025

Analog Devices shares rose 3% to around $265 Friday, nearing a 52-week high, after beating Q4 estimates and issuing strong guidance. Fiscal Q4 revenue climbed 26% to $3.08 billion, with non-GAAP EPS at $2.26. Market cap stands near $130 billion. Wall Street rates the stock a “Moderate Buy” with an average price target of $281.87.
AMD Stock: AI Boom, OpenAI Deal and a Brutal November – What Investors Need to Know Now (November 29, 2025)

AMD Stock: AI Boom, OpenAI Deal and a Brutal November – What Investors Need to Know Now (November 29, 2025)

AMD shares closed at $217.43 on November 28, 2025, capping a 17% drop for the month—its worst since 2022—despite record Q3 revenue. The stock remains up over 70% year to date, fueled by a major deal with OpenAI to supply next-gen GPUs for AI data centers. AMD’s valuation stands at 112× earnings and a $349 billion market cap. The OpenAI agreement triggered a brief 20–30% surge in AMD’s share price.
29 Novembro 2025
Eli Lilly (LLY) Stock Dips After Trillion‑Dollar Surge: November 29, 2025 Update for Investors

Eli Lilly (LLY) Stock Dips After Trillion‑Dollar Surge: November 29, 2025 Update for Investors

Eli Lilly shares fell 2.61% to about $1,075.47 on November 29, 2025, continuing a pullback from record highs reached earlier in the month. The company’s market cap stands near $989 billion, with shares still up roughly 43% for the year after a surge fueled by strong Q3 results and demand for obesity drugs. Trading volume was around 2.73 million shares. The stock remains priced at a P/E ratio above 50.
SoFi Technologies (SOFI) Stock News Today, November 29, 2025: Rally, Crypto Relaunch and Valuation Jitters

SoFi Technologies (SOFI) Stock News Today, November 29, 2025: Rally, Crypto Relaunch and Valuation Jitters

SoFi Technologies shares closed at $29.72 on November 28, up 4.3% and near their 52-week high, with trading volume well below average. The company reported Q3 net revenue of $961.6 million, up 38% year over year, and raised full-year adjusted EPS guidance to $0.37. SoFi’s market cap stands in the mid-$30 billion range with a trailing P/E ratio of about 50–55.
CleanSpark (CLSK) Stock: AI Pivot, Bitcoin Treasury and a New Sell Rating – What Investors Need to Know Now

CleanSpark (CLSK) Stock: AI Pivot, Bitcoin Treasury and a New Sell Rating – What Investors Need to Know Now

CleanSpark shares closed at $15.11 on November 28, up 55% from last week’s $9.73 low after reporting fiscal 2025 net income of $364.5 million on $766.3 million revenue. Trading volume surged, with over 50 million shares changing hands daily and 226,000 options contracts traded Friday. The company completed a $460 million buyback and announced a $1.15 billion convertible bond. Market cap stands near $4 billion.
29 Novembro 2025
Procter & Gamble (PG) Stock Outlook for November 29, 2025: Valuation Clash, New Pantene Launch and a Defensive Dividend Giant

Procter & Gamble (PG) Stock Outlook for November 29, 2025: Valuation Clash, New Pantene Launch and a Defensive Dividend Giant

Procter & Gamble shares closed at $148.16 on November 28, with a market cap near $346.2 billion and a dividend yield of about 2.8–2.9%. The stock has dropped roughly 11% in market value over the past year and now trades near the bottom of its 52-week range. Analysts disagree sharply on valuation, with some models calling PG overvalued by 20–25% and others seeing it as 20% undervalued. Pantene launched a new Abundant & Strong hair-health line.
29 Novembro 2025
Cisco Systems (CSCO) Stock on Nov. 29, 2025: Institutional Buying, AI Telecom Win and 2026 Outlook

Cisco Systems (CSCO) Stock on Nov. 29, 2025: Institutional Buying, AI Telecom Win and 2026 Outlook

Cisco closed Friday at $77.08, up 1.3% and near its 52-week high, following strong Q1 results and raised guidance. New 13F filings show major asset managers increasing stakes. The company’s AI-powered telecom deal with Asiacell in Iraq drew analyst attention. Cisco’s market cap stands near $300 billion, with a 33% annual return and a 2.1% dividend yield.
Comet 3I/ATLAS Today: NASA, UN Drill and Alien‑Probe Claims Explained (Nov. 29, 2025)

Comet 3I/ATLAS Today: NASA, UN Drill and Alien‑Probe Claims Explained (Nov. 29, 2025)

The United Nations began a planetary-defense drill using interstellar comet 3I/ATLAS on November 27. Physicists Avi Loeb and Michio Kaku have raised questions about minor accelerations and possible alien links, but NASA and ESA confirm the comet poses no threat. 3I/ATLAS, discovered in July, is now moving away from the inner solar system and remains under close observation.
29 Novembro 2025
Adobe Stock Today: Institutional Shifts, Black Friday Records and Big AI Bets Shape ADBE’s Outlook (29 November 2025)

Adobe Stock Today: Institutional Shifts, Black Friday Records and Big AI Bets Shape ADBE’s Outlook (29 November 2025)

Adobe closed at $320.13 on November 28, 2025, down nearly 43% from its 52-week high, despite strong AI announcements and record Black Friday e-commerce data. Edgewood Management almost fully exited its Adobe position, while Schroder Investment Management increased its stake. The stock’s year-to-date return is about –28%. Market cap stands near $134 billion.
Rolls-Royce Share Price Today: Dubai Air Show Orders, Quantum Breakthrough and New EASA Checks Drive RR.L Outlook (28–29 November 2025)

Rolls-Royce Share Price Today: Dubai Air Show Orders, Quantum Breakthrough and New EASA Checks Drive RR.L Outlook (28–29 November 2025)

Rolls-Royce announced engine deals for 176 Trent engines at the Dubai Air Show on 28 November 2025, including contracts with Air Europa, Etihad, and Emirates. The company also revealed a new quantum computing project and faced new European safety directives on its Trent 7000 engines. Shares traded near 1,070p in London, close to record highs, up nearly 90% over 12 months.
Meta Platforms (META) Stock on November 29, 2025: Price, AI Spending Shock, and New Wall Street Debate

Meta Platforms (META) Stock on November 29, 2025: Price, AI Spending Shock, and New Wall Street Debate

Meta closed at $647.95 on November 28, 2025, up 6% over the past week but 19% below its 52-week high. New reports say Meta may spend billions on Google AI chips. Jim Cramer called the recent sell-off “overdone” after the stock rose 3% on positive analyst commentary. Recent filings show mixed institutional moves, with Thrivent cutting its stake sharply while others increased holdings.
Micron Technology (MU) Stock Soars on $9.6 Billion Japan AI Memory Plant, Analyst Upgrades and Record Earnings

Micron Technology (MU) Stock Soars on $9.6 Billion Japan AI Memory Plant, Analyst Upgrades and Record Earnings

Micron Technology will invest about $9.6 billion in a new AI-focused memory plant in western Japan, expanding its capacity for high-bandwidth memory chips. Shares closed at $236.48 Friday, up 2.7%, with the stock up 173% year-to-date. Micron’s market cap now stands at $266.5 billion. The company trades at a P/E ratio just over 31x and sits well above key moving averages.
29 Novembro 2025
Visa Stock Today (V): Stablecoin Push, Big-Money Flows and Antitrust Overhang – November 29, 2025

Visa Stock Today (V): Stablecoin Push, Big-Money Flows and Antitrust Overhang – November 29, 2025

Visa shares closed at $334.44 on Friday, up 0.19%, sitting about 10% below their 52-week high. New filings and coverage highlight Visa’s expanded USDC stablecoin settlement across Central and Eastern Europe, the Middle East, and Africa through a partnership with Aquanow. The stock is up roughly 6% over the past year. Regulatory scrutiny in the U.S., EU, and UK remains ongoing.
29 Novembro 2025
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