Nvidia doesn't need to lose compute share to lose margin leadership. It only needs hyperscalers to build alternatives just credible enough to set the price ceiling.

Nvidia tried to tamp down fears of Google coming for its chip business. A report of Google talking with Meta about chips for its data center sent Nvidia shares falling.

Abercrombie's Q3 delivered record sales and a boosted outlook as Hollister's strength offset margin pressure and sent shares soaring.

NEW YORK , Nov. 25, 2025 /PRNewswire/ -- OUTFRONT Media Inc. (NYSE: OUT) announced today that its Chief Financial Officer, Matthew Siegel, is scheduled to present at the Bank of America Leveraged Finance 2025 Conference on Tuesday, December 2, 2025, at 4:10 p.m. Eastern Time.

Shares of Best Buy Co., Inc. stock rose ~5% post-earnings, driven by healthier comp sales than expected. BBY enjoyed strong computer sales from the end of support for Windows 10, as well as growth in gaming revenue from the new Nintendo Switch 2. These growth drivers may be more temporary tailwinds, however. Longer term, the company still faces weak appliance sales and lengthening replacement cycles for other devices.

PDD Holdings remains the cost leader in China's ecommerce sector with high efficiency and a massive cash pile. Revenue growth and margins show signs of stabilizing, but the company faces mounting regulatory challenges in China and abroad. While hoarding excess cash, the management continues to resist calls for dividends and buybacks.

SRPT's stock jumps as its SRP-1003 study advances with a positive safety review and new dosing cohorts underway.

American technology giant Nvidia (NASDAQ: NVDA) has addressed market concerns following reports that Meta Platforms (NASDAQ: META) is exploring the use of Google's tensor-processing units for its AI workloads.

Shares of Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) climbed 3.8% on Tuesday afternoon after UBS upgraded the chip-equipment maker to Buy from Neutral, citing a strengthening memory recovery and raising its 12-month price target to $285 from $250. UBS analysts said they now expect a “significantly more bullish outlook” for wafer fabrication equipment (WFE) in 2026 and 2027, driven largely by a surge in DRAM spending.

Google's Gemini 3 AI model has helped fuel a major turnaround for the company. But it's not the only thing that has put the company and its stock on an absolute tear.

Fluence Energy, Inc. ( FLNC ) Q4 2025 Earnings Call November 25, 2025 8:30 AM EST Company Participants John Shelton Julian Jose Marquez - President, CEO & Director Ahmed Pasha - Senior VP & CFO Conference Call Participants George Gianarikas - Canaccord Genuity Corp., Research Division Brian Lee - Goldman Sachs Group, Inc., Research Division Dylan Nassano - Wolfe Research, LLC Ameet Thakkar - BMO Capital Markets Equity Research Julien Dumoulin-Smith - Jefferies LLC, Research Division David Arcaro - Morgan Stanley, Research Division Mark W. Strouse - JPMorgan Chase & Co, Research Division Christine Cho - Barclays Bank PLC, Research …

Mastercard's beauty-commerce push targets 350,000 salons by digitizing payments, easing credit access and supporting entrepreneurs across the region.

Companies will collaborate on next-generation licensed AI music that empowers the creative community and opens new revenue opportunities for artists and songwriters NEW YORK , Nov. 25, 2025 /PRNewswire/ -- Warner Music Group (Nasdaq: WMG), one of the world's largest music companies, and Suno, the leader in AI music, today announced a first-of-its-kind partnership that will open new frontiers in music creation, interaction, and discovery, while both compensating and protecting artists, songwriters, and the wider creative community. The deal brings together Suno's best-in-class AI capabilities with WMG's artist development leadership and expertise at the intersection of music and technology.

SAN DIEGO, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Firefly Aerospace Inc. (NASDAQ: FLY): (i) securities between August 7, 2025 and September 29, 2025, all dates inclusive (the “Class Period”); and/or (ii) common stock pursuant and/or traceable to Firefly Aerospace's offering documents issued in connection with Firefly Aerospace's August 7, 2025 initial public offering (the “IPO”), have until January 12, 2026 to seek appointment as lead plaintiff of the Firefly Aerospace class action lawsuit. Captioned Diamond v. Firefly Aerospace Inc., No. 25-cv-01812 (W.D. Tex.), the Firefly Aerospace class action …

Summary: Kyle Skalisky has reached the #1 position on Amazon with his new book, A Sky Less Traveled. The memoir-style leadership guide currently ranks in Business Office Skills, Business and Money Skills, and Management Skills, and shows his rise from U.S. Air Force fighter pilot to aerospace executive and consultant.

AppLovin's AI-driven ad platform, rising profits and strong growth give the company an edge compared with Arm Holdings.

CNI faces rising costs, weak liquidity and downward earnings revisions, deepening pressure on its performance and investor appeal.

Apple's evolution from a hardware-centric company into an AI-enabled, services-heavy cash machine positions it well for the next phase of tech market leadership.

Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.

Semiconductor stocks have been in the spotlight plenty this month, as the AI valuation debate moves markets.