Mobile News: 15 September 2025 - 14 October 2025

November 11, 2025, 9:18 PM EST. Nebius Group N.V. (NASDAQ: NBIS) shares rose about 5% after the Dutch AI infrastructure firm unveiled a $3 billion supply agreement with Meta Platforms. This marks Nebius's second major AI infrastructure partnership, following a $17.4 billion deal with Microsoft in September, and it spans five years. Nebius says capacity for the Meta contract will be deployed over the next three months as demand reportedly exceeds supply. In fiscal Q3, revenue jumped 355% year over year to $146.1 million but missed estimates of $155.7 million; adjusted net loss widened to $100.4 million from $39.7 million a year earlier. Analysts say the partnerships strengthen Nebius in the fast-growing AI cloud space, with a target of $7-$9 billion annualized run-rate by end-2026 as new capacity comes online.

November 11, 2025, 9:16 PM EST. Authorities warn that a critical zero-day in Samsung's Android image processing library (CVE-2025-21042) was exploited to install Landfall spyware on smartphones. Security researchers from Unit 42 documented the in-the-wild attacks, which started around July 2024 and were patched by Samsung in April. CISA has added CVE-2025-21042 to the Known Exploited Vulnerabilities (KEV) catalog, triggering a 21-day mandatory update window for Federal Civilian Executive Branch agencies and urging all organizations to remediate quickly as part of vulnerability management. While updated devices are protected, unpatched systems remain at risk. The guidance emphasizes timely remediation of KEV vulnerabilities, per BOD 22-01, to reduce exposure to future spyware campaigns.

November 11, 2025, 9:14 PM EST. SoftBank has reportedly sold the world's hottest AI stock to fund a bigger bet on the world's hottest AI company, signaling a move toward concentration in its AI portfolio. The deal underscores SoftBank's strategy of rebalancing liquidity to back a single, high-conviction platform rather than a broad slate of bets. Market watchers say the sale could boost the target company's stock by freeing up capital and sharpening its growth narrative, while raising questions about exposure to sector volatility. For investors, the takeaway is that SoftBank remains all-in on AI leadership, with implications for funding, partnerships, and competitive dynamics across the AI ecosystem. In a sector watching policy shifts, this capital reallocation sends a clear signal about where it sees lasting advantage.

November 11, 2025, 9:10 PM EST. U.S. stocks drifted in mixed trading after a volatile session, with the S&P 500 slipping 0.2%, the Dow up about 78 points, and the Nasdaq down roughly 0.4%. The rally in AI-related names had cooled; Nvidia fell 2.1% after SoftBank said it had sold its entire stake, though SoftBank remains focused on AI initiatives with OpenAI. Because Nvidia is the market's largest heavyweight, its moves continue to influence index funds and 401(k) portfolios. Other AI plays, like CoreWeave, slid on delayed data-center projects, while BigBear.ai jumped after stronger results and a plan to acquire AskSage. Outside AI, Paramount Skydance rose on cost-cutting progress. International markets rose in Europe, while U.S. bond markets were closed for Veterans Day. Investors weighed growth, inflation, and the staying power of high-valued tech names.

November 11, 2025, 9:08 PM EST. Russia's Digital Development ministry says it has begun a 24-hour block on mobile data and SMS for anyone returning to the country from abroad or who hasn't used a SIM for 72 hours, in a test mode aimed at hindering Ukrainian drone strikes. Users receive an SMS notification, and access may be restored early by solving a captcha with telecom operators. Beeline and MegaFon reportedly warned customers; Beeline's restore link reportedly fails. The cooling-off period targets distinguishing genuine foreign SIM cards from those used to navigate drones, a policy rolled out after earlier moves to block foreign SIM data and texts for 24 hours on entry. Critics warn of potential technical glitches.