טכנולוגיה חדשות: 5 נובמבר 2025 - 15 נובמבר 2025

November 17, 2025, 10:56 AM EST. Amazon.com posted strong Q3 2025 results alongside a landmark US$38 billion cloud deal with OpenAI, signaling a deeper push into AI infrastructure and cloud computing beyond Microsoft. The partnership expands AWS momentum and reinforces the case for Amazon as a leading platform for AI workloads, even as margin pressures and capital intensity remain risks. The report highlights expanded AWS-Verizon collaboration and rising capital needs while framing revenue growth projections-reaching about $905.9 billion in 2028 with earnings near $111.9 billion-as a basis for a fair value range from industry estimates. With 142 fair value points, investors face a debate on valuations and margin resilience amid intensifying competition and capital requirements.

November 17, 2025, 10:54 AM EST. Nvidia (NVDA) shares rose nearly 2% after Wells Fargo boosted its price target to $265 from $220, maintaining an Overweight rating and citing a stronger data-center outlook amid the AI surge. The firm projects revenue climbing through fiscal 2026-2028 as hyperscale customers boost AI infrastructure spending, with 2026 revenue of $209.2B and earnings of $4.61 per share, and 2027/ 2028 revenue of $301.6B and $383.2B respectively. Data-center demand drives most growth, with annual gains between roughly 30% and 60%. Analysts anticipate a roughly 30x P/E multiple for calendar 2027. Other firms, including KeyBanc ($250), Oppenheimer ($265), and Susquehanna ($230), echo optimism amid robust AI demand and capital spending.

November 17, 2025, 10:50 AM EST. Back Market is sweetening its Black Friday sale with an extra 8% off when you apply the code GIFT4U at checkout on purchases above $150. The discount applies across many categories, including AirPods, gaming consoles, smartwatches, iMacs, and select home appliances (air fryers, vacuums, hair dryers, coffee machines, and Thermomix blenders up to the first 350 orders). Highlights include Apple AirPods Pro 2 for around $147 (with USB-C case) and a Nintendo Switch OLED in good condition for $239 or $293 in excellent condition. Browse the Back Market catalog to stack savings, just remember to enter the code GIFT4U to secure the best price.

November 17, 2025, 10:46 AM EST. Speculation swirls around a potential OpenAI cloud service announcement from CEO Sam Altman. Industry watchers note signals from OpenAI partnerships, cloud infra moves, and pricing questions that could reshape the AI software landscape. Analysts weigh whether a formal OpenAI cloud offering would complement existing products like ChatGPT and the API, or represent a strategic shift in cloud partnerships. If confirmed, the move could intensify competition among hyperscalers and redefine AI deployment for developers and enterprises, influencing security, compliance, and costs of AI workloads.

November 17, 2025, 10:42 AM EST. Apple's budget-friendly iPhone 16e has joined the Black Friday rush, with Amazon listing it at £479 - a £70 saving. The device, the successor to the iPhone SE, offers more storage and a bigger display without an expensive upgrade. The piece also previews this year's Black Friday strategy, with the best deals likely on older models and carrier offers; the event runs from 28 November through Cyber Monday. While a large cut on the iPhone 17 isn't likely, bundles abound: giffgaff offers the iPhone 17 from £20.67/month (£25 upfront) with unlimited data, and Mobiles.co.uk advertises the iPhone 17 Pro with 500GB data at £44.99/month (£99 upfront). Deals spike early in November, with live updates to follow.