EverHint — Breaking News Headlines - November 4, 2025 (past 12 hours, PDT)
November 4, 2025 (past 12 hours, PDT)
Snapshot
Concise highlights from the last 12 hours, grouped by theme. Links point to canonical coverage that corroborates the headlines captured in our feed.
Corporate & Tech
- Microsoft’s AI build-out: Spending commitments to “neocloud” data-center partners have topped $60B, underscoring the scramble for AI capacity. (Bloomberg Law)
- Microsoft–IREN deal: Separate five-year pact secures additional Nvidia capacity via IREN as part of Microsoft’s near-term scaling plan. (Reuters)
- WhatsApp lands on Apple Watch: Meta launches a full-featured watchOS app (voice messages, full message previews, call notifications). (Facebook About)
- Apple’s budget Mac chatter: Fresh reports point to a lower-cost Mac notebook targeted for 1H26. (The Verge)
Credit & Ratings
- U.S. multifamily REITs: Outlooks revised to Positive at Equity Residential and AvalonBay Communities, with ratings affirmed on steady operating performance and balance sheets. (S&P Global)
- Wayfair debt: Notes action highlighted across rating agencies during the session (secured notes referenced at B2; issuer B3 affirmed). (Supporting context from Moody’s Ratings portal.) (Moody's Ratings)
Markets & IPOs
- P&G prints a 52-week low around $146.95 intraday amid broader consumer-staples softness. (Yahoo Finance)
- Beta Technologies IPO: Electric-aircraft maker prices and opens with strong demand, raising about $1B. (Bloomberg)
Biotech
- Terns Pharmaceuticals (CML): Positive early data for TERN-701 continues to propel the stock; company details presented for ASH. (ir.ternspharma.com)
Sentiment Read (EverHint)
- Tech / AI Infrastructure: Constructive. Persistent capex signals (>$60B neocloud spend; additional chip supply deals) reinforce the AI capacity cycle.
- Credit / REITs: Cautiously positive. Outlook lifts for large-cap multifamily REITs point to resilient fundamentals despite higher-for-longer rates.
- Consumer Staples: Soft. New 52-week lows in bellwethers like P&G keep a defensive but pressured tone.
- New Listings: Improving risk appetite. A $1B raise for Beta adds to the sense that the U.S. IPO window remains open for story names.
- Biotech: Upbeat, data-driven. Momentum tied to event catalysts (ASH abstracts) continues to spark outsized moves.
Independent research. No hype, no pumps, no paid promotions — just clean, data-driven signals and concise context.