This is you Tech Industry Daily: Breaking News & Analysis podcast.# Tech Industry Daily: November 28, 2025Good morning listeners. Welcome to Tech Industry Daily. I'm your host bringing you today's most impactful developments shaping the technology landscape.Let's start with the major movements in big tech. Alphabet is on track to hit a four trillion dollar market valuation for the first time when trading opens today, underscoring the continued dominance of the mega-cap technology giants. Meanwhile, Broadcom continues its impressive run fueled by strong artificial intelligence chip demand and integration gains from its VMware acquisition, with networking and custom accelerators propelling year-to-date gains. The FAANG portfolio itself has delivered twenty-five point one-six percent year-to-date returns through November twenty-seventh, significantly outpacing the broader S&P Five Hundred's eight point six-two percent performance.On the innovation front, listeners should take note of the quantum computing revolution accelerating across the industry. Major hyperscalers including Microsoft, Google, Amazon, Oracle, Meta, and Tesla are all scrambling to integrate quantum computing into their infrastructure. This technological shift represents perhaps the next major computing paradigm after artificial intelligence, with some experts suggesting it could prove even more transformative than AI itself.There's also significant movement in data center strategy. Meta is reportedly in discussions to use Google's tensor processing units in its data centers starting in twenty twenty-seven, while also considering renting chips from Google's cloud division next year. This signals an important shift in how major technology companies are approaching their computational infrastructure needs.Regarding market performance, Seagate Technology leads the S&P Five Hundred with one hundred fifty-one point nine percent one-year returns, while Broadcom follows closely with one hundred thirty-nine point seven percent gains. Netflix within the FAANG portfolio shows the strongest risk-adjusted performance metrics with a Sharpe ratio of two point six-three over one year, indicating exceptional returns relative to volatility.One note of caution emerged regarding artificial intelligence investment cycles. There's growing debate about whether certain deals represent genuine breakthrough opportunities or a potential bubble forming in AI-related investments, with some observers questioning the sustainability of current spending patterns.For listeners seeking exposure to these trends, the practical takeaway is clear: established technology companies are leading market gains while fundamentally reshaping how they build infrastructure around artificial intelligence and quantum computing. Understanding these shifts becomes increasingly important for anyone with exposure to technology investments or interest in where innovation capital flows next.Thank you so much for tuning in today. Please come back next week for more breaking developments in technology. This has been a Quiet Please production. For more visit Quiet Please dot A I.For more http://www.quietplease.aiGet the best deals https://amzn.to/3ODvOtaThis content was created in partnership and with the help of Artificial Intelligence AI

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