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AI Industry News 20 October 2025 - 11 November 2025

CleanSpark (CLSK) Upsizes $1.15B Zero‑Coupon Convertible; Shares Dip as Funds Target Power, AI Data Centers & $460M Buyback (Nov. 11, 2025)

CleanSpark (CLSK) Upsizes $1.15B Zero‑Coupon Convertible; Shares Dip as Funds Target Power, AI Data Centers & $460M Buyback (Nov. 11, 2025)

What happened today CleanSpark, Inc. (Nasdaq: CLSK) upsized and priced a private offering of $1.15 billion in 0% convertible senior notes due 2032. The terms set an initial conversion rate of 52.1832 shares per $1,000 of notes, equating to an initial conversion price of $19.16—a 27.5% premium to Monday’s close. The company may increase the offering by $150 million if…
11 November 2025
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Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

AMD Stock vs. Intel Stock in 2025: Earnings, AI Deals, and Outlook (Updated Nov 7, 2025)

AMD (NASDAQ: AMD) and Intel (NASDAQ: INTC) are having very different 2025s. We compare earnings, AI accelerators, PC momentum, China risks, valuations, and near‑term catalysts—through today, November 7, 2025. Key takeaways AMD vs. Intel in 2025 so far Earnings and guidance Bottom line: AMD’s prints and guide leaned clearly positive for AI and client, while Intel’s mix showed client strength,…
7 November 2025
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SiTime (SITM) Stock Jumps After Q3 2025 Beat; Company Guides Q4 Revenue to $100–$103M on AI Data‑Center Demand

SiTime (SITM) Stock Jumps After Q3 2025 Beat; Company Guides Q4 Revenue to $100–$103M on AI Data‑Center Demand

By the numbers: Q3 2025 results “AI growth powered milestone revenue of $83.6 million in the third quarter,” CEO Rajesh Vashist said, citing adoption of high‑performance precision timing in data‑center and communications markets. GlobeNewswire What powered the beat Management highlighted surging AI infrastructure demand. In Q3, CED revenue grew ~115% YoY and represented ~51% of total revenue; Automotive/Industrial/Defense contributed ~24%,…
6 November 2025
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Stagwell (STGW) Soars After Q3 Beat and Palantir AI Partnership; 2025 Outlook Calls for ~8% Net Revenue Growth (Nov. 6, 2025)

Stagwell (STGW) Soars After Q3 Beat and Palantir AI Partnership; 2025 Outlook Calls for ~8% Net Revenue Growth (Nov. 6, 2025)

What’s new today Earnings: Stagwell Inc. (NASDAQ: STGW) reported third‑quarter revenue of $743 million, GAAP EPS of $0.09, and adjusted EPS of $0.24. Management highlighted double‑digit “ex‑advocacy” momentum, with net revenue ex‑advocacy up 10% to $578 million, and adjusted EBITDA of $115 million (19% margin on net revenue). The company also pointed to $122 million in net new business for…
6 November 2025
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Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Nvidia’s Jensen Huang Warns “China Is Going to Win the AI Race” — Then Urges U.S. to “Race Ahead” (Nov. 6, 2025)

Published: November 6, 2025 Summary: Nvidia CEO Jensen Huang said China is “going to win the AI race,” citing cheaper energy and lighter regulation, before clarifying in a later statement that China is only “nanoseconds behind” and that it’s “vital that America wins” by accelerating investment and growing its developer base. His remarks come amid continued U.S. curbs on advanced…
6 November 2025
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Intel Stock Skyrockets on U.S. Government Lifeline and AI Deals – What’s Next?

Intel Stock Today (Nov. 5, 2025): Shares Hover Near $38 as New Cisco Edge-AI Pact Lands; China’s AI-Chip Ban, M&A Talk Shape Outlook

Intel (NASDAQ: INTC) traded around the high‑$30s on Wednesday after a fresh collaboration with Cisco on edge AI landed the same day investors weighed macro headwinds and M&A chatter around the chipmaker. Key takeaways Intel stock price today: what’s moving shares By mid‑afternoon U.S. trading, Intel shares were changing hands near $38, within an intraday range that spanned the mid‑$36s…
5 November 2025
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Astera Labs Stock Skyrockets on AI Buzz and Photonics Deal – Can ALAB Keep Climbing?

Astera Labs (ALAB) Stock Surges on AI Boom – What Wall Street Says

Stock Price and Recent Performance Astera Labs has been volatile lately. After peaking above $225 in early October 2025, shares plunged on Oct.14–15 amid news of AMD’s big Oracle GPU deal (raising concerns about competition) Finviz. For example, on Oct 15 ALAB fell 19.0% to close $161.55 Finviz after the AMD/Oracle announcement, which analysts feared could dampen demand for Astera’s…
4 November 2025
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Intel Stock Skyrockets on AI Deals and Q3 Earnings Beat, Hitting Two-Year High

Intel Stock Skyrockets on AI Deals and Q3 Earnings Beat, Hitting Two-Year High

Q3 2025 Earnings Fuel Stock Rebound Intel’s third-quarter 2025 results provided the clearest evidence yet that the beleaguered chip giant’s turnaround plan is gaining traction. The company swung back to profit in Q3, reporting $13.7 billion in revenue and $0.23 in adjusted EPS – a surprise upside compared to analyst forecasts of roughly breakeven ts2.tech. It marked a dramatic improvement from…
29 October 2025
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ASML Stock Skyrockets on AI Boom – Analysts Warn China Slump Looms

ASML Stock Soars on AI Megadeals – Near Record Highs Despite China Slowdown Looming

ASML Shares Rally on AI Hopes ASML Holding N.V.’s stock continued its upward charge as of October 23, 2025, buoyed by feverish investor optimism around the AI boom. The shares rose about 1% on Thursday to roughly $1,019 by the closing bell Yahoo, rebounding after a couple days of profit-taking. This puts ASML just shy of its all-time high (~$1,059)…
23 October 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s China Market Share Plummets from 95% to 0% – Jensen Huang’s Warning and What It Means for AI Stock Forecast

What to Know Before Markets Open on October 20, 2025 U.S. Tech Ban Wipes Out Nvidia’s China Business Nvidia’s once-dominant position in China’s AI chip market has been effectively wiped out by geopolitical forces. Jensen Huang, Nvidia’s co-founder and CEO, confirmed this dramatic reversal at an event in early October: “We went from 95% market share to 0%” in China,…
20 October 2025
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Stock Market Today

  • Core Scientific Inc (CORZ) Shares Dip Below 200-Day Moving Average
    February 5, 2026, 6:31 PM EST. Shares of Core Scientific Inc (CORZ) fell below their 200-day moving average, closing as low as $14.71 on Thursday, marking an 8.3% drop for the day. The 200-day moving average is a common indicator used by traders to assess a stock's long-term trend, currently sitting at $14.96 for CORZ. Over the past year, CORZ shares have ranged from a low of $6.20 to a high of $23.63, with the latest trade at $14.81. This decline signals possible continued weakness in the stock's momentum amid volatile market conditions.
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