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AI Industry News 27 June 2025 - 17 October 2025

Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom (AVGO) Stock Soars After $10B OpenAI AI Chip Deal – Analysts Raise Targets

Stock Performance and Recent Movement Broadcom’s stock has surged dramatically in 2023–2025, fueled by the AI boom and strategic deals ts2.tech. After a 10-for-1 split in Feb 2024, retail interest surged along with its fundamentals ts2.tech. By Oct 2025, Broadcom’s market cap surpassed $1.5 trillion ts2.tech. The share price peaked around $374 in early Sept 2025 (post-split), roughly double its level…
17 October 2025
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UiPath’s AI Gold Rush: OpenAI, NVIDIA & Google Deals Ignite PATH’s Stock Rally

UiPath’s AI Gold Rush: OpenAI, NVIDIA & Google Deals Ignite PATH’s Stock Rally

Company and Strategy Overview UiPath (PATH) is a New York–listed software company specializing in automation and AI. It pioneered Robotic Process Automation (RPA) – software “bots” that mimic human actions to automate repetitive tasks. Now UiPath is pushing into what it calls “agentic automation”, meaning intelligent AI-driven “agents” that autonomously execute and orchestrate complex workflows. In its Sept 30 press…
30 September 2025
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Nebius (NBIS) Stock Rockets on $17B Microsoft AI Deal – Explosive Growth & Outlook Revealed

Nebius (NBIS) Stock Rockets on $17B Microsoft AI Deal – Explosive Growth & Outlook Revealed

Overview of Nebius Group (NBIS) Nebius Group N.V. is a fast-growing AI infrastructure company. It was originally founded in 1989 as Yandex N.V. by Arkady Volozh (the Yandex search engine founder) Wikipedia. In mid-2024, Nebius sold the Russian Yandex businesses to local investors and re-emerged in Amsterdam focused on global AI cloud services Wikipedia. Today Nebius designs and operates GPU-powered…
29 September 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s Epic August 2025: Record AI Earnings, Next-Gen Chips & Game-Changing Deals

Nvidia reported Q2 FY2026 revenue around $45 billion, up about 50% year over year, with data-center revenue at a record pace and $26.3 billion in the year-ago quarter. Nvidia’s market capitalization briefly surpassed $4 trillion in mid-2025, underscoring investor enthusiasm for AI leadership. The Blackwell architecture, led by the flagship H200/B100 GPUs, is up to 30× faster than prior generations…
21 August 2025
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Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads the second-largest semiconductor market after smartphones. Memory revenue jumped about 72% in 2024 and accounted for roughly 25% of total…
27 June 2025
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Stock Market Today

  • Amazon Stock Dips Ahead of Earnings on AWS Power Delay Concerns
    February 5, 2026, 4:47 PM EST. Amazon.com Inc shares fell 0.5% to $237.44 ahead of Thursday's earnings release as investors eye key issues in AWS's power supply delays in Europe and new grocery store expansions. Market watchers note a potential 7% price swing reflecting uncertainty about AWS demand, growth forecasts, and capital spending on data centers. AWS faces a major infrastructure bottleneck with power grid connections in Europe taking up to seven years, much longer than data center construction. Meanwhile, Amazon plans a 225,000-square-foot grocery hub near Chicago to enhance same-day deliveries and cut costs. The broader tech sector weakness adds pressure as traders weigh Amazon's strategy and outlook for both cloud and retail businesses.
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