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AI Industry News 27 June 2025 - 4 November 2025

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.com. For example, on Oct 15 ALAB fell 19.0% to close $161.55 finviz.com after the AMD/Oracle announcement, which analysts feared could dampen demand for Astera’s products finviz.com. The stock bounced back slightly afterward, trading around $170–$190 in late Oct. By Nov 3 it closed at $191.56 (up ~2.6% that day) stockanalysis.com, then pulled back to $179.31 on Nov 4 stockanalysis.com (–6.4%). The 2025 YTD chart
4 November 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI’s Next Era: GPT-5 Revolution, $500 B Overhaul, and an AI Arms Race Ignites

Sources: Key developments are sourced from recent news and official updates, including reporting by Reuters reuters.com ts2.tech, Bloomberg and tech outlets, OpenAI’s own announcements openai.com openai.com, and analyses by industry experts and TechStock²/TS2 tech news ts2.tech ts2.tech. All information is current as of October 30, 2025.
30 October 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 the year-ago period, when Intel was deep in the red (Q3 2024 saw a massive $16 billion net loss) ts2.tech. Gross margins also rebounded to 40% (vs ~36% expected), reflecting the impact of steep cost cuts and operational efficiencies reuters.com. Wall
29 October 2025
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AI Alliance Ignites Lumen (LUMN) Stock Surge Amid Bold Turnaround Moves

Lumen Stock Surges on AI Deal – Can the 2x Rally Last?

Stock Performance & Recent Moves LUMN stock traded around $7.79 on Oct. 24, 2025 reuters.com (as shown by Reuters pricing), near the high end of its recent range. That follows a 10.65% jump on Oct. 23 (closing at $7.79) investing.com, after the Palantir deal was announced. Earlier in the week it had been trading in the low-$7’s (about $7.04 on Oct. 22 investing.com), and it was roughly $6.90 on Oct. 20 investing.com. In other words, the stock has been volatile but mostly up over the past week. For perspective, LUMN had languished at around $3.02 per share in early 2025
24 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 finance.yahoo.com, rebounding after a couple days of profit-taking. This puts ASML just shy of its all-time high (~$1,059) and caps off a stunning run – the stock has surged over 30% since early September, vastly outperforming the broader chip sector reuters.com. “It’s clear that the sentiment has changed” around ASML, observed Morningstar analyst Javier Correonero ahead of the
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, he said ndtvprofit.com. The plunge results directly from U.S. export bans that since 2022 have prohibited Nvidia from selling its most advanced GPUs – chips like the A100, H100, and newer H200 – to Chinese customers timesofindia.indiatimes.com. Huang attributed the
20 October 2025
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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 a year prior ts2.tech. Even after an early-October dip (amid broader market volatility), AVGO remains up ~70% YTD ts2.tech, far outperforming the S&P 500. Over the past week, the stock was volatile. On Oct 13 AVGO jumped +9.9% investing.com following
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 release, UiPath described itself as “a global leader in agentic automation,” rolling out new platform features (like UiPath Maestro orchestration, Studio Web, and AI Agent Builder) to make it easier to build, test, and deploy AI-powered automation with enterprise-grade governance
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) en.wikipedia.org. In mid-2024, Nebius sold the Russian Yandex businesses to local investors and re-emerged in Amsterdam focused on global AI cloud services en.wikipedia.org. Today Nebius designs and operates GPU-powered data centers and a full-stack AI cloud platform. It raised $700 million from private investors (including NVIDIA and Accel) in Dec 2024 en.wikipedia.org. Nebius now owns data centers in Finland (Mäntsälä) and clusters in Paris and Kansas City, with a 300 MW
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 in some AI workloads, and Nvidia booked about $11 billion in Q4 2024 revenue from Blackwell-based processors. Nvidia unveiled GeForce RTX 50-series GPUs based on Blackwell and DLSS 4 at Gamescom 2025, with over 175 games supporting DLSS 4 and
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 market, with HBM revenues expected to grow 66% in 2025 to $19.8 billion. TSMC’s 2nm node (N2) is in pilot production with high-volume manufacturing planned for 2H 2025, aiming for about 50,000 wafer starts per month by end-2025, with Apple
27 June 2025
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