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AI News News 14 October 2025 - 7 December 2025

AI Weekly: OpenAI’s ‘Code Red’, Mistral 3, Runway Gen‑4.5 and New AI Rules – What We Learned About Artificial Intelligence (Dec 1–7, 2025)

AI Weekly: OpenAI’s ‘Code Red’, Mistral 3, Runway Gen‑4.5 and New AI Rules – What We Learned About Artificial Intelligence (Dec 1–7, 2025)

From OpenAI sounding a “code red” alarm to governments floating AI Bills of Rights, this week in artificial intelligence was packed with big product launches, regulatory moves, and fresh research on AI’s climate footprint. Here’s a detailed, news‑style rundown of the most important AI developments between 1 and 7 December 2025—and why they matter. 1. OpenAI declares “code red” as Google’s Gemini 3 turns up the heat OpenAI spent the week in crisis‑mode messaging. According to an internal memo reported by The Guardian, CEO Sam Altman told staff that ChatGPT is in a “critical time” and declared a “code red”
7 December 2025
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OpenAI in ‘Code Red’: Neptune Acquisition, ChatGPT Logs Ruling, New ‘Garlic’ Model and Safety Scrutiny — December 4, 2025 Update

OpenAI in ‘Code Red’: Neptune Acquisition, ChatGPT Logs Ruling, New ‘Garlic’ Model and Safety Scrutiny — December 4, 2025 Update

OpenAI is closing out 2025 with one of its most turbulent weeks yet. On December 4, 2025, the company is simultaneously: Here’s a detailed look at what’s happening around OpenAI today and what it signals about the future of the company and the broader AI race. Key takeaways 1. Inside OpenAI’s “code red” for ChatGPT Earlier this week, CEO Sam Altman told employees he was declaring a “code red” to improve ChatGPT, according to a memo first reported by The Information and reflected in subsequent Reuters and India Today coverage. Reuters+1 In practical terms, that means: The urgency is partly
4 December 2025
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Meta Platforms (META) Jumps as Google AI Chip Talks, Analyst Upgrade and Legal Shift Fuel 26 November 2025 Rebound

Meta Platforms (META) Jumps as Google AI Chip Talks, Analyst Upgrade and Legal Shift Fuel 26 November 2025 Rebound

November 26, 2025 – US markets mid‑session update Meta Platforms, Inc. (NASDAQ: META) is back in rally mode today. By early afternoon UTC, Meta stock was trading around $636 per share, up roughly 3.8% on the session, giving the social media and AI giant a market capitalization in the ballpark of $1.8 trillion. mint The move caps several days of choppy trading and comes as investors digest fresh analyst upgrades, heavy options buying, a major privacy settlement, intensifying European regulatory scrutiny, and a potential multi‑billion‑dollar AI chip deal with Google. META stock price today: rebound on AI optimism and macro
26 November 2025
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Intel Stock Today, November 20, 2025: INTC Slides as Citi Questions Foundry Strategy Despite AI Tailwinds

Intel Stock Today, November 20, 2025: INTC Slides as Citi Questions Foundry Strategy Despite AI Tailwinds

Intel stock (NASDAQ: INTC) is under pressure today, giving back part of its huge 2025 rally as a fresh analyst note from Citi casts doubt on the company’s foundry ambitions, even while AI-related catalysts and Nvidia’s blockbuster earnings keep the long‑term narrative alive. As of early afternoon on November 20, 2025, Intel shares are trading around $34–$34.50, down roughly 2–3% on the day, after opening near $36 and swinging between an intraday high around $36.6 and lows just above $34. That’s a sharp reversal from recent strength — but even after today’s pullback, Intel remains up roughly three‑quarters year‑to‑date in 2025, according to a new Trefis/Forbes analysis. Forbes Below
20 November 2025
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Cloudflare (NET) Today: Global Outage Fallout, AI Acquisition and Stock Reaction – 19 November 2025

Cloudflare (NET) Today: Global Outage Fallout, AI Acquisition and Stock Reaction – 19 November 2025

Cloudflare, Inc. (NYSE: NET) is back in the headlines today after a major global outage on 18 November that briefly broke large parts of the internet, even as the company pushes deeper into AI with its planned acquisition of Replicate and continues to post strong revenue growth. Below is a complete rundown of what happened, how markets are reacting, and what’s new around Cloudflare (NET) on 19 November 2025. Cloudflare (NET) stock today: trading lower after the outage As of around midday UTC on 19 November 2025, Cloudflare shares are trading near $196.53, down roughly 2.9% on the day. Key
19 November 2025
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Google Gemini 3 Launch (19 November 2025): Features, Benchmarks, Deals and How to Use It Today

Google Gemini 3 Launch (19 November 2025): Features, Benchmarks, Deals and How to Use It Today

November 19, 2025 — Google is rolling out Gemini 3, a new generation of its AI model that it’s openly calling its “most intelligent” system so far. The model is already live across Google Search, the Gemini app, developer tools and enterprise products, with fresh carrier deals and deep-dive analyses hitting the web today.  Blog This article pulls together today’s coverage (19.11.2025) to explain what Gemini 3 is, why it matters, and how you can start using it right now. What Is Gemini 3? Gemini 3 is Google DeepMind’s latest large-scale AI model, positioned as a state‑of‑the‑art system for reasoning, multimodal understanding and “agentic” task
19 November 2025
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Shanghai Stock Exchange Today (Nov 17, 2025): Shanghai Composite slips 0.46% to 3,972 as lithium rally offsets broader risk-off mood

China Stock Market Today (November 18, 2025): Shanghai Composite and Hang Seng Slide as Global AI Sell-Off Hits Asia

Published: November 18, 2025 China’s stock markets fell on Tuesday as a global tech-led sell-off, worries over lofty artificial intelligence (AI) valuations and uncertainty about U.S. interest-rate cuts triggered a broad risk-off move across Asia. Mainland benchmarks in Shanghai and Shenzhen closed lower alongside Hong Kong’s Hang Seng Index, even as fresh data showed a small improvement in China’s youth unemployment rate. Reuters+2The Washington Post+2 Key Index Moves: Mainland China and Hong Kong in the Red Mainland China Hong Kong Despite today’s setback, mainland and Hong Kong benchmarks are still sitting on solid year‑to‑date gains: the Shanghai Composite remains up
18 November 2025
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Alphabet Stock Today (Nov. 17, 2025): Buffett’s Big Bet Meets Antitrust Heat and a $40B AI Gamble

Alphabet Stock Today (Nov. 17, 2025): Buffett’s Big Bet Meets Antitrust Heat and a $40B AI Gamble

Alphabet stock is center stage today after Warren Buffett’s Berkshire Hathaway quietly built a multi‑billion‑dollar position in Google’s parent company, even as regulators ramp up pressure on its ad business and courts hand down fresh fines in Europe. As of early trading on Monday, Nov. 17, 2025, Alphabet’s Class A and C shares (tickers GOOGL and GOOG) are hovering around $276–277, roughly 0.8% below the most recent close, following a sharp jump in overnight and premarket trade.MarketBeat+1 Yet under the surface, today’s move is about more than one famous investor. It’s a collision of three big storylines: Here’s what investors need to know about Alphabet stock today,
17 November 2025
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Supermicro Stock Plunges After AI-Driven Earnings Miss – Analysts Split on Next Move

Supermicro Stock Plunges After AI-Driven Earnings Miss – Analysts Split on Next Move

In-Depth Analysis Recent Price Action and Trends SMCI has been volatile around early November. After closing $50.75 on Nov 3marketbeat.com, the stock fell to about $47.6 on Nov 4, 2025. Chart providers show a mid-day price ~$47.88 (–5.66%)chartmill.com. This comes on the heels of a strong 2025 run (+90–110% year-to-datechartmill.com), driven by AI hype and strong server demand. The last month saw the stock give back a few percent, so Nov 4’s drop reflects profit-taking and reaction to results. Over the past two weeks, SMCI is down ~8%chartmill.com. ChartMill technical indicators are mixed: the stock remains in a bullish longer-term
4 November 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC Stock Rockets on AI Boom: Record Profit and $1T Valuation Stun Markets

Record Q3 Results Drive Rally TSMC’s latest earnings confirmed the AI-driven boom in semiconductors. July–September revenue jumped to NT$989.9 billion (≈$32.5 billion)reuters.com, about 30% above last year, and net income hit NT$452.3 billioneconomictimes.indiatimes.com – both well above analysts’ estimates. High-performance computing (HPC) chips – used in AI servers – dominated the quarter, with the HPC unit accounting for roughly 57% of saleseconomictimes.indiatimes.comeconomictimes.indiatimes.com. Counterpoint Research analyst William Li commented that the “strong traction at 3nm as well as high utilization at 4/5nm” from orders by AI GPU and data-center customers directly drove these robust earningseconomictimes.indiatimes.com. CEO C.C. Wei echoed this, saying recent AI developments
17 October 2025
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Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Navitas (NVTS) Stock Hits All-Time High on NVIDIA AI Chip News – Will the Rally Continue?

Stock Soars to Record High on AI News Navitas shares have been on a tear in mid-October, riding a wave of AI enthusiasm. The stock closed at $15.63 on Oct. 16 (up +3.1% for the day)marketbeat.com, marking its fifth straight daily gain and a new all-time high. In the span of a week, NVTS nearly doubled in price, skyrocketing from the ~$8 level to the mid-$15s. This explosive move caps a year of extraordinary gains – over 330% year-to-date – amid intense investor interest in any company tied to the AI hardware boomfinviz.com. For context, Navitas has vastly outperformed the
16 October 2025
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AMD Stock Skyrockets on OpenAI AI-Deal – Can It Hit $300?

AMD Stock Skyrockets on OpenAI AI-Deal – Can It Hit $300?

Market Performance & Stock Data In October 2025, AMD shares have been volatile but strong. As of Oct 14 opening, AMD traded around $217 stockanalysis.com, slightly off its recent peak (~$235 reached after the Oct 6 OpenAI deal). The stock is up roughly 80% year-to-date ts2.tech, driven by booming demand for AI chips and data-center hardware. (For context, the broader Nasdaq is up ~10% YTD and rival Nvidia around +40% ts2.tech.) AMD’s market capitalization is now about $350–$360 billion stockanalysis.com, making it the world’s third-largest chipmaker. Trading volumes have surged during news events, and the stock’s 52-week range has widened (roughly
14 October 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:22 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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