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AI News News 22 August 2025 - 4 November 2025

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 3 Marketbeat, the stock fell to about $47.6 on Nov 4, 2025. Chart providers show a mid-day price ~$47.88 (–5.66%) Chartmill. This comes on the heels of a strong 2025 run (+90–110% year-to-date Chartmill), driven by AI hype and strong server…
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, about 30% above last year, and net income hit NT$452.3 billion Indiatimes – 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…
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 Skyrockets on NVIDIA AI Power Deal – 150% YTD, Rally Set to Continue?

Stock Price & Recent Performance Navitas’s stock has seen an explosive run in late 2025. After closing around $8–9 in early October, NVTS leapt to $9.97 on Oct 13 Finviz. The 21.1% jump on Oct 13 came on unusually heavy volume (~124 million shares) – about 5× the normal daily volume Marketbeat – fueled by news and short-covering. Finviz data…
14 October 2025
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Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

BLOOM Energy Soars 30% on $5B AI Deal – Fuel-Cell Stock’s 700% Rally

Stock Performance & Trading Activity Bloom Energy stock has surged dramatically in 2025. After closing at $86.87 on Oct 10 (its pre-news level), BE jumped roughly 26–31% on Oct 13 premarket following the Brookfield announcement ts2.tech Reuters. By mid-morning, the stock was trading around the low-$110s. This rally comes atop an astonishing one-year gain: BE is up about 700% over…
13 October 2025
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Marvell Technology (MRVL) Surges on AI Boom – Latest Stock Price, Major News & 2025 Outlook

Marvell Technology (MRVL) Surges on AI Boom – Latest Stock Price, Major News & 2025 Outlook

Stock Price & Recent Performance (Oct 2025) Marvell’s stock has experienced high volatility in 2025, mirroring the boom-bust swings of AI-related stocks. After nearly tripling in 2023 on AI enthusiasm, MRVL hit a record $127.48 in January 2025, then slumped by about one-third amid macroeconomic worries and a cautious outlook from management Financialcontent. As of October 6, 2025, the stock…
6 October 2025
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The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

You Won’t Believe the $300 Billion AI Deal Shaking Silicon Valley 🚀

Is the Oracle-OpenAI-Nvidia Deal Fueling a New AI Bubble? The Oracle–OpenAI–Nvidia partnership is unprecedented in scale – a $300 billion bet to build next-generation AI supercomputers. It has captivated investors, but also sparked debate over whether the AI industry is entering bubble territory. Inside the $300 Billion AI Mega-Deal OpenAI 🤝 Oracle – a 5-Year, $300B Commitment: In September 2025, OpenAI and Oracle revealed…
19 September 2025
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AI News Roundup: Major Breakthroughs, Bold Moves & New Rules (Sept 1–2, 2025)

AI News Roundup: Major Breakthroughs, Bold Moves & New Rules (Sept 1–2, 2025)

Corporate Moves and New AI Tools Microsoft Debuts Homegrown AI Models After years of exclusively backing OpenAI’s models, Microsoft announced two powerful AI systems built in-house Semafor. The first is MAI-1-preview, a text generative model intended to power future versions of Microsoft’s Copilot assistant across Windows and Office Semafor. The second is MAI-Voice-1, an advanced speech generation model capable of…
2 September 2025
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Google Gemini 2.5 Flash Image: The Lightning-Fast AI Model That’s Changing the Game

Google Gemini 2.5 Flash Image: The Lightning-Fast AI Model That’s Changing the Game

Gemini 2.5 Flash Image Is Here: How Google’s Newest AI Beats MidJourney, GPT-5, and Claude in Creativity and Speed Google’s Gemini 2.5 Flash Image is making waves as a breakthrough in generative AI – combining blazing speed, advanced reasoning, and multimodal versatility. Announced in late August 2025 on Google’s AI blog, this model is the latest addition to the Gemini 2.5…
28 August 2025
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AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

Meta inked a six-year cloud deal worth over $10 billion with Google to power its AI push, as Meta raised its 2025 capital expenditure forecast to $66–72 billion and moved to offload $2 billion in data-center assets. Nvidia unveiled a GeForce NOW upgrade to run the Blackwell RTX 5080-class GPUs, enabling 5K at 120 fps and up to 360 fps…
26 August 2025
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AI News Blast: Generative AI Surges, Chip Wars Intensify, and Robots Rise (21–22 August 2025)

AI News Blast: Generative AI Surges, Chip Wars Intensify, and Robots Rise (21–22 August 2025)

OpenAI announced it will open its first India office in New Delhi and launched a ₹380/month ChatGPT plan in India. OpenAI Chief People Officer Julia Villagra departed on August 22, 2025, amid an unprecedented AI talent war. Nvidia paused production of its H20 AI chip for China on August 21, 2025, instructing Amkor Technology, Samsung, and Foxconn to halt related…
22 August 2025
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Stock Market Today

  • Cotton futures fall on Friday as export pace trails five-year average
    January 17, 2026, 5:18 PM EST. Cotton futures fell Friday, with most contracts down 15 to 30 points. The US dollar index was down about 343 points, while crude oil slid $1.64 a barrel. USDA Export Sales for 2024/25 stood at 4.213 million running bales sold or shipped, about 37% of the USDA projection and roughly 12 percentage points behind the five-year average pace. ICE cotton stocks were unchanged at 15,526 bales. The Cotlook A Index dropped 100 points to 78.45 cents per pound. The USDA Average World Price (AWP) for next week rose to 55.35 cents/lb, up 11 points. Quotes: Dec 24 at 67 (-15); Mar 25 at 68.49 (-23); May 25 at 69.76 (-28). On the date of publication, Alan Brugler had no positions.
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