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AI News News 20 August 2025 - 14 October 2025

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 13finviz.com. The 21.1% jump on Oct 13 came on unusually heavy volume (~124 million shares) – about 5× the normal daily volumemarketbeat.com – fueled by news and short-covering. Finviz data show NVTS trading well above its 50-day (~$6.67) and 200-day (~$5.34) moving averagesmarketbeat.com, reflecting strong upward momentum. The relative strength index (RSI) is around 70–77ts2.techfinviz.com, indicating an overbought condition in the short term. The stock’s beta (~3.0)marketbeat.com and high short interest (~28%
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 announcementts2.techreuters.com. 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 the past 12 monthsts2.technasdaq.com. Daily trading volume has spiked, far exceeding its ~14 million share averagegoogle.com, reflecting frenzied interest. Over the last few weeks, BE has repeatedly hit new 52-week highs. The stock briefly traded near $95 in late Sept before consolidating,
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 managementfinancialcontent.com. As of October 6, 2025, the stock trades around $86 per share – roughly the same level it began the week, and up about 17% from a year agofinancialcontent.com. Year-to-date, though, Marvell remains down ~22% in 2025financialcontent.com, reflecting the sharp correction earlier in the year. Recent days: In
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 a five-year cloud computing agreement worth $300 billion. The news caught markets off-guard and instantly became one of the largest tech deals ever inked. OpenAI – the firm behind ChatGPT – is essentially pre-booking massive computing power from Oracle’s Cloud Infrastructure
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.com. 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.com. The second is MAI-Voice-1, an advanced speech generation model capable of producing a minute of realistic audio in under a second – and notably efficient enough to run on a single GPU semafor.com. Both models emphasize cost-effectiveness: MAI-1-preview was trained on roughly 15,000 Nvidia H100 chips (far fewer than rival projects)
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 family, and it has been codenamed “nano-banana” during testing techcrunch.com. Flash Image extends Google’s flagship Gemini AI into image generation and editing, letting users create vivid pictures or modify existing images just by describing what they want. The new model
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 at 1080p with DLSS 4, announced at Gamescom. OpenAI announced its first international office in New Delhi later in 2025 and launched the cheapest-ever ChatGPT plan in India at about $4.60 per month. The U.S. General Services Administration sealed a
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 work. Nvidia CEO Jensen Huang visited Taiwan on August 22, 2025, meeting with TSMC leadership in Taipei. South Korea announced a 2026 R&D budget boost to ₩35.3 trillion (about $25.2 billion), a nearly 20% increase targeting AI. Google expanded its
22 August 2025
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Google Gemini’s August 2025 Revolution: AI Mode Goes Global, Cars Talk Back, and More

Google Gemini’s August 2025 Revolution: AI Mode Goes Global, Cars Talk Back, and More

AI Mode in Search expanded to 180 countries in August 2025, powered by Gemini 2.5 with AI Overviews and sign-in free for teens. Volvo EX90 demo at Google I/O 2025 showed Gemini handling in-car voice tasks, with Gemini Live enabling free-form conversations and real-time translation across 40+ languages. Wear OS 6 introduced the Gemini assistant, and Chrome began a preview of Gemini AI for Pro and Ultra subscribers. Gemini CLI was open-sourced in late June 2025, giving free access to Gemini 2.5 Pro via CLI with a 1-million-token context window and up to 60 requests per minute (1,000 per day).
21 August 2025
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AI Breakthroughs, Big Tech Moves & Bubble Fears – Top AI News Roundup (Aug 20–21, 2025)

AI Breakthroughs, Big Tech Moves & Bubble Fears – Top AI News Roundup (Aug 20–21, 2025)

Research & Academic Breakthroughs Big Tech Announcements & Business Developments Government Policy & Geopolitics in AI AI in Industry: Applications & Impact Bubble Worries and Industry Outlook A recurring theme across all news was whether the AI boom is entering bubble territory. Even as groundbreaking tech rolled out, industry leaders themselves cautioned about irrational exuberance: In summary, the past 48 hours in AI have been extraordinary, blending breakneck innovation with sobering reality checks. We saw cutting-edge AI models pushing into new domains (from the Sun’s storms to sports playbooks), major corporate bets on AI across industries, and mounting efforts by
21 August 2025
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OpenAI’s Explosive August 2025: GPT-5 Launch, $500B Frenzy & AI Controversies Rock Tech World

OpenAI’s Explosive August 2025: GPT-5 Launch, $500B Frenzy & AI Controversies Rock Tech World

On August 7, 2025, OpenAI unveiled GPT-5, featuring a unified architecture with a fast default responder, a deeper “GPT-5 thinking” module, and a smart router, plus multimodal abilities. GPT-5 rolled out to ChatGPT on launch day, with nearly 700 million weekly active users by August 2025 and more than 5 million paying business users. GPT-5 is offered in three sizes — full GPT-5, mini, and nano — with scaled pricing to balance cost and latency. OpenAI introduced a novel “safe-completions” training approach that aims to maximize helpfulness within safety constraints rather than issuing binary refusals for sensitive prompts. On August
21 August 2025
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GPT-5 Launches Today: OpenAI’s ‘PhD-Level’ AI Ushers in a New Era of ChatGPT

You Won’t Believe What AI Did in August 2025. AI News Roundup for August 2025.

Major Research Breakthroughs in AI Major research breakthroughs in August underscored AI’s growing capabilities across reasoning, science, and biotechnology. Key advances this month included: Developments in Generative AI (Language, Image & Music) August brought a flurry of developments in generative AI, from powerful new language models to creative tools in image, video, and music generation: AI Adoption Across Industries AI’s integration into real-world industries accelerated in August, with notable examples across government, healthcare, finance, and more: Government Regulations and Policy Actions Governments worldwide took notable actions in August to regulate and guide the fast-growing AI sector, balancing innovation with oversight:
20 August 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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