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AI Technology News 22 October 2025 - 31 October 2025

Marvell Technology Stock Soars on AI Boom: Latest Price, Hot News & 2025 Outlook

Marvell Technology Stock Soars on AI Boom: Latest Price, Hot News & 2025 Outlook

Conclusion: Marvell Technology has reinvented itself as a critical “behind-the-scenes” player of the AI era, supplying the essential chips that keep the data flowing in super-scale cloud networks. Its stock, after a rollercoaster 2025, is trading in a “show me” zone – current prices factor in substantial growth, so execution needs to remain stellar. The latest news flow is encouraging: marquee customers like Amazon are doubling down on in-house AI hardware (to Marvell’s benefit), and industry forecasts point to years of expansion in AI infrastructure. Marvell’s balance of risks and rewards is finely poised. On one hand, the company is
Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Bloom Energy Stock Skyrockets on AI Mega-Deal & Blowout Earnings – Near 400% 2025 Rally

Stock Skyrockets on AI Deal and Earnings Bloom Energy’s stock has been on a tear in 2025, and the past few weeks brought that rally to a climax. On October 13, Bloom announced a landmark partnership with Brookfield Asset Management – a deal that will see up to $5 billion invested to deploy Bloom’s fuel cells as on-site power at Brookfield’s forthcoming fleet of AI data centersts2.tech. The news tapped directly into market excitement around artificial intelligence and clean energy, sending Bloom’s shares soaring ~24–30% intraday to an all-time high around $108reuters.com. Year-to-date, Bloom was already one of the market’s hottest
Celestica Stock Skyrockets on AI Boom: Q3 Blowout, Raised Forecasts Signal No Slowdown

Celestica (CLS) Stock Soars to Record High on AI Hardware Boom, Q3 Earnings Blowout

CLS Stock Rallies on AI Wave Celestica’s stock is on fire, extending an extraordinary run as investors bet on the AI hardware boom. On Tuesday, October 28, Celestica shares surged to record highs following its earnings news, reaching approximately C$462 in early trading (a ~9% jump)marketscreener.com. This added to a multi-session upswing – the stock gained about 13% in the past week alonets2.tech – and marked a staggering ~316% increase from a year agots2.tech. Such a historic rally has vastly outpaced the broader market and reflects surging optimism that Celestica will be a big winner in the rush to build
NXP Semiconductors (NXPI) Stock Shakes Off Chip Gloom – AI & Auto Hopes Fuel Rebound

NXP Semiconductors (NXPI) Stock Shakes Off Chip Gloom – AI & Auto Hopes Fuel Rebound

Stock Price & Recent Trading Activity NXP’s stock has seen choppy trading in recent days amid mixed signals from the semiconductor sector. Early last week, NXPI shares slid into the mid-$210s after peer Texas Instruments spooked the market with a dour outlook. TI reported soft demand for its chips and high customer inventories, sending its stock down ~7.5% and dragging NXP ~2–3% lower in sympathyts2.tech. On October 22, NXP closed around $217.16 – a multi-week low – on heavy volume, as investors reacted to signs of an industry slowdownstatmuse.com. This sector-wide selloff (which also hit names like Microchip and Qualcomm)
Nvidia Stock Near Record High as AI Mega-Deals Fuel $4 Trillion Rally – Is $300 Next?

Nvidia Stock Near Record High as AI Mega-Deals Fuel $4 Trillion Rally – Is $300 Next?

NVDA Rides AI Boom to Historic Highs Nvidia has been the poster child of the AI stock boom, and its recent performance reflects near-unprecedented optimism. In early October, NVDA briefly became the world’s most valuable publicly traded company when its market capitalization soared past $4 trillion ts2.tech – a milestone no other company (not even Apple or Microsoft) had ever reached ts2.tech. At its intra-month peak, Nvidia’s share price hit about $195.62 (an all-time high), valuing the company around $4.4–$4.5 trillion ts2.tech. “It highlights that companies are shifting their spend in the direction of AI and it’s pretty much the future of
UiPath Stock Skyrockets on ‘Agentic AI’ Boom – AI Deals & Earnings Fuel Rally

UiPath (PATH) Stock Skyrockets on AI Partnerships and Earnings Beat – Will the Rally Continue?

Stock Performance UiPath shares have surged in recent weeks amid a tech-sector rally and company-specific news. The stock closed at $16.48 on Oct. 24stockanalysis.com, up roughly 6–7% on the day and near its highest level since mid-2024. That jump extends a sharp October run: PATH was trading around $12 in early October but rallied about 20% in early October following the announcement of new AI partnershipsts2.tech. Investors piled into AI-related stocks after favorable inflation data and solid earnings from big tech – for example, the Nasdaq Composite rose 1.15% on Oct. 24 to record highsreuters.com – giving UiPath momentum. Trading
CrowdStrike (CRWD) Stock Soars on AI Cybersecurity Boom — Record Highs

CrowdStrike (CRWD) Stock Soars on AI Cybersecurity Boom — Record Highs

Stock Price and Recent Rally CrowdStrike’s stock has climbed sharply in October. After trading near $484 in mid-October, the share price jumped into the $520s by Oct 23 investing.com. For example, CRWD rose 3.91% on Oct 20 and 4.37% on Oct 23 investing.com, propelled by strong technical momentum and positive headlines. Over the past year the stock is up about 65% ts2.tech, vastly outpacing the S&P 500, as investors bet on its AI-driven growth. Technical indicators have also turned bullish: TipRanks noted on Oct 23 that CRWD’s 20-day exponential moving average (~$490) was well below the then-price (~$504), generating a
AI Stock Boom or Bubble? Tech Rally Soars as Experts Warn of Risk

Supermicro Stock Plunges 8% as AI Server Boom Hits a Snag – What’s Next for SMCI?

Shares Slump on a Surprise Revenue Warning Supermicro (NASDAQ: SMCI) shares tumbled on Thursday, October 23, after the server maker issued a surprise revenue warning for its current quarter. The company revealed that first-quarter fiscal 2026 revenue would come in around $5 billion, well below its earlier $6–7 billion outlookreuters.com. The announcement – which cited “design win upgrades” and customer delivery schedule shifts for large AI projects – immediately spooked investors. SMCI stock plunged roughly 7–8% on the news, falling from about $52 to $48 by day’s endreuters.cominvesting.com. That erased roughly a month’s worth of gains in a single session, making Supermicro
Cipher Mining (CIFR) Stock Skyrockets on AI Pivot & Bitcoin Boom – Next Crypto Powerhouse?

Cipher Mining (CIFR) Stock Soars 300% on AI & Bitcoin Boom – Now Stumbles Amid Crypto Slump

CIFR’s Roller-Coaster Rally and Recent Plunge Cipher Mining’s stock has been on a wild ride in 2025. Starting the year under $2, CIFR rocketed into the high teens and low $20s by mid-October. It closed October 13 at $20.34 (a record high, +19.9% that day) and even traded above $21 in after-hours. This meteoric rise – roughly +320% year-to-date – reflected a confluence of company-specific news and a surging crypto market. However, the momentum has since reversed. After peaking, CIFR pulled back sharply: it dipped to the mid-$17s on Oct. 21 and then slid further to the mid-$15 range on
Vicor Stock Skyrockets to 52-Week High After Blockbuster Q3 and AI Licensing Boom

Vicor Stock Skyrockets to 52-Week High After Blockbuster Q3 and AI Licensing Boom

Vicor Corporation (NASDAQ: VICR) shares surged after its Oct. 21 Q3 report, reaching ~$67.82 intraday on Oct. 21 (vs ~$58 the prior close) Marketbeat. The stock is up roughly 30–35% year-to-date (fell to ~$38 low in 2024) and opened Oct 22 near $65–66. Q3 revenue was $110.4 M (up 18.5% YOY) and EPS $0.63, crushing analyst expectations Investing Marketbeat. Analyst firms (Craig-Hallum, Needham) upgraded VICR to Buy with ~$90 price targets, citing strong growth in high-margin IP licensing and next-gen power products Gurufocus Intellectia. Investors are excited by Vicor’s role in AI and data-center power (48V and 800V systems), its recently announced ~$300 M licensing
Vertiv (VRT) Stock Soars on AI Data-Center Boom and Blowout Q3 – Can the Rally Last?

Vertiv (VRT) Stock Soars on AI Data-Center Boom and Blowout Q3 – Can the Rally Last?

Record Rally and Stellar Q3 Results Vertiv’s stock has been on a tear. After years of steady growth, the share price accelerated in summer 2025 amid booming AI and data-center demand ts2.tech. By Oct. 9 the stock briefly reached a 52-week high near $180 ts2.tech. As of Oct. 22 it sits in the mid-$170s (about 50% above the start of 2025) ts2.tech. Trading volume spiked on the heels of earnings news; for example, Vertiv jumped over 5% on Oct. 10 alone. The catalyst was clearly the Oct. 22 Q3 earnings release. Vertiv reported net sales of $2.676 billion, up 29% from
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Stock Market Today

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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