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AI Technology News 30 September 2025 - 13 October 2025

TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

Recent Developments and News TSMC’s advanced fabs have driven its recent headlines. On Oct 9, 2025, TSMC announced preliminary Q3 sales of NT$989.92 B (~$32.47 B), up 30% YoY reuters.com – well above the market forecast. This AI-fueled demand lifted near-term guidance: management reiterated ~30% full-year growth. U.S. markets immediately reacted. By Oct 10, the ADR closed ~$280.66 stockanalysis.com (a 6.4% drop on heavier volume) after a short-term technical sell-off edgen.tech, then pre-market on Oct 13 jumped to ~$294 stockanalysis.com on strong sentiment. At the same time, geopolitics grabbed headlines. Taiwan’s leaders refused U.S. calls for an equal “50/50” chip output split,
13 October 2025
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CIFR Stock Skyrockets 320% After Google-Backed AI Mining Deal – Bubble or Boom?

CIFR Stock Skyrockets 320% After Google-Backed AI Mining Deal – Bubble or Boom?

Company Background & Business Model Cipher Mining is a pure-play Bitcoin miner that specializes in large-scale, energy-efficient data-center mining ts2.tech. It locates facilities “behind the meter” at low-cost renewable power sites in West Texas ts2.tech. Its flagship “Black Pearl” complex (Odessa, TX) is a 150 MW facility serving both Bitcoin mining and high-performance computing (HPC) ts2.tech. As of mid-2025, Cipher had deployed ~16.8 EH/s of mining capacity (with next-gen ASIC miners) ts2.tech and plans to reach ~23.5 EH/s by Q3’25 ts2.tech. To fund growth, it has a large 2.6 GW pipeline of additional power projects ts2.tech. In Q2’25 Cipher produced ~150 BTC and achieved $44 M
9 October 2025
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TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker – a “pure-play” foundry that fabricates advanced semiconductors for clients like Apple, NVIDIA, AMD and more ts2.tech. Rather than selling its own chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains, commanding an estimated 60%+ market share of the overall foundry market (and over 90% in the most advanced nodes) ts2.tech. In effect, TSMC manufactures ~90% of the world’s most advanced processors, putting it at the heart of technologies
9 October 2025
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Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

OpenAI’s pursuit of custom AI hardware has led it to Broadcom for chip design collaboration, aiming to reduce reliance on Nvidia. Broadcom’s CEO confirmed a huge $10 billion order from a new cloud client (believed to be OpenAI), catalyzing investor excitementts2.technasdaq.com. Broadcom’s Financial Surge Amid the AI Gold Rush Broadcom is riding a wave of unprecedented demand for AI infrastructure, translating into stellar financial results. In its Q3 FY2025 earnings, Broadcom reported record revenue of $16.0 billion, a +22% YoY jump, handily beating estimatests2.tech. Net income and cash flows are robust – free cash flow hit $7.0 billion in the quarterfuturumgroup.com – reflecting
6 October 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

Key Facts – Taiwan Semiconductor Manufacturing Co. (TSMC) as of 6 October 2025 Overview and Recent Developments Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world’s largest pure‑play foundry and a pillar of global supply chains. In late September and early October 2025, its stock and strategic decisions drew significant attention, reflecting booming demand for artificial‑intelligence chips, ambitious global expansion and mounting geopolitical risks. Stock Performance around 6 October 2025 TSMC’s shares rallied sharply in late September. On 2 October 2025, the Taipei‑listed stock set an intraday record of NT$1 ,370 and closed at NT$1 ,365 after a 3.29 % surge in U.S.‑listed sharestaiwannews.com.tw. The gains lifted the company’s market capitalization
6 October 2025
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Meet the 1,100-HP “AI” V12 Hypercar: Vittori’s Futuristic $1M Beast Unveiled

Meet the 1,100-HP “AI” V12 Hypercar: Vittori’s Futuristic $1M Beast Unveiled

The Big Reveal: Vittori’s Turbio Hypercar At a lavish Miami event in October 2025, Vittori presented its first car – codenamed Turbio – as a running concept. Dupontregistry Theevreport The startup calls it an “AI hypercar” and credits “future‑forward technology” in its development Motor1 Newsbytesapp. Early media coverage was cautiously impressed: Motor1’s Jeff Perez noted the hypercar “packs a hybrid V-12 engine and a whopping 1,100 horsepower” and “doesn’t look half bad” Motor1 Motor1. The EV Report similarly highlighted the 1,100-hp hybrid powertrain and Pininfarina collaboration Theevreport Theevreport. Despite built-in hype about AI, Vittori’s PR was somewhat coy, avoiding buzzwords
5 October 2025
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AI Browser Wars Ignite: Perplexity’s Comet Lands in India to Challenge Chrome & Co.

Perplexity’s Comet AI Browser Goes Free – Can It Really Reinvent How We Browse?

Comet’s Vision: An AI Browser to Fix a “Broken” Internet Perplexity introduced Comet with grand ambitions. “The internet is broken,” the company declared in its launch blog post, arguing that traditional web browsing traps users in ad-driven click funnels and superficial contentperplexity.ai. Comet is positioned as the antidote: an AI-enhanced browser that encourages deeper curiosity by making it effortless to ask questions and dig for knowledge. According to the Perplexity team, early Comet users showed a 6–18x increase in the number of questions they asked online, indicating a surge in curiosity-fueled explorationperplexity.ai. Central to Comet’s appeal is the Comet Assistant
5 October 2025
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Rumble Stock Soars: Ai Deal & Crypto Partnership Ignite Bull Rally

Rumble Stock Soars: Ai Deal & Crypto Partnership Ignite Bull Rally

U.S. Market Open (Oct 3, 2025) U.S. markets opened fairly flat on Friday Oct.3. The tech-heavy Nasdaq and S&P 500 showed only minor gains after Thursday’s session. In this environment, Rumble’s stock continued to climb on its recent news. Pre-market trading showed RUM around $8.30 on Oct.3, up roughly 13% from Thursday’s close nasdaq.com. (For comparison, MarketBeat data show RUM closed at $7.39 on Oct.2 and was ~$8.28 in extended trading marketbeat.com.) In short, RUM is riding a strong post-earnings/partnership wave as Friday’s trading begins. Rumble Stock Performance (Price Moves) On Oct.2, RUM closed at $7.39 nasdaq.com (up about 3.4% for
3 October 2025
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Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Google-Backed AI Deal Sends Cipher Mining (CIFR) Stock Soaring – Is $20 Next?

Stock Performance and Valuation Cipher’s stock has exploded higher in recent months. On Oct 2 it jumped +9.6% (high $14.44, close $13.81) on record volume (~56M, more than double normal) marketbeat.com. As of Oct 3 it trades near $14–$15. Its market cap is roughly $5.4 billion public.com, up from about $0.6B a year ago. Key Yahoo/Market data (from Public.com) shows: 52-week high $15.54, low $1.86 public.com; trailing P/E ~–31× (negative earnings) public.com; debt/equity ~25× (high leverage) public.com. Technicals: 50-day MA ~$8.1, 200-day ~$5.2 marketbeat.com (indicating a massive short‑term rally). Recent consensus is a “Strong Buy” (12/14 analysts) with an average target ~$15.2 marketbeat.com, though Bloomberg targets range widely
3 October 2025
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Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Key Facts at a Glance Company Background and Business Model Astera Labs is a Santa Clara‑based fabless semiconductor company founded in 2017. It designs and sells mixed‑signal connectivity solutions for cloud and artificial‑intelligence (AI) infrastructure. The company’s Intelligent Connectivity Platform combines silicon products—such as PCIe/CXL smart retimers, Ethernet cable modules, CXL memory controllers and smart fabric switches—with its COSMOS software suite to provide end‑to‑end connectivity and system management aaii.com. Revenue predominantly comes from this platform, which is sold to hyperscale data‑centre operators and server OEMs markets.financialcontent.com. Astera operates a fabless business model, outsourcing manufacturing while focusing on design and system integration.
2 October 2025
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Amazon’s AI-Powered Device Overhaul: Alexa+ Echoes, Color Kindle Scribbles & 4K Ring Cameras Unveiled

Amazon’s AI-Powered Device Overhaul: Alexa+ Echoes, Color Kindle Scribbles & 4K Ring Cameras Unveiled

Massive 2025 Hardware Launch Event On Sept. 30, 2025 in New York City, Amazon held its biggest hardware showcase in years – unveiling revamped gadgets across Echo speakers, Kindles, Fire TVs and security cameras. The headline was Alexa+, a generative-AI revamp of Alexa. Panos Panay (SVP of Devices & Services, formerly of Microsoft) led the presentations. He framed the event as the culmination of a multi-year “devices overhaul” aimed at making Amazon’s gadgets smarter and more polished aboutamazon.com. In his introduction to Alexa+, Panay wrote that with 600 million Alexa devices deployed, “advancements in generative AI have unlocked new possibilities”
1 October 2025
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Battery Monster vs. AI Superphone: Xiaomi 17 Pro Max Takes on Google Pixel 10 Pro XL

Battery Monster vs. AI Superphone: Xiaomi 17 Pro Max Takes on Google Pixel 10 Pro XL

Rival Flagships & What’s Next The Xiaomi 17 Pro Max and Pixel 10 Pro XL are entering a crowded flagship arena in late 2025. Apple’s iPhone 17 Pro Max is a formidable rival, with Apple’s A19 Pro chip making it “the most powerful smartphone around” in benchmarks wired.com and camera upgrades like that 8× telephoto to keep Apple fans loyal apple.com. Samsung’s Galaxy S25 Ultra (launched January 2025) remains a powerhouse too: a 6.9-inch AMOLED with S-Pen, a 200 MP main camera, dual zoom lenses (up to 5× optical, plus 10× hybrid) and a trusty 5,000 mAh battery phonearena.com phonearena.com – though
30 September 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, 12:18 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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