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AI Technology News 31 October 2025 - 6 November 2025

AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

US Stocks Slide on Nov. 6, 2025 as AI High‑Fliers Tumble — Is the AI Bubble Finally Bursting?

Published: Nov. 6, 2025 Key takeaways (as of 10:10 a.m. ET) What happened on Wall Street today U.S. equities opened lower Thursday and stayed soft through mid‑morning as the tech‑heavy growth trade sold off again. At 10:10 a.m. ET the Dow was down 266 points, the S&P 500 was off 37 points, and the Nasdaq weakened by 214 points. Information Technology led declines, with Apple, Microsoft, and Nvidia all lower. Reuters Two macro stories sharpened the risk‑off tone: Bond markets offered a modest cushion as the 10‑year Treasury yield eased to ~4.09%, reflecting a defensive bid; traders price roughly a
6 November 2025
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AMD Stock Slides as AI Momentum Sets the Stage for Nov. 11 Analyst Day — Key Updates Today (Nov. 6, 2025)

AMD Stock Slides as AI Momentum Sets the Stage for Nov. 11 Analyst Day — Key Updates Today (Nov. 6, 2025)

Advanced Micro Devices, Inc. (NASDAQ: AMD) shares traded sharply lower today after a blowout Q3 and upbeat Q4 outlook earlier this week put a spotlight on what comes next for the chipmaker’s AI roadmap. The pullback comes as Wall Street reassesses richly valued tech names and turns its attention to AMD’s Financial Analyst Day on Tuesday, Nov. 11, where management is expected to detail long‑term product plans and growth targets. Reuters+1 At a glance What’s new today (Nov. 6) Analyst chatter turns to Nov. 11. Fresh notes and summaries today reiterated that AMD’s next major catalyst is its Financial Analyst
6 November 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia (NVDA) Stock Today, Nov. 5, 2025: Shares Rebound as China Tightens AI-Chip Rules; White House Bars “Blackwell” Exports

Updated Nov. 5, 2025, 19:49 UTC Key takeaways What moved NVDA on Nov. 5 1) China’s new restrictions on AI chips Reuters reported today that Chinese regulators have ordered state‑funded data center projects to use only domestically made AI chips. Projects under 30% completion must remove foreign chips or cancel plans to use them; more advanced builds will be reviewed case‑by‑case. While the directive strengthens local suppliers (e.g., Huawei, Cambricon), it raises uncertainty for foreign vendors like Nvidia—even as developers have favored Nvidia’s software ecosystem. Reuters Implication: China has been a diminished but still strategic market for Nvidia’s data‑center products.
5 November 2025
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Lumentum Stock Skyrockets on AI Boom – Record Sales & Bold Forecast

Lumentum Stock Skyrockets on AI Boom – Record Sales & Bold Forecast

Recent News: Earnings Spark Rally Lumentum’s San Jose headquarters. The company’s stock jumped after it announced record quarterly revenue and upbeat guidance, fueled by surging demand from AI data centers. Lumentum made headlines on November 4–5, 2025 with a stellar earnings report that ignited its stock. The firm announced Q1 FY2026 (quarter ended Sep 27, 2025) results featuring record-high sales of $533.8 million – about 58% higher than a year ago simplywall.st and even slightly above Wall Street’s consensus (FactSet had ~$526M) marketscreener.com. This top-line feat, the largest quarterly revenue in Lumentum’s 10-year history optics.org, was driven by unprecedented demand
5 November 2025
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Cheer Holding (CHR) Stock Skyrockets on Buyout Bids – Inside the AI Innovator’s Rollercoaster Ride

Cheer Holding (CHR) Stock Skyrockets on Buyout Bids – Inside the AI Innovator’s Rollercoaster Ride

Company Overview: A Niche Chinese Digital Ecosystem Cheer Holding, Inc. is a China-based provider of advanced mobile internet infrastructure and digital content platforms. Through its subsidiaries, Cheer offers advertising and content production services in the Chinese market. The company has built a suite of consumer apps and services under the “CHEERS” brand, aiming to create an integrated digital ecosystem. Its flagship offerings include CHEERS Video (a short-video and live streaming app), CHEERS e-Mall (an e-commerce platform blending livestream shopping and online games), and CHEERS App which combines professionally-produced content with shopping features. In recent years, Cheer Holding has pivoted heavily
5 November 2025
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Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Stock Performance & Valuation Zeta’s stock has trended down from its late-2024 highs (~$36.7) as broader growth-tech valuation pressures emerged. At the Nov 4 close, ZETA was ~$16.70 stockanalysis.com, near its 52-week low and well below its peak. Over the year it’s down ~–7% marketbeat.com (since start-2025), while smaller tech peers have also lagged. On Nov 4 its volume was ~11.2 M shares stockanalysis.com, reflecting heavy trading after earnings. Technically, ZETA carries a higher beta (~1.28 stockanalysis.com) so it tends to amplify tech market moves. The stock’s drop on Nov 4 (–5.2% on the close stockanalysis.com) came ahead of the after-market
4 November 2025
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UPST Stock Rockets on AI Lending Growth – What’s Next?

UPST Stock Rockets on AI Lending Growth – What’s Next?

Q3 2025 Results and Guidance Upstart’s Q3 earnings beat expectations, driven by its AI lending platform expansion. Transaction originations reached $2.9B (up 80% YoY) and 428K loans were originated (a +128% jump) businesswire.com. Revenue hit $277M (+71% YoY) businesswire.com, with fee income ~$259M (+54%). Crucially, Upstart swung to profitability: GAAP operating income was $23.7M (vs a $45.2M loss prior year), and GAAP net income $31.8M (vs -$6.8M) businesswire.com. Adjusted EBITDA was $71.2M (26% margin) vs just $1.4M a year earlier businesswire.com. Management’s outlook remains positive: they expect Q4 revenue ~$288M and FY2025 revenue ~$1.035B businesswire.com businesswire.com. Guidance anticipates continued healthy
4 November 2025
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Xometry (XMTR) Stock Soars on Record Q3 Earnings – What’s Next for This AI Manufacturing Marketplace?

Xometry (XMTR) Stock Soars on Record Q3 Earnings – What’s Next for This AI Manufacturing Marketplace?

Key Facts (as of Nov 4, 2025) Stock Price & Recent Performance Xometry’s stock (NASDAQ: XMTR) has been on a tear in early November 2025. On Nov 4, 2025, shares skyrocketed ~24% intraday following the Q3 earnings announcement, peaking around $60 and nearing a 52-week high of $60.68 ainvest.com. It closed the day at roughly $60.23 (up from $48.57 the prior session) investing.com. This record high represents a dramatic one-day gain and continues a strong upward trend – the stock has more than tripled from its 52-week low of ~$18.59 earlier in the year investing.com. In the days leading up
4 November 2025
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Bitfarms (BITF) 2025 Stock Surge: Bitcoin Miner’s $500M Windfall & AI Pivot Fuel Rally

Bitfarms (BITF) 2025 Stock Surge: Bitcoin Miner’s $500M Windfall & AI Pivot Fuel Rally

Bottom Line: Bitfarms has rapidly transformed in 2025 from a struggling miner into a well-capitalized player at the forefront of both Bitcoin mining and emerging AI infrastructure. The stock’s dramatic rise mirrors the company’s improved prospects, but future performance will depend on balancing its core crypto business with its new growth ventures. In the near term, all eyes are on the Q3 2025 earnings (due Nov 13) and whether Bitfarms can meet lofty expectations amid Bitcoin’s rally. Longer term, if Bitcoin remains strong and Bitfarms executes its U.S. expansion, the company could transition into a hybrid mining–HPC powerhouse. Investors bullish
4 November 2025
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AMD Stock Skyrockets on AI Mega-Deal – Latest Price, Q3 Earnings Preview & Expert Analysis

AMD Stock Skyrockets on AI Mega-Deal – Latest Price, Q3 Earnings Preview & Expert Analysis

Latest News & Updates (Nov 3, 2025) AI Partnership Sparks Rally: AMD made headlines in October by announcing a blockbuster partnership with OpenAI. OpenAI agreed to deploy up to 6 GW of AMD’s Instinct GPUs over several years (starting in 2026) under a multi-year deal reuters.com. In exchange, OpenAI received warrants for up to 160 million AMD shares (≈10% stake) at a nominal price, vesting as deployment milestones are met reuters.com. AMD expects this deal to drive “tens of billions” in annual revenue and over $100 billion in total new sales from OpenAI and others in coming years reuters.com reuters.com. The
3 November 2025
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AMD’s AI-Fueled Stock Surge: Record Highs, $300 Targets & What’s Next

AMD’s AI-Fueled Stock Surge: Record Highs, $300 Targets & What’s Next

Record Rally Fueled by AI Deal Frenzy AMD’s stock went on a historic tear in October, propelled by excitement over its new AI partnerships. The rally kicked off Oct. 6 when AMD revealed its OpenAI deal – the stock skyrocketed ~34% in a single day ts2.tech, its biggest one-day jump in nearly a decade, adding about $80 billion to AMD’s market cap. Just days later, on Oct. 14, AMD got another bump (+3%) after Oracle announced plans to use AMD’s chips. These gains were especially striking because they occurred despite some broader market headwinds (e.g. interest rate and geopolitical worries) –
2 November 2025
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