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AI Technology News 13 October 2025 - 16 October 2025

Micron (MU) Stock Hits Record Highs on AI Frenzy – Analysts See More Upside Ahead

Micron (MU) Stock Hits Record Highs on AI Frenzy – Analysts See More Upside Ahead

Stock Performance: AI Hype Sends Micron Soaring Micron’s share price momentum in 2025 has been extraordinary. As of October, the stock has more than doubled from January levels, vastly outperforming the S&P 500 and even many tech peers ts2.tech. The rally accelerated in late September and early October when Micron hit fresh record highs, peaking intraday above $196 and closing near $192 ts2.tech. This surge reflects both company-specific optimism and broader “AI mania” lifting the semiconductor sector ts2.tech. Investors have piled into AI-related stocks, and Micron – as a key supplier of memory for AI systems – has been a
16 October 2025
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Blaize Holdings (BZAI) Soars on AI Chip Deals and Partnerships – What’s Next for This Edge AI Stock?

Blaize Holdings (BZAI) Soars on AI Chip Deals and Partnerships – What’s Next for This Edge AI Stock?

Stock Surges on AI Hype and Contract Wins Blaize’s stock has been on a rollercoaster since its January Nasdaq debut. After an initially steep slide, BZAI shares have recently skyrocketed on the back of big AI contract announcements. The stock doubled in a single day in July after Blaize revealed a $120 million Asian infrastructure deal with Starshine Computing finance.yahoo.com. On that news, BZAI jumped from the mid-$2 range to over $5 per share, a 71% one-day surge to ~$5.18 by market close rttnews.com. A few months later, on September 30, Blaize announced that its AI platform is powering Yotta
15 October 2025
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Astera Labs (ALAB) Stock Plummets After AMD-Oracle AI Deal – What Investors Should Know

Astera Labs (ALAB) Stock Plummets After AMD-Oracle AI Deal – What Investors Should Know

Astera’s stock has been volatile on recent AI infrastructure news. After surging on an earlier AMD/OpenAI deal – Citi analysts noted Astera’s shares “popped 10%” after that announcement investopedia.com – the Oct 14 AMD-Oracle GPU deal triggered a sharp pullback tipranks.com. The sell-off reflects renewed competition concerns: Morgan Stanley warned Nvidia’s NVLink could eventually “replace the traditional PCIe connection” between CPU and GPU, directly threatening Astera’s core business gurufocus.com. Astera has countered by stressing open standards. Analyst Patrick Moorhead (Moor Insights) observes that “open standards are critical” for next-generation AI rack architectures nasdaq.com, while Astera’s CEO Sanjay Gajendra emphasizes the
15 October 2025
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Solidion (STI) Stock Rockets 300% on Revolutionary AI Data-Center Battery Breakthrough

Solidion (STI) Stock Rockets 300% on Revolutionary AI Data-Center Battery Breakthrough

Sources: Latest filings and press releases (PR Newswire) prnewswire.com prnewswire.com prnewswire.com prnewswire.com; TechStock² research and analyst commentary ts2.tech ts2.tech ts2.tech; StockAnalysis and Investing.com data stockanalysis.com stockanalysis.com prnewswire.com; financial media (StreetInsider, BatteriesNews) streetinsider.com prnewswire.com.
14 October 2025
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ARM Stock Skyrockets 11% on OpenAI AI Chip News — Is It a Buy?

ARM Stock Skyrockets 11% on OpenAI AI Chip News — Is It a Buy?

Arm Holdings plc (NASDAQ: ARM) trades on the NASDAQ with ticker symbol ARM. As of Oct 14, 2025 its stock is around $171–172, up roughly 11% from the prior close reuters.com stockinvest.us. Monday Oct 13 saw a jump from about $157 to $175 intraday, closing at $171.94 stockinvest.us reuters.com. ARM’s market capitalization is on the order of $164–182 billion, with a trailing P/E of roughly 260× marketbeat.com. The 52-week range is about $80–$182.88 marketbeat.com. Analysts’ consensus is bullish – roughly 22 of 27 rate it Buy/Strong Buy – with an average 12-month price target near $167–172 stockanalysis.com stockanalysis.com. Recent catalysts
14 October 2025
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Navitas Semiconductor (NVTS) Stock Skyrockets 27% on Nvidia AI Breakthrough – Is a Major Rally Just Beginning?

Navitas Semiconductor (NVTS) Stock Skyrockets 27% on Nvidia AI Breakthrough – Is a Major Rally Just Beginning?

In-Depth Analysis: Navitas Semiconductor (NVTS) is a fabless chipmaker (founded 2014) specializing in wide-bandgap power electronics. It pioneered “GaNFast” ICs that monolithically integrate GaN transistors with control circuits ts2.tech. These allow much smaller, more efficient power supplies (e.g. fast chargers) because GaN can run at higher frequencies with lower losses. In 2022 the company also acquired GeneSiC, adding high-voltage SiC diodes and MOSFETs for EV and energy applications. By mid-2025, Navitas’ revenue mix was split among fast chargers (for phones/laptops), industrial, solar, EV, and (latest) data centers finviz.com ts2.tech. However, growth stalled in 2024–25. Navitas had warned that mobile/consumer demand
14 October 2025
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Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Key Facts: Arista (ANET) closed at ~$154.51 on October 10, 2025 (last trading day) after climbing ~8% in the prior week. The stock is near its 52‑week high after surging ~540% over five years ts2.tech, vastly outpacing peers. Recent catalysts include a blowout Q2 (“30.4% YoY” revenue growth to $2.205 B investors.arista.com) and an upbeat Analyst Day, which raised 2025 revenue guidance from +17% to +25% investing.com. Wall Street analysts are bullish: consensus is a Strong Buy with average targets around ~$168–175 (up to $179) tipranks.com trendspider.com. Arista’s strategic focus on AI/cloud networking (e.g. new AI-optimized switches, Wi‑Fi 7 APs, liquid‑cooling for
14 October 2025
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Power Integrations (POWI) Stock Rockets 20% on Nvidia AI Data Center News – Is the Next Big GaN Breakout Here?

Power Integrations (POWI) Stock Rockets 20% on Nvidia AI Data Center News – Is the Next Big GaN Breakout Here?

Company Background & Business Model Power Integrations is a fabless semiconductor firm specializing in high-voltage power conversion chips. It pioneered the use of gallium nitride (GaN) in power ICs (marketed as PowiGaN™) and its EcoSmart™ PWM controllers. The company’s products enable efficient AC-DC and DC-DC conversion across applications, from cloud data centers and industrial drives to EV chargers and consumer electronics reuters.com investors.power.com. In fact, Reuters notes POWI “supplies chips that handle power for cars and major appliances” and makes them out of GaN reuters.com. This positions POWI in the clean-energy ecosystem: its chips are used in renewable generation, efficient
13 October 2025
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ASML Stock Skyrockets on €1.3B AI Bet – What Investors Must Know Next

ASML Stock Skyrockets on €1.3B AI Bet – What Investors Must Know Next

Stock Price and Recent Movements ASML’s ADS (NASDAQ:ASML) has rallied strongly into mid‐October 2025. On Oct 13 it was trading near $983 (up ~5% that day) stockanalysis.com, having opened around $936.19 marketbeat.com. For context, the stock’s 52-week range is roughly $578–1,059, and it closed Q2 2025 around $930. Its intraday surge reflects renewed bullishness: over the prior week, analysts had been raising targets (see below). On the European side (Euronext Amsterdam), the ordinary shares closed near €844 on Oct 13 (up from ~€813 on Oct 10). ASML’s market cap is roughly $375–$380 billion (≈€270B) stockanalysis.com reuters.com. Technical signals are positive
13 October 2025
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Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom (AVGO) Stock Surges on AI Chip News – What Investors Must Know

Metric Broadcom (AVGO) NVIDIA (NVDA) Qualcomm (QCOM) Intel (INTC) Price (Oct ’25) $324.63 companiesmarketcap.com $183.04 companiesmarketcap.com $153.52 companiesmarketcap.com $36.33 companiesmarketcap.com Market Cap ($) $1,533B companiesmarketcap.com $4,456B companiesmarketcap.com $165.6B companiesmarketcap.com $172.8B companiesmarketcap.com P/E (TTM) 80.8 companiesmarketcap.com 51.7 companiesmarketcap.com 14.7 companiesmarketcap.com N/A (low/negative) Dividend Yield 0.7% ts2.tech ≈0.1% (minimal) ≈2.3% (est.) ~3.9% companiesmarketcap.com 1Y Return ~+90% ts2.tech +60–70% (est.) +10–20% (est.) +20–30% (est.) The table shows Broadcom’s stock has soared on its AI custom-chip strategy, giving it a much higher valuation (P/E) than legacy peers. Nvidia remains the AI leader (market cap >$1 trillion ts2.tech with ~80–90% share in AI GPUs), Qualcomm dominates
13 October 2025
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NVIDIA Stock Set to Soar? Latest AI Boom & Stock Forecast Revealed

NVIDIA Stock Set to Soar? Latest AI Boom & Stock Forecast Revealed

Market Snapshot & Recent Performance As of Oct. 13, 2025, NVIDIA (Nasdaq: NVDA) trades around $183 per share reuters.com. Reuters reports the latest trade at $183.16 (delayed) on Oct 13 reuters.com. (For context, NVDA hit a 52-week high of $195.62 on Oct 9, 2025 tradingview.com.) Its market capitalization is roughly $4.45 trillion (approximately 24.3B shares outstanding ts2.tech). In one year NVDA is up ~38%, lifting it to the largest U.S. company by market cap.Chart: NVIDIA (NVDA) stock climbed to a record ~$195 in early Oct 2025, then pulled back toward $183 tradingview.com reuters.com. Consensus 12-month price targets cluster around $206–211
13 October 2025
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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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