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AI Trends News 29 June 2025 - 10 October 2025

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom – Record Highs, Key News, Risks & 2025 Outlook

Current News & Developments Image: A TSMC semiconductor fabrication facility in Taiwan, emblazoned with the company’s logo. TSMC’s cutting-edge fabs have put it at the center of recent tech and geopolitical news. In early October 2025, Taiwan Semiconductor Manufacturing Co. (TSMC) grabbed headlines with record financial results and strategic moves. On Oct 9, 2025, TSMC reported that its Q3 2025 revenue jumped about 30% year-on-yearto T$989.92 billion (~$32.5 billion) reuters.com, slightly beating market forecasts on the back of surging demand for AI-related chips. This preliminary sales figure (released ahead of full earnings on Oct 16) underscores how AI applications are driving unprecedented orders, offsetting softness in smartphones and other segments reuters.com. The blockbuster
UiPath’s Automation Stock Soars on AI Buzz – Latest PATH Analysis & Outlook

UiPath’s Automation Stock Soars on AI Buzz – Latest PATH Analysis & Outlook

Stock Performance: Hitting New Highs on AI Momentum UiPath’s stock has been on a tear in early October 2025, propelled by excitement around artificial intelligence. On October 8, PATH jumped 5.13% to close at $15.58 – its highest closing price since May 2024 stocktwits.com. This capped a rapid climb from the ~$12–13 range just a week earlier. In fact, shares gapped up in late September after the company’s AI announcements, breaking out of a long trading range. The surge continued into this week, with PATH notching a new 52-week intraday high and then rising further in post-market trading (up over 7% after hours
Peloton’s Big 2025 Revamp: AI Upgrades, Stock Swings, and Wall Street’s Verdict

Peloton’s Big 2025 Revamp: AI Upgrades, Stock Swings, and Wall Street’s Verdict

Stock Price and Recent Performance (Oct 2025) Peloton’s stock has experienced wild swings but showed improvement leading into October 2025. After languishing in the low-single digits earlier in the year, PTON rallied about 12% in late September on anticipation of new product launches ts2.tech. The stock hit roughly $8.96 per share by October 1 – its highest level in a month – before moderating ts2.tech. As of market close on Oct 6, 2025, Peloton traded at $8.34, down slightly after a multi-day run-up stockinvest.us. In the last two weeks, the stock is essentially flat (+0.1%), suggesting that initial euphoria over
Figma Stock’s Post-IPO Rollercoaster: From $68 Billion Debut to Wild Drops – What’s Next for FIG?

Figma Stock’s Wild Ride – IPO Frenzy, 50% Plunge, and a ChatGPT-Fueled Comeback (Oct 2025 Update)

Stock Performance & Market Activity Figma’s stock has experienced extreme swings since its July 2025 IPO. The IPO itself was euphoric – priced at $33 per share, FIG opened at $85 and shot up to $122 within two days ts2.tech. This ~270% surge reflected intense optimism for Figma’s collaborative design software and came amid an upbeat tech IPO market. Even U.S. regulators took note: FTC Chair Lina Khan highlighted Figma’s $68 billion first-day valuation as validation for blocking Adobe’s bid, seeing Figma as a thriving independent competitor ts2.tech. However, gravity hit quickly. After the debut frenzy, investors reassessed Figma’s frothy valuation (which exceeded 200× forward earnings at the peak
7 October 2025
AI Frenzy Fuels Record Wall St Rally as Shutdown Drags On – Key Market News (Oct 6-7, 2025)

Nasdaq Futures Slip After AI-Fueled Record Rally – Fed Cuts, Shutdown Drama & Tech Frenzy Drive Wall Street Surge

Wall Street Hits Records Despite Shutdown Gridlock Wall Street’s latest milestone comes against an unlikely backdrop: a U.S. government shutdown stretching into its second week. Yet stock investors have largely shrugged off Washington’s stalemate, focusing instead on favorable economic undercurrents. On Monday, the Nasdaq Composite climbed +0.71% to 22,941.67, and the S&P 500 rose +0.36% to 6,740.28 – both record closing highs – even as the federal government remained partially closed reuters.com reuters.com. The Dow Jones Industrial Average lagged, slipping 0.14%, but that modest dip didn’t derail what has been a robust multi-day rally. In fact, eight of the past
Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron’s AI-Fueled Surge: Record Highs, Bold Forecasts, and What’s Next for MU in 2025

Stock Performance Soars in 2025 Micron’s stock has been on a tear in 2025, far outpacing the broader market. As of early October, MU shares have climbed over 90% year-to-date (including an eye-popping 40% surge in September alone) ts2.tech. The stock recently notched a fresh all-time high, touching $191.85 before pulling back slightly marketbeat.com. By October 6, Micron was trading in the upper $180s – nearly double its price at the start of the year ts2.tech. This rally vastly exceeds the gains of major indices. It comes amid a broader tech rebound, but even within the red-hot semiconductor space Micron
BlackRock’s GIP Poised for $38B AES Power Grab – AI-Fuelled Demand Sparks Takeover Frenzy

BlackRock’s GIP Poised for $38B AES Power Grab – AI-Fuelled Demand Sparks Takeover Frenzy

Deal Details According to people briefed on the matter, BlackRock’s GIP is “nearing” a ~$38 billion takeover of AES investing.com marketscreener.com. This figure includes AES’s debt, reported to be about $29 billion gurufocus.com. In equity terms, AES’s market value was only around $9–10 billion before the news tokenist.com gurufocus.com. GIP – a specialist infrastructure fund now owned by BlackRock – has declined to comment, and AES has also refused to comment on the rumors investing.com marketscreener.com. Financial regulators have rules for such deals, but sources say the acquisition could close quickly under existing approvals, possibly within days marketscreener.com news.bloomberglaw.com. Bloomberg reported the talks
GPT-5 vs Gemini: Inside 2025’s High-Stakes Frontier AI Showdown

GPT-5 vs Gemini: Inside 2025’s High-Stakes Frontier AI Showdown

Gemini Ultra achieved 90.0% on the MMLU benchmark, the first AI to exceed human expert performance. GPT-4 Omni (GPT-4o) was introduced by 2025, handling text, images, and audio with about 232 ms response times and powering the free ChatGPT tier in mid-2025. Claude Opus 4 is billed as the world’s best coding model, achieving 72–73% on coding benchmarks and enabling extended tool use. Claude Sonnet 4 emphasizes efficiency and reliability with improved instruction-following and memory through local-file storage for long-term recall. Meta released LLaMA 4 in April 2025, featuring a Mixture-of-Experts design and reportedly over 400 billion parameters. Gemini 1.0
From AI Kisses to 1,000,000‑Token Brains: The Jaw‑Dropping AI Trends of 2025

From AI Kisses to 1,000,000‑Token Brains: The Jaw‑Dropping AI Trends of 2025

Hailuo AI, MiniMax’s free text-to-video app, went viral in 2025 for Cat Olympics clips, and in early summer 2025 launched Hailuo 02 with 1080p video and camera effects. PixVerse AI reached over 10 million downloads in 8 months and lets users turn a single photo into a short animated video, with GIF export options. AI kissing video generators such as DeeVid, Clipfly, and Pollo use deepfake-like tech to animate two photos into kissing clips and spiked searches for “AI kissing generator free”. AI Bigfoot surged in 2025, with AI-stabilized versions of the Patterson–Gimlin film and AI-generated Bigfoot vlogs with human-like
12 July 2025
Conversational AI and Voice Assistants – Key Developments (June–July 2025)

Conversational AI and Voice Assistants – Key Developments (June–July 2025)

Amazon’s Alexa+ entered broad early access by mid-2025 and surpassed 1 million users by June 2025. Alexa+ is free for Amazon Prime members and costs $19.99/month for others, and it orchestrates “experts” across services like OpenTable, Spotify, and Uber Eats. Alexa+ can remember personal details and even has its own email for user-provided information, enabling more complex multi-step requests than the old Alexa. In Early Access, about 90% of Alexa+ features are live, with hands-free shopping and advanced video controls still under development. Apple’s Siri saw no major generative AI launch in June 2025, with delays to a likely iOS
AI in the European Union: Latest Developments and Trends (June 2025)

AI in the European Union: Latest Developments and Trends (June 2025)

The EU’s AI Act, agreed in late 2023, is being rolled out in phases with August 2, 2025 as the deadline for major obligations on providers of advanced general-purpose AI models. Swedish Prime Minister Ulf Kristersson urged the EU to pause the AI Act’s implementation at the European Council meeting in late June 2025. European Commission Vice-President for digital policy Henna Virkkunen indicated flexibility, saying a targeted delay could be considered if standards and guidelines are not ready in time. Reuters reports that over two-thirds of European businesses struggle to understand their AI Act responsibilities. The European Commission aims to
Artificial Intelligence in Iran: Recent Developments and Outlook (June 30, 2025)

Artificial Intelligence in Iran: Recent Developments and Outlook (June 30, 2025)

In June 2024, the Supreme Council of the Cultural Revolution approved the National Artificial Intelligence Document, a comprehensive policy blueprint for AI development. By July 2024, Iran established the National AI Organization as an independent body under the President’s supervision to steer the AI ecosystem and aim to be among the world’s top 10 AI powers within the next decade. In May 2025, Iran’s parliament approved a National AI Plan with an overwhelming majority of 187–33, deeming AI an urgent national imperative. At the start of 2025, the government allocated about $115 million USD for AI research and development in
29 June 2025
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