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AI Trends News 12 July 2025 - 16 October 2025

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

Earnings and Outlook TSMC’s latest results have been outstanding. In Q2 2025, the company reported revenue of US$30.1 billion, a 44% jump year-over-yearts2.tech, with net profit of roughly T$398.3 billion. Demand for TSMC’s most advanced nodes (5nm/3nm) is exceptionally strong: cutting-edge chips now account for about 60% of revenuets2.techts2.tech, and high-performance computing/AI wafers made up roughly 60% of Q2 sales. TSMC’s pricing power and scale have kept margins very high (Q2 gross margin ~55%ts2.tech), underpinning its profit growth. Looking ahead, Q3 is expected to be even stronger. On Oct 9, TSMC announced preliminary Q3 sales of NT$989.9 billion (≈$32.5 billion), up ~30% from a year
16 October 2025
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ASML Stock Surges on AI Boom but Faces China Headwinds – What Investors Must Know

ASML Stock Surges on AI Boom but Faces China Headwinds – What Investors Must Know

Stock Price & Recent Performance ASML’s stock has been on a tear heading into mid-October. The company’s American depositary shares (NASDAQ: ASML) traded near $980 on October 15, 2025, up from around $935 a week earlier and not far from their all-time high (~$1,059)ts2.techts2.tech. In Amsterdam, ASML’s ordinary shares closed at approximately €847 on Oct. 14, continuing a rally from ~€813 at the start of last weekts2.tech. This ~4% weekly rise outpaced the broader semiconductor index and brings ASML’s gain since early September to about +32%reuters.com. Year-to-date, the stock has dramatically rebounded from last year’s lows (~€580) to new highs, fueled
15 October 2025
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Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Market Update: Rally Pauses, Tech Leads Losers U.S. stocks gave back early gains as investors “paused to assess the optimism around AI and interest-rate cuts” x.com. On Friday Oct. 10, the Dow closed around 45,480 (down ~1.9%), the S&P 500 about 6,552 (–2.7%) and the Nasdaq roughly 22,204 (–3.6%) reuters.com nasdaq.com. Over the week, the S&P and Nasdaq had their worst weeks in months as global trade fears resurfaced. The declines were broad-based: 10 of 11 S&P sectors fell, with big drops in tech and consumer discretionary nasdaq.com. Volatility spiked – the VIX fear index jumped 32% to ~21.7, its highest since
13 October 2025
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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 segmentsreuters.com. The blockbuster quarter has
10 October 2025
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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 2024stocktwits.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 on
9 October 2025
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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 launchests2.tech. The stock hit roughly $8.96 per share by October 1 – its highest level in a month – before moderatingts2.tech. As of market close on Oct 6, 2025, Peloton traded at $8.34, down slightly after a multi-day run-upstockinvest.us. In the last two weeks, the stock is essentially flat (+0.1%), suggesting that initial euphoria over recent news has
7 October 2025
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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 daysts2.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 competitorts2.tech. However, gravity hit quickly. After the debut frenzy, investors reassessed Figma’s frothy valuation (which exceeded 200× forward earnings at the peakts2.tech). FIG shares plummeted
7 October 2025
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

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 closedreuters.comreuters.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 ten sessions
7 October 2025
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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 slightlymarketbeat.com. By October 6, Micron was trading in the upper $180s – nearly double its price at the start of the yearts2.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 has been a
6 October 2025
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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
1 October 2025
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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
27 July 2025
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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
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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, 1:01 AM EST Crude Oil Prices Rise on Dollar Weakness, Geopolitical Tensions February 7, 2026, 12:52 AM EST. Crude oil prices edged higher on Friday, supported by a weaker U.S. dollar and escalating geopolitical risks in the Middle East. March WTI crude gained 0.41%, rebounding from early losses, while gasoline prices rose 1.38%. Doubts over a U.S.-Iran nuclear deal loom after reports of Iran's refusal to halt uranium enrichment, raising the risk of military action and potential disruption of vital shipping routes. Additionally, a surge in U.S. consumer
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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