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AI News 6 October 2025 - 5 November 2025

AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

Key facts (as of Nov 5, 2025, UTC) What just happened—and why it matters Global markets were jolted on Wednesday, Nov 5, as an AI‑led selloff in U.S. megacaps rolled through Asia and then Europe. The immediate trigger: rising skepticism

5 November 2025

Palantir Stock Whipsaws After ‘Otherworldly’ Q3—Has the 400% AI Rally Finally Met Its Match?

Key facts (Nov 4, 2025) What’s happening today (4.11.2025) Palantir (NASDAQ: PLTR) swung lower in early U.S. trading despite recording another blockbuster quarter and hiking guidance, as investors reassessed lofty AI valuations after a year‑long melt‑up. Pre‑market quotes showed the

4 November 2025

AI · Earnings · Market Trends · NASDAQ:PLTR · Stocks · Technology

Nvidia Stock Near Record High as AI Mega-Deals Fuel $4 Trillion Rally – Is $300 Next?

Nvidia’s UAE Chip Deal: U.S. Greenlights Advanced AI Exports, Stocks Soar

U.S. Greenlights Advanced AI Chip Exports to the UAE In a groundbreaking move, the U.S. Commerce Department approved special export licenses for Microsoft to ship thousands of Nvidia’s top-tier AI chips to the UAE osoulmisrmagazine.com. This marks the first time

4 November 2025

AI · International Trade · NASDAQ:MSFT · NASDAQ:NVDA · Semiconductors · Stock Market · Technology

AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

Lam Research Rides the AI Wave to New Highs Lam Research, a leading maker of semiconductor fabrication equipment, has been one of 2025’s standout stocks. The company’s share price has more than doubled this year, up about 117% as of

3 November 2025

AI · Investing · NASDAQ:LRCX · Semiconductors · Stock Market · Technology

Supermicro Stock Plunges 8% After Revenue Forecast Cut – Is the AI Server Gold Rush Over?

SMCI shares fell about 8% on Oct. 23 after Super Micro said Q1 (FY2026) revenue would be ~$5 billion, down from a prior $6–7 billion forecast ts2.tech. The company blamed “design win upgrades” and delivery schedule shifts on major AI server orders

24 October 2025

AI · Earnings · Market Trends · NASDAQ:SMCI · NYSE:DELL · NYSE:HPE · Stocks · Technology

Bitcoin Boom & $500M AI Data Deal Send Bitfarms (BITF) Stock Soaring — 148% YTD Gains

Volatile Crypto-Fueled Rally Bitfarms’ stock surge is closely tied to Bitcoin’s own bull run. The cryptocurrency hit a record ~$126,000 on Oct. 5, 2025 reuters.com, riding nearly $6 billion in inflows into crypto ETFs reuters.com. This exuberance has lifted virtually all

19 October 2025

AI · Bitcoin · Investments · NASDAQ:BITF · Stock Market · Technology

Bitdeer Stock Skyrockets 30% on Bitcoin Boom and AI Pivot – Analysts See More Upside

Bitdeer’s Stock Soars on Crypto & AI Momentum Shares of Bitdeer Technologies Group have been on a tear, skyrocketing 28–30% in a single day amid a perfect storm of positive catalysts wealthdaily.com coindesk.com. On October 15, BTDR surged from the

16 October 2025

AI · Bitcoin · Financial News · Investing · NASDAQ:BTDR · Stock Market

Nvidia-Backed AI Data-Center Stock APLD Rockets on $11B Deal – Too Late to Buy?

Business & Market Context Applied Digital (APLD) started as a crypto-hosting company but has aggressively pivoted into AI and cloud infrastructure. Its flagship “Polaris Forge” projects in North Dakota are purpose-built AI data-center campuses: ultra-efficient facilities cooled by closed-loop liquid

13 October 2025

AI · Data Centers · Investing · NASDAQ:APLD · Stock Market · Technology News

Apple’s Shocking AirPods Upgrade: Built-In Cameras, AI & a Supercharged H3 Chip

Apple Intelligence & AirPods Cameras Apple is pushing its new “Apple Intelligence” AI platform into every device – including its earbuds. AppleInsider reports that future AirPods (Pro and standard) will include cameras specifically to power Apple Intelligence features appleinsider.com. The idea, first

13 October 2025

AI · AirPods · Apple · Gadgets · Technology

Alibaba’s 2025 Tech Rally: AI Gold Rush, Stock Soars & What’s Next for 9988.HK

Alibaba’s AI Gold Rush & Trade-War Shocks: Chinese Tech Stocks on a Wild Ride

Alibaba’s AI-Powered Rally and Financial Strength This year Alibaba (9988.HK) has broken out of its 2020–24 malaise. On Sept 24 the stock jumped as much as 7.8% intraday after it unveiled a major new AI model ts2.tech. By Oct 3

12 October 2025

AI · Chinese Tech · Investment · Stock Market · Trade War

AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD’s Massive OpenAI Deal Shakes Up the AI Chip Race

The 6-Gigawatt AI Chip Deal: Inside the AMD–OpenAI Alliance On October 6, 2025, OpenAI and AMD unveiled a blockbuster agreement that instantly reshaped the AI hardware landscape. OpenAI committed to purchase 6 gigawatts of AMD’s AI accelerators over multiple chip generations ir.amd.com

6 October 2025

AI · Business · NASDAQ:AMD · NASDAQ:NVDA · OpenAI · Semiconductors · Technology News

Nebius Group Stock Soars on Microsoft AI Deal, $3B Funding Plan & Analyses: What You Need to Know on 2 October 2025

Nebius Group’s Meteoric Rise: $17B Microsoft AI Deal Propels Stock to New Highs – What’s Behind the Hype?

The Bottom Line: Nebius Group has rapidly transformed from an obscure Yandex spin-off into a $30+ billion AI infrastructure contender at the center of 2025’s tech boom. A blockbuster Microsoft partnership, breakneck revenue growth, and bullish analyst endorsements have fueled a

6 October 2025

AI · Business News · Investments · NASDAQ:NBIS · Stock Market · Technology

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