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AI News 6 October 2025 - 6 November 2025

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China Stocks Today (Nov 6, 2025): Shanghai Reclaims 4,000; CSI 300 +1.4%, Hang Seng +2.1% as Chip & AI Shares Lead

Published: November 6, 2025 Summary: Mainland Chinese equities advanced for a second session, with the Shanghai Composite closing back above 4,000 and the CSI 300 up 1.43%, led by semiconductors and AI-linked names. In Hong Kong, the Hang Seng Index jumped 2.12% as broader risk appetite improved despite weak debuts from high‑profile autonomous‑driving IPOs. Policy support chatter also underpinned sentiment. Xinhua News+3Reuters+3Reuters+3 Key market moves at the close What drove the rally 1) Tech self‑sufficiency theme back in focus.Investors rotated into semiconductors and AI‑related shares after headlines and strategist commentary pointed to continued support for China’s homegrown tech stack. That
6 November 2025
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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 that AI‑exposed winners can sustain nosebleed valuations, compounded by fresh policy headlines out of China and high‑profile warnings from Wall Street heavyweights. Reuters+1 Asia’s hit list. Korea’s memory giants Samsung and SK Hynix led the initial downdraft, dragging the Kospi down as much as 6.2% before some buyers stepped in. In Japan, chip‑equipment and testing names were pummeled, with Advantest
5 November 2025
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Palantir’s Shocking Reinvention: From Secretive Spy Tech to $400B Cult Lifestyle Brand

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 stock down nearly 7% to $192.97 as of 5:57 a.m. ET, versus Monday’s record close at $207.18. MarketWatch+1 The wobble came alongside a broader tech pullback. One market strategist summed up the mood, saying “the market is overbought” and there’s “a lot of overvalued stuff…concentrated in tech.” Reuters Earnings in focus Palantir’s Q3 revenue climbed 63% year over year to $1.18B, with adjusted EPS of $0.21, both ahead of
4 November 2025
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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 UAEosoulmisrmagazine.com. This marks the first time a U.S. company has been cleared to send such advanced GPUs to the Gulf nation under updated export rulesosoulmisrmagazine.com. The approval, granted in late September 2025, was contingent on “updated and stringent technology safeguards” to ensure the hardware is used responsibly and doesn’t fall into the wrong handsosoulmisrmagazine.com. Microsoft hailed the decision in a blog post, emphasizing that “while the chips
4 November 2025
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AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

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 early Novembernasdaq.com. This surge has far outpaced even the high-flying AI chip designers: for comparison, Nvidia’s stock was up ~42% and Broadcom’s ~56% over the same periodsharewise.com. Lam’s stock recently notched a fresh record high around $157–$158 per sharenasdaq.comstockstory.org, boosting the company’s market capitalization to roughly $195 billionstockstory.org. The run-up reflects surging optimism that Lam will be a prime beneficiary of
3 November 2025
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Supermicro Stock Plunges 8% After Revenue Forecast Cut – Is the AI Server Gold Rush Over?

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 ts2.tech. Supermicro reaffirmed its full-year FY2026 revenue guide of ≥$33 billion ts2.tech. Despite the drop, SMCI stock is still up roughly 60–70% in 2025 reuters.com ts2.tech on surging AI demand. Major tech firms are projected to spend ~$400 billion on AI infrastructure in 2025 reuters.com, underscoring continued tailwinds. Analysts are split: some (e.g. Needham) remain bullish (Buy, $60 target ts2.tech), while others
24 October 2025
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Bitcoin Boom & $500M AI Data Deal Send Bitfarms (BITF) Stock Soaring — 148% YTD Gains

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 Bitcoin miners. Bitfarms, being highly leveraged to Bitcoin’s price, saw its shares hit new multi-year highs in mid-October ts2.tech. For example, on Oct. 14 BITF jumped almost 9% in one day (to ~$5.89) ts2.tech before a late-week pullback. Trading volumes have been exceptionally large (often triple the average) as traders chase the momentum ts2.tech. Over the past four weeks, BITF
19 October 2025
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Bitdeer Stock Skyrockets 30% on Bitcoin Boom and AI Pivot – Analysts See More Upside

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 low $20s to an intraday high of about $27.80, marking a new peak since the company’s spring 2023 Nasdaq listing theminermag.com. The rally was fueled by blowout operational results and a bold expansion into AI infrastructure, coupled with Bitcoin’s broader price boom. By mid-day, Bitdeer stock was still up ~26% around $25–26 ts2.tech, with trading volume exploding to 24.7 million
16 October 2025
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Nvidia-Backed AI Data-Center Stock APLD Rockets on $11B Deal – Too Late to Buy?

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 systems (Design PUE ~1.18) and powered by abundant local hydro power. These campuses will serve “hyper-scale” AI workloads, primarily training large language models and other machine learning tasks. As Motley Fool explained, APLD “designs, builds, and operates high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads.” nasdaq.com. In practice, the company is effectively
13 October 2025
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Apple’s Shocking AirPods Upgrade: Built-In Cameras, AI & a Supercharged H3 Chip

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 featuresappleinsider.com. The idea, first revealed by Bloomberg’s Mark Gurman, is that embedded cameras on the earbuds can capture environmental data and feed it to on-device AI. For example, a camera could identify street signs or store fronts to give contextual answers (“Turn right at Main St.”), or translate text on-the-fly without even needing the iPhone’s camera. Gurman says Apple’s ultimate goal is to make AirPods
13 October 2025
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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 modelts2.tech. By Oct 3 it hit its highest in almost four years (~HK$186)ts2.tech. Key drivers: co-founder Jack Ma has quietly reengaged, and new CEO Eddie Wu has doubled down on AI/cloud (vowing to spend ¥380B on AI over 3 yearsts2.tech). Alibaba’s cloud unit grew 26% in Q2 2025ts2.tech, helping beat guidance even as core e‑commerce slowed. The company still generates fat profits: in the past
12 October 2025
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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 generationsir.amd.comreuters.com. For perspective, six gigawatts of computing is roughly the output of three Hoover Dams or the electricity used by 5 million U.S. householdsreuters.com. It reflects the sheer scale of compute that OpenAI believes it will need for training future models and serving users. Under the deal, AMD will begin supplying its forthcoming Instinct MI450 GPUs to OpenAI’s data centers starting in the
6 October 2025
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Stock Market Today

Wesfarmers share price: what to watch on ASX next week as results loom

Wesfarmers share price: what to watch on ASX next week as results loom

7 February 2026
Wesfarmers shares closed down 1.33% at A$85.04 on Friday, following a sharp drop in the S&P/ASX 200, which fell 2% for its steepest one-day loss in 10 months. Investors are watching for Australia’s household spending data next week and Wesfarmers’ half-year results due Feb. 19.
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