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AI News 24 September 2025 - 12 October 2025

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 Amd Reuters. For perspective, six gigawatts of computing is roughly the output of three Hoover Dams or the electricity used by…
6 October 2025
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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 stock run that’s captured Wall Street’s attention. There are clear challenges ahead – steep capital needs, formidable competitors, and high…
6 October 2025
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Western Digital (WDC) Stock Soars in 2025: SanDisk Legacy & 2026 Outlook

Western Digital’s Flash Gamble Pays Off: SanDisk’s Legacy, WDC’s 2025 Resurgence, and the AI Storage Boom

Western Digital (WDC) in 2025: Financials and Strategic Direction Western Digital enters late 2025 as a company transformed – by its SanDisk acquisition legacy, by a bold restructuring, and by a once-in-a-decade market upswing. The stock’s stellar performance (roughly +100% YTD) reflects both cyclical recovery and strategic catalysts. Financially, WDC has swung back to growth and profitability after the 2022–23…
4 October 2025
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Cloud Titans Unleash AI Alliances and Mega-Deals – July 23–24, 2025 Cloud News Roundup

Applied Digital Corporation (APLD) — The Small‐Cap Stock Chasing a Generative‑AI Gold Rush (Oct 2 2025)

Key Facts and Takeaways (Oct 2 2025) Stock Performance and Trading Activity (late Sept – early Oct 2025) The following table summarises key trading statistics from APLD’s investor‑relations historical data page for the week leading up to 2 Oct 2025 (prices in USD): Date Open High Low Close Daily change & notes Volume 2 Oct 2025 (Thu) 26.35 27.41 26.25 27.33 Stock hit a new multi‑month high; closed…
2 October 2025
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Reddit’s Stock Explodes! 78% Revenue Surge, Google AI Deal Talks & 70% Rally 🔥

Reddit’s Stock RDDT Rockets 600%: AI Deals, Big Earnings, and Wall Street Forecasts

Current Price and Recent Performance Reddit’s stock price has climbed dramatically since IPO, but it remains volatile. After hitting all-time highs (~$282.95) in mid-September Finviz, the shares eased back into the low $230s by month-end. On September 30, 2025 RDDT closed at $229.99 (down ~4.95% that day) Finviz. Trading volume was about 4.9 million shares on Sept 30 Finviz, vs…
1 October 2025
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Trump’s $70 B AI Bet, Zuckerberg’s Manhattan-Sized Superclusters & Musk’s Bot Blunder – AI News Roundup (July 14–15, 2025)

Netweb Technologies Stock Skyrockets 102% in Six Weeks – Mega AI Orders Fuel the Rally

Record Stock Rally Amid AI Boom Netweb Technologies’ share price has been on a tear. On October 1, 2025 the stock hit an intraday high of ₹4,156 (NSE) Upstox, erasing earlier lows of ~₹1,278 (April 2025) and far exceeding its ₹500 issue price in mid‑2023. Business Standard reports the stock “more-than-doubled” (102%) in six weeks from late August to early…
1 October 2025
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Tech’s Big Week: TikTok’s $14B Sale Twist, Nvidia’s $100B AI Bet & 6G on the Horizon

Tech’s Big Week: TikTok’s $14B Sale Twist, Nvidia’s $100B AI Bet & 6G on the Horizon

Key Facts Full Report Artificial Intelligence: Massive Investments and Partnerships Artificial intelligence dominated tech headlines this week, as industry leaders forged unprecedented deals to secure their edge. Nvidia’s blockbuster commitment to invest up to $100 billion in OpenAI made waves across Silicon Valley Reuters. Under the proposed arrangement, Nvidia will pour cash into OpenAI in exchange for OpenAI purchasing Nvidia’s cutting-edge…
26 September 2025
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AI Stock Frenzy: Nvidia’s $100B OpenAI Bet and Major Tech AI Moves Send Shares Surging (Sept 24–25, 2025)

AI Stock Frenzy: Nvidia’s $100B OpenAI Bet and Major Tech AI Moves Send Shares Surging (Sept 24–25, 2025)

Market Snapshot (Sep 24–25, 2025) US and global indices treaded water after the blistering tech rally. On Sept. 24 the S&P 500 and Nasdaq slipped about 0.3–0.5% Investopedia, as profit-taking hit “Magnificent 7” stocks and AI names. A key factor was Fed Chair Powell’s commentary on Sept. 23, warning that tech valuations were high. Post Powell, the S&P tech sector dipped…
25 September 2025
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AI Data Center Boom Sends GDS Holdings Stock Soaring – 2025 Outlook Reveals What’s Next for Investors

AI Data Center Boom Sends GDS Holdings Stock Soaring – 2025 Outlook Reveals What’s Next for Investors

Full Overview of GDS Holdings Ltd as of September 24, 2025 In-Depth Analysis Stock Price & Recent Performance GDS Holdings’ stock has been on a tear in 2025. After starting the year in the mid-$20s, the ADR has nearly doubled, trading around the $40–42 range in late September 2025 Gurufocus. The latest jolt came on September 24, when GDS shares gapped up ~+7%…
24 September 2025
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AI Stocks Skyrocket Globally as $100B Nvidia-OpenAI Deal and Alibaba’s Mega AI Push Ignite Market (Sept 23–24, 2025)

AI Stocks Skyrocket Globally as $100B Nvidia-OpenAI Deal and Alibaba’s Mega AI Push Ignite Market (Sept 23–24, 2025)

Key Takeaways Wall Street’s AI-Fueled Rally Hits Pause After a red-hot run of AI-driven gains, U.S. markets took a breather on September 23 as investors digested economic signals. The S&P 500 and tech-heavy Nasdaq pulled back (~0.5–1% declines) after three straight record closes powered by AI enthusiasm Reuters. Nvidia, fresh off a new record high the day prior, dipped 2.8%…
24 September 2025
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Stock Market Today

  • EDU Holdings Shares Up 586% Over 1 Year Despite Recent 11% Pullback
    January 21, 2026, 6:53 PM EST. EDU Holdings Limited (ASX:EDU) shares have fallen 11% in the past month, wiping AU$13 million off its market cap. However, the stock remains up a remarkable 586% total shareholder return (TSR) over the last year, including dividends. This surge follows a transition from loss to profit, with revenue soaring 121% year-on-year. Significant insider buying in the last quarter signals confidence from within the company. While short-term dips may cause concern, EDU's long-term fundamentals show strong growth and profitability improvements. The recent decline is seen as a normal retracement after a spectacular rally. Investors should weigh earnings trends and dividend yields as key indicators moving forward.
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