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Artificial Intelligence News 27 October 2025 - 28 October 2025

Nebius Stock Skyrockets 350% on $17B Microsoft AI Deal — Bubble or Breakthrough?

Nebius Stock Skyrockets 350% on $17B Microsoft AI Deal — Bubble or Breakthrough?

Nebius’s Meteoric Rise on AI Hype Nebius Group N.V. is an Amsterdam-based newcomer (spun out of Yandex) that builds GPU-powered cloud infrastructure for AI applications reuters.com. Since listing on Nasdaq last October around $14, it has been one of 2025’s hottest stories. This surge reflects the AI compute boom and a series of eye-popping contracts. The most dramatic was the Sept. 8 announcement that Nebius will supply Microsoft’s Azure with GPU capacity (from its upcoming Vineland, NJ data center) over five years ts2.tech reuters.com. That deal alone nearly doubled the stock overnight reuters.com. As BWS analyst Hamed Khorsand put it, the
PayPal’s Big Move: Shop in ChatGPT with One-Click Checkout

PayPal’s Big Move: Shop in ChatGPT with One-Click Checkout

Deal Details: Embedding PayPal in ChatGPT PayPal’s agreement with OpenAI will make its digital wallet the first payments option available in ChatGPT. As PayPal explained, consumers using ChatGPT’s chat interface will see product suggestions and offers (powered by AI agents) and can click to pay with their PayPal account prnewswire.com. The checkout flow uses OpenAI’s new Instant Checkout feature, which was introduced at OpenAI’s recent DevDay, meaning the sale is finalized “in just a few taps,” according to PayPal prnewswire.com ts2.tech. Importantly, PayPal will provide its familiar buyer/seller protections (tracking, refunds, fraud checks) to users who check out via ChatGPT
Qualcomm Soars on AI Chip Launch, Reaches 15-Month High as Analysts Eye $200

Qualcomm Soars on AI Chip Launch, Reaches 15-Month High as Analysts Eye $200

New AI Chips Ignite Rally in QCOM Shares Qualcomm’s headquarters in San Diego. The chipmaker’s stock just surged on news of its expansion into data-center AI processors. Qualcomm’s stock rallied dramatically to start the week after the company revealed a bold expansion into artificial intelligence semiconductors. On Monday (Oct. 27), the firm unveiled two AI accelerator chips – dubbed the AI200 and AI250 – aimed at powering AI in cloud data centers. This surprise announcement, part of Qualcomm’s efforts to diversify beyond a stagnant smartphone market, sent QCOM shares soaring to their highest price in 15 months bloomberg.com. Investors piled
Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Company Background: Pivoting from Conglomerate to AI & Crypto Pure-Play Hyperscale Data, Inc. is in the midst of a dramatic transformation. Formerly known as Ault Alliance, Inc. (and prior to that, BitNile Holdings), the company has roots in cryptocurrency mining and diversified holdings datacenterdynamics.com datacenterdynamics.com. In September 2024 it rebranded as Hyperscale Data (ticker: GPUS) to reflect a new focus on high-performance data centers for artificial intelligence alongside Bitcoin mining datacenterdynamics.com datacenterdynamics.com. Through its subsidiary Sentinum, Inc., Hyperscale owns a flagship 28 megawatt data center in Dowagiac, Michigan – a 617,000 sq ft campus acquired in 2022 that can scale
Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft Nears $4 Trillion: MSFT Stock Soars on AI Boom – Can $600 Be Next?

Stock Near Record Highs on AI Momentum Microsoft’s stock has been on a tear in recent weeks, climbing to its highest levels in months on the back of strong optimism around artificial intelligence. As of October 28, 2025, MSFT is trading in the low-$530s per share – up from the ~$520 range a week ago and not far from its record peak. On Monday, the stock surged 1.5% to close at $531.52stockanalysis.com, bringing Microsoft’s market cap to roughly $3.8 trillionts2.tech. This market value firmly ranks Microsoft among the world’s most valuable companies (trailing only Apple)ts2.tech. Year-to-date, Microsoft shares have now gained
AI Tsunami Crushes Chegg: 45% of Jobs Axed, Stock Plunges

AI Tsunami Crushes Chegg: 45% of Jobs Axed, Stock Plunges

Massive Cuts and CEO Shakeup Chegg’s announcement on Oct. 27 came as a shock to many in education and tech. The 388-job cut represents one of the largest reductions in its history (Chegg had only about 1,270 employees as of end-2024reuters.com). CEO Dan Rosensweig – who led Chegg through its peak years – is returning to steer the overhaul, replacing Nathan Schultz. Schultz, who transformed Chegg from a textbook-rental service into a broader learning platform, was thanked for his contributions but agreed to step asidestocktitan.net. Rosensweig’s message was cautiously optimistic: “I’m confident Chegg has a bright future, and I look
Elon Musk’s ‘Grokipedia’ Takes Aim at Wikipedia – Truth Revolution or Biased Echo Chamber?

Elon Musk’s ‘Grokipedia’ Takes Aim at Wikipedia – Truth Revolution or Biased Echo Chamber?

Grokipedia’s Launch and How It Works Elon Musk unveiled Grokipedia v0.1 to the public on October 27, 2025, marking his latest bid to disrupt a mainstream platform he deems biasedfoxbusiness.com. The site’s design closely mimics Wikipedia – featuring a dark-themed homepage with a central search bar and article layouts with familiar headings and sectionsbusinessinsider.com. On launch day, Grokipedia listed 885,279 articles on its homepagebusinessinsider.com, a hefty start for a new encyclopedia (roughly 1/8 the size of English Wikipedia). However, within hours of going live the site became unresponsive, with many users encountering errorsbusinessinsider.com. xAI’s team scrambled to restore service, and by Monday evening (U.S. time) Grokipedia was back
28 October 2025
Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Stocks Surge to Record Highs as AI Boom Meets Trade Deal Hopes – Boom or Bubble?

Record Highs on Trade Optimism and Fed Hopes Wall Street’s euphoria to start the week was driven in large part by hopes of a U.S.-China trade truce and a friendlier Fed. On Monday, the S&P 500 notched its second straight record close, and the Dow and Nasdaq also finished at new all-time highstriblive.com. Investors cheered news that U.S. President Donald Trump will meet China’s President Xi Jinping on Thursday, aiming to finalize a deal framework that could pause new U.S. tariffs and roll back China’s export curbs on rare-earth mineralstriblive.com. After two days of talks in Malaysia, U.S. officials signaled China may boost purchases of
Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Hits 18-Month High as AI Hype and $15 B Deals Fuel Stunning Rally

Shares Soar on AI Buzz and “Rescue” Deals Intel’s stock price has rallied dramatically in 2025, recently reaching its highest level since early 2024 on the back of AI optimism and hefty strategic investments. Intel Corporation’s stock price has been on a tear, hitting levels not seen in over a year and a half. Shares of the Silicon Valley semiconductor icon jumped as much as 7–8% after its latest earnings report, briefly reaching an 18-month high (around $39–$40)reuters.com. The stock is now trading near a two-year peak, marking a dramatic turnaround from its struggles in 2022–2024. Year-to-date, INTC has nearly
NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia (NVDA) Stock Rallies on AI Boom, Trade Optimism – Analysts Weigh Competition & Outlook

NVDA Stock Surges Amid AI Optimism Nvidia’s stock rallied at the start of this week, gaining nearly 3% on Monday to ~$190.7investopedia.com. The jump outpaced broader indexes, as optimism about a potential U.S.-China trade deal and cooling inflation lifted tech shares to record highsinvestopedia.comreuters.com. Nvidia’s Monday gain helped extend its year-to-date climb to about +30%, vastly outperforming the S&P 500’s returnsts2.tech. Shares are only a few points shy of the all-time intraday peak (~$195.62) reached in early Octoberts2.tech. Back then, euphoric buying amid the AI boom briefly boosted Nvidia’s market capitalization above $4 trillion – even surpassing Apple to be
Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Cadence Stock Skyrockets on AI Chip Boom: CDNS Hits New Highs Amid Earnings Beat and $3B Deal

CDNS Stock Performance: Near Highs After Steady Climb Cadence’s stock has been on a steady upward trajectory throughout 2025, riding the broader tech wave. After starting the year around the high-$200s, CDNS surged over the summer amid the AI-driven market rally, peaking around $370 in Julyfinviz.com. A mid-September pullback – triggered by Synopsys’s China-related warning – saw Cadence briefly dip into the low $330sfinviz.comfinviz.com, but the stock quickly rebounded. By late October, CDNS was trading near $350and hitting fresh multi-month highs ahead of earningsasktraders.com. In fact, the stock jumped ~6.6% in the five sessions leading up to the Q3 earnings releaseasktraders.com, reflecting bullish anticipation from
Amazon’s Latest Shock: Up to 15% of HR Workforce Axed in AI-Fueled Restructuring – Stock and Market Impacts

Amazon Axes 30,000 Jobs in Historic Layoff – AI Efficiency Push and Stock Gains

Amazon’s Largest-Ever Job Cut: 30,000 Roles to Go In a startling cost-cutting move, Amazon is poised to eliminate up to 30,000 corporate jobs starting Tuesday (Oct. 28)reuters.com. That figure represents nearly 10% of Amazon’s roughly 350,000 corporate employees and marks the biggest layoff in the company’s historyreuters.com. For comparison, Amazon’s previous major downsizing in late 2022 and early 2023 totaled about 27,000 job cutsreuters.com. The latest cuts – reported by Reuters and confirmed by other outlets – underscore how dramatically Amazon is moving to streamline its business after years of rapid workforce expansion. Amazon has not officially commented on the reports of the layoffsreuters.com. However, three
Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Q3 Earnings Beat Expectations Cadence Design Systems delivered better-than-expected third-quarter results, showcasing resilient growth as the semiconductor design boom continues. Adjusted EPS jumped to $1.93, topping analyst forecasts of $1.79uk.investing.com. Revenue for Q3 hit $1.34 billion, edging past the $1.32 B consensus and rising ~10% from $1.22 B in the year-ago quarteruk.investing.com. On a GAAP basis, net income was $287.1 million ($1.05 per share), up ~20% year-on-yearnasdaq.com – reflecting solid operational gains even after accounting for acquisition costs. The company cited broad-based strength across its product lines (which span chip design software, IP, and hardware systems), as customers accelerated projects in areas like artificial
Celestica Stock Skyrockets on AI Boom: Q3 Blowout, Raised Forecasts Signal No Slowdown

Celestica Stock Skyrockets on AI Boom: Q3 Blowout, Raised Forecasts Signal No Slowdown

CLS Stock Surges on AI Wave TORONTO – Celestica’s stock is on fire. The electronics manufacturing company’s shares continued their remarkable run on Monday, rallying to new highs as investors bet on the artificial intelligence (AI) hardware boom. Celestica’s Toronto-listed stock closed at approximately C$424 per sharestockchase.com on October 27, extending a multi-session upswing. The weekly gain now tops 13%ts2.tech, and the stock has climbed an astonishing ~316% over the past yearts2.tech – a growth rate that vastly outpaced the broader market. This historic rally reflects surging optimism that Celestica will be a big winner in the rush to build
New AI Fighter Jet X-BAT Aims to Outsmart China’s First-Strike Threat

New AI Fighter Jet X-BAT Aims to Outsmart China’s First-Strike Threat

China’s Runway-Busting Threat U.S. analysts warn that China’s military doctrine emphasizes crippling U.S. airpower on the ground. The People’s Liberation Army has deployed thousands of long-range precision missiles (including anti-ship “carrier killer” DF-21D/DF-26 missiles) to hit U.S. carriers and Pacific airfields foxnews.com. “They’ve basically said, ‘We’re not going to compete stealth-on-stealth in the air — we’ll target your aircraft before they even get off the ground,’” explains Armor Harris, Shield AI’s VP of Aircraft Engineering foxnews.com. Indeed, modern air wars often begin by striking runways or airbases (Israel’s strike on Iran’s airfields, or Russian strikes on Ukrainian runways) to prevent
ChatGPT Crashes Worldwide — Downdetector Alarms, OpenAI Responds, Markets React

ChatGPT Crashes Worldwide — Downdetector Alarms, OpenAI Responds, Markets React

Sources: Industry trackers and tech media report the details of the outage Dataconomy Findarticles; OpenAI’s updates are public on its status page; Reuters and TS2.tech cover corporate moves and stock reactions Reuters ts2.tech; and AI experts in AI Magazine and tech analysis comment on reliability and resilience Aimagazine Businessinsider. All statistics and expert quotes are drawn from these contemporaneous sources.
27 October 2025
Google Stock Surges on AI Frenzy, Olympic Cloud Deal and Big Deals – Can It Hit $300 Next?

Alphabet Stock Skyrockets to New Highs – AI and Cloud Frenzy Nears $3 Trillion

Alphabet Inc.’s stock has been on a tear through October. Monday’s close near $265 (Oct. 27, 2025) means shares are flirting with record territoryts2.tech. This follows an intraday high above $257 on Oct. 20ts2.tech, which briefly put Alphabet’s market cap into the elite $3 trillion rangets2.tech. Year-to-date Alphabet is up about 30%, far outpacing the S&P 500 (≈+12%)ts2.techts2.tech. As one market commentator put it, “It’s been a standout run for Alphabet,” driven by excitement around its AI projects and a revival in online advertisingts2.tech. Several factors have fueled the rally. First, Alphabet’s earnings and revenue have rebounded. In Q2 (July–Sept), Google’s
Amazon Stock Today: AI Ambitions, $2.5B Twist, and $3 Trillion Dreams

Amazon Stock Skyrockets: AI Innovations and $2.5B FTC Deal Ignite Tech Giant’s Rally

Key Facts: As of Oct. 27, 2025, Amazon (AMZN) trades in the mid-$220s per share, up slightly over the past weekts2.techstatmuse.com. This month the stock climbed from the low $210s to about $225–228, reversing early October weakness. Wall Street is bullish: nearly all 50 analysts rate AMZN a “Buy” and the consensus 12-month price target is in the mid-$260s (implying ~20% upside)ts2.techmarketbeat.com. Key recent news includes a $2.5 billion FTC settlement (Amazon admitted no wrongdoing) in late Septts2.tech, a major AWS cloud outage on Oct. 20 (quickly resolved, with services “returned to normal” by Monday eveningapnews.com), and Amazon’s aggressive AI/device push.
Meta’s AI Revolution Unleashed: July 2025 Breakthroughs, Billion‑Dollar Bets & Backlash

Meta Stock Soars on AI Gambit and $27B Data Center JV – Analysts Eye 20% Upside

Key Facts: Meta Platforms (NASDAQ: META) shares trade in the mid-$700s (≈$740 on Oct. 27, 2025), up roughly 25% year-to-datets2.techinvesting.com. Market cap is about $1.8 trillionts2.tech. Over 40 Wall Street analysts rate META a “Buy,” with 12‑month price targets in the $825–$900 range (roughly 10–20% above current prices)ts2.techbenzinga.com. Meta reports Q3 2025 earnings on Oct. 29 after market close, with consensus around $49–50 billion revenue (≈+22% YoY)ig.comts2.tech. Recent corporate moves include a $27 billion AI data-center joint venture with Blue Owl Capitalts2.tech, major AI hiring (and concurrent lab layoffs)ts2.tech, and new products (e.g. Ray-Ban AR glasses)ts2.tech. In Europe, regulators have flagged Meta
Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Skyrockets on AI Boom – Analysts See $600 in Sight

In summary, Microsoft’s stock is trading near all-time highs on an AI-and-cloud-fueled rally. Record-breaking financial results and massive new infrastructure projects have traders cheering, while top analysts say the upside could run to the mid-$600s. With tech indexes at new peaks and big data-center investments announced (including that $40B Aligned deal), the momentum remains strongreuters.comreuters.com. The key near-term catalyst will be next week’s earnings report: as one analyst put it, MSFT’s “multiple growth engines” mean Wall Street is mostly “buying on dips” and betting the uptrend will continuetipranks.comts2.tech. Sources: Company filings and news releases; Reuters, CNBC and other business pressreuters.comreuters.comreuters.comreuters.cominvesting.comtipranks.cominvesting.comreuters.com.
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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