Artificial Intelligence News 22 October 2025 - 23 October 2025

Key Facts: Meta shares trade around $730–$740 in late Oct 2025stockinvest.us, near all-time highs (≈$789 in August)ts2.tech. The stock is up roughly 25% year-to-datets2.tech, well above the broader market. In Q2 2025 Meta reported $47.52B revenue (+22% YoY) and $18.34B net incomets2.tech, beating estimates. Management guided Q3 revenue to $47.5–50.5B (≈+20% YoY)ts2.tech (analysts expect ≈$49.4Big.com). Wall Street is broadly bullish – ~85% of covering analysts rate META a Buy/Strong Buyts2.tech, with 12‑month targets averaging around $825ts2.tech (some as high as $900+). Major recent developments include a $27–30B Louisiana data-center joint venture (Meta keeps 20% ownership)bloomberg.com, the announced purchase of AI

In sum, Broadcom’s story is clear: a blockbuster AI partnership (OpenAI) and new AI product launches have turbocharged expectations. Wall Street’s upgraded price targets reflect this, with many analysts now modeling Broadcom as a major AI infrastructure winnerts2.techmarketbeat.com. As TS2.Tech puts it, Broadcom’s perceived central role in the AI boom has led to “outsized returns”ts2.tech. General investors should note the optimism – but also the sky-high bar. Even with consensus targets around $370–380, many eyes are on whether Broadcom can keep exceeding lofty growth forecasts. Sources: Contemporary financial news and analysis from Reuters, MarketBeat, TS2.Tech and other credible mediats2.techmarketbeat.comreuters.comsiliconangle.com. These

Alphabet Inc.’s Class A shares (NASDAQ: GOOGL) are trading near their highest levels in years. As of late Oct. 23, the stock hovers around $252, just below October’s intra-day high of ~$256ts2.tech. That puts Alphabet’s market value tantalizingly close to the $3 trillion milestonets2.techreuters.com – a club shared only by Apple and Microsoft. In fact, after shares hit a new record high in mid-September, Alphabet’s stock had already rallied over 32% year-to-datereuters.com. “Alphabet’s stock [is] flirting with record highs,” noted one analyst, as both technical trends and fundamentals improvets2.tech. Recent momentum has been fueled by several factors. First, Google’s artificial

Intel Stock Soars on AI Buzz and Big Investments Intel’s share price has staged a stunning comeback in 2025, rallying on hopes that bold strategic moves will revive the iconic chipmaker. As of late October, INTC shares hover in the mid-$30s, near their highest level in about two years ts2.tech. The stock has nearly doubled from its lows in January, making Intel one of this year’s best-performing big tech stocks after years of languishing. On October 20, shares jumped ~3% to around $38, then pulled back slightly, reflecting heightened volatility ahead of earnings ts2.tech. Even after a recent dip (the

Earnings Beat on Surging Demand Lam Research (NASDAQ:LRCX) handily beat forecasts for its fiscal Q1, as demand for cutting-edge chipmaking gear remains hot. The Fremont, CA company reported $5.32 billion in revenue and $1.26 EPS (non-GAAP) for Q1, versus analyst estimates of $5.22 B and $1.21timesunion.cominvesting.com. On a GAAP basis Lam earned $1.57 B ($1.24 per share)timesunion.com. These results, aided by strong year-on-year growth in both logic and memory equipment, “significantly surpassed analyst expectations” and underscore Lam’s role as a bellwether of chipmakers’ AI-driven spendingmarkets.financialcontent.cominvesting.com. Management’s guidance was equally positive. Lam forecast Q2 revenue of ~$5.20 B (±$0.3B) and EPS around $1.15 (±$0.10)investing.comstocktitan.net –