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Artificial Intelligence News 8 October 2025 - 9 October 2025

Serve Robotics (SERV) Stock Soars on DoorDash Deal – The Next Big Bet in AI Delivery?

Serve Robotics (SERV) Stock Soars on DoorDash Deal – The Next Big Bet in AI Delivery?

Latest News & Developments (October 2025) Serve Robotics grabbed headlines this week with a major new partnership announcement. On October 9, 2025, the company revealed a deal with DoorDash to deploy Serve’s sidewalk delivery robots for food orders on the DoorDash platform investing.com. Initially rolling out in Los Angeles, the pilot means DoorDash customers from select restaurants may have their meals delivered by a Serve robot investing.com. This is a strategic expansion beyond Serve’s exclusive relationship with Uber Eats to date. “This partnership enables us to go to cities where DoorDash is the dominant player… we’re looking for more demand,
9 October 2025
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Nvidia’s $2B Bet on Reflection AI Shakes Up the Global AI Race

Nvidia’s $2B Bet on Reflection AI Shakes Up the Global AI Race

Reflection AI’s $2B Funding Frenzy It’s official: Reflection AI has secured one of the largest funding rounds ever for a young tech startup – $2 billion in fresh capital led by Nvidia techmeme.com. The New York Times first reported the blockbuster raise, valuing the one-year-old company at roughly $8 billion techmeme.com. To put that in perspective, Reflection was valued at only ~$545 million as recently as March techmeme.com. In other words, its paper valuation has leapt nearly 15× in just six months, a virtually unheard-of jump. The NYT called this “the latest sign of investor fervor” around AI, even as
9 October 2025
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UiPath Stock Skyrockets on ‘Agentic AI’ Boom – AI Deals & Earnings Fuel Rally

UiPath Stock Skyrockets on ‘Agentic AI’ Boom – AI Deals & Earnings Fuel Rally

From RPA to ‘Agentic Automation’: A New AI Frontier UiPath built its name in Robotic Process Automation (RPA) by automating repetitive, rule-based tasks (like data entry or invoice processing). Now it’s pivoting toward what it calls “agentic automation,” where AI-powered “agents” handle more complex, knowledge-driven workflows with minimal human input trefis.com. In practical terms, this means going beyond scripted bots: AI agents can understand context, make decisions, and adapt on the fly – a natural evolution in the era of generative AI. At the Fusion 2025 conference in late September, UiPath even rebranded itself as “a global leader in agentic
9 October 2025
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Mystery $75 M Bet Propels Tiny POET Technologies to New Highs Amid AI Frenzy

Mystery $75 M Bet Propels Tiny POET Technologies to New Highs Amid AI Frenzy

$75 Million Infusion Fuels POET’s AI Ambitions POET Technologies – a small Toronto-based photonic chip designer – just secured a massive $75 million cash infusion to supercharge its growth in the AI hardware arena ts2.tech. Announced on October 7, the deal was structured as a non-brokered private placement of ~13.64 million new shares (plus warrants) with a single institutional investor ts2.tech. “This is the largest single investment in POET’s history,” noted CEO Dr. Suresh Venkatesan, adding that it boosts POET’s balance sheet to over $150 million in cash and no significant debt ts2.tech. The shares were issued at $5.50 (with an accompanying warrant), suggesting the
9 October 2025
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Nvidia’s $4 Trillion AI Stock Surge: Record Highs, Mega Deals & Bold Forecasts

Nvidia’s $4 Trillion AI Stock Surge: Record Highs, Mega Deals & Bold Forecasts

Record Stock Highs on Surging AI Demand Nvidia’s stock has been on a historic tear in 2025, buoyed by insatiable demand for its AI chips. The share price hit an all-time high in early October, briefly trading around $189 – a level that catapulted Nvidia’s market capitalization above $4 trillionts2.tech. That astounding valuation vaulted Nvidia past Apple and Microsoft to become the world’s most valuable company, at least momentarily. It marks an almost three-fold increase in Nvidia’s market cap within a yearts2.tech, reflecting Wall Street’s fervor for anything AI-related. Indeed, Nvidia – often called the “AI superpower” of semiconductors – has seen its stock climb roughly 40% year-to-date
9 October 2025
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OpenAI’s $1 Trillion AI Chip Bet: Nvidia vs. AMD Fuel a Tech Gold Rush

OpenAI’s $1 Trillion AI Chip Bet: Nvidia vs. AMD Fuel a Tech Gold Rush

OpenAI’s Insatiable Need for AI Compute OpenAI – maker of ChatGPT and GPT-4 – has made it clear that access to massive computing power is the biggest constraint on advancing AI ts2.tech. Training and running ever-larger AI models requires tens of thousands of cutting-edge GPUs and enormous electricity and cooling resources. Sam Altman has likened today’s AI race to an “arms race” for silicon and server space, saying OpenAI must “build enough AI infrastructure to meet its needs” reuters.com. In Altman’s view, current cloud data centers are not sufficient for the next generation of AI – “we have decided that
9 October 2025
AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD Stock Skyrockets on AI Mega-Deal: Inside the 2025 Rally, Financials & Rivalry

 AMD’s headquarters sign in Silicon Valley. The company’s stock has surged amid blockbuster AI deals and strong chip demand in 2025. Stock Performance & Recent Rally Advanced Micro Devices (AMD) has been one of 2025’s top semiconductor stocks, staging a dramatic rally after a volatile 2024. As of early October, AMD shares traded around $230+ – nearly double their level at the start of the yearfinviz.com. The stock had already climbed ~30% year-to-date by late Septemberts2.techts2.tech, outperforming both the S&P 500 and the Philly Semiconductor Index. Then came an explosive surge in October: AMD’s stock leapt about 29% in a matter of days, topping $213 by Oct.
8 October 2025
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Duolingo Stock Surges on AI Buzz – Latest Price, Bold Forecasts & Big Risks in 2025

Duolingo Stock Surges on AI Buzz – Latest Price, Bold Forecasts & Big Risks in 2025

Stock Price & Recent Performance Duolingo’s stock has experienced whiplash in 2025. After a strong first half, DUOL tumbled nearly 50% from summer highs, erasing most of its prior 12-month gainsmarketbeat.com. Over the past three months the stock slid 35%, dramatically underperforming both the edtech industry (+26%) and the S&P 500 (+11%) in that spannasdaq.com. This “nasty slide” sent shares down toward the $280s by late Septembermarketbeat.com. Investors grew skittish over post-pandemic user trends and fears that emerging AI tools could steal Duolingo’s thundermarketbeat.com. October brought a turnaround. This week, DUOL bounced off recent lows, surging roughly 5–6% on Oct 8 aloneainvest.com. Shares climbed from about
8 October 2025
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Amazon’s Finance Teams Unleash AI for Complex Tasks – Transforming Corporate Finance

Amazon Stock Surges on New AI Push – Latest Price, Key News & 2025 Outlook

Stock Price & Recent Performance (October 2025) As of October 8, 2025, Amazon’s stock trades around $225 per sharestockanalysis.com. It has risen modestly in early October, bouncing from about $219 at the start of the month to the mid-$220s rangestockanalysis.com. This week’s ~1.5% uptick follows a period of volatility in late September. Year-to-date, AMZN is roughly flat to slightly up (low single-digit percentage gains), lagging the broader S&P 500 and most other “Magnificent Seven” tech giants. Notably, Amazon hit an all-time high near $242 in early February 2025, but a summer tech sell-off and profit-taking pulled the stock down about 10% from that peakts2.tech. Chart-wise,
8 October 2025
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Tempus AI (TEM) Stock Skyrockets on AI Healthcare Breakthroughs – What Investors Need to Know

Tempus AI (TEM) Stock Skyrockets on AI Healthcare Breakthroughs – What Investors Need to Know

Company Overview and Mission Tempus AI, Inc. is an American health technology company founded in 2015 by entrepreneur Eric Lefkofsky (best known as co-founder of Groupon). Headquartered in Chicago, Tempus was born from Lefkofsky’s personal mission to improve cancer care after his wife’s battle with breast canceren.wikipedia.org. The company’s core focus is on applying AI and data analytics to personalized medicine. Tempus has built what it calls an “operating system” for healthcare: a platform that ingests vast amounts of clinical and molecular data (gene sequences, lab tests, medical records, imaging, etc.) and makes it accessible for treatment decisions and researchinsidermonkey.com. Its goal is to enable doctors and
8 October 2025
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Google’s Pixel 10 Pro Fold Shakes Up the Smartphone Wars with AI Tricks, Durability & Bold Design

Google’s Pixel 10 Pro Fold Shakes Up the Smartphone Wars with AI Tricks, Durability & Bold Design

Pixel 10 Pro Fold: Google’s AI-Powered Foldable Flagship Google’s new Pixel 10 Pro Fold is the star of its 2025 lineup – a device that blends cutting-edge hardware with Google’s latest AI software. This foldable phone is branded as the “Pro Fold” variant of the Pixel 10 family, emphasizing that it shares the same core specs and AI features as the Pixel 10 Pro slab phonests2.tech. When closed, it looks like a typical premium smartphone with a 6.4″ OLED display; opened up, it reveals a spacious 8″ tablet-like screen – slightly larger than its predecessor and rival Galaxy foldsts2.tech. The design retains
8 October 2025
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Cipher Mining (CIFR) Stock Skyrockets on AI Pivot & Bitcoin Boom – Next Crypto Powerhouse?

Cipher Mining (CIFR) Stock Skyrockets on AI Pivot & Bitcoin Boom – Next Crypto Powerhouse?

Company Overview: Operations & Business Model Cipher Mining Inc. is a pure-play Bitcoin miner operating industrial-scale data centers with a focus on ultra-low-cost powerts2.tech. The company strategically locates its facilities in regions with cheap, renewable-rich electricity (e.g. West Texas), often building behind-the-meter or adjacent to wind and solar farmsts2.techts2.tech. Its flagship “Black Pearl” site near Odessa, TX is a 150 MW facility designed for both Bitcoin mining and high-performance computing (HPC) workloadsts2.tech. As of mid-2025, Cipher’s deployed hashrate reached about 16.8 EH/s (exahashes per second), using next-gen ASIC machines for high energy efficiencyts2.tech. The company had aggressively expanded capacity – a 2.6 GW development pipeline of power projects positions Cipher for further growthts2.tech.
8 October 2025
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Snowflake Stock Soars on AI Boom – Inside SNOW’s 2025 Rally and What’s Next

Snowflake Stock Soars on AI Boom – Inside SNOW’s 2025 Rally and What’s Next

Below, we dive deeper into each of these areas – from Snowflake’s business model and financials to the latest news, analyst insights, competitive dynamics, and what to expect going forward. Company Overview and Business Model Snowflake Inc. is a cloud data platform provider, offering data warehousing as a service alongside a suite of data analytics and sharing capabilities. Unlike traditional databases tied to a single cloud or on-premises, Snowflake’s platform is cloud-agnostic – it runs across Amazon AWS, Microsoft Azure, and Google Cloud, allowing customers to unify their data in one system regardless of cloud providermarkets.chroniclejournal.com. This flexibility has been a major selling point
8 October 2025
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TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker (pure-play foundry), producing advanced semiconductors for clients like Apple, NVIDIA, AMD, and many otherstaiwannews.com.twts2.tech. Rather than selling its own branded chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains and given it an estimated 60%+ market share of the overall foundry market (and over 90% share in the most advanced nodes)ts2.tech. Financially, TSMC has been on a strong growth trajectory. In Q2 2025, TSMC’s revenue reached US$30.1 billion, a 44%year-on-year surge, with net profit of T$398.3 billion, driven by
8 October 2025
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Cisco’s $2B AI Windfall: New Tech, Stock Surge & What’s Next for CSCO

Cisco’s $2B AI Windfall: New Tech, Stock Surge & What’s Next for CSCO

Cisco’s Business Model & Market Position Cisco Systems is best known as the world’s largest vendor of networking hardware and software, powering much of the internet’s infrastructure. The company’s business model centers on selling network equipment (like routers, switches, and wireless access points), along with security solutions, collaboration tools (e.g. Webex conferencing gear/software), and observability software (monitoring and analytics, bolstered by its 2024 acquisition of Splunk). In addition, Cisco provides a range of services – from technical support and maintenance contracts to cloud-managed software subscriptions. Cisco generates revenue both through direct sales and via a global channel of resellers and distributors, ensuring its products reach enterprises of all sizes and governments worldwidenasdaq.com. This
8 October 2025
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Reddit’s Stock Explodes! 78% Revenue Surge, Google AI Deal Talks & 70% Rally 🔥

Reddit’s Rollercoaster: How Booming Ads, AI Deals and Political Scrutiny Could Shock RDDT Investors

Key Facts (as of 8 Oct 2025) Item Detail Sources Current stock price Reddit’s Class A shares traded around $199.54 at 11:58 AM EDT on 8 Oct 2025 with an intraday high of $206.22 and low of $195.01; the official investor‑relations site notes a 52‑week high of $282.95 and low of $69.30investor.redditinc.com. Reddit investor relations Analyst consensus Across 25‑28 analysts the consensus rating is “moderate/buy”. Average price targets range from $200–$223, with highs around $300 (JMP Securities, Oppenheimer) and lows near $75marketbeat.combenzinga.com. MarketBeat, Stockanalysis, Benzinga Q2 2025 results Reddit delivered its first profitable quarter: revenue rose 78 % to $500 M and advertising revenue jumped 84 % to $465 Minvestor.redditinc.com. Adjusted net
8 October 2025
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Palo Alto Networks’ AI-Fueled Surge: Stock Soars on Cybersecurity Boom, Bold Forecasts & Big Deals

Palo Alto Networks’ AI-Fueled Surge: Stock Soars on Cybersecurity Boom, Bold Forecasts & Big Deals

Sources: Palo Alto Networks and CyberArk deal coverage – Reutersreuters.comreuters.com; Q4 2025 earnings and guidance – Reutersreuters.com, Futurumfuturumgroup.comfuturumgroup.com; Analyst ratings and price targets – StockAnalysisstockanalysis.comstockanalysis.com; Competitive landscape – Bullish Bearsbullishbears.combullishbears.com; Unit 42 threat intel news – ts2.techts2.tech; Expert quotes – Reutersreuters.com, Breakingviewsreuters.com; Stock performance data – Yahoo/Benzingahotcandlestick.com.
8 October 2025
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Confluent, Inc. (CFLT) – Will a Real‑Time Data Pioneer Become a Takeover Target? (October 8 2025)

Unraveling Confluent (CFLT) Stock: Latest Price, AI‑Driven Buzz & What Experts Say

Current Stock Price & Recent Performance (as of 8 Oct 2025) Date Open High Low Close Daily Change Notes 8 Oct 2025 $23.72 $24.07 $21.98 $22.84 −10.18 % Stock decline amid deal speculation and market volatilitystockanalysis.com. 7 Oct 2025 $21.33 $21.33 $20.12 $20.73 −2.50 % Day after Reuters’ sale‑rumor report; shares closed near weekly lowstockanalysis.com. 6 Oct 2025 $20.50 $21.49 $20.23 $21.26 +7.36 % Stock rallied following takeover rumorsinvestors.confluent.io. Confluent’s closing price on 8 Oct 2025 was around $22.84stockanalysis.com. INDmoney’s summary for the week lists a closing price of $20.74 and a day’s high of $21.33indmoney.com; the difference likely reflects after‑hours moves or data update timing. The stock trades well below its 52‑week
8 October 2025
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AI Drug Discovery Darling? Recursion Pharma (RXRX) Stock’s Wild Ride in 2025

AI Drug Discovery Darling? Recursion Pharma (RXRX) Stock’s Wild Ride in 2025

Introduction: A New Kind of Biotech Recursion Pharmaceuticals, Inc. (NASDAQ: RXRX) is redefining drug discovery by combining cutting-edge biology and data science. Based in Salt Lake City, this “TechBio” pioneer uses automation, massive datasets and machine learning to identify new therapies faster than traditional labsdirectorstalkinterviews.comnasdaq.com. Its mission – “to decode biology to radically improve lives” – has attracted major industry partners and bold investors. But as an early-stage biotech with no approved drugs, Recursion’s stock can be a rollercoaster ride, swayed by scientific milestones and market sentiment alike. In early October 2025, Recursion’s stock made headlines after a sudden surge
8 October 2025
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SoundHound AI Stock Soars 240% – Could This Voice Tech Disruptor Make You a Millionaire?

SoundHound AI Stock Soars 240% – Could This Voice Tech Disruptor Make You a Millionaire?

SOUN Stock Surges on AI Hype and Big News SoundHound AI’s stock has been on a tear in recent months, riding the wave of excitement surrounding artificial intelligence. The company’s share price has climbed roughly 240% over the past year (and more than doubled in the last six months) ts2.tech. Just in the past week, SOUN jumped about 15%, climbing from the mid-$15s to around $18 per share, amid a broader AI stock rally. One catalyst was Advanced Micro Devices (AMD) announcing a blockbuster partnership with OpenAI: the ChatGPT creator will use up to 6 gigawatts of AMD chips to
8 October 2025
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Stock Market Today

Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

7 February 2026
Eli Lilly shares rose 3.7% to $1,058.18 Friday after the FDA said it would act against telehealth firm Hims & Hers for marketing a $49 compounded weight-loss pill. The move followed a sharp selloff Thursday when Hims announced plans to sell a version of Novo Nordisk’s Wegovy. Investors remain uncertain how aggressively regulators will police copycat drugs and pricing in the obesity drug market.
Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

7 February 2026
Meta closed down 1.3% Friday at $661.46, capping a 6.4% weekly drop as investors questioned heavy AI spending. Amazon and Alphabet also fell after outlining major capital outlays. Meta’s Instagram suffered a brief outage this week. Legal risks persist, with trials involving Meta set for next week in Los Angeles and New Mexico.
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