Today: 3 March 2026
Browse Category

Artificial Intelligence 23 October 2025

Walmart’s AI Push Sends Stock Soaring – Is Target the Bargain Buy Now?

Walmart’s AI Push Sends Stock Soaring – Is Target the Bargain Buy Now?

Walmart shares hit record highs near $107 on Oct. 23 after launching a ChatGPT shopping integration, up 18% year-to-date. CEO Doug McMillon raised sales and earnings guidance on strong U.S. and online growth. Target stock fell to $94, down 35% in 2025, after weak sales and a CEO transition announcement. Analysts remain bullish on Walmart, while Target holds appeal mainly for its 4.8% dividend yield.
Booking Holdings (BKNG) Stock Rallies on Travel Recovery and AI Push – KeyBanc Eyes $6,450

Booking Holdings (BKNG) Stock Rallies on Travel Recovery and AI Push – KeyBanc Eyes $6,450

Booking Holdings closed at $5,093.47 on Oct. 23, down 2.62% for the day and about 6.9% lower over the past month, despite sector gains. KeyBanc initiated coverage with an Overweight rating and a $6,450 price target. Consensus expects Q3 EPS of $95.7 and revenue of $8.71 billion. CEO Glenn Fogel highlights Asia as a key growth region and ongoing heavy investment in generative AI.
Intel Stock Surges 80% on AI Chip Hype – Can $INTC Keep Flying?

Intel Stock Explodes After Q3 Earnings Beat: Will the AI Rally Continue?

Intel reported Q3 revenue of $13.7 billion, up 3% year-on-year, and net income of $4.1 billion after a $16.6 billion loss last year. Shares jumped about 8% in after-hours trading, nearing a two-year high, after the company secured major investments from the U.S. government, NVIDIA, and SoftBank. Management cited strong AI-driven demand. Most analysts remain cautious, with average price targets below current levels.
Intel Stock Skyrockets on U.S. Government Lifeline and AI Deals – What’s Next?

Intel Stock Surges 90% on AI Boom and $15B Backing – Can the Rally Continue?

Intel closed at $38.17 on Oct. 23, up 3.4% for the day and nearly double its January lows. The stock surged after the U.S. government took a 10% stake, Nvidia invested $5B, and Q3 earnings beat estimates with $0.23 EPS on $13.7B revenue. Wall Street remains cautious, with average targets below current prices. Intel’s market cap, about $175B, remains far behind Nvidia and AMD.
MSAI Stock Skyrockets 42% as MultiSensor AI Rides AI Boom and Big New Deal – Is More Upside Ahead?

MSAI Stock Skyrockets 42% as MultiSensor AI Rides AI Boom and Big New Deal – Is More Upside Ahead?

MultiSensor AI (NASDAQ: MSAI) jumped over 42% to close near $0.96, almost reaching the $1 mark required for Nasdaq listing. The surge followed news of a major U.S. deployment deal with a global logistics firm. Two Wall Street analysts rate the stock a Buy, with targets up to $8. MSAI remains unprofitable, posting a $21.5 million net loss in 2024 on $7.4 million revenue.
Walmart’s ChatGPT Checkout Debut Sparks Stock Surge to Record Highs – Is $1 Trillion Cap Within Reach?

ChatGPT Shoppers Send Walmart Stock Soaring – Analysts Predict Further Upside

Walmart shares traded near $106 on Oct. 23, 2025, close to a record high after a 30% gain over the past year. The company announced a partnership with OpenAI on Oct. 14, enabling ChatGPT-powered shopping. Q2 FY2026 U.S. same-store sales rose 4.6%, e-commerce jumped 25%, and total revenue reached $177.4 billion. Wall Street targets range from $112 to $122, with all 31 tracked analysts rating WMT Buy or Hold.
Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Skyrockets on $300B AI Cloud Deal — Wall Street Eyes $400 Upside

Oracle reported Q1 revenue up 12% year-over-year and a record $455 billion backlog in September, sending shares up nearly 40% to a brief high above $345. At its Oct. 16 event, Oracle raised 2030 revenue guidance to $166 billion and unveiled new AI partnerships and products. Safra Catz will step down as CEO, with cloud executives set to take over. The stock trades around $280, up 70% year-to-date.
Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft Stock Soars on AI and Cloud Buzz – Will $520 Rally Hit $600?

Microsoft shares traded at $520–523 on Oct. 23, 2025, up about 25% year-to-date, with a market cap near $3.8 trillion. Fiscal 2025 revenue rose 15% to $281.7 billion, driven by Azure’s 34% growth. The company launched AI-powered Surface Copilot+ PCs and struck new cloud partnerships. EU regulators accepted Microsoft’s offer to unbundle Teams from Office to avoid fines.
Meta’s $1.5B AI Hiring Spree: Will Zuckerberg’s Talent Grab Send META Stock Soaring & Shake Up Apple’s XR Plans?

Meta (META) Stock Surges on Massive AI Bets – Can the Rally Last?

Meta shares traded near $733 in late October, just below August’s all-time high. Q2 revenue hit $47.52 billion, up 22% year-over-year, with net income of $18.34 billion. The company announced a $27–30 billion Louisiana data-center joint venture and a $2 billion deal to acquire AI chipmaker Rivos. Meta faces new EU ad restrictions and ongoing U.S. antitrust scrutiny.
Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Analysts Target $460

Broadcom shares rose 1.5% to about $345 on Oct. 23, capping a 50–70% surge in 2025 driven by AI chip demand. The company announced a $10 billion AI chip deal with OpenAI and launched the “Thor Ultra” 800G networking chip. Q3 revenue jumped 22% to $15.95 billion, with AI sales up 63%. Nearly 90% of analysts rate AVGO a buy, with price targets ranging from $345 to $460.
“AI Boom” Pushes Monolithic Power (MPWR) Stock to Record High – Is the Rally Just Beginning?

“AI Boom” Pushes Monolithic Power (MPWR) Stock to Record High – Is the Rally Just Beginning?

MPWR shares surged to a 52-week high of $1,045.01 on Oct. 23, up about 4% intraday and nearly 70% year-to-date. The rally followed KeyBanc raising its price target to $1,250, citing MPS’s strong position in AI chip power management. Recent Q2 revenue rose 31% to $664.6 million, with non-GAAP EPS of $4.21 beating estimates. Trading volume was heavy as investors responded to the analyst upgrade and sector momentum.
Amphenol (APH) Stock Rockets to New Highs on Blockbuster Q3 Results & AI Boom

Amphenol (APH) Stock Rockets to New Highs on Blockbuster Q3 Results & AI Boom

Amphenol shares surged to $129 on Oct. 23, 2025, after a 3.6% jump the previous day, bringing year-to-date gains to about 80%. The company reported Q3 revenue of $6.2 billion, up 53% year-over-year, and raised its 2025 outlook, projecting EPS of $3.26–$3.28. The board approved a 52% dividend hike. Several analysts raised price targets following the results.
Western Digital (WDC) Stock Soars in 2025: SanDisk Legacy & 2026 Outlook

Western Digital Stock Rockets on AI Data Boom — Analysts Eye Even Bigger Gains

Western Digital closed at $126.63 on Oct. 23, up 5.1%, nearly doubling its share price since January. Q4 FY2025 revenue rose 30% to $2.61 billion, with management forecasting another 22% increase in Q1 FY2026. The surge follows rising AI and data-center demand, prompting HDD price hikes and new analyst targets as high as $190. Peers Seagate and Micron have also posted sharp gains on similar trends.
Vertiv (VRT) Stock Skyrockets on AI Boom – Will the Rally Continue?

Vertiv (VRT) Stock Soars on AI Data-Center Frenzy – What’s Driving the Rally?

Vertiv shares jumped nearly 5% to $181 on Oct. 23, hitting multi-year highs after reporting Q3 earnings of $1.24 per share, beating estimates. Volume reached about 5 million shares by mid-day. Analysts raised price targets, with TD Cowen setting a $210 target. The move follows strong revenue growth and recent acquisitions targeting AI and cloud infrastructure.
AI Alliance Ignites Lumen (LUMN) Stock Surge Amid Bold Turnaround Moves

AI Alliance Ignites Lumen (LUMN) Stock Surge Amid Bold Turnaround Moves

Lumen Technologies shares jumped as much as 6% Thursday after announcing a multi-year AI partnership with Palantir and a $200 million software investment. The stock traded around $7.21, rebounding sharply from a 52-week low of $3.02. Lumen has more than doubled since April and is up 33% year-to-date, outpacing larger telecom peers. The company continues to face high debt and declining revenues despite recent financial improvements.
AI Stock Boom or Bubble? Tech Rally Soars as Experts Warn of Risk

AI Stock Boom or Bubble? Tech Rally Soars as Experts Warn of Risk

Nvidia, Microsoft, Apple, Alphabet, and Amazon now account for nearly 30% of the S&P 500’s value, the highest since 1964. The S&P 500 and Nasdaq hit record highs in October, driven by AI stocks like Nvidia and Palantir, which is up about 300% this year. Analysts warn valuations are stretched, with Palantir trading at over 100× sales and Nvidia at over 300× earnings. Some experts fear an AI-driven bust could erase trillions in U.S. wealth.
Incredible Rally: Bitfarms (BITF) Stock Jumps 148% YTD Amid Crypto Boom & AI Pivot

Bitfarms (BITF) Stock Rockets: Bitcoin at $125K & $500M AI Data Deal Fuel Rally

Bitfarms shares fell 12.3% to $3.94 on Oct. 22, after volatile trading that saw a 52-week high of $6.20 earlier in the month. The company closed a $500 million convertible note deal and named Jonathan Mir as CFO. Bitfarms is shifting toward AI and high-performance computing, using new financing to expand a Pennsylvania campus. Wall Street remains mostly bullish, with a $4.35 average price target.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Alphabet Stock Nears Record Highs: AI Boom and Ad Recovery Power Google’s Rally

Alphabet shares closed Oct. 22 at $251.69, near a multi-year high, up about 30% year-to-date. Google announced $24 billion in new AI and cloud projects this week, including a $15 billion data center in India. Q3 earnings are due Oct. 29, with analysts expecting $2.27 EPS and $84.6 billion revenue. Regulatory scrutiny continues, with the EU fining Google $3.45 billion last month.
AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD Stock Soars on AI Mega-Deals – Is $300 Next?

AMD shares closed at $230.23 on Oct. 22, down 3.3% but up roughly 80% year-to-date after sharp swings this month. A 34% jump on Oct. 6 followed news of a multi-year Instinct GPU deal with OpenAI, with further gains after Oracle and IBM AI partnerships. Wall Street analysts have raised 12-month price targets as high as $310. Q2 profit rose 229% year-over-year on strong AI and data-center demand.
Intel Stock Skyrockets on U.S. Government Lifeline and AI Deals – What’s Next?

Intel Stock Skyrockets on U.S. Government Lifeline and AI Deals – What’s Next?

Intel shares neared a two-year high at $37 ahead of Q3 earnings, up 85% year-to-date, after major investments from the U.S. government, Nvidia, and SoftBank. Despite the rally, Intel posted flat Q2 revenue and a net loss, with analysts forecasting breakeven Q3 results. Wall Street remains cautious, with most price targets well below current levels. Intel’s market cap lags rivals as it continues to lose share to AMD and Nvidia.
1 123 124 125 126 127 157
Go toTop