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Artificial Intelligence 24 September 2025 - 27 September 2025

AI Metaverse Leaps, Cyber Attacks, and Space Triumphs – Global Tech News Roundup (Sept 26–27, 2025)

AI Metaverse Leaps, Cyber Attacks, and Space Triumphs – Global Tech News Roundup (Sept 26–27, 2025)

Mark Zuckerberg unveiled Meta’s Horizon AI platform for creating VR/AR worlds and new smart glasses at Connect 2025. Anthropic will triple its international staff as 80% of Claude chatbot use is now outside the U.S. Donald Trump ordered a forced sale of TikTok’s U.S. operations, but ByteDance will keep ownership. A ransomware gang leaked data of over 8,000 London nursery children after breaching a major childcare provider.
27 September 2025
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OpenAI’s ChatGPT Pulse: The AI Morning Briefing That Could Replace Your News App

OpenAI’s ChatGPT Pulse: The AI Morning Briefing That Could Replace Your News App

OpenAI launched ChatGPT Pulse on Sept. 25, 2025, offering daily personalized briefings to ChatGPT Pro subscribers via the mobile app. Pulse generates 5–10 visual “cards” each morning using users’ chat history, preferences, and connected apps like Google Calendar and Gmail. The feature will expand to Plus and free users after capacity increases. Privacy settings and content preferences can be adjusted by users.
27 September 2025
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DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

Datavault AI signed a $150 million Bitcoin-funded investment deal with Scilex Holding, split into two tranches. The first $8.067 million is set to close Sept. 26, with the remaining $141.933 million pending shareholder approval due to Nasdaq rules. Scilex will receive up to 278.9 million DVLT shares and board nomination rights. DVLT stock jumped over 28% on Sept. 25 and rose further in pre-market trading.
26 September 2025
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AI Stocks on a Rollercoaster: Mega-Deals, Soaring Valuations & Bubble Jitters (Sept 25–26 Roundup)

AI Stocks on a Rollercoaster: Mega-Deals, Soaring Valuations & Bubble Jitters (Sept 25–26 Roundup)

Nvidia plans up to $100 billion in investments and chip supplies for OpenAI, fueling speculation of $500 billion in future sales. Oracle secured a $300 billion cloud contract with OpenAI and raised $18 billion in debt, but its stock fell 5% amid profit-taking. Major AI stocks, including Nvidia and Tesla, dropped as investors grew cautious. CoreWeave and Scale AI landed multi-billion dollar deals; Intel received $2 billion from SoftBank.
26 September 2025
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Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Cipher Mining’s Wild Ride: Google AI Deal Propels CIFR Stock Up, Then Down – What’s Next for the Bitcoin Miner?

Cipher Mining (CIFR) shares swung from a 20% intraday gain to close down over 15% on September 25 amid heavy trading. The move followed news of a $3 billion, Google-backed AI hosting deal with Fluidstack and an $800 million convertible note offering. Investors reacted to dilution fears despite the new revenue stream. CIFR stock remains up sevenfold in 2025, though the company posted a $46 million Q2 net loss.
26 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300 Billion AI Cloud Bombshell Sends ORCL Stock Soaring – What’s Next?

Oracle shares hit a record $328 on Sept. 10, then fell to $291 after a 5.6% drop, still up 75–85% year-to-date. Safra Catz will step down as CEO, with Clay Magouyrk and Mike Sicilia named co-CEOs. Q1 FY2026 results showed a 359% surge in cloud backlog to $455 billion, driven by a $300 billion OpenAI deal. The stock trades at a $830 billion market cap and 45× forward earnings, outpacing tech peers.
25 September 2025
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Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia (NVDA) Stock Soars on AI Mega-Deals – What’s Driving the Chip Giant in 2025?

Nvidia shares hit a record intraday high near $184 in September 2025 after announcing a $100 billion partnership with OpenAI and a $5 billion investment in Intel. Quarterly revenue jumped 56% to $46.7 billion, with annual sales doubling to $130.5 billion. Wall Street targets NVDA stock 15–25% higher, citing dominance in AI chips despite some concerns over customer funding. Nvidia remains far ahead of rivals AMD and Intel in cloud AI computing.
25 September 2025
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White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel Shocks Wall Street: Apple Lifeline Rumors and AI Ambitions Fuel Surging INTC Stock

Intel shares jumped over 20% in the past week, hitting a 52-week high near $34 after reports of Apple investment talks and recent cash infusions from Nvidia, SoftBank, and the U.S. government. Q2 2025 revenue stabilized at $12.9 billion, but the company posted a net loss and warned of deeper losses in Q3. CEO Lip-Bu Tan has cut headcount by over 20% since March.
25 September 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM shares jumped 3% after its quantum partnership with HSBC improved bond trading predictions by 34%. The stock trades near $272, up 22% this year and 8% below its record high. Q2 revenue rose 8% to $17 billion, with net income up 20% to $2.2 billion. IBM raised its 2025 outlook and reported Watsonx AI orders surged to $7.5 billion.
25 September 2025
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Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Cipher Mining stock hit a 52-week high of $15.54 after announcing a $3 billion, 10-year AI data-center deal with Fluidstack, backed by Google. Shares surged 5% to $14.67 pre-market on Sept 25, with over 50 million shares traded. Cipher is raising $800 million in convertible notes to fund expansion, including a new Texas data center. The company mined 241 BTC in August and held 1,414 BTC on its balance sheet.
25 September 2025
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Accenture Stock 2025: AI-Fueled Earnings Beat Meets Cautious Outlook – What’s Next for ACN?

Accenture Stock 2025: AI-Fueled Earnings Beat Meets Cautious Outlook – What’s Next for ACN?

Accenture reported Q4 revenue of $17.6 billion and adjusted EPS of $3.03, beating estimates. Shares rose pre-market but later slumped, with the stock down over 30% year-to-date near 52-week lows. FY2026 guidance for revenue growth fell short of Wall Street targets, muting gains despite a dividend hike and $865 million restructuring focused on AI. Analyst consensus remains “Buy,” with an average $318 price target.
25 September 2025
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Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba’s $53 Billion AI Blitz: Stock Soars on Nvidia Pact and Global Cloud Push

Alibaba shares jumped nearly 10% to a four-year high after the company pledged to boost AI investment beyond its $53 billion budget and announced a partnership with Nvidia. The deal will bring Nvidia’s AI tools to Alibaba Cloud, including software for robotics and autonomous driving. Alibaba also launched new AI models and plans data centers in Brazil, France, and the Netherlands. Financial terms of the Nvidia partnership were not disclosed.
25 September 2025
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Asia Markets Whipsaw: Japan’s Record Rally, China Tech Soars on AI, Scandal Rocks Manila (Sep 24–25, 2025)

Asia Markets Whipsaw: Japan’s Record Rally, China Tech Soars on AI, Scandal Rocks Manila (Sep 24–25, 2025)

Japan’s Nikkei 225 closed at a record ¥45,755 on Sep 25, up 0.3%, as investors shifted into lagging stocks. Hong Kong’s Hang Seng jumped 1.4% and Alibaba surged nearly 9% after a major AI investment. India’s Sensex slid 0.5% on U.S. visa fee news and foreign outflows. The Philippines’ PSE index dropped 1% to a six-month low amid a corruption scandal and weak peso.
25 September 2025
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Fed Warning and AI ‘Bubble’ Fears Hit Wall Street: NYSE Roundup (Sept 24–25, 2025)

Fed Warning and AI ‘Bubble’ Fears Hit Wall Street: NYSE Roundup (Sept 24–25, 2025)

U.S. stocks slipped after hitting record highs, with the S&P 500, Dow, and Nasdaq all easing as investors took profits and Fed officials warned of high valuations. Tech shares, including NVIDIA and Micron, fell on valuation concerns, while energy stocks rose as oil hit a seven-week high. Materials lagged, dragged by Freeport-McMoRan’s 17% drop after halting its Indonesian mine. Intel jumped 6% on reports of Apple investment talks.
25 September 2025
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From OpenAI’s $500B AI Bet to Instagram’s 3B Users – Inside Tech’s Wild 48 Hours

From OpenAI’s $500B AI Bet to Instagram’s 3B Users – Inside Tech’s Wild 48 Hours

OpenAI will invest over $400 billion in five new U.S. data centers under its Stargate project, with Nvidia pledging up to $100 billion in support. Instagram’s monthly users surpassed 3 billion, now generating more than half of Meta’s U.S. ad revenue. Apple urged the EU to repeal the Digital Markets Act, but officials refused. Britain’s Co-op reported an £80 million cyberattack loss; a ransomware attack hit Collins Aerospace airline software.
25 September 2025
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VNET Group’s AI-Fueled Data Center Boom Sends Stock Soaring – What Investors Need to Know

VNET Group’s AI-Fueled Data Center Boom Sends Stock Soaring – What Investors Need to Know

VNET Group shares jumped 14% to $10.62 on September 24, 2025, after landing a 40MW data center contract near Beijing. Q2 revenue rose 22% to RMB 2.43 billion, but the company posted a loss of $0.06 per share, missing estimates. VNET holds RMB 17.4 billion in debt and raised $430 million in March via convertible bonds. Founder Sheng “Josh” Chen remains interim CEO after dropping a privatization plan.
24 September 2025
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Rick Perry’s $13 Billion AI Data Center REIT – 2025 Analysis, Expert Insights & Future Outlook

Rick Perry’s $13 Billion AI Data Center REIT – 2025 Analysis, Expert Insights & Future Outlook

Fermi, a Texas data center REIT co-founded by Rick Perry, set IPO terms on September 24, 2025, seeking a $13.16 billion valuation and aiming to raise $550 million. The company, pre-revenue and founded in January, plans to build a 5,200-acre Amarillo campus with up to 11 GW of power, backed by $350 million in pre-IPO financing and a 99-year land lease with Texas Tech University.
24 September 2025
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Asian Markets on an AI High then Jolt as Powell Strikes Caution (Sept 23–24, 2025)

Asian Markets on an AI High then Jolt as Powell Strikes Caution (Sept 23–24, 2025)

Japan’s Nikkei 225 hit a record 45,630 as AI stocks surged, while Shanghai and Shenzhen indexes rallied on tech gains. Hong Kong’s Hang Seng Tech Index jumped 2.5% as Alibaba soared 9%. Seoul’s KOSPI slipped 0.4% after Fed warnings, but Hanwha Aerospace rose 5% on defense demand. India’s Sensex fell 0.47% as autos and IT lagged; the rupee edged higher.
24 September 2025
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Nasdaq’s 48-Hour Whiplash: AI Mega-Deals, Fed Curveballs & Record Highs

Nasdaq’s 48-Hour Whiplash: AI Mega-Deals, Fed Curveballs & Record Highs

The Nasdaq Composite fell about 1% on Sept. 23 after Fed Chair Jerome Powell called stock valuations “fairly highly valued” and gave no timeline for more rate cuts. Nvidia shares hit a record high after announcing up to $100 billion investment in OpenAI, while Alibaba’s U.S. shares surged 9% on increased AI spending. U.S. Treasury yields dropped midweek, and gold reached a new all-time high near $3,764 an ounce.
24 September 2025
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Wall Street Roiled: Fed Warning Cools Rally as AI Frenzy Ignites Stocks and Crash Fears

Wall Street Roiled: Fed Warning Cools Rally as AI Frenzy Ignites Stocks and Crash Fears

U.S. stocks ended a three-day record streak Tuesday after Fed Chair Jerome Powell warned asset prices are “fairly highly valued,” sending the S&P 500 down 0.6%. President Trump canceled budget talks with Democrats, raising shutdown risks. Nvidia fell 3% while Alibaba jumped 9% on AI news. Lithium Americas soared 89% after reports of possible U.S. investment. Oil prices hit three-week highs as inventories dropped.
24 September 2025
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