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Artificial Intelligence 9 October 2025 - 10 October 2025

BigBear.ai Stock Soars 80% in 2025 – Is This AI-Defense Gem the Next Big Thing?

BigBear.ai Stock Soars 80% in 2025 – Is This AI-Defense Gem the Next Big Thing?

BigBear.ai shares closed at $7.49 on Oct. 9, 2025, up nearly 3% for the day and about 80% year-to-date, but still less than half their April 2022 peak. Q2 revenue fell 18% to $32.5 million, with a net loss of $228.6 million. The company reported $390.8 million in cash and a $380 million backlog. Analysts remain mixed, with a consensus “Hold” and average 12-month target near $6.
Google’s $3B AI Bet Skyrockets TeraWulf (WULF) Stock – Latest News & Analysis

Google’s $3B AI Bet Skyrockets TeraWulf (WULF) Stock – Latest News & Analysis

TeraWulf (WULF) traded near $13.59 on Oct. 10, 2025, up about 117% year-to-date, with a market cap around $5.5 billion. In August, it signed $3.7 billion in AI hosting deals with Fluidstack at its Lake Mariner campus, backed by Google, which increased its project debt support to $3.2 billion for a 14% stake. Q2 revenue rose 34% to $47.6 million; net loss widened to $18.4 million.
Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Alibaba’s U.S. shares surged nearly 8% on Sept. 24, 2025, hitting a four-year high near $176 and doubling year-to-date. The jump followed CEO Eddie Wu’s AI strategy announcement and strong cloud revenue growth, while adjusted operating profit fell 14% last quarter due to heavy investment. Hong Kong shares also reached multi-year highs. Most analysts rate the stock a Buy, with targets up to $240.
Ebius Group N.V. (Nasdaq: NBIS) Stock Skyrockets on $17B AI Deal – What Investors Must Know

Ebius Group N.V. (Nasdaq: NBIS) Stock Skyrockets on $17B AI Deal – What Investors Must Know

NBIS closed at $132.64 on Oct 9, 2025, up 8.7% for the day and 250% year-to-date, with a market cap near $25–30 billion. The stock surged after Nebius secured a $17.4 billion AI cloud contract with Microsoft in September and announced a $3.0 billion capital raise. Q2 revenue jumped 625% to $105.1 million. Analysts rate NBIS “Buy” but warn shares trade above consensus targets.
Intel Stock Surges 80% on AI Chip Hype – Can $INTC Keep Flying?

Intel Stock Surges 80% on AI Chip Hype – Can $INTC Keep Flying?

Intel shares traded near $38 on Oct. 9, 2025, up about 80% year-to-date after major AI and foundry deals, including a $5 billion NVIDIA partnership and $8.9 billion in U.S. government equity. Q2 revenue was flat at $12.9 billion, with margins below 30% and continued losses. Wall Street consensus is bearish-to-neutral, with an average target near $26. Intel’s foundry remains unprofitable and trails TSMC.
IREN Stock Skyrockets 500% as Bitcoin Miner Reinvents Itself as AI Cloud Powerhouse

IREN Stock Skyrockets 500% as Bitcoin Miner Reinvents Itself as AI Cloud Powerhouse

IREN Ltd shares traded near $63.85 on Oct. 10, 2025, up from about $5 a year ago, with a market cap of $16.3 billion. FY2025 revenue rose 168% to $501 million, with net profit at $86.9 million. The company operates 810 MW of renewable-powered data centers and is expanding into AI, ordering 23,000 GPUs. In October, IREN announced an $875 million convertible note and secured multi-year AI contracts for 11,000 GPUs.
NUAI Stock Skyrockets: Tiny Permian Data Center Bet Surges 84% on AI Hype

NUAI Stock Skyrockets: Tiny Permian Data Center Bet Surges 84% on AI Hype

NUAI shares surged 83.8% to close at $2.83 on Oct. 9, 2025, following news of Phase One completion and Phase Two launch at its Texas Critical Data Centers joint venture. Market cap rose to $73–80 million. The company, now focused on AI data centers, recently appealed a Nasdaq delisting notice and claims to meet equity requirements after raising $13.8 million. Q2 revenue was $0.53 million against a net loss of $3.6 million.
AI Data-Center Gold Rush: Applied Digital Rockets on $11B Contracts and Blows Past Q1 Forecasts

AI Data-Center Gold Rush: Applied Digital Rockets on $11B Contracts and Blows Past Q1 Forecasts

Applied Digital reported Q1 FY2026 revenue of $64.2 million, up 84% year-over-year and well above analyst estimates. The company fully leased its 400 MW Polaris Forge 1 campus to CoreWeave in a 15-year deal worth about $11 billion. Shares surged over 200% year-to-date, trading near $35 after recent news. Applied Digital broke ground on a $3 billion, 280–300 MW Polaris Forge 2 data center in North Dakota.
APLD Stock Skyrockets on AI Deals: Applied Digital’s Big 2025 Rally, Earnings Blowout & What’s Next

APLD Stock Skyrockets on AI Deals: Applied Digital’s Big 2025 Rally, Earnings Blowout & What’s Next

Applied Digital shares closed at $29.29 on Oct. 9, up nearly 280% year-to-date after reporting Q1 revenue of $64.2 million, beating estimates. The company’s new AI hosting segment contributed $26 million, while legacy crypto hosting rose 9% to $37.9 million. Applied Digital secured a $5 billion equity facility with Macquarie and finalized a 150 MW data center lease with CoreWeave, expanding its AI infrastructure footprint.
New Era Energy & Digital (NUAI) Stock Skyrockets on AI Data Center Dreams – Key Updates & Outlook

New Era Energy & Digital (NUAI) Stock Skyrockets on AI Data Center Dreams – Key Updates & Outlook

New Era Energy & Digital (NASDAQ: NUAI) shares jumped nearly 90% on Oct. 9, 2025, after announcing progress on its 1GW AI data center project in West Texas. The company, rebranded from New Era Helium in August, faces a Nasdaq delisting hearing on Oct. 16 despite recent financial moves and a brief market cap surge above $75 million.
Bitfarms Stock Explodes on Crypto & AI Boom – 148% YTD Rally

Bitfarms Stock Explodes on Crypto & AI Boom – 148% YTD Rally

Bitfarms shares closed near $4.00 on NASDAQ and C$5.65 on TSX, up 148% year-to-date and hitting a new 52-week high. Q2 2025 revenue reached $78 million, but the company posted a $29 million net loss. Bitfarms operates 13 largely hydro-powered data centers and is expanding into HPC/AI with a new U.S. site plan. Analysts rate the stock a “Moderate Buy,” though targets sit below current prices.
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?

Serve Robotics announced a partnership with DoorDash on October 9, 2025, to deploy its autonomous delivery robots in Los Angeles. The news sent SERV shares up 15% in one day. The company, which went public in April 2024, operates about 400 robots and plans to expand to 2,000 by year-end. Serve’s market cap stands near $800 million, though annual revenue remains under $2 million.
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 has raised $2 billion in new funding led by Nvidia, boosting its valuation to about $8 billion from $545 million in March. Founded in 2024 by ex-DeepMind researchers, the startup is developing open-source AI models to rival China’s DeepSeek. Nvidia reportedly invested up to $500 million, with backing from Lightspeed, Sequoia, DST Global, and 1789 Capital. The round was oversubscribed amid intense investor demand.
UiPath Stock Skyrockets on ‘Agentic AI’ Boom – AI Deals & Earnings Fuel Rally

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

UiPath shares jumped nearly 20% in early October 2025, hitting $15.58 after new AI partnerships with OpenAI, Google, NVIDIA, and Snowflake. Quarterly revenue rose 14.6% to $362 million, with a swing to a GAAP profit. Management raised full-year guidance, but analysts remain cautious, with most ratings at Hold and a price target near $13–14. Trading volumes doubled as investors reacted to the AI announcements.
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

POET Technologies announced a $75 million private placement from a single institutional investor on Oct. 7, raising its cash reserves above $150 million with no debt. Shares surged 23.5% to $7.88, trading volume hit 41 million, and call option activity spiked as retail traders piled in. The company remains pre-revenue and unprofitable, with its valuation far ahead of fundamentals.
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

Nvidia’s stock surged to a record $190 in early October 2025, briefly pushing its market cap past $4 trillion and overtaking Apple. Quarterly revenue jumped 56% to $46.7 billion, driven by AI chip demand. Nvidia announced a $100 billion partnership with OpenAI and a $5 billion stake in Intel. AMD’s new deal to supply OpenAI with AI chips sent its shares up 30%, but Nvidia retains over 90% of the AI accelerator market.
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 signed deals in late 2025 to secure 16 gigawatts of AI computing from Nvidia and AMD, totaling about $1 trillion in future commitments. Nvidia will invest up to $100 billion and supply 10 GW of next-gen supercomputers, while AMD will provide 6 GW of GPUs and granted OpenAI warrants for up to 10% of its stock. AMD’s shares jumped 30% on the news; Nvidia’s dipped 1–2%. Oracle and SoftBank are building new U.S. data centers for OpenAI.
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Stock Market Today

  • FBI Investigates Disappearance of Crypto Investor Wen Hou's Father
    April 26, 2026, 12:13 AM EDT. The FBI is investigating the disappearance of Naiping Hou, father of cryptocurrency investor Wen Hou, amid suspicions of foul play. Naiping Hou, 74, vanished from Rancho Cucamonga, California, with his family suspecting a connection to their crypto business success. Authorities discovered that his cellphone was used to impersonate him for over a month, facilitating fraudulent bank transactions, including unusual online gold purchases. The family reported Naiping missing on May 4, 2025, after concerns over robotic text messages and uncharacteristic behavior. Wen Hou, chief investment officer at Coincident Capital, previously donated $1.1 million in cryptocurrency to the USC Keck School of Medicine. Investigators found his father's home cleared out, fueling further concerns about the disappearance.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 26.04.2026

26 April 2026
LIVEMarkets rolling coverageStarted: April 26, 2026, 12:00 AM EDTUpdated: April 26, 2026, 12:26 AM EDT FBI Investigates Disappearance of Crypto Investor Wen Hou's Father April 26, 2026, 12:13 AM EDT. The FBI is investigating the disappearance of Naiping Hou, father of cryptocurrency investor Wen Hou, amid suspicions of foul play. Naiping Hou, 74, vanished from Rancho Cucamonga, California, with his family suspecting a connection to their crypto business success. Authorities discovered that his cellphone was used to impersonate him for over a month, facilitating fraudulent bank transactions, including unusual online gold purchases. The family reported Naiping missing on May 4,
Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

26 April 2026
Lockheed Martin was named among firms awarded up to $3.2 billion for President Trump’s Golden Dome space-based missile interceptor plan, Space Systems Command said. The company reported weaker first-quarter results, with $18 billion in sales and negative free cash flow. Space Force aims to show initial interceptor capability in 2028. Golden Dome’s total cost is projected at $185 billion.
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