Today: 26 April 2026
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Artificial Intelligence 23 September 2025 - 25 September 2025

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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Bitcoin Miner to AI Cloud Sensation: Why Iris Energy (IREN) Stock Is Soaring in 2025

Bitcoin Miner to AI Cloud Sensation: Why Iris Energy (IREN) Stock Is Soaring in 2025

Iris Energy (NASDAQ: IREN) traded near $47 intraday Sept. 24, up 13% on heavy volume, after doubling AI cloud capacity to 23,000 GPUs and targeting over $500 million in annualized cloud revenue by Q1 2026. Shares have surged 50% in a week and 269% year-to-date, with market cap above $10 billion. FY2025 revenue hit $501 million, net income $86.9 million, aided by Bitcoin’s rise to $113,000.
24 September 2025
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ServiceNow’s AI Revolution: Record Growth, Stock Insights & Bold Moves in 2025

ServiceNow’s AI Revolution: Record Growth, Stock Insights & Bold Moves in 2025

ServiceNow reported Q2 2025 subscription revenue of $3.11 billion, up 22.5% year-over-year. Shares trade in the mid-$900s, down about 12% in 2025, with a market cap near $200 billion. The company launched its “Zurich” AI platform in September and secured a major federal IT deal with the U.S. GSA. Morgan Stanley upgraded the stock to “Overweight” with a $1,250 price target.
24 September 2025
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Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba Stock Skyrockets on $53B AI Push – Hits 4-Year High, Experts Bullish

Alibaba shares surged nearly 10% to about $177 on September 24, 2025, hitting a four-year high after the company announced a $53 billion AI investment and new partnerships with Nvidia. The company unveiled its most advanced AI model, Qwen3-Max, and reported 26% year-on-year cloud revenue growth for the June quarter. Wall Street raised price targets, with Bank of America and Barclays citing strong AI prospects.
24 September 2025
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Palantir’s Shocking Reinvention: From Secretive Spy Tech to $400B Cult Lifestyle Brand

Palantir’s 2025 Stock Surge: AI Goldmine or Overhyped Bubble?

Palantir Technologies’ stock surged 130–140% year-to-date in 2025, topping the S&P 500 for a second year. Q2 revenue jumped 48% to $1.0 billion, driven by AI platform demand and a $10 billion U.S. Army contract. Shares trade at steep valuation multiples, with most analysts rating the stock “Hold” or “Sell.” The average 12-month price target is $15–16, below recent highs.
24 September 2025
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Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron Technology’s 2025 AI-Fueled Boom: Record Sales, Surging Stock, and Bold Outlook

Micron Technology posted record fiscal 2025 revenue of $37.4 billion, up 49% year-over-year, driven by surging AI data center demand. Q4 sales hit $11.3 billion, with non-GAAP EPS at $3.03, both beating estimates. Shares nearly doubled in 2025, trading near $166. The company received $6.2 billion in CHIPS Act funding and is exiting the mobile NAND market.
24 September 2025
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Baidu’s AI-Powered Revival: Latest Stock Surge, Tech Breakthroughs, and 2025 Outlook

Baidu’s AI-Powered Revival: Latest Stock Surge, Tech Breakthroughs, and 2025 Outlook

Baidu shares trade at $160–$170 after a 20% year-to-date jump, driven by strong Q2 results and AI momentum. Q2 2025 revenue rose to about RMB 36–37 billion, with net income up on cost controls and AI/cloud growth. CEO Robin Li recently touted ERNIE 4.0’s near human-level Chinese language performance. Over 90% of analysts rate Baidu a “Buy,” citing AI leadership.
24 September 2025
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Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba shares jumped up to 7.8% in Hong Kong on Sept. 24, 2025, after unveiling its “Qwen3-Max” AI model and a ¥380 billion investment in AI infrastructure. Cloud revenue surged 26% last quarter, but overall revenue missed forecasts and margins narrowed. Chinese regulators summoned Alibaba’s UCWeb over content violations. The company is expanding globally, including a major push in South Korea and a $3.2 billion bond sale for cloud growth.
24 September 2025
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SoundHound AI Stock Skyrockets on Red Lobster Deal – Is SOUN the Next Big AI Winner or Overhyped?

SoundHound AI Stock Skyrockets on Red Lobster Deal – Is SOUN the Next Big AI Winner or Overhyped?

SoundHound AI shares jumped over 5% to $18.25 on Sept. 23, 2025, after announcing a partnership with Red Lobster to deploy AI phone-ordering at all locations. The stock is up 272% in the past year but down 8% year-to-date, despite record Q2 revenue of $42.7 million and a narrowed net loss of $11.9 million. SoundHound’s market cap stands near $7.4 billion, with analysts split on its outlook.
23 September 2025
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Applied Digital (APLD) Skyrockets on AI Deals – Is the Rally Sustainable?

Applied Digital (APLD) Skyrockets on AI Deals – Is the Rally Sustainable?

Applied Digital shares hit a record $24.45 on Sept. 22, up 211% in 2025, after landing major AI infrastructure contracts and expanding data center leases with CoreWeave. The company secured $11 billion in future lease revenues and $50 million in new debt financing. Revenue jumped 41% in fiscal Q4, but losses continued. APLD’s stock now trades above most analyst targets, with Nvidia holding a 7.7 million-share stake.
23 September 2025
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Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron posted record Q4 2025 revenue of $11.32 billion, up 46% year-over-year, and non-GAAP earnings of $3.03 per share, both beating estimates. Cloud Memory sales jumped 213% on AI demand. The company forecast Q1 FY2026 revenue of $12.5 billion and EPS of $3.75, well above Wall Street expectations. Shares rose 2–3% after hours to a new high near $171.50.
23 September 2025
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Quantum Leap: D-Wave (QBTS) Stock Skyrockets 2000% Amid Fed Rate Cuts and AI-Fueled Quantum Breakthroughs

Quantum Leap: D-Wave (QBTS) Stock Skyrockets 2000% Amid Fed Rate Cuts and AI-Fueled Quantum Breakthroughs

D-Wave Quantum (NYSE: QBTS) shares surged 170% year-to-date and over 2,000% in the past year, closing at $26.88 on Sept. 19 after an 11.9% jump. The rally followed a Federal Reserve rate cut and D-Wave’s launch of its Advantage2 quantum system. Q2 revenue rose 42% to $3.1 million, but net losses widened to $167 million due to one-time charges. The company’s cash balance reached a record $819 million as of June 30.
23 September 2025
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Google Play Store’s AI-Powered Overhaul: Inside Google’s September 2025 Revamp of App Discovery and Gaming

Google Play Store’s AI-Powered Overhaul: Inside Google’s September 2025 Revamp of App Discovery and Gaming

Google announced a major overhaul of the Play Store in September 2025, adding AI-powered “Guided Search,” personalized content hubs, and a new “You” tab for recommendations. The update debuts an in-game AI assistant, Play Games Sidekick, offering real-time tips in select titles. The Games tab now centralizes profiles, stats, and new league competitions. Features use Google’s Gemini AI models.
23 September 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $100 Billion OpenAI Power Play Sparks Antitrust Showdown

Nvidia will invest up to $100 billion in OpenAI, securing a long-term deal to supply chips for next-generation AI models. The alliance, announced September 22, aims to deploy 10 gigawatts of AI supercomputing capacity. U.S. regulators have opened antitrust inquiries, citing concerns the partnership could stifle competition and limit access to AI hardware.
23 September 2025
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Stock Market Today

  • Faces and Fed: 'Magnificent Seven' Earnings and Powell's Final Meeting Put Market to Test
    April 26, 2026, 5:47 AM EDT. Investors eye a stock market near all-time highs, testing if it can sustain gains amid key events. The 'Magnificent Seven' tech giants-Alphabet, Amazon, Meta Platforms, Microsoft, Apple-report earnings this week, with each under pressure to demonstrate revenue growth amid heavy AI investments. The S&P 500 and Nasdaq recently hit record levels, rising 9% and 15% in April, respectively, defying geopolitical tensions and AI disruption fears. Microsoft's results are particularly anticipated to influence tech-sector confidence. Meanwhile, the Federal Reserve holds what could be Jerome Powell's final meeting before Kevin Warsh's chairmanship, amid concerns over inflation, gas prices, and future interest rate moves. Market watchers note a disconnect between external risks and price momentum, driven by mega-cap tech's rally.

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, 5:55 AM EDT Faces and Fed: 'Magnificent Seven' Earnings and Powell's Final Meeting Put Market to Test April 26, 2026, 5:47 AM EDT. Investors eye a **stock market near all-time highs**, testing if it can sustain gains amid key events. The **'Magnificent Seven' tech giants**-Alphabet, Amazon, Meta Platforms, Microsoft, Apple-report earnings this week, with each under pressure to demonstrate **revenue growth amid heavy AI investments**. The S&P 500 and Nasdaq recently hit record levels, rising 9% and 15% in April, respectively, defying geopolitical tensions and AI disruption fears.
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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