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Artificial Intelligence News 3 November 2025 - 4 November 2025

Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

AWS and OpenAI Ink a $38 Billion Cloud Partnership Amazon Web Services and OpenAI unveiled a multi-year cloud computing deal that ranks among the largest ever in tech. Under the agreement – valued at $38 billion over seven years – OpenAI will run and scale its advanced AI workloads on AWS’s “world-class infrastructure” starting immediatelyaboutamazon.com. In practical terms, AWS is provisioning OpenAI with vast computing capacity: on day one, OpenAI gains access to hundreds of thousands of NVIDIA GPU-based processors in AWS data centers, with the option to scale up to tens of millions of CPU cores for future growtharabianbusiness.com. AWS has
4 November 2025
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Anthropic’s Private Shares Soar to $185 Amid AI Frenzy – $183B Valuation, Major Deals & $1.5B Lawsuit

Cognizant’s Massive AI Bet: 350,000 Employees to Get Anthropic’s Claude as Stock Outlook Soars

Cognizant and Anthropic Forge a Landmark AI Alliance Cognizant – one of the world’s largest IT consulting and services firms – announced a broad partnership with Anthropic, the San Francisco AI company behind the Claude chatbot. On November 4, 2025, Cognizant revealed it has begun deploying Anthropic’s Claude large language model across its client-facing platforms and will extend access to up to 350,000 of its employees worldwidemoneycontrol.com. This sweeping internal rollout makes Cognizant one of Anthropic’s biggest customers to datex.com. The professional-services giant will use Claude not only to enhance its own workforce productivity but also as a core offering
4 November 2025
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Palantir-Lumen AI Deal Sparks Stock Rally – CEO Warns of “Arms Race”

Palantir’s AI-Fueled Stock Surge: PLTR Hits Record High Amid Big Deals and Bold Forecasts

Stock Price & Market Performance Palantir’s stock has been on a meteoric rise in 2025. Shares currently trade around record highs – just above the $200 mark in early Novemberblockonomi.com – after an astonishing rally over the course of the year. Year-to-date, PLTR has more than doubled in value, handily beating the broader market. In fact, Palantir’s stock is up roughly 160–165% in 2025, ranking it among the S&P 500’s top-performing stocksinvestopedia.com. This surge far outpaces even other prominent “AI winners” like Nvidia, and leaves the benchmark S&P 500 (up about 10–15% YTD) in the dustreuters.com. The enthusiasm has propelled
4 November 2025
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Tokyo Stock Exchange Surges to Record Highs on AI Boom – Inside the Nov 3, 2025 Rally

Tokyo Stock Exchange Surges to Record Highs on AI Boom – Inside the Nov 3, 2025 Rally

Indices Reach Historic Peaks Tokyo’s key stock indices soared to record heights as October 2025 wrapped up, setting the stage for a strong start to November. On the final trading day before the Culture Day holiday, the Nikkei 225 leapt by 2.1% to close at 52,411.34 – its highest level everreuters.com. This milestone also crowned an extraordinary October rally, with the Nikkei gaining 16.6% over the month (its best monthly performance in over 30 years)reuters.com. The TOPIX (broader Tokyo Stock Price Index) similarly notched an all-time closing high at 3,331.83 (up 0.9%)reuters.com, after touching an intraday peak of 3,348. The
3 November 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI’s AI Power Play: GPT-5 Unveiled, $38B Cloud Deal, and a Global AI Shake-Up

OpenAI’s New Models and Features: GPT-5, Sora, and More OpenAI kicked off October 2025 with a bang at its DevDay 2025 in San Francisco, unveiling a suite of new AI models and tools aimed at developers and consumers. GPT-5 Pro, the company’s latest flagship language model, took center stagetechcrunch.com. Billed as the “smartest model in the API” for tasks requiring high precision and reasoning depthopenai.comtechcrunch.com, GPT-5 Pro is particularly geared toward demanding domains like finance, law, and healthcare where accuracy is paramounttechcrunch.com. “[Developers] now have access to the same model that powers Sora 2’s stunning video outputs right in your own
3 November 2025
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TeraWulf (WULF) Stock Skyrockets on AI Pivot – Price Surge, Earnings, and What’s Next

TeraWulf (WULF) Stock Skyrockets on AI Pivot – Price Surge, Earnings, and What’s Next

1. Current Stock Price & Recent Performance (Nov 3, 2025) As of November 3, 2025, TeraWulf’s stock is trading around $15.5 per share, holding on to gains from a dramatic late-October rallystockinvest.us. On Friday, Oct 31, WULF closed at $15.50, up 4.6% for the daystockinvest.us. The stock has been on a tear over the past two weeks – rising about 11% in the last 14 days and roughly 26% in the past 5 sessionsstockinvest.usindexbox.io. This surge brought WULF to levels not seen in nearly four years (the highest since Dec 2021), reflecting renewed investor enthusiasm. In intraday trading after the news,
3 November 2025
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Nokia’s 2025 Comeback: Nvidia’s $1B AI Stake, 5G Growth & Surging Stock

Nokia’s 2025 Comeback: Nvidia’s $1B AI Stake, 5G Growth & Surging Stock

Latest News & Catalysts (Early Nov 2025) In the first week of November 2025, Nokia has dominated tech stock headlines. The biggest catalyst was Nvidia’s announcement (Oct 28, 2025) of a $1.0 billion equity investment in Nokiareuters.com. Nvidia will buy ~166 million new Nokia shares at $6.01 each, giving it a 2.9% stakereuters.com. This partnership is focused on jointly developing AI-driven networking for current 5G and future 6G systems. Notably, Nokia and Nvidia will collaborate on AI-based radio access network (AI-RAN) solutions and plan to integrate Nokia’s data center networking products (switches, optical transport) into Nvidia’s AI computing infrastructurereuters.comtipranks.com. Nvidia’s CEO
3 November 2025
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Tesla’s Stunning 2025 Comeback: TSLA Stock Soars Amid AI Ambitions, $1 Trillion Musk Bet & EV Wars

Tesla’s Stunning 2025 Comeback: TSLA Stock Soars Amid AI Ambitions, $1 Trillion Musk Bet & EV Wars

Major Developments and News (Late Oct – Early Nov 2025) Surging Sales with a Catch: Tesla’s Q3 2025 vehicle deliveries hit a record high – U.S. buyers raced to beat the expiration of a $7,500 federal EV tax credit on Sept 30, boosting Tesla’s Q3 salesreuters.com. This one-time surge lifted Tesla’s U.S. EV market share back near ~50%, but a “post-incentive cliff” now looms247wallst.comreuters.com. Analysts warn U.S. EV demand could “nosedive” in Q4 and into 2026 without those tax credits247wallst.comreuters.com. Tesla itself acknowledged that industry-wide EV sales may drop in coming quarters as key incentives phase outreuters.com. To soften the
3 November 2025
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Bitfarms (BITF) Skyrockets on AI Pivot – Bitcoin Miner’s 400% Rally and Future Outlook

Bitfarms (BITF) Skyrockets on AI Pivot – Bitcoin Miner’s 400% Rally and Future Outlook

Recent News & Developments (Late October – November 2025) Stock Price and Market Performance Bitfarms’ stock has experienced an explosive rally in 2025. After starting the year near penny-stock levels, BITF climbed from under $1 in Q1 to over $6 by mid-October – a year-to-date gain well over 300%, before pulling back to the ~$4 range in early November. This vastly outpaced Bitcoin itself (which, despite recent volatility, is up ~14% in 2025 and hovering near an all-time high around $126,000ixbroker.com). The outperformance reflects investors pricing in Bitfarms’ transformation into an AI infrastructure play, not just a levered Bitcoin proxy.
3 November 2025
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Dell Stock Skyrockets on AI Boom – Price Surge, Key News & 2025 Outlook

Dell Stock Skyrockets on AI Boom – Price Surge, Key News & 2025 Outlook

Dell Technologies (NASDAQ: DELL) stock is trading around $162 per share as of Nov. 3, 2025, near its 52-week high after a massive rally fueled by booming demand for AI serversmarketbeat.com. Shares have more than doubled in the past year (12-month low ~$66, high ~$168) and are up roughly 35% year-to-date, far outperforming the S&P 500 and most tech peersmarketbeat.com. In the last few days, major news – including a $5.8 billion AI hardware deal tied to Microsoft – has driven the stock higherreuters.com. Analysts remain bullish, citing Dell’s raised growth forecasts and strong positioning in enterprise AI, while company executives
3 November 2025
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Datavault AI (DVLT) Stock Skyrockets on AI Frenzy – Key Facts & Future Outlook

Datavault AI (DVLT) Stock Skyrockets on AI Frenzy – Key Facts & Future Outlook

Company Overview and Business Model Datavault AI Inc. is a young technology company at the intersection of artificial intelligence, blockchain, and data monetization. Its mission is to help organizations turn underutilized data into valuable assets. To do this, Datavault provides a cloud-based platform that combines high-performance computing (HPC) and Web 3.0 data management. In practice, the company’s software enables clients to securely manage their data (often on a blockchain ledger), “tokenize” data into digital assets, and create digital twins (virtual representations) of real-world datastocktitan.netstocktitan.net. This allows the data to be bought, sold, or licensed on exchanges, potentially unlocking new revenue
3 November 2025
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Micron’s AI-Fueled Stock Surge: Record Earnings, Rallying Shares & What’s Next for MU

Micron’s AI-Fueled Stock Surge: Record Earnings, Rallying Shares & What’s Next for MU

Business Overview and Market Position Micron Technology, Inc. is a leading semiconductor manufacturer specializing in memory and data storage chips. Its product portfolio includes dynamic random access memory (DRAM) chips – used in PCs, servers, and smartphones – and NAND flash memory for data storage in devices like solid-state drives. Micron is also at the forefront of new memory technologies such as High-Bandwidth Memory (HBM), a specialized high-speed DRAM used in advanced AI accelerators and graphics processorsreuters.com. These memory products are critical components in modern computing infrastructure, from cloud data centers to personal gadgets. With a market capitalization around $250 billionmarketbeat.com,
3 November 2025
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Stock Market Today

Corning stock price hits record close — what’s driving GLW and the next big test

Corning stock price hits record close — what’s driving GLW and the next big test

7 February 2026
Corning shares jumped 8.3% to a record $122.16 Friday, gaining 11% over two sessions amid strong demand for AI infrastructure stocks. The move follows a $6 billion optical fiber deal with Meta and upgraded company forecasts. Shares traded as high as $122.56 and rose 0.6% after hours. COO Avery Nelson sold 1,894 shares for tax withholding, retaining 66,050.
PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
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