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Artificial Intelligence 28 September 2025 - 30 September 2025

AI Video Showdown: OpenAI’s Sora 2 vs Google’s Veo 3 – 2025’s Next-Gen Video Generators Face Off

AI Video Showdown: OpenAI’s Sora 2 vs Google’s Veo 3 – 2025’s Next-Gen Video Generators Face Off

OpenAI launched Sora 2 and Google released Veo 3, both text-to-video AI models generating short, realistic clips with synchronized audio. Sora 2 allows 10-second, 4K videos and features user “Cameos,” while Veo 3 produces HD clips over two minutes for advanced users and offers prompt-based scene control. Sora 2 is invite-only on iOS; Veo 3 is accessible via Google’s developer tools.
30 September 2025
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OpenAI’s Sora 2 Unveiled: 10-Second AI Videos with Sound & Selfie Cameos

OpenAI’s Sora 2 Unveiled: 10-Second AI Videos with Sound & Selfie Cameos

OpenAI launched Sora 2, a next-generation text-to-video model, on September 30, 2025, alongside an invite-only iOS app in the U.S. and Canada. Sora 2 creates up to 10-second videos with synchronized audio, introduces user “cameos,” and features safety controls. The service is initially free, with paid options planned. Android and broader rollout are expected later.
30 September 2025
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Meta’s $2B AI Chip Bet: Acquiring Rivos to Challenge Nvidia’s Dominance?

Meta’s $2B AI Chip Bet: Acquiring Rivos to Challenge Nvidia’s Dominance?

Meta is acquiring Santa Clara–based chip startup Rivos Inc. to strengthen its in-house AI hardware and reduce dependence on Nvidia GPUs, according to multiple reports. Rivos, valued around $2 billion, develops RISC-V–based server chips for large language models and data analytics. Meta aims to use its own AI chips for training by 2026. Rivos raised $250 million in April 2024 from major tech investors.
30 September 2025
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China’s DeepSeek Unveils AI Model Halving Costs by 50% – The ‘Sparse Attention’ Revolution

China’s DeepSeek Unveils AI Model Halving Costs by 50% – The ‘Sparse Attention’ Revolution

DeepSeek on Sept. 29 released DeepSeek-V3.2-Exp, an open-source language model using a new “sparse attention” method to cut API inference costs by about 50% for long texts. The model is available under an MIT license and supports Chinese AI chips. Early tests show token costs dropping from $0.07 to $0.028 per million, though performance still trails top models like GPT-5.
30 September 2025
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Inside Salesforce’s Generative AI Revolution: How Marketing GPT and Einstein GPT Are Reshaping CRM

Salesforce (CRM) Stock News: Shares Slide 3% on Weak Guidance, AI Ambitions Tested

Salesforce (CRM) closed at $237.41 on Sept 30, down 3.1% after a week of volatile trading and continued pressure from weak Q3 revenue guidance. Shares remain below early September highs after a sharp drop following the forecast. The company faces lawsuits over recent cyber-attacks on customer platforms. Analysts’ price targets range widely, with most citing AI growth potential but warning of near-term integration risks.
30 September 2025
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CoreWeave’s AI Bonanza: $14.2B Meta Deal & $6.5B OpenAI Pact Propel CRWV Stock Skyward

CoreWeave’s AI Bonanza: $14.2B Meta Deal & $6.5B OpenAI Pact Propel CRWV Stock Skyward

CoreWeave announced a $14.2 billion deal on Sep 30, 2025, to supply Meta Platforms with cloud GPU power. Five days earlier, it expanded its OpenAI contract by $6.5 billion, bringing that total to $22.4 billion. Shares jumped 8% on the Meta news and have tripled since the March IPO. Q2 revenue rose 207% year-over-year to $1.212 billion, but net losses continued.
30 September 2025
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AI Stocks Soar as $100B Nvidia-OpenAI Deal Sparks Frenzy – But Investors Eye Bubble

AI Stocks Soar as $100B Nvidia-OpenAI Deal Sparks Frenzy – But Investors Eye Bubble

Nvidia said it will invest up to $100 billion in OpenAI, pushing its shares to record highs before a slight pullback. AI chipmakers and memory suppliers surged, with AMD up 2.7% and Micron, Western Digital, and Seagate gaining 5–9%. Alibaba stock jumped 10% on its AI push. U.S. and EU regulators advanced new AI disclosure laws.
30 September 2025
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Explosive Tech Blitz: AI Bubble Warning, Amazon’s Echo Refresh, Starlink Launch & More (Sept 29–30, 2025)

Explosive Tech Blitz: AI Bubble Warning, Amazon’s Echo Refresh, Starlink Launch & More (Sept 29–30, 2025)

Investors warn the AI-driven stock rally may be overheating, with Carthage Capital’s Stephen Wu urging caution as tech giants trade at 22× revenue. OpenAI launched new ChatGPT safety features, including parental controls and a “GPT-5” safety model, after reports of harmful chatbot behavior. California enacted SB 53, requiring AI developers to share technical details and risk assessments.
30 September 2025
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Anthropic’s New AI Powers Through Code: “World’s Best” Claude Sonnet 4.5 Debuts

Anthropic’s New AI Powers Through Code: “World’s Best” Claude Sonnet 4.5 Debuts

Anthropic released Claude Sonnet 4.5 on Sept. 29, 2025, claiming it outperforms rivals in coding and complex agent tasks. The model ran autonomous coding sessions for over 30 hours in tests and set new records on SWE-Bench Verified benchmarks. GitHub and Microsoft 365 Copilot are integrating Sonnet 4.5. Pricing matches the previous version at $3 per million input tokens.
29 September 2025
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Microsoft’s Copilot Unleashes AI ‘Office Agents’ That Write Your Spreadsheets and Slides

Microsoft’s Copilot Unleashes AI ‘Office Agents’ That Write Your Spreadsheets and Slides

Microsoft has launched a preview of “Agent Mode” in Excel and Word, and an “Office Agent” in Copilot chat, available now for Microsoft 365 Copilot users on the web. Agent Mode uses GPT-5 models to automate spreadsheet and document tasks, scoring 57.2% on a standard benchmark, below human accuracy. Office Agent, powered by Anthropic’s Claude, generates presentations and documents from chat prompts. Broader rollout is planned for 2025.
29 September 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM’s 2025 Surge: AI Boom, Quantum Breakthrough & Stock Soars to New Heights

IBM shares rose 28% year-to-date to about $283, outpacing the S&P 500. Market cap stands near $265 billion, with a P/E ratio of 45.7 and annual revenue around $64 billion. The company raised 2025 free cash flow guidance above $13.5 billion after a quantum computing breakthrough with HSBC. Analyst consensus is neutral, with most targets below the current price.
29 September 2025
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Shark Tank Billionaire’s Blunt Message to Gen Z: “Get Off TikTok and Learn Real Skills”

2025: Gen Z (ages 18–26) Job Alert – AI Could Eliminate Up to 50% of Entry-Level Roles, Experts Warn

Entry-level job postings have dropped 29% since January 2024, with Big Tech firms cutting new-graduate hires by 25%. About 22% of Gen Z workers say they are “very concerned” about losing jobs to AI, double the rate of older generations. AI now handles over half of routine junior tasks, and many Gen Z workers are pivoting to trades or healthcare. Business leaders urge firms to redesign entry-level roles and focus on reskilling.
29 September 2025
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DTE Energy (NYSE:DTE) Stock Set to Surge? Analysts Highlight Smart-Grid Wins and AI-Driven Demand

DTE Energy (NYSE:DTE) Stock Set to Surge? Analysts Highlight Smart-Grid Wins and AI-Driven Demand

DTE Energy shares closed at $139.36 on Sept 26, near a 52-week high. Q2 net income fell to $229 million from $322 million a year ago, with the company reaffirming 2025 EPS guidance at $7.09–$7.23. DTE completed a $600 million debt offering on Sept 17 and is in talks to supply over 3 GW to new AI data centers. The dividend yields about 3.2%, above the industry average.
29 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 (SOUN) Stock Soars on 217% Growth and Big AI Deals – Insider Sell-Off Stirs Caution

SoundHound AI closed at $15.94 on Sept 26, 2025, down 13% over two days after six top executives sold stock. Shares remain up 219% over 12 months but are off 20–27% year-to-date after a sharp 2024 rally. Q2 revenue hit a record $42.7M, up 217% year-over-year, with losses narrowing. Market cap stands near $2.5B; daily volume is in the tens of millions.
29 September 2025
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Tech Headlines Shakeup: AI Booms, Space Rockets & Green Power (Sept 28–29, 2025)

Tech Headlines Shakeup: AI Booms, Space Rockets & Green Power (Sept 28–29, 2025)

OpenAI launched ChatGPT Pulse for personalized updates, while Meta introduced “Vibes,” an AI video feed, and Perplexity unveiled a real-time Search API. Google Cloud partnered with Bryson DeChambeau on an AI golf coaching tool. SpaceX added 28 Starlink satellites, surpassing 8,500 in orbit. British retailer Co-op faces $161 million in losses after a hack, and Jaguar Land Rover restored systems post-ransomware attack.
29 September 2025
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Apple’s Siri Gets ChatGPT-Like Brain – But You Won’t Get to Use It

Apple’s Siri Gets ChatGPT-Like Brain – But You Won’t Get to Use It

Apple is testing a secret internal chatbot app, Veritas, to develop next-generation Siri features, sources say. Veritas runs on Apple’s new “Linwood” AI system and supports multi-turn, context-aware conversations. The company aims to launch the upgraded Siri in early 2026 after delays. Veritas is not for consumers and is used by engineers to test on-device AI and privacy features.
28 September 2025
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AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

Wall Street’s AI Frenzy: Nvidia Skyrockets, Oracle Tanking – Top Analyst Moves Explained

Nvidia shares hit record highs after Barclays raised its price target to $240 and the company agreed to invest up to $100 billion in OpenAI, supplying advanced chips. Morgan Stanley named Microsoft its top large-cap software pick, lifting the target to $625. Oracle stock fell sharply after Redburn initiated coverage with a Sell rating, citing overestimated cloud value. Alibaba’s target rose to $195 as it announced major AI investments and new global data centers.
28 September 2025
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Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now

OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites, aiming for 7 GW capacity in a $500 billion program, with Nvidia joining as supplier and investor. PJM warned AI data center power demand is outpacing grid additions; the White House moved to fast-track power projects. Samsung passed Nvidia’s HBM3E memory qualification, intensifying competition with SK hynix and Micron. Microsoft and Meta raised capex guidance as data center spending surges.
28 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $100B AI Gambit: Brilliant Empire-Building or Dot-Com Déjà Vu?

Nvidia said in September 2025 it will invest up to $100 billion in OpenAI, supplying millions of GPUs for OpenAI’s new data centers. The deal ties Nvidia’s funding to hardware purchases, locking OpenAI into Nvidia chips. Nvidia also signed a $6.3 billion capacity backstop with CoreWeave and invested heavily in other AI infrastructure firms. Analysts warn the strategy could expose Nvidia to risk if demand slows.
28 September 2025
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AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

Nvidia jumped after announcing a $100 billion OpenAI investment, while Microsoft beat Q2 forecasts and pledged $30 billion for UK AI. Alibaba surged nearly 10% on a new AI model and Nvidia partnership. U.S. equity funds saw $12 billion in inflows, led by AI-focused ETFs. Analysts warn AI spending may outpace returns, with Bain estimating $500 billion/year needed for data centers by 2030.
28 September 2025
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Latest articles

Nasdaq 100 Falls Below 29,000 as Wall Street Eyes Market Moves

Nasdaq 100 Falls Below 29,000 as Wall Street Eyes Market Moves

18 May 2026
The Nasdaq-100 dropped below 29,000 on Monday, closing at 28,880.80, down 0.84%. Technical analysts flagged 29,000 as key support, with chip stocks and AI shares central to the recent rally. The 10-year Treasury yield eased to 4.573%, while Brent crude fell nearly 2%. Nvidia’s earnings on Wednesday are now in focus as traders gauge the market’s next move.
Walmart heads into earnings after Wall Street target hikes

Walmart heads into earnings after Wall Street target hikes

18 May 2026
Walmart shares climbed 0.8% to $132.48 Monday after multiple analysts raised price targets ahead of Thursday’s fiscal first-quarter earnings report. Evercore ISI set a $140 target, Jefferies $150. Analysts expect adjusted earnings of $0.66 per share on $174.81 billion revenue, slightly above Walmart’s February forecast.
TSMC’s $1.5 Trillion AI Chip Move Pressures Samsung, Intel

TSMC’s $1.5 Trillion AI Chip Move Pressures Samsung, Intel

18 May 2026
Taiwan Semiconductor Manufacturing Co. raised its 2030 global semiconductor market forecast to over $1.5 trillion, citing surging AI demand. TSMC said AI and high-performance computing will make up 55% of the market by 2030 and projected AI accelerator wafer demand to rise 11-fold from 2022 to 2026. The company reported a first-quarter gross margin of 66% and plans to launch five new fabs this year.
Dow Jones Turns Higher as Yields Ease — But One Bond-Market Warning Is Still There

Dow Jones Turns Higher as Yields Ease — But One Bond-Market Warning Is Still There

18 May 2026
The Dow Jones rose 110.87 points to 49,637.04 on Monday, while the S&P 500 and Nasdaq slipped. U.S. 10-year Treasury yields eased to 4.57% after touching a 15-month high. Brent crude traded near $110 following overnight volatility linked to supply fears and comments from President Trump. Dominion Energy shares jumped after NextEra agreed to buy it in a $66.8 billion all-stock deal.

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Archer Aviation Stock Faces a Monday Test After Friday’s Slide and a New Share Filing

Archer Aviation Stock Faces a Monday Test After Friday’s Slide and a New Share Filing

17 May 2026
Archer Aviation shares fell 5.6% Friday to $6.05, with volume near 46 million. A May 14 SEC filing registered 3.27 million resale shares and up to $8 million in new stock for vendors, expected around May 19. Archer ended Q1 with $1.78 billion in cash and reported a net loss of $217.7 million. The company is scheduled to appear at Deutsche Bank’s auto industry conference Tuesday.
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