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Artificial Intelligence News 28 October 2025 - 29 October 2025

Caterpillar’s Stock Rally Roars: AI Boom, $650 Target Fuel All-Time High

Caterpillar Stock Hits Record High on AI Data Center Boom – Experts Warn It’s “Priced for Perfection”

Record Rally on Strong Demand and Big Upgrades Caterpillar’s stock has been on fire. In mid-October, CAT surged on news of a major analyst upgrade and strategic announcements. On Oct. 14 the stock hit an intraday peak around $528.45, its highest-ever levelts2.tech. “Today’s jump added roughly $10 billion to Caterpillar’s market value in a single session,” noted one market reportts2.tech. Over the past year the shares have rallied from the mid-$200s to the mid-$500s, nearly doubling since their 52-week lowts2.techinvestopedia.com. This has made CAT one of the Dow Jones’s top performers in 2025, outpacing even Nvidia and Microsoftinvestopedia.com. Analysts credit
Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta’s Q3 Preview: Riding the AI Wave Meta will release its Q3 2025 earnings Wednesday after the close. Wall Street’s consensus sees ~$49.5 billion revenue and ~$6.7 EPS businessinsider.com ig.com. That implies roughly 22% organic growth – fueled by a rebound in ad spending and AI-driven ad targeting. (By comparison, in Q2 Meta reported $47.52B revenue, +22% YoY ig.com.) Management guided Q3 revenue at $47.5–50.5B ts2.tech, so analysts’ estimates are near the top end of that range. Investors will scrutinize advertising trends in the quarter. Meta’s business is still 98% ads, and “AI-powered recommendation models drove 5% more conversions on
Nokia Stock Skyrockets on Major 5G Contracts – Analysts Eye Upside

Nokia Stock Skyrockets on AI Hype and Nvidia’s $1B Bet – 5G Deals Fuel Decade-High Rally

Nokia Soars as Nvidia Invests – AI Hype Ignites a Decade-High Rally Nokia’s stock price surged to its highest level since 2016 after news of Nvidia’s investment, capping a dramatic late-October rallyreuters.com. The share price nearly doubled from earlier in the month, closing up 20.8% on Tuesday and climbing further on Wednesdayreuters.com. Investors flocked to Nokia after Nvidia – the world’s leading AI chipmaker – agreed to take a $1 billion stake in the company, a move analysts call a “strong endorsement of Nokia’s capabilities” in next-gen networksreuters.com. Nvidia’s investment will make it Nokia’s second-largest shareholder (at ~2.9% ownership) and came
Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft Soars Past $4 Trillion on AI Deals as Earnings Loom

MSFT Stock Flirts with Record Highs on AI Momentum Microsoft’s stock has been on a tear in late 2025, fueled by enthusiasm for its AI initiatives and strong business fundamentals. MSFT shares are trading near all-time highs, having climbed about 25% since January and roughly 60% year-over-yearts2.tech – dramatically outpacing the broader market. On October 28, the stock spiked on news of Microsoft’s expanded deal with OpenAI, briefly rallying almost 4% and touching an intraday high around $554. That surge propelled Microsoft’s market capitalization above the historic $4 trillion threshold for the first timeeuronews.com. The stock settled back to close up
Nvidia Stock Rockets Toward $200 on AI Boom — Analysts Predict Further Gains

Nvidia’s $5 Trillion AI Juggernaut: Stock Soars on Huge Chip Orders – Boom or Bubble Ahead?

NVDA Stock Soars on AI Hype and Optimism Nvidia’s share price has been on a tear, defying broader market jitters as investors pile into anything AI-related. The stock jumped nearly 3% on Monday (Oct. 27) and another 5% on Tuesday (Oct. 28), rallying to roughly $200 per share – just shy of its all-time intraday high around $195.62 set earlier this monthts2.techts2.tech. This week’s surge lifted Nvidia’s market capitalization back above $4.6 trillion, putting it within reach of an unprecedented $5 trillion valuationreuters.com. For context, no company has ever reached the $5 trillion mark – Nvidia is on the verge of making history
Meet Neo: The $20K Humanoid Butler Coming to Your Home (With a Big Catch!)

Meet Neo: The $20K Humanoid Butler Coming to Your Home (With a Big Catch!)

With its launch on Oct 28, Neo has become a symbol of both promise and reality in home robotics. It embodies the cutting edge of AI and mechanical engineering – and a hint of sci-fi-level convenience – but it also underscores how far we have to go. As 1X’s CEO and robotics experts alike note, Neo will improve over time through data and software updates, but for now early adopters are effectively helping to train the robot. In the words of one expert, Neo is a “bold glimpse of our robot-assisted future” – exciting, but not yet the household Rosie
Tech Titans Hit Stratospheric Highs: Apple & Microsoft Smash $4T, Nvidia Eyes $5T Amid AI Frenzy

Tech Titans Hit Stratospheric Highs: Apple & Microsoft Smash $4T, Nvidia Eyes $5T Amid AI Frenzy

Tech Stocks Rally to Record Highs U.S. equity indexes opened the week with a bang as investors piled into 2025’s biggest winners. On Oct. 27 the Nasdaq jumped 1.4% and the S&P 500 0.8%, both closing at fresh all-time highs ts2.tech. Optimism over a looming Fed rate cut and a potential U.S.–China trade deal boosted sentiment ts2.tech ts2.tech. Most critically, Big Tech led the charge: Apple, Microsoft, Alphabet, Amazon and Meta (the so-called Magnificent Seven) are reporting earnings this week, and have collectively gained roughly $6 trillion in value this year ts2.tech. Investors point to strong fundamentals — about 87%
Market Mania: AI Frenzy and China Trade Hopes Send Stocks Soaring to Record Highs

Market Mania: AI Frenzy and China Trade Hopes Send Stocks Soaring to Record Highs

U.S. Markets Rally to Record Highs Wall Street’s rally continued on Tuesday, pushing all major indexes to new records reuters.com ts2.tech. The S&P 500 closed around 6,890, above its 6,800 milestone, while the Nasdaq Composite and Dow Industrials likewise hit fresh peaks. The advance was broad-based: by late afternoon, all three indexes had chalked up their 2nd or 3rd straight record close. “Momentum and earnings are pushing the market higher,” noted Peter Cardillo of Spartan Capital – a view shared by many investors who say strong corporate profits and policy shifts are fueling the buying reuters.com ts2.tech. Much of Tuesday’s
Teradyne Stock Soars 20% on AI-Fueled Earnings Beat and Bullish Forecast

Teradyne Stock Soars 20% on AI-Fueled Earnings Beat and Bullish Forecast

Teradyne Stock Skyrockets on Earnings News Teradyne’s stock skyrocketed after the company delivered much better-than-expected quarterly results and guidance. On Tuesday, October 28, TER shares surged ~21% in extended trading, climbing from the mid-$140s to roughly $175 – an all-time highreuters.com. This massive one-day move added to gains from earlier in the week, as traders bid up tech stocks ahead of Big Tech earnings. By Monday (Oct. 27), the Nasdaq had already hit fresh records on AI optimism and trade-deal hopes, with tech megacaps fueling a broad rallyts2.techts2.tech. Teradyne’s blowout report supercharged that momentum, making it one of the day’s
Seagate Stock Soars on AI Storage Boom: 160% YTD Rally After Blowout Earnings

Seagate Stock Soars on AI Storage Boom: 160% YTD Rally After Blowout Earnings

Earnings Beat Lifts Shares and Guidance Seagate’s latest results gave investors plenty to cheer. For the quarter ended in early October, the data-storage leader smashed expectations with $2.63 billion in sales (up 21% year-over-year) and $2.61 in adjusted earnings per share, well above analyst estimates of $2.55 billion and $2.40 respectivelyca.investing.com. This “blowout” earnings beat reflects a sharp rebound in demand for Seagate’s hard disk drives (HDDs) after a tough period. “We saw broad strength across our portfolio, especially in high-capacity drives for AI,” CEO Dave Mosley noted on the results call (per the company’s release). Even more encouraging was Seagate’s forward
Meet Neo, the $20,000 Humanoid Robot Ready to Move Into Your Home

Meet Neo, the $20,000 Humanoid Robot Ready to Move Into Your Home

Neo: A Humanoid Housekeeper Arrives After decades of humanoid robots appearing in labs and movies, the era of the at-home robot butler may finally be dawn­ing. On October 28, 2025, 1X Technologies announced it is taking orders for Neo, a human-sized robot intended to live in people’s homes and help with everyday choressifted.eufastcompany.com. Billed as “the world’s first consumer-ready humanoid,” Neo is essentially a robotic housekeeper – it can fold laundry, tidy up clutter, carry groceries, fetch items, and even load the dishwasher, according to the companybusinesswire.combusinesswire.com. The bipedal bot has two arms with dexterous hands (22 joints each, nearly as
Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Bloom Energy (BE) Stock Skyrockets on AI Mega-Deal & Earnings Blowout, Near 400% YTD Surge

AI Mega-Deal Powers Historic Rally Bloom Energy has been one of 2025’s hottest stocks, riding a wave of optimism around clean energy and artificial intelligence. The catalyst for the latest leg up was an eye-popping partnership with Brookfield Asset Management, announced mid-October. Brookfield committed up to $5 billion to deploy Bloom’s solid-oxide fuel cell systems as on-site power for next-generation AI data centersts2.tech. In effect, Bloom’s technology will supply reliable, local electricity for Brookfield’s planned “AI factories” – huge computing centers for AI that demand far more power than conventional grids can easily provide. Investors immediately cheered the deal as a
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Stock Market Today

Diageo share price slips into the weekend as investors eye Feb. 25 results

Diageo share price slips into the weekend as investors eye Feb. 25 results

7 February 2026
Diageo shares closed down 1.48% at 1,760 pence on Friday, trailing a 0.59% gain in the FTSE 100. An updated analyst consensus points to a 2.0% fall in first-half organic net sales ahead of interim results due Feb. 25. Trading volume was light, and the stock remains over 22% below its 52-week high.
National Grid share price: what to know before London reopens after BoE signal

National Grid share price: what to know before London reopens after BoE signal

7 February 2026
National Grid shares closed at 1,285 pence in London on Friday, up 0.23%. The Bank of England held rates at 3.75% after a close vote, signaling possible cuts if inflation falls. National Grid announced a wireless power transmission study with Space Solar and marked five years of IFA2 interconnector operations. Its U.S. ADR ended at $88.06, up $1.17.
BAE Systems share price rises into weekend — what to watch before Monday’s London open

BAE Systems share price rises into weekend — what to watch before Monday’s London open

7 February 2026
BAE Systems shares closed up 1.2% at 1,879 pence on Friday, tracking gains in European defence stocks. The company’s market value stands near £54.8 billion. Investors await BAE’s full-year results on Feb. 18 for updates on cash returns and orders. GXO Logistics renewed and expanded its contract to support BAE’s Type 26 frigate program in Scotland.
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