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Artificial Intelligence News 29 October 2025

Adobe Stock Tanks Near 52-Week Low – Is AI to Blame?

Adobe Stock Drops as MAX Unveils New AI—Is ADBE a Buy on October 29, 2025?

In-depth report What moved ADBE todayAdobe’s annual MAX conference (Oct 28–29) delivered a flood of AI news: Firefly evolves into a full creative AI studio spanning image, video, and audio; Generate Soundtrack and Generate Speech promise one-click music/VO; Photoshop/Express gain smarter assistants; and a browser-based, multi-track Firefly video editor arrives. Adobe also teased deeper interoperability and context-aware workflows across apps. Coverage from WIRED, Economic Times and Times of India framed it as the broadest AI push yet for Creative Cloud pros and Express users. WIRED+2The Economic Times+2 Yet the stock fell ~6% intraday as investors weighed execution risk and competitive
29 October 2025
Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Skyrockets on AI Hype, Nears $4 Trillion as Big Earnings Hit

Microsoft’s Earnings: Strong, But Is the AI Hype Justified? As Microsoft’s first-quarter results roll in, the company is demonstrating robust growth and profitability even amid its heavy investment spree. Profit margins remain healthy for now, and the company returned substantial cash to shareholders (over $9 billion last quarter via dividends and buybacks) – showing it can reward investors while spending aggressivelyts2.tech. On the earnings call, analysts will be laser-focused on Azure’s growth rate and forward guidance. Microsoft had guided to ~37% Azure growth for this quarter, above consensus forecastsreuters.com, and early numbers suggest AI workloads are indeed driving a meaningful revenue
ChatGPT Crashes Worldwide — Downdetector Alarms, OpenAI Responds, Markets React

OpenAI’s Half-Trillion Restructuring Hands Microsoft a $135 B Stake – and Revs Up the ‘AGI Arms Race’

OpenAI Restructures at $500 B: Nonprofit Control Meets For-Profit Ambition In a milestone moment for the AI industry, OpenAI has officially restructured itself to unite a half-trillion-dollar for-profit business with its original nonprofit mission. The company announced on Oct. 28 that it “completed its recapitalization, simplifying its corporate structure”, with the nonprofit arm retaining control over the newly created OpenAI Group PBC (Public Benefit Corporation)openai.comeconomictimes.indiatimes.com. Under this novel setup, the OpenAI Foundation (nonprofit) holds a 26% stake valued around $130 billion and can appoint all board directors, effectively steering the shipmedium.commedium.com. Meanwhile, investors and employees own roughly 47%, and Microsoft holds 27% after
29 October 2025
Accenture’s Name Change Secret & AI Leap: How “Accent on the Future” Ignited 25 Years of Growth – and What’s Next for Its Stock

Accenture’s Name Change Secret & AI Leap: How “Accent on the Future” Ignited 25 Years of Growth – and What’s Next for Its Stock

“Accent on the future”: The 2000 Rebrand Breakthrough In late 2000 Andersen Consulting, under pressure from a legal split with Arthur Andersen, raced to find a new brand. A worldwide naming contest – dubbed “brandstorming” – called on 65,000 employees to submit and vote on options emegypt.net economictimes.indiatimes.com. Landor Associates and Accenture partners sifted through some 550 candidates (51 legally cleared) and distilled them to 50 finalists emegypt.net. At an October 2000 meeting (partially recorded on video), the name Accenture won by a landslide emegypt.net. It was chosen for its modern, professional ring – a blend of AC (from Andersen
Trump’s $80B Nuclear Power Shock: The Future of Energy and AI

Trump’s $80B Nuclear Power Shock: The Future of Energy and AI

Details of the Nuclear Pact Under the deal, the U.S. will help finance and fast-track licensing for new Westinghouse AP1000 reactors on U.S. soil reuters.com washingtonpost.com. Westinghouse — owned 51% by Brookfield and 49% by Cameco — will build the plants. In return for arranging loans and permits, the government gets a piece of the upside (20% of earnings above $17.5B) reuters.com. If Westinghouse ultimately IPOs at >$30B value, the U.S. could end up with a 20% stake reuters.com. This structure is intended to give taxpayers a return on investment once projects are profitable. The deal grew out of Trump’s
NYSE Skyrockets to Record Highs as AI Frenzy, Fed Rate Cut Bets Fuel Stock Surge

NYSE Skyrockets to Record Highs as AI Frenzy, Fed Rate Cut Bets Fuel Stock Surge

Wall Street Hits New Highs as Rally Accelerates Stocks extended their winning streak into mid-week, with the New York Stock Exchange (NYSE) seeing across-the-board gains. On Tuesday, the Dow rose 0.34%, the S&P 500 0.23%, and the Nasdaq 0.80% – all closing at record peaksts2.tech. This adds to a robust multi-day run: U.S. indexes have advanced in eight of the past ten sessions, a sign of resilient risk appetite on Wall Streetts2.tech. “It certainly feels like momentum is on the side of investors over the last few days,” observed Mona Mahajan, an investment strategist at Edward Jones, noting traders have
Nasdaq Frenzy: Tech Titans’ AI-Fueled Surge Hits Records Ahead of Fed Cut & Earnings Bonanza

Nasdaq Frenzy: Tech Titans’ AI-Fueled Surge Hits Records Ahead of Fed Cut & Earnings Bonanza

Market Hits Record Highs on AI & Fed Tailwinds Wall Street’s enthusiasm is palpable as major indices surged to all-time highs ahead of Big Tech earnings. The Nasdaq Composite and S&P 500 both notched record closes to start the week, powered by investors “clinging to the positives” of strong earnings, AI innovation and an imminent Fed rate cutts2.techts2.tech. On Monday Oct. 27, the Nasdaq jumped about 1.9% to ~23,637reuters.comreuters.com, with heavyweight tech stocks leading the charge. Alphabet soared 3.6% that day after an analyst upgrade, helping the communication-services sector rally +2.3%reuters.comreuters.com. Chipmakers also ripped higher – Qualcomm spiked 11% after unveiling new
48 Hours Without AI: Why Some People Are Unplugging from Artificial Intelligence

48 Hours Without AI: Why Some People Are Unplugging from Artificial Intelligence

The Backlash: Why Some Are Saying No to AI Ellen Rugaber, a 16-year-old student from Virginia, might seem like a typical high schooler – except she refuses to use AI on principle. “It’s part of growing up to learn how to do your own work,” she says, noting that many of her classmates rely on tools like ChatGPT for homework nzherald.co.nz. Rugaber worries outsourcing her thinking to a machine would stunt her skills, and she’s uneasy about the biases and errors AI text generators can produce nzherald.co.nz. In her eyes, using AI to write an essay or solve a problem
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
29 October 2025
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
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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