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Artificial Intelligence News 27 October 2025 - 28 October 2025

BigBear.ai Stock Skyrockets 22% on Defense AI Deal – Is It the Next Palantir?

BigBear.ai Stock Skyrockets 22% on Defense AI Deal – Is It the Next Palantir?

BigBear.ai Holdings is a small-cap “defense tech” stock that has caught retail investors’ eye in 2025. Its core business is AI-driven analytics and decision support for defense, security, and critical infrastructure. The company’s CEO, Kevin McAleenan (former U.S. Homeland Security Secretary), has been aggressively pursuing military and government contracts. Recent headlines have delivered a double dose of optimism: a new battlefield AI partnership and a border-security deployment, both of which helped send the stock sharply higher. On Oct. 13, BigBear.ai announced a strategic alliance with Tsecond, Inc., a Silicon Valley defense hardware maker. The two will merge BigBear’s ConductorOS AI
28 October 2025
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Intel Stock Skyrockets on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Skyrockets on AI Hype and $15B Lifeline – Can the Rally Last?

Intel’s stock is trading near 2-year highs (~$38 per share) after recent earnings and strategic investments lifted investor confidence ts2.tech ts2.tech. Intel’s shares have climbed about 85–90% so far in 2025, dwarfing the S&P 500’s ~6% gain ts2.tech reuters.com. Much of the recent rally came after the Oct. 23 earnings report: analysts were surprised to see Intel return to profitability and beat on margins and EPS. The stock jumped roughly 7–9% in after-hours trading on earnings day ts2.tech. (According to Reuters, “Intel’s stock has risen nearly 90% in 2025, outperforming Nvidia,” one report notes reuters.com.) As of Oct. 27, INTC was
28 October 2025
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Nebius Stock Skyrockets 350% on $17B Microsoft AI Deal — Bubble or Breakthrough?

Nebius Stock Skyrockets 350% on $17B Microsoft AI Deal — Bubble or Breakthrough?

Nebius’s Meteoric Rise on AI Hype Nebius Group N.V. is an Amsterdam-based newcomer (spun out of Yandex) that builds GPU-powered cloud infrastructure for AI applications reuters.com. Since listing on Nasdaq last October around $14, it has been one of 2025’s hottest stories. This surge reflects the AI compute boom and a series of eye-popping contracts. The most dramatic was the Sept. 8 announcement that Nebius will supply Microsoft’s Azure with GPU capacity (from its upcoming Vineland, NJ data center) over five years ts2.tech reuters.com. That deal alone nearly doubled the stock overnight reuters.com. As BWS analyst Hamed Khorsand put it, the
28 October 2025
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PayPal’s Big Move: Shop in ChatGPT with One-Click Checkout

PayPal’s Big Move: Shop in ChatGPT with One-Click Checkout

Deal Details: Embedding PayPal in ChatGPT PayPal’s agreement with OpenAI will make its digital wallet the first payments option available in ChatGPT. As PayPal explained, consumers using ChatGPT’s chat interface will see product suggestions and offers (powered by AI agents) and can click to pay with their PayPal account prnewswire.com. The checkout flow uses OpenAI’s new Instant Checkout feature, which was introduced at OpenAI’s recent DevDay, meaning the sale is finalized “in just a few taps,” according to PayPal prnewswire.com ts2.tech. Importantly, PayPal will provide its familiar buyer/seller protections (tracking, refunds, fraud checks) to users who check out via ChatGPT
28 October 2025
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Qualcomm Soars on AI Chip Launch, Reaches 15-Month High as Analysts Eye $200

Qualcomm Soars on AI Chip Launch, Reaches 15-Month High as Analysts Eye $200

New AI Chips Ignite Rally in QCOM Shares Qualcomm’s headquarters in San Diego. The chipmaker’s stock just surged on news of its expansion into data-center AI processors. Qualcomm’s stock rallied dramatically to start the week after the company revealed a bold expansion into artificial intelligence semiconductors. On Monday (Oct. 27), the firm unveiled two AI accelerator chips – dubbed the AI200 and AI250 – aimed at powering AI in cloud data centers. This surprise announcement, part of Qualcomm’s efforts to diversify beyond a stagnant smartphone market, sent QCOM shares soaring to their highest price in 15 months bloomberg.com. Investors piled
28 October 2025
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Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Company Background: Pivoting from Conglomerate to AI & Crypto Pure-Play Hyperscale Data, Inc. is in the midst of a dramatic transformation. Formerly known as Ault Alliance, Inc. (and prior to that, BitNile Holdings), the company has roots in cryptocurrency mining and diversified holdings datacenterdynamics.com datacenterdynamics.com. In September 2024 it rebranded as Hyperscale Data (ticker: GPUS) to reflect a new focus on high-performance data centers for artificial intelligence alongside Bitcoin mining datacenterdynamics.com datacenterdynamics.com. Through its subsidiary Sentinum, Inc., Hyperscale owns a flagship 28 megawatt data center in Dowagiac, Michigan – a 617,000 sq ft campus acquired in 2022 that can scale
28 October 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft Nears $4 Trillion: MSFT Stock Soars on AI Boom – Can $600 Be Next?

Stock Near Record Highs on AI Momentum Microsoft’s stock has been on a tear in recent weeks, climbing to its highest levels in months on the back of strong optimism around artificial intelligence. As of October 28, 2025, MSFT is trading in the low-$530s per share – up from the ~$520 range a week ago and not far from its record peak. On Monday, the stock surged 1.5% to close at $531.52stockanalysis.com, bringing Microsoft’s market cap to roughly $3.8 trillionts2.tech. This market value firmly ranks Microsoft among the world’s most valuable companies (trailing only Apple)ts2.tech. Year-to-date, Microsoft shares have now gained
28 October 2025
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AI Tsunami Crushes Chegg: 45% of Jobs Axed, Stock Plunges

AI Tsunami Crushes Chegg: 45% of Jobs Axed, Stock Plunges

Massive Cuts and CEO Shakeup Chegg’s announcement on Oct. 27 came as a shock to many in education and tech. The 388-job cut represents one of the largest reductions in its history (Chegg had only about 1,270 employees as of end-2024reuters.com). CEO Dan Rosensweig – who led Chegg through its peak years – is returning to steer the overhaul, replacing Nathan Schultz. Schultz, who transformed Chegg from a textbook-rental service into a broader learning platform, was thanked for his contributions but agreed to step asidestocktitan.net. Rosensweig’s message was cautiously optimistic: “I’m confident Chegg has a bright future, and I look
28 October 2025
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Elon Musk’s ‘Grokipedia’ Takes Aim at Wikipedia – Truth Revolution or Biased Echo Chamber?

Elon Musk’s ‘Grokipedia’ Takes Aim at Wikipedia – Truth Revolution or Biased Echo Chamber?

Grokipedia’s Launch and How It Works Elon Musk unveiled Grokipedia v0.1 to the public on October 27, 2025, marking his latest bid to disrupt a mainstream platform he deems biasedfoxbusiness.com. The site’s design closely mimics Wikipedia – featuring a dark-themed homepage with a central search bar and article layouts with familiar headings and sectionsbusinessinsider.com. On launch day, Grokipedia listed 885,279 articles on its homepagebusinessinsider.com, a hefty start for a new encyclopedia (roughly 1/8 the size of English Wikipedia). However, within hours of going live the site became unresponsive, with many users encountering errorsbusinessinsider.com. xAI’s team scrambled to restore service, and by Monday evening (U.S. time) Grokipedia was back
28 October 2025
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Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Stocks Surge to Record Highs as AI Boom Meets Trade Deal Hopes – Boom or Bubble?

Record Highs on Trade Optimism and Fed Hopes Wall Street’s euphoria to start the week was driven in large part by hopes of a U.S.-China trade truce and a friendlier Fed. On Monday, the S&P 500 notched its second straight record close, and the Dow and Nasdaq also finished at new all-time highstriblive.com. Investors cheered news that U.S. President Donald Trump will meet China’s President Xi Jinping on Thursday, aiming to finalize a deal framework that could pause new U.S. tariffs and roll back China’s export curbs on rare-earth mineralstriblive.com. After two days of talks in Malaysia, U.S. officials signaled China may boost purchases of
27 October 2025
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Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Hits 18-Month High as AI Hype and $15 B Deals Fuel Stunning Rally

Shares Soar on AI Buzz and “Rescue” Deals Intel’s stock price has rallied dramatically in 2025, recently reaching its highest level since early 2024 on the back of AI optimism and hefty strategic investments. Intel Corporation’s stock price has been on a tear, hitting levels not seen in over a year and a half. Shares of the Silicon Valley semiconductor icon jumped as much as 7–8% after its latest earnings report, briefly reaching an 18-month high (around $39–$40)reuters.com. The stock is now trading near a two-year peak, marking a dramatic turnaround from its struggles in 2022–2024. Year-to-date, INTC has nearly
27 October 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia (NVDA) Stock Rallies on AI Boom, Trade Optimism – Analysts Weigh Competition & Outlook

NVDA Stock Surges Amid AI Optimism Nvidia’s stock rallied at the start of this week, gaining nearly 3% on Monday to ~$190.7investopedia.com. The jump outpaced broader indexes, as optimism about a potential U.S.-China trade deal and cooling inflation lifted tech shares to record highsinvestopedia.comreuters.com. Nvidia’s Monday gain helped extend its year-to-date climb to about +30%, vastly outperforming the S&P 500’s returnsts2.tech. Shares are only a few points shy of the all-time intraday peak (~$195.62) reached in early Octoberts2.tech. Back then, euphoric buying amid the AI boom briefly boosted Nvidia’s market capitalization above $4 trillion – even surpassing Apple to be
27 October 2025
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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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