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Artificial Intelligence News 28 October 2025

Bitcoin Miner TeraWulf (WULF) Rockets 100% on Google AI Bet – What’s Next?

Bitcoin Miner TeraWulf (WULF) Rockets 100% on Google AI Bet – What’s Next?

AI Pivot Powers Stock Rally TeraWulf (NASDAQ: WULF) has been one of 2025’s top stock stories. The company, long known as a hydro- and nuclear-powered Bitcoin miner, has rapidly pivoted into AI cloud computing. Its share price has more than doubled this year ts2.tech as investors flock to the story of green energy meets generative AI. “TeraWulf’s transition from a bitcoin miner to a high-performance compute (HPC) AI infrastructure company” was exactly the reason cited by Oppenheimer analysts when they kicked off coverage with an Outperform rating and $20 target investing.com. The catalyst was Google’s involvement. In August, TeraWulf announced
28 October 2025
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Freight Technologies (NASDAQ: FRGT) Stock Skyrockets on AI Upgrades and Key Deals – Is the Rally Just Beginning?

Freight Technologies (NASDAQ: FRGT) Stock Skyrockets on AI Upgrades and Key Deals – Is the Rally Just Beginning?

Sources: Official press releases from Freight Technologies and partners fr8technologies.com fr8technologies.com fr8technologies.com globenewswire.com globenewswire.com; market data and stock analysis stockanalysis.com investing.com tradingview.com stockanalysis.com; industry news and expert commentary ts2.tech ts2.tech tipranks.com ts2.tech coincodex.com.
28 October 2025
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Check Point Stock Surges After Earnings Beat – AI & Partnerships Fuel Rally

Check Point Stock Surges After Earnings Beat – AI & Partnerships Fuel Rally

Stock Performance & Recent Moves Check Point’s stock has traded in the $170–195 range recently. It closed at about $191.72 on Oct 27 stockanalysis.com, up modestly for the month but off its June 2025 peak near $234. The premarket jump on Oct 28 reflects investor enthusiasm for the Q3 beat and the company’s AI/security push seekingalpha.com globenewswire.com. Over the past year CHKP is up roughly mid-single-digits, outperforming laggards like Fortinet (down ~9% YTD) but trailing high-flyers like Palo Alto Networks. (For context, Fortinet was noted as a top Validea pick by one model ts2.tech.) Check Point’s trailing P/E is around
28 October 2025
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NextEra Energy Surges on AI-Driven Demand: Google Nuclear Deal and Bullish Outlook Fuel Stock

NextEra Energy Surges on AI-Driven Demand: Google Nuclear Deal and Bullish Outlook Fuel Stock

In-Depth: NextEra’s mixed Q3 results actually reinforced its long-term thesis. Despite the revenue miss, management stressed that growth drivers remain intact. Its CEO emphasized that “strong financial and operational performance” at Florida Power & Light (FPL) and NextEra Energy Resources (NEER) keeps long-term targets on track investor.nexteraenergy.com. Indeed, Zacks notes NEE expects mid-single digit growth per year, with stable returns; the utility even outperformed the S&P 500 over the past month nasdaq.com. The big picture is the AI-accelerated energy demand. As Nasdaq highlights, AI systems like ChatGPT consume ~10× the energy of a Google search, and large data centers use
28 October 2025
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Nvidia Stock Rockets Toward $200 on AI Boom — Analysts Predict Further Gains

Nvidia Stock Rockets Toward $200 on AI Boom — Analysts Predict Further Gains

NVDA Stock Surges on AI Optimism and Trade Hopes Nvidia’s share price has climbed sharply in late October. The stock closed around $191 on Oct. 27 ts2.tech (versus ~$182 just a week earlier stockanalysis.com), driven by broad rallies in high-tech. U.S. markets hit record highs on Oct. 27 as investors cheered signs of a U.S.–China trade détente and a likely Fed rate cut reuters.com ts2.tech. NVDA outpaced the S&P 500 on Monday, rising 2.8% and providing the biggest boost to the index reuters.com. That lifted Nvidia’s market cap back near $4 trillion (it briefly topped $4 trillion in early Oct. ts2.tech). The year-to-date gain is
28 October 2025
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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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Stock Market Today

Stellantis stock slides 24% after €22 billion EV reset kills 2026 dividend — what to watch next

Stellantis stock slides 24% after €22 billion EV reset kills 2026 dividend — what to watch next

7 February 2026
Stellantis shares plunged 23.7% to $7.28 Friday after the company disclosed about €22.2 billion in charges tied to a reset of its electric-vehicle strategy and said it will skip its 2026 dividend. The automaker flagged a preliminary net loss of €19–21 billion for the second half of 2025. Shares rose 1.6% in late after-hours trading. Investors await Feb. 26 results and a May 21 Investor Day.
Intel stock jumps on China server CPU delays as traders map the week ahead

Intel stock jumps on China server CPU delays as traders map the week ahead

7 February 2026
Intel shares rose 4.87% to $50.59 Friday, trailing gains by Nvidia and Broadcom as chip stocks rallied. Sources said Intel and AMD warned Chinese customers of longer waits and higher prices for some server CPUs, with Intel lead times reaching six months. Intel said China accounts for over 20% of its revenue. Investors await key U.S. jobs and inflation data next week.
IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

7 February 2026
IRS staffing has dropped to 2021 levels as the 2026 tax filing season begins, according to a Treasury watchdog. The agency faces a backlog of about 2 million returns, 129% above pre-pandemic levels. Most e-filers using direct deposit still get refunds within 21 days, but paper filings and amended returns could see delays. The IRS lowered its call-answer target to 70% for this season.
Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

7 February 2026
Plug Power shares rose 11.6% Friday to $2.08 after a sharp drop the previous day, as attention shifted to a Feb. 17 shareholder vote on expanding authorized shares. The company failed to secure enough votes earlier this week and is urging overseas holders to participate. CEO Andy Marsh cited difficulties for European investors in casting ballots. A reverse stock split remains possible if the proposal fails.
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