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Artificial Intelligence News 26 October 2025 - 27 October 2025

OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD Stock Near Record High as AI Mega-Deals Fuel Rally – Analysts Eye $300 Target

AMD Stock at Record Levels on Oct. 27 Advanced Micro Devices’ stock is starting this week right near its all-time high after a breathtaking rally in recent weeks. As of Monday morning (Oct. 27), AMD traded around $252–$253 per sharereuters.com, essentially unchanged after its record-setting jump last week. On Friday Oct. 24, AMD soared roughly 7% intraday and closed in the low-$250s – a new peak that put the stock up about 90% year-to-datets2.tech. That blistering rally far outpaces other chip giants (for comparison, NVIDIA’s stock is up around 40–50% YTD, and Intel’s only modestly higher)ts2.tech. This latest surge crowned
AMD Stock Skyrockets on AI Mega-Deals & Quantum Breakthrough – Is $300 Next?

AMD Stock Skyrockets on AI Mega-Deals & Quantum Breakthrough – Is $300 Next?

Red-Hot October: From AI Deals to a Quantum Leap It has been a blockbuster October for AMD stock. The rally kicked off when AMD announced a multi-year AI chip deal with OpenAI on Oct. 6, sending shares up over 34% in one day reuters.com – their largest single-day gain since 2016. Under that transformative agreement, OpenAI will purchase hundreds of thousands of AMD GPUs (≈6 GW of compute) starting in late 2026, and notably secured the right to buy up to 160 million AMD shares at $0.01 each as part of the partnership reuters.com. Analysts called the OpenAI deal “certainly transformative” and “a
Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Cipher Mining’s Wild Ride: CIFR Stock Soars 300% on Bitcoin & AI Boom, Now Faces Volatile Twist

CIFR Stock’s Roller-Coaster Run in 2025 Cipher Mining’s stock has been on a roller-coaster ride this year. It began 2025 trading under $2, then rocketed into the high teens and low $20s by mid-Octoberts2.tech. On October 13, CIFR closed at $20.34, a record high (and nearly +320% year-to-date)ts2.tech. This meteoric rise far outpaced the S&P 500 – and even Bitcoin itself – over the same period. Investors were drawn in by soaring Bitcoin prices and Cipher’s buzzworthy foray into AI data centers (more on that below). However, the euphoria abruptly turned into a shake-out heading into late October. After peaking
Alibaba’s 2025 Tech Rally: AI Gold Rush, Stock Soars & What’s Next for 9988.HK

Alibaba Stock on Fire: BABA Soars to 4-Year High on AI Buzz – What’s Next?

BABA Soars to Multi-Year Highs in 2025 Rally Alibaba’s stock has staged a remarkable turnaround in 2025. After two years of languishing under China’s regulatory crackdowns and economic uncertainty, BABA is now one of the year’s top tech performers. The U.S.-listed shares recently climbed into the mid-$170s, territory not seen in about four yearsts2.tech. By early October, Alibaba’s Hong Kong shares (9988.HK) similarly hit HK$183+, the highest since 2021ts2.techts2.tech. This marks an ~85–90% surge year-to-datets2.tech – a stark outperformance versus global indices. “Alibaba’s market capitalization has swelled to around HK$3.4 trillion (>$430 billion),” TS² Tech News noted, “putting it back among Asia’s
Google’s $3B AI Bet Skyrockets TeraWulf (WULF) Stock – Latest News & Analysis

TeraWulf Stock Skyrockets 100% on Google’s $3B AI Bet – But One New Warning Looms

TeraWulf, a Bitcoin miner with green energy infrastructure, is expanding into AI-focused data centers – a strategy that has attracted backing from Google in 2025ts2.techts2.tech. TeraWulf’s High-Flying 2025 Rally TeraWulf Inc. (NASDAQ: WULF) has been one of 2025’s standout stock market stories. The company’s share price has surged over 100% since Januaryts2.tech, vastly outperforming broader market indices. After a roller-coaster 2025, WULF recently traded around the mid-$13 rangets2.tech – a level not seen in years – and briefly hit multi-year highs near $16marketbeat.com. In fact, on October 9 the stock reached ~$13.40 intraday, its highest mark since 2021ts2.tech, and then
Microsoft (MSFT) Nears $4 Trillion: AI Boom Propels Stock Rally, Analysts Target $600+

Microsoft (MSFT) Nears $4 Trillion: AI Boom Propels Stock Rally, Analysts Target $600+

Stock Performance and Market Snapshot (Late October 2025) Microsoft’s stock has been on a tear through 2025, and the rally continued into late October. On Friday, October 24, MSFT shares closed around $523–524, essentially at record-high territory Macrotrends. That’s just a few percentage points below the stock’s all-time closing high (approximately $535) and near the intraday peak (~$555) reached over the summer ts2.tech. Year-to-date, Microsoft has gained roughly 25%, adding hundreds of billions in market value and cementing itself as one of the world’s most valuable companies at about $3.8 trillion market cap ts2.tech. For context, the S&P 500 is up only single digits this
🚀 CleanSpark (CLSK) Stock Surges on $120K Bitcoin Rally and $200M Crypto Credit Boost

CleanSpark Stock’s Wild 2025 Ride: Bitcoin Boom and AI Pivot Fuel Soaring Gains – What’s Next?

Latest Stock Price & Recent Performance CleanSpark’s stock is coming off an exceptionally volatile week of trading. As of the last close on Friday, October 24, CLSK stood at $19.37 per sharestockanalysis.com. That price represents a sharp rebound from mid-week lows – on Wednesday, the stock tumbled 10.18% to $16.86stockanalysis.com amid a broad risk-off move in crypto. Investors “trimmed exposure” that day due to renewed U.S.-China geopolitical tensions and a dip in Bitcoin to the $107K levelinsidermonkey.com. However, sentiment quickly reversed: CleanSpark bounced +4.8% Thursday and surged nearly +9.6% on Fridaystockanalysis.com. By week’s end, shares were roughly back to where
Riot Platforms (RIOT) Skyrockets as Bitcoin Booms – Latest News, Insights & Forecasts

Riot Platforms (RIOT) Stock Soars on Bitcoin Boom and AI Pivot: Latest Price & Updates

Riot Platforms (RIOT) Stock Highlights as of October 26, 2025 Bitcoin Boom Sends Riot Stock to New Highs Riot Platforms’ stock has been on a tear, directly tied to Bitcoin’s explosive 2025 rally. Bitcoin’s price shattered records above $125,000 per coin in early Octoberts2.tech, spurring a massive run-up in crypto-related equities. Riot – one of the largest publicly traded Bitcoin miners – saw its share price surge in tandem. This past week, as Bitcoin rebounded above $110Kcarboncredits.com, Riot’s stock spiked roughly 10–12% to around the $22 level – marking a new 52-week high for the company. It closed Friday, October
AI Boom vs. Doom: New ‘AGI’ App Launch Fuels Hype as OpenAI’s Altman Warns of ‘Bad Stuff’ Ahead – What It Means for Tech Stocks

AI Boom vs. Doom: New ‘AGI’ App Launch Fuels Hype as OpenAI’s Altman Warns of ‘Bad Stuff’ Ahead – What It Means for Tech Stocks

New App Channels the AI Wave – From Menus to “Intelligent” Meals The launch of MENU – ORDER AI exemplifies how AI’s latest advances are seeping into everyday consumer life. This Boston-based health-tech startup aims to make eating out smarter and healthier by leveraging AI. Its forthcoming app uses artificial intelligence to scan restaurant and delivery menus in real time and suggest dishes that fit a user’s dietary needs and wellness goalsprnewswire.com. Whether you’re on a high-protein regimen, watching carbs, managing diabetes (GLP-1 friendly options), or even counting Weight Watchers points, the app promises personalized meal recommendations “in just seconds,”
OpenAI Hires 100 Ex-Bankers at $150/Hour to Train an AI to Replace Wall Street Analysts

OpenAI Hires 100 Ex-Bankers at $150/Hour to Train an AI to Replace Wall Street Analysts

OpenAI’s “Project Mercury” – Bankers Training Their Replacement Wall Street’s junior bankers may have just met their future replacement – and it’s a chatbot armed with Excel macros and finance textbooks. In a move that grabbed industry attention this week, OpenAI (the firm behind ChatGPT) has been secretly recruiting over a hundred former Wall Street analysts to train an AI system how to do their old jobs Indiatimes. Dubbed Project Mercury, the initiative invites ex-bankers from elite firms like Goldman Sachs, JPMorgan, and Morgan Stanley to act as AI tutors, teaching OpenAI’s models to build the kind of intricate financial
Bitfarms (BITF) Stock Whipsaws Amid Bitcoin Boom and $500M AI Pivot – Will the Rally Resume?

Bitfarms (BITF) Stock Whipsaws Amid Bitcoin Boom and $500M AI Pivot – Will the Rally Resume?

BITF Stock Soars, Then Swoons in Volatile October Bitfarms shareholders have experienced whiplash this month. The stock surged to a 52-week high of nearly $6.20 on October 14 amid crypto market euphoria, then swiftly tumbled about 40% over the next week ts2.tech. By October 22, BITF hit an intraday low of $3.94, capping a five-session losing streak ts2.tech. It did stabilize toward week’s end – as of the market close on Oct. 24, Bitfarms hovered around the $4.00–$4.10 level ts2.tech ts2.tech, indicating some support emerging just above $4. Despite these swings, Bitfarms has delivered staggering gains in 2025. Even after
Nvidia Stock Soars on AI Mega-Deals – Will NVDA Hit $300 Amid Boom and Bubble Fears?

Nvidia Stock Soars on AI Mega-Deals – Will NVDA Hit $300 Amid Boom and Bubble Fears?

AI Boom Propels Nvidia to Historic Highs Nvidia’s meteoric stock surge in 2025 showcases how central the company has become to the AI revolution. In early October, NVDA briefly became the world’s most valuable publicly traded company when its market capitalization topped $4.5 trillion – surpassing even Apple and Microsoft ts2.tech. That milestone capped a massive run: Nvidia’s shares have soared over 1,300% since late 2022, as the market wagers that its high-performance graphics processors (GPUs) will be the indispensable engines of modern AI reuters.com reuters.com. This confidence is rooted in eye-popping fundamentals. For the quarter ended July 2025, Nvidia reported
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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