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Artificial Intelligence News 25 October 2025 - 26 October 2025

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
26 October 2025
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GSI Technology (GSIT) Stock Explodes 200% on AI Chip Breakthrough – What’s Next for This Small-Cap?

GSI Technology (GSIT) Stock Explodes 200% on AI Chip Breakthrough – What’s Next for This Small-Cap?

Cornell AI Chip Breakthrough Ignites a Buying Frenzy GSI Technology’s “Gemini-I” APU – a novel Associative Processing Unit that performs AI computations directly in memory – received independent validation from a Cornell University-led study unveiled on Oct 20 at the MICRO’25 conference ts2.tech. Researchers confirmed GSI’s chip can deliver performance on par with a high-end NVIDIA GPU for certain artificial intelligence tasks, while using roughly 98% less energy ts2.tech. In large-scale tests of retrieval-augmented generation (a challenging AI workload), the Gemini-I APU achieved throughput comparable to an NVIDIA A6000 GPU but with a tiny fraction of the power draw ts2.tech.
26 October 2025
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Arm Stock Soars on AI Buzz: Price Hits $170 as Analysts Hike Targets

Arm Stock Soars on AI Buzz: Price Hits $170 as Analysts Hike Targets

ARM Stock Climbs on AI Momentum Arm’s stock has been on a tear thanks to a flurry of positive news in the semiconductor and AI space. The Cambridge, U.K.-based chip design firm saw its shares jump about 4% on Monday after unveiling an expansion of its licensing program for AI-focused chips reuters.com. The stock ended the week around $170.68, up roughly 2.5% over five days marketbeat.com and hovering near its highest levels since Arm’s blockbuster IPO last year. Up to this Monday’s close, Arm’s stock was up over 34% for 2025 reuters.com – outpacing many peer semiconductor stocks – as
26 October 2025
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BBAI Stock Skyrockets on Latest AI-Defense Deals – Can the Rally Last?

BBAI Stock Skyrockets on Latest AI-Defense Deals – Can the Rally Last?

Stock Rally and Volatility Insights BigBear.ai (BBAI) shares have been on a tear in 2025, fueled by defense-AI contracts and broader AI enthusiasm. The stock began the year as a sub-$4 penny stock and roughly doubled to ~$8–9 by mid-October ts2.tech. A major catalyst was the Tsecond partnership announcement on Oct. 13, which sent BBAI up ~22% in one day ts2.tech. At that peak the stock briefly touched $9.39 before profit-taking set in ts2.tech. By Oct. 22 it had pulled back into the mid-$7 range, marking a ~20% retracement from its recent high ts2.tech.Traders note BigBear.ai is extremely volatile. Multiple
26 October 2025
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Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

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

Surging Stock on Turnaround Hopes Intel shares have mounted a stunning comeback in 2025, riding optimism that the embattled chipmaker can regain its footing in the AI era. The stock has climbed roughly 90% year-to-date, closing around $38 per share at last week’s end – territory it hasn’t seen in nearly two years ts2.tech. Just this Friday (Oct. 24), Intel spiked as much as 7.8% intraday after its quarterly earnings beat, hitting an 18-month high before settling up about 2% on the day reuters.com reuters.com. By comparison, industry darlings Nvidia and AMD – whose stocks have also surged on the
26 October 2025
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Recursion (RXRX) Stock Surges on AI Drug Discovery Hype – What’s Driving the Rally?

Recursion (RXRX) Stock Surges on AI Drug Discovery Hype – What’s Driving the Rally?

AI-Driven “TechBio” Strategy Recursion’s narrative centers on its AI-enhanced drug discovery platform. Founded in 2013 in Salt Lake City, Recursion has spent years building RecursionOS, a giant database of cellular images and chemical data powered by machine learning biotechhealthx.com. The company invested heavily in bio-automation infrastructure (like its NVIDIA-based supercomputers) to train AI models on billions of data points. Its strategy is twofold: use this tech to generate proprietary drug candidates while partnering with pharma giants to co-develop new drugs. As one biotech newsletter notes, Recursion “has focused on fewer but more strategically important deals” with big pharma, securing hefty
26 October 2025
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Expand Energy (EXE) Stock Soars on LNG & AI Demand — Analysts See 20% Upside

Expand Energy (EXE) Stock Soars on LNG & AI Demand — Analysts See 20% Upside

Key Facts: – Price (Oct 25, 2025): ~$103.8 per share (Nasdaq)reuters.com. – Year-to-date: Up ~4.2% from ~$99.55 on Jan 1marketbeat.com. – Market Cap: ~$25.5 billion; P/E: ~274; Dividend: $2.30 annually (≈2.2% yield)americanbankingnews.comamericanbankingnews.com. – Analyst Consensus: “Strong Buy” (18 analysts); 12-month average price target ~$127.62 (≈22% above recent levels)americanbankingnews.comstockanalysis.com. – Business: Largest independent U.S. natural gas producer (formerly Chesapeake Energy, merged with Southwestern), focused on Appalachian and Haynesville gas fieldsen.wikipedia.org. – Recent Events: Announced Q3 earnings release (Oct 28) and conference call (Oct 29)quiverquant.com; celebrated first Nasdaq anniversary in early October. Shares of Expand Energy (NASDAQ: EXE) have been trading around
25 October 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft’s Blockbuster October 2025: Stock Soars on AI Boom, Bold Deals, and New Tech Unveiled

Stock Surge and Market Sentiment in October October 2025 saw Microsoft’s stock (MSFT) extending its year-long rally and flirting with record highs. By October 17, MSFT shares closed around $513–$514, within striking distance of their all-time peak (~$555)ts2.tech. This puts Microsoft up roughly 23% from a year agots2.tech and about 25% higher year-to-datets2.tech, handily outperforming the broader indices. The stock’s climb has added hundreds of billions to Microsoft’s market capitalization, now just under the $4 trillion milestonets2.techts2.tech. Investors have been encouraged by Microsoft’s resilient growth and AI leadership, treating the company as a cornerstone of the current tech boom. Investor sentiment
25 October 2025
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Google Stock Surges on AI Frenzy, Olympic Cloud Deal and Big Deals – Can It Hit $300 Next?

Alphabet’s October 2025 Shockwave: Record Highs, AI Investments & $3T Dreams

Key Facts (October 2025 Highlights) Stock Performance: October 2025 Rally to Record Highs Alphabet’s Class C stock (GOOG) price climbed in October 2025, with a mid-month dip followed by a surge to new highs. Both Alphabet share classes enjoyed a strong October. GOOGL (voting Class A) and GOOG (non-voting Class C) opened the month around $245 per share and ended near $260+, achieving record closests2.techts2.tech. As the chart above shows, Alphabet stock rallied in early October, took a brief dip around Oct. 7–10 amid a broader tech selloff, then soared to all-time highs by mid-to-late month. Several milestones underscored this performance. On October 20, Alphabet’s
25 October 2025
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Amazon’s October 2025 Shockers: AI Ambitions, $2.5B Settlement and a Surging Stock

Amazon’s October 2025 Shockers: AI Ambitions, $2.5B Settlement and a Surging Stock

Financial Performance & Earnings Highlights Amazon entered Q4 on solid financial footing. In the last reported quarter (Q2 2025), the company beat expectations with $167.7 billion in revenue (+13% YoY) and $18.2 billion in net profit ts2.tech. Operating income more than doubled year-on-year, reflecting cost cuts and efficiency gains. Two high-margin engines stood out: Amazon Web Services (AWS) posted ~$30.8B in sales (up ~17% YoY) ts2.tech, and Amazon’s advertising unit (“Other” revenue) grew ~22% as it closes in on a $40B annual ad business ts2.tech. These segments carry ~30–35% operating margins, far higher than the core retail division ts2.tech, and
25 October 2025
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Meta’s AI Revolution Unleashed: July 2025 Breakthroughs, Billion‑Dollar Bets & Backlash

Meta’s October 2025 Shockwave: AI Gambits, Sky-High Stock & Bold New Bet$ Unveiled

Major News and Moves in October 2025 AI Talent: Poaching Spree Meets a Reality Check Meta kicked off October with bold moves in the AI talent arms race. The company confirmed it had wooed Andrew Tulloch – co-founder of a prominent AI startup – to join Meta’s AI research teamts2.tech. Unofficial reports put Tulloch’s pay package as high as $1.5 billion over six years, including salary, stock, and bonusests2.tech. This eye-popping offer exemplified Zuckerberg’s “win at all costs” approach to AI: he reportedly courted at least a dozen engineers from the same startup after its CEO (Mira Murati, OpenAI’s former CTO)
25 October 2025
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Nvidia’s Blockbuster October 2025: AI Gold Rush, $4 Trillion Highs & Stock Whiplash

Nvidia’s Blockbuster October 2025: AI Gold Rush, $4 Trillion Highs & Stock Whiplash

Record Highs and Financial Surge Nvidia entered October 2025 riding an extraordinary high. The company’s quarterly earnings smashed expectations, reflecting insatiable demand for AI hardware. For fiscal Q2 2026 (May–July 2025), Nvidia reported $46.7 billion in revenue, up 56% year-over-year ts2.tech. This is one of the fastest growth rates ever seen for a company of Nvidia’s size. Astonishingly, about $41 billion of that revenue came from data-center products (mostly the GPUs powering generative AI) ts2.tech – underscoring how AI has become Nvidia’s core business engine. Profitability followed suit: gross margins hovered above 72%, and net profit margins topped 50% ts2.tech, reflecting huge
25 October 2025
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Stock Market Today

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
NEW YORK, Feb 7, 2026, 09:00 ET — Market closed. Alphabet (GOOGL.O) shares closed down 2.53% at $322.86 on Friday, their fourth straight daily decline. With U.S. markets shut for the weekend, investors are left weighing the Google parent’s surge in planned spending against signs demand for its AI tools is real. (Investing.com) The stakes are bigger than one stock. Alphabet, Amazon, Microsoft and Meta have all pushed outlays higher for artificial intelligence, with the group expected to spend more than $630 billion this year; Alphabet alone has pointed to as much as $185 billion in capital spending, or capex
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
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