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Artificial Intelligence News 25 October 2025 - 26 October 2025

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
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
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
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
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
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
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)
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
New Era Energy & Digital (NUAI) Stock Skyrockets on AI Data Center Dreams – Key Updates & Outlook

NUAI Stock Soars 185% on Texas AI Data Center Pivot – Hype or Opportunity?

New Era Energy & Digital (ticker NUAI) is a newly rebranded micro-cap that has grabbed headlines this month. Formerly New Era Helium, the company shifted focus from natural gas/helium to “AI-native infrastructure” – building a data center campus co-located with its own power facilities. In August 2025 it changed its name and began trading as NUAIinvesting.com. The recent excitement centers on its West Texas “Texas Critical Data Centers” (TCDC) project, a 50/50 joint venture with Sharon AI. TCDC is being developed on tens of thousands of acres in the Permian Basin to meet surging demand for AI computing. In late
OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD Stock Rockets on AI Mega-Deals – $300 Target Now in Sight

Market Performance & Stock Price Advanced Micro Devices has been one of 2025’s hottest stocks. After languishing around $150–160 through mid-summer, AMD’s share price exploded higher on the AI hype. On Oct. 6 – the day AMD revealed the OpenAI deal – the stock spiked ~34% intraday, instantly adding tens of billions in market valuereuters.comts2.tech. It briefly hit a record $238 intraday on Oct. 15, then consolidated around $230–240 for a week. A surprise news on Oct. 24 (IBM reported running a quantum algorithm on an AMD chip) sent AMD soaring again – shares jumped ~7–8% that day to a
Intel Stock Skyrockets on $15B AI Lifeline and U.S. Stake – Can Rally Continue?

Intel Stock Skyrockets on $15B AI Lifeline and U.S. Stake – Can Rally Continue?

Stock Performance and Recent Trends Intel’s share price has been volatile but rising sharply. After stalling near a 52-week high around $39.65 in mid-October, INTC closed at ~$38.2 on Oct. 23 ts2.tech. That day’s +3.4% jump brought the year-to-date gain to ~85–90% ts2.tech ts2.tech. Traders note an October “golden cross” (50-day moving average crossing the 200-day up), a bullish technical signal ts2.tech – though momentum indicators (like RSI) warn the rally may be overextended. Over the last month, the stock has pulled back about 10% from its early-October peak, but buyers have defended the mid-$30s as support ts2.tech. Internally, Intel has
BigBear.ai Stock Soars 20% on New Defense AI Deal – Is ‘Mini-Palantir’ Rally Here to Stay?

BigBear.ai Stock Soars 20% on New Defense AI Deal – Is ‘Mini-Palantir’ Rally Here to Stay?

Market Performance: A 2025 Rocket Ride BigBear.ai stock has been one of the hottest small-cap tech bets this year. After closing around $6 in late 2024, BBAI has climbed sharply: it surged 22% on Oct. 13 after the Tsecond partnership news (briefly reaching ~$9.39 on Oct. 14) economictimes.indiatimes.com. By Oct. 24 it closed at $7.05 (up 3.98% on the day) stockinvest.us. As of Oct. 25 after-hours trading, the stock was near $7.11 public.com. Overall, 2025 gains are on the order of 80%–100% year-to-date economictimes.indiatimes.com, far outpacing major indexes. Trading volume has spiked with each headline. For example, Oct. 24 saw
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Stock Market Today

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
New York, February 7, 2026, 06:32 EST — Market closed. Plug Power Inc shares jumped 11.6% on Friday to close at $2.08, snapping a two-day slide as investors headed into the weekend focused on a delayed shareholder vote that could reshape how the hydrogen company funds itself. Trading volume was about 109 million shares, and fuel-cell peer Ballard Power Systems gained about 5.9% on the day. (MarketWatch) The next session matters because the shareholder vote is no longer a sideshow. The outcome will determine whether Plug can expand the pool of stock it is allowed to issue, a key lever
AT&T stock price: T slips after $6.5B bond sale as payrolls, CPI loom next week

AT&T stock price: T slips after $6.5B bond sale as payrolls, CPI loom next week

7 February 2026
AT&T shares closed down 0.7% at $27.13 on Friday, underperforming the S&P 500’s 1.97% gain. The company completed a $6.5 billion global notes sale this week, with maturities from 2031 to 2056 and coupons between 4.4% and 6%. Investors await delayed U.S. jobs and inflation data, along with T-Mobile’s upcoming earnings update.
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