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Artificial Intelligence News 23 October 2025 - 24 October 2025

Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Are $450 Price Targets Next?

Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Are $450 Price Targets Next?

OpenAI Partnership Fuels AI Chip Frenzy Broadcom’s recent stock rally has been led by blockbuster AI deals. The centerpiece is an OpenAI collaboration announced on Oct. 13, 2025: Broadcom will co-develop OpenAI’s first in-house AI processor. Under this agreement, Broadcom will design and deploy racks of custom AI accelerator chips (10 GW total) for OpenAI starting in late 2026 reuters.com. The scale is enormous – 10 GW is roughly the power used by 8 million U.S. homes – and signals Broadcom’s deepening role in the AI infrastructure race. OpenAI CEO Sam Altman praised the partnership as “a critical step in
Incredible Rally: Bitfarms (BITF) Stock Jumps 148% YTD Amid Crypto Boom & AI Pivot

Bitfarms (BITF) Stock Whipsaws as Bitcoin Hits Record High, $500M AI Pivot Fuels Rally – What’s Next?

BITF Stock Price on Oct. 24 and Recent Performance As of midday October 24, Bitfarms stock trades around $4.10, rebounding modestly after a steep sell-off in recent daysts2.tech. The current price is up roughly +5% from Wednesday’s close of $3.94ts2.tech, suggesting some stabilization following a volatile week. On Oct. 22, BITF plunged 12.3% in a single session to $3.94ts2.tech – marking its fifth straight daily declineinsidermonkey.com. That drop capped a rapid slide from the stock’s 52-week high near $6.20 reached just over a week earlier on October 14ts2.tech. In total, Bitfarms shed about 40% of its value in the span
Stripe’s $350B Fintech Fortune: JPMorgan’s Bold AI-Crypto Prediction

Stripe’s $350B Fintech Fortune: JPMorgan’s Bold AI-Crypto Prediction

JPMorgan Forecast: AI + Crypto = $350B Market In late October 2025, JPMorgan research highlighted Stripe as a prime beneficiary of two “massive shifts in global finance” – namely the rise of AI-driven commerce and the evolution of digital money cryptodnes.bg. In a new report, JPMorgan analysts predict Stripe’s moves into AI commerce and crypto payments could let it “access a $350 billion market by 2030” coincentral.com. The analysts even describe the opportunity as a “twin revolution in intelligence and money movement,” reflecting parallel growth in AI “agentic commerce” and programmable money coincentral.com coincentral.com. They note Stripe’s early partnerships with
BigBear.ai (BBAI) Stock Skyrockets on Defense AI Boom – Price, Deals & Analyst Forecast (Oct 24, 2025)

BigBear.ai (BBAI) Stock Skyrockets on Defense AI Boom – Price, Deals & Analyst Forecast (Oct 24, 2025)

Stock run-up: BBAI shares are up roughly 80–100% year-to-date (2025) and over 300% from a year ago ts2.tech. The stock recently spiked on defense-AI deal news (hitting ~$9.39 on Oct 14) but has since cooled, trading around $6.6–$7.2 by Oct 22 ts2.tech fintel.io. – Latest deals: On Oct. 13 BigBear.ai announced a partnership with Tsecond to deploy its ConductorOS AI software on rugged field hardware – an “edge AI” solution for tactical military use ir.bigbear.ai ts2.tech. In September it teamed with SMX for the U.S. Navy’s UNITAS 2025 exercise, and on Oct. 23 rolled out its VeriScan facial-recognition system for
Intel Stock Soars After Q3 Surprise – AI Boom and $15B in Deals Fuel 90% Rally (Analysts Weigh In)

Intel Stock Soars After Q3 Surprise – AI Boom and $15B in Deals Fuel 90% Rally (Analysts Weigh In)

Intel’s blockbuster Q3 report (released Oct 23) delivered a welcome jolt. The company posted $13.7 billion in revenue and $0.23 in non-GAAP EPS, versus roughly breakeven expectations ts2.tech ts2.tech. This beat marks a sharp turnaround: Intel swung to a $4.1B GAAP profit after a year-ago loss of $16.6B. Management emphasized AI as the catalyst. As CEO Lip-Bu Tan put it, Intel is making “steady progress” and “AI is accelerating demand” for its chips ts2.tech. CFO Dave Zinsner added that Intel’s balance sheet is now fortified by fresh funding from Washington, NVIDIA and SoftBank, and that demand “outpaces supply” for its processors
Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

Stock Prices & Recent Trends Intel’s Santa Clara headquarters at sunset (Intel logo on campus). Intel stock has doubled off its mid-2025 lows, recently hitting intraday highs around $39.65ts2.techreuters.com. An 85% rally YTD makes INTC one of the market’s top performersts2.tech. Investor enthusiasm is fueled by headlines – in late August Washington converted CHIPS Act grants into a ~10% equity stake in Intel ($10B), while tech heavyweights Nvidia and SoftBank invested $5B and $2B respectivelyreuters.comts2.tech. These blockbuster deals, plus rumors of new foundry partnerships, have helped push Intel to its highest price in years. However, analysts warn the fundamentals lag
Microsoft vs. Oracle Stocks: AI Frenzy Sends Shares Soaring – Which Tech Titan Will Win?

Microsoft vs. Oracle Stocks: AI Frenzy Sends Shares Soaring – Which Tech Titan Will Win?

Stock Prices and Recent Performance As of Oct. 23, 2025, Microsoft closed around $520.59 (prior close)investing.com, essentially unchanged for the day. The stock has steadily climbed this month (briefly touching ~$524 on Oct. 22investing.com) and is now up about 25% since Jan. 1ts2.techts2.tech. In contrast, Oracle pulled back recently: it closed about $280.07 on Oct. 23 (after-hours)stockanalysis.comts2.tech. Oracle rocketed to all-time highs above $345 in early September on AI cloud deal newsts2.techts2.tech, but profit-taking drove sharp drops in mid-October. For example, ORCL fell ~7% on Oct. 17 and ~5% on Oct. 20ts2.tech. Even so, Oracle’s stock remains ~70% above its
Walmart’s AI Push Sends Stock Soaring – Is Target the Bargain Buy Now?

Walmart’s AI Push Sends Stock Soaring – Is Target the Bargain Buy Now?

Walmart: AI, E-Commerce and Upside Walmart’s recent stock strength is being fueled by innovation and solid sales. The ChatGPT deal this month was widely hailed: OpenAI’s Sam Altman himself praised the integration as “one way AI will help people every day”ts2.tech. UBS analyst Michael Lasser noted it should add “incrementality and differentiation vs. the rest of retail”ts2.tech. Indeed, Walmart’s stock hit an all-time intraday high (~$107) right after the announcementts2.tech. TechStock² (TS2) analysis reports that investors see Walmart’s “diverse engines – robust grocery/value sales, surging e-commerce, fast-growing ad and membership income” as a path to 3–5% annual revenue growthts2.tech. Walmart’s
Booking Holdings (BKNG) Stock Rallies on Travel Recovery and AI Push – KeyBanc Eyes $6,450

Booking Holdings (BKNG) Stock Rallies on Travel Recovery and AI Push – KeyBanc Eyes $6,450

Key Facts: Booking Holdings (NASDAQ: BKNG) closed at $5,093.47 on October 23, 2025, down 2.62% for the dayreuters.com. Earlier in the week it traded as high as ~$5,286 (Oct 21) before easing backmarketscreener.com. Over the past month BKNG is modestly lower (~–6.9%) as sector peers gainednasdaq.com. Analyst Outlook: KeyBanc just initiated coverage with an Overweight rating and a $6,450 price targetbenzinga.cominvesting.com. Consensus forecasts (Zacks) see Q3 EPS ~$95.7 (+14% YoY) and revenue $8.71B (+9%)nasdaq.com. Business Drivers: CEO Glenn Fogel emphasizes accelerated growth overseas and heavy investment in AI. “Asia remains central to our long-term strategy…we expect industry growth in the
Intel Stock Surges 80% on AI Chip Hype – Can $INTC Keep Flying?

Intel Stock Explodes After Q3 Earnings Beat: Will the AI Rally Continue?

Intel’s October 23 earnings report delivered a better-than-expected quarter, sparking relief among investors. The company beat Wall Street’s forecasts, with Q3 revenue of $13.7 billion and adjusted earnings of $0.23/share (versus a consensus around breakeven)intc.cominvestopedia.com. Importantly, Intel swung to net profit (GAAP net income $4.1B) after a huge loss last year. CEO Lip-Bu Tan hailed the results as evidence of a turnaround: he said Intel was making “steady progress” and that “AI is accelerating demand for compute” across its CPU, ASIC and foundry businessintc.com. Likewise, CFO Dave Zinsner noted that Intel had taken “meaningful steps…to strengthen our balance sheet,” citing the
Intel Stock Skyrockets on U.S. Government Lifeline and AI Deals – What’s Next?

Intel Stock Surges 90% on AI Boom and $15B Backing – Can the Rally Continue?

Stock Price & Recent Moves Intel’s stock price has been on a tear in October. After reaching a 52-week high near $39.65 in mid-Octoberts2.tech, INTC was trading around $38–39 as of Oct. 22–23ts2.tech. On Oct. 23, INTC closed at roughly $38.17, up about +3.4% for the dayinvesting.com. This follows a volatile few sessions: shares jumped nearly 3% on Oct. 20 to ~$38.10, eased on Oct. 21, then surged again into the Oct. 23 closets2.tech. Over the past month the stock has pulled back about 10% from its early-October peak, but buyers have defended the mid-$30s as supportts2.tech. Fundamentally, Intel’s stock
MSAI Stock Skyrockets 42% as MultiSensor AI Rides AI Boom and Big New Deal – Is More Upside Ahead?

MSAI Stock Skyrockets 42% as MultiSensor AI Rides AI Boom and Big New Deal – Is More Upside Ahead?

MultiSensor AI’s Stock Soars on Deal News and AI Hype MultiSensor AI Holdings (MSAI) was one of today’s top gainers, skyrocketing +42.5% by the closing bell to about $0.96 per sharereuters.com. The sudden jump – on trading volume several times above average – suggests a burst of investor optimism around the company’s prospects. It also nearly pushed MSAI above the crucial $1.00 threshold needed to maintain its Nasdaq listingtipranks.com. Just days ago the stock was trading near $0.66, so this move marks a dramatic short-term reversal. The rally appears fueled by both company-specific news and a generally risk-on mood for
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Pfizer stock price rises into weekend as FDA priority review, TrumpRx discounts grab focus

Pfizer stock price rises into weekend as FDA priority review, TrumpRx discounts grab focus

7 February 2026
New York, February 7, 2026, 05:48 EST — Market closed Pfizer Inc (PFE) shares ended Friday up 2.8% at $27.22, after trading between $26.52 and $27.37. About 50.7 million shares changed hands. (Yahoo Finance) The stock’s late-week lift comes with a key regulatory clock running: the FDA granted priority review for Pfizer’s supplemental filing to broaden use of its hemophilia drug Hympavzi, with a target decision deadline in the second quarter. Priority review shortens the agency’s standard review timeline by four months. “There is a significant medical need for younger patients with hemophilia and for those who have developed inhibitors,”
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