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Artificial Intelligence News 23 October 2025

Western Digital (WDC) Stock Soars in 2025: SanDisk Legacy & 2026 Outlook

Western Digital Stock Rockets on AI Data Boom — Analysts Eye Even Bigger Gains

Western Digital’s stock has been on a tear, climbing sharply in mid-October. On Oct. 23 it closed at $126.63, up 5.1% for the dayinvesting.com, and roughly double its price at the start of 2025ts2.tech. The rally reflects strong industry demand: Western Digital says the exploding need for AI and cloud storage is driving customers to hoard high-capacity hard drives. In fact, the company announced in mid-October that it will raise prices across its HDD product line to manage “booming demand”investopedia.com. CEO Irving Tan and other executives have repeatedly stressed that “HDDs will continue to remain the foundation of the world’s
23 October 2025
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Vertiv (VRT) Stock Skyrockets on AI Boom – Will the Rally Continue?

Vertiv (VRT) Stock Soars on AI Data-Center Frenzy – What’s Driving the Rally?

Oct. 23 Rally: Prices, Volume and Context Vertiv stock has been on a tear in 2025, and on Oct. 23, 2025 that rally continued. By mid-day Thursday, the share price was around $180–181, roughly a 5% gain on the sessionmarketbeat.comreuters.com. Notably, Reuters confirms VRT was trading at $180.12 (+4.97%) as of late morning on Oct. 23reuters.com. This comes after a recent intraday high near $184.50 (the 52-week peakmarketbeat.com). Over the past month, VRT has climbed sharply – for example, shares jumped from the mid-$160s to high-$170s in early Octoberts2.tech. On Oct. 22 (Wednesday), the stock closed around $171.27marketbeat.com, so Thursday’s
23 October 2025
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AI Alliance Ignites Lumen (LUMN) Stock Surge Amid Bold Turnaround Moves

AI Alliance Ignites Lumen (LUMN) Stock Surge Amid Bold Turnaround Moves

Lumen Stock Rallies on Game-Changing Palantir Partnership Lumen’s new multi-year AI alliance with Palantir is a cornerstone of its transformation strategy, aiming to fuse advanced data analytics with Lumen’s global network. The deal is seen as a bold bid to monetize AI at scale, and it immediately boosted market sentiment toward LUMN stock. Lumen sent shockwaves through the telecom and tech markets on October 23 by announcing a sweeping partnership with Palantir Technologies, a leading AI and data analytics firm. The multi-year agreement, unveiled early Thursday, will integrate Palantir’s Foundry and AI platform with Lumen’s high-performance fiber network, enabling enterprise
23 October 2025
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AI Stock Boom or Bubble? Tech Rally Soars as Experts Warn of Risk

AI Stock Boom or Bubble? Tech Rally Soars as Experts Warn of Risk

AI Stocks Propel a Record Tech Rally After a turbulent summer, U.S. markets have soared back near all-time highs, largely on the back of AI euphoria. Investor optimism about emerging AI technology has lifted major indices despite macro headwinds like trade tensions and war fears qz.com. In fact, the S&P 500 and Nasdaq Composite both notched record closing highs in early October, buoyed by outsized gains in a few AI-focused giants reuters.com. The rally’s narrow leadership is striking. Mega-cap tech firms – especially those at the forefront of AI – have vastly outperformed. A select “AI basket” of titans (Alphabet,
23 October 2025
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Incredible Rally: Bitfarms (BITF) Stock Jumps 148% YTD Amid Crypto Boom & AI Pivot

Bitfarms (BITF) Stock Rockets: Bitcoin at $125K & $500M AI Data Deal Fuel Rally

The bottom line: Bitfarms is riding a double tailwind of an explosive Bitcoin rally and its own strategic shift into AI data centers. Its stock is highly volatile (beta ~4–5) and swings with crypto prices. After a furious multi-month rally, BITF has paused and retraced from its mid-October highs (reflecting classic overbought conditionsts2.tech). Whether the rally continues hinges on Bitcoin staying strong and Bitfarms executing its expansion. With record BTC prices boosting mining margins and a huge war chest from recent financings, Bitfarms may deliver outsized gains if it can turn its plans into profits. However, investors should note risks:
23 October 2025
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Alphabet Stock Nears Record Highs: AI Boom and Ad Recovery Power Google’s Rally

Alphabet Inc.’s Class A shares (NASDAQ: GOOGL) are trading near their highest levels in years. As of late Oct. 23, the stock hovers around $252, just below October’s intra-day high of ~$256ts2.tech. That puts Alphabet’s market value tantalizingly close to the $3 trillion milestonets2.techreuters.com – a club shared only by Apple and Microsoft. In fact, after shares hit a new record high in mid-September, Alphabet’s stock had already rallied over 32% year-to-datereuters.com. “Alphabet’s stock [is] flirting with record highs,” noted one analyst, as both technical trends and fundamentals improvets2.tech. Recent momentum has been fueled by several factors. First, Google’s artificial
23 October 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD Stock Soars on AI Mega-Deals – Is $300 Next?

AI Deals Ignite a Rally The catalyst for AMD’s October surge was clear: blockbuster AI contracts. On Oct. 6, AMD announced it would supply hundreds of thousands of GPUs (roughly 6 gigawatts of compute) to OpenAI over several yearsreuters.com. AMD executives hailed the pact as transformative. EVP Forrest Norrod called it “certainly transformative, not just for AMD, but for the dynamics of the industry”reuters.com. CFO Jean Hu said the OpenAI deal should “deliver tens of billions of dollars in revenue” and be “highly accretive” to future earningsts2.tech. OpenAI CEO Sam Altman added that having AMD chips “will allow [us] to
23 October 2025
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Intel Stock Skyrockets on U.S. Government Lifeline and AI Deals – What’s Next?

Intel Stock Skyrockets on U.S. Government Lifeline and AI Deals – What’s Next?

Intel Stock Soars on AI Buzz and Big Investments Intel’s share price has staged a stunning comeback in 2025, rallying on hopes that bold strategic moves will revive the iconic chipmaker. As of late October, INTC shares hover in the mid-$30s, near their highest level in about two years ts2.tech. The stock has nearly doubled from its lows in January, making Intel one of this year’s best-performing big tech stocks after years of languishing. On October 20, shares jumped ~3% to around $38, then pulled back slightly, reflecting heightened volatility ahead of earnings ts2.tech. Even after a recent dip (the
23 October 2025
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BigBear.ai’s 300% Defense AI Stock Surge: Next Palantir or Overhyped Gamble?

BigBear.ai’s 300% Defense AI Stock Surge: Next Palantir or Overhyped Gamble?

A Wild Ride for BBAI Stock in 2025 BigBear.ai’s stock has turned into one of 2025’s most dramatic thrill rides on Wall Street. The little-known AI contractor began the year as a sub-$2 penny stock, but enthusiasm over artificial intelligence – especially for defense and national security – ignited a speculative frenzy around BBAI shares. Over the past 12 months, the stock price has climbed over 300% in total return ts2.tech. Much of that gain came in sudden explosive jumps: for example, on October 13 the stock leapt ~22% in a single day after BigBear announced a high-profile military tech partnership
23 October 2025
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Bitfarms Stock Skyrockets on Bitcoin Boom and AI Pivot – Can the 148% Rally Hold?

Bitfarms Stock Skyrockets on Bitcoin Boom and AI Pivot – Can the 148% Rally Hold?

Bitfarms Stock Soars Amid Crypto Rally Bitfarms has been one of 2025’s standout stocks, riding the wave of a broader crypto boom. As of mid-October, BITF was up ~148% year-to-date ts2.tech ts2.tech, vastly outperforming the market. Over the past six months alone, shares rocketed over +400% ts2.tech in a parabolic climb that saw the price vault from penny-stock levels to multi-year highs. This run-up coincided with Bitcoin’s dramatic resurgence and strategic shifts by Bitfarms – a one-two punch that made BITF one of the fall’s top-performing tech/financial stocks. The rally reached a frenzy in early October. In the week of
23 October 2025
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Meta’s AI Shake-up: 600 Jobs Axed as Zuckerberg Doubles Down on “Superintelligence”

Meta’s AI Shake-up: 600 Jobs Axed as Zuckerberg Doubles Down on “Superintelligence”

Leaner AI Team, Same Big AI Bet Meta’s parent company (Nasdaq: META) quietly confirmed on Oct. 22 that it is “slashing” roughly 600 jobs from its superintelligence-focused AI unit reuters.com timesofindia.indiatimes.com. Axios first reported the cuts via an internal memo, and Reuters/Tech news sites (TechCrunch, The Verge) later confirmed that Meta is cutting staff in three of its four AI sub-units: research (FAIR), product AI, and infrastructure. By contrast, the TBD Labs – a newly formed group of “a few dozen” top researchers working on the next generation of foundation models – will not be affected reuters.com timesofindia.indiatimes.com. In other
23 October 2025
June 30, 2025 – Major Tech News Roundup: AI Races, 5G Advances, Big Tech Deals & More

Nvidia Stock Near Record Highs: $20B xAI GPU Deal and $100B OpenAI Pact Fuel AI Boom

In short, Nvidia’s stock has surged again on the back of the latest AI deals and partnerships. The combination of blockbuster AI earnings, strategic alliances, and massive investor enthusiasm has propelled NVDA toward record territoryts2.techts2.tech – leaving the market asking if the rally can continue (some analysts even eye a $300 price by year-endbarchart.com). AI Frenzy Propels Nvidia’s Growth The AI revolution is driving an unprecedented boom in demand for Nvidia’s chips. In its latest quarterly report (FY2026 Q2, May–Jul 2025), Nvidia blew past expectations with $46.7 B revenue, up 56% year-over-yearts2.tech. Virtually all of that growth came from AI: $41 B
23 October 2025
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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