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Artificial Intelligence News 22 October 2025 - 23 October 2025

Meituan (3690.HK) Soars to HK$100: Food-Delivery Wars, AI Ambitions & What Analysts Expect

Meituan (3690.HK) Soars to HK$100: Food-Delivery Wars, AI Ambitions & What Analysts Expect

Stock Performance and Market Snapshot On Oct 23, 2025 Meituan’s stock (3690.HK) closed at HK$100.00 investing.com. After falling to HK$94.05 on Oct 17 (its 52-week low) investing.com, the shares have bounced. The recent rally pushed the price near the lower end of its 52-week range (HK$94–205 investing.com). Year-to-date, the stock has lagged some peers, reflecting a tough market. In the past week Meituan gained ~4% in Hong Kong, helping it outperform the Hang Seng Tech Index, which dipped amid US-China trade-war jitters. Analysts note that Hong Kong tech stocks saw a broad pullback in mid-Oct, but remain up ~30% YTD on strong
23 October 2025
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IBM Stock Soars on AI, Cloud and Quantum Momentum

IBM Stock Soars on AI, Cloud and Quantum Momentum

IBM’s headquarters in Armonk, N.Y., is at the center of the company’s growing focus on AI and cloud computing. In late October 2025, the stock was trading in the high $200s (about $287/share on Oct. 22) after strong third‑quarter results. The 2025 rally (up ~30% YTD) reflects renewed investor enthusiasm under CEO Arvind Krishna’s strategy, but the after‑hours selloff shows that even good news can trigger profit‑taking. In its Oct. 22 earnings release (Q3 FY2025), IBM reported revenue of $16.33 billion, up 9% from a year earlier. Adjusted net income was $2.5 billion, or $2.65 per share, ahead of Wall Street targets. All
23 October 2025
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Lam Research Stock Rockets on AI Chip Demand – Can LRCX Keep Climbing?

Lam Research Stock Rockets on AI Chip Demand – Can LRCX Keep Climbing?

Earnings Beat on Surging Demand Lam Research (NASDAQ:LRCX) handily beat forecasts for its fiscal Q1, as demand for cutting-edge chipmaking gear remains hot. The Fremont, CA company reported $5.32 billion in revenue and $1.26 EPS (non-GAAP) for Q1, versus analyst estimates of $5.22 B and $1.21timesunion.cominvesting.com. On a GAAP basis Lam earned $1.57 B ($1.24 per share)timesunion.com. These results, aided by strong year-on-year growth in both logic and memory equipment, “significantly surpassed analyst expectations” and underscore Lam’s role as a bellwether of chipmakers’ AI-driven spendingmarkets.financialcontent.cominvesting.com. Management’s guidance was equally positive. Lam forecast Q2 revenue of ~$5.20 B (±$0.3B) and EPS around $1.15 (±$0.10)investing.comstocktitan.net –
22 October 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM Stock Rockets on AI & Quantum Buzz – Analysts Split on What Comes Next

IBM’s long-term story hinges on its success in AI and cloud. If the company can continue delivering above-consensus results (it has a recent streak of ~6% EPS beats)techi.com and land more big AI deals, bulls see plenty of room to run. For example, Goldman Sachs recently raised its target to $310, Wedbush $325ts2.tech. But skeptics point to the high valuation and still-modest growth: with consensus forecasts implying only mid-single-digit gains in coming quarters, the stock may consolidate unless IBM’s bets truly pay off. In short, IBM’s blend of growth potential and safe dividends makes it attractive, but investors should watch
22 October 2025
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Palantir’s Shocking Reinvention: From Secretive Spy Tech to $400B Cult Lifestyle Brand

Palantir’s $400 Billion AI-Fueled Surge: Stock Skyrockets on Big Deals & Bold Forecasts

Red-Hot Stock Rally Powered by AI Palantir’s stock has been on a tear in 2025, transforming the once-stealthy software firm into one of the market’s hottest names. Shares have nearly quadrupled year-to-date, vastly outperforming both tech and defense peersreuters.com. As of October 22, Palantir traded around $173 (just shy of recent highs around $182 earlier in the week), and it has roughly doubled in 2025 alonereuters.com. This red-hot run makes Palantir one of the top S&P 500 gainers of the year. Over a three-year span, the stock has now surged over 600%reuters.com, reflecting investors’ fervor for anything related to artificial
22 October 2025
Intel Stock Surges 80% on AI Chip Hype – Can $INTC Keep Flying?

Intel Stock Skyrockets on AI Hype and 10% U.S. Stake – Is the Rally Sustainable?

Intel’s stock has clearly become a focal point for traders betting on a turnaround. The last week saw volatile action: shares leapt about 3% on Oct. 20 to ~$38.10 (near recent highs), then eased slightly on Oct. 21ts2.tech. Over the past month the stock has pulled back roughly 10% from its early-October peak, but dip-buyers have defended prices in the mid-$30sts2.techts2.tech. Options markets indicate traders expect an unusually large post-earnings swing (about ±10%) after the Q3 report on Oct. 23investopedia.com, suggesting possible targets near ~$42 or ~$32 in the short term. Blockbuster Deals and AI Hype Fuel Intel’s Surge Intel’s
22 October 2025
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Nebius Group Explodes 350% on AI Boom – Microsoft Deal and Earnings Next Week in Spotlight

Nebius Group Explodes 350% on AI Boom – Microsoft Deal and Earnings Next Week in Spotlight

Nebius Group is a Netherlands-based tech firm (spun out of Yandex in 2022) that provides full-stack AI cloud infrastructure. Its high-performance GPU data centers and software help clients (like Cloudflare and Shopify) train and run machine-learning models ts2.tech. CEO Arkady Volozh hailed the Microsoft deal as a “first of [many] major contracts” that will “accelerate the growth of our AI cloud business… in 2026 and beyond” ts2.tech. Investors will be watching Nebius’s Q3 report closely. Analysts expect revenue to remain on a steep growth curve, even if the company is still running losses to fund expansion. As Hamed Khorsand summarized,
22 October 2025
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AI Buzz Lifts Pegasystems Stock – Pega Shares Soar on Strong Q3 Results and New Platform Launch

AI Buzz Lifts Pegasystems Stock – Pega Shares Soar on Strong Q3 Results and New Platform Launch

Earnings Beat Propels Stock: On October 21, Pega reported Q3 FY2025 results that handily beat forecasts. Quarterly revenue hit $381.4 million, up 17% from a year ago and above the $351M consensus, and adjusted EPS jumped to $0.30 (versus ~ $0.20 expected) stocktwits.com. CEO Alan Trefler emphasized that Pega’s AI strategy – especially its Blueprint and GenAI tools – is “resonating deeply with clients, prospects, and partners, unlocking new levels of speed, predictability, and scale in enterprise applications” businesswire.com. COO/CFO Ken Stillwell noted “strong sales performance powered by Pega Blueprint” and said the company generated $347M in operating cash flow
22 October 2025
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AI Hype vs Reality: HPE Stock’s Wild October Ride and What’s Next for Investors

AI Hype vs Reality: HPE Stock’s Wild October Ride and What’s Next for Investors

HPE Stock Volatility: From Highs to a Post-Guidance Slump Hewlett Packard Enterprise headquarters in Texas. The company’s stock has experienced volatility amid surging AI enthusiasm and cautious financial guidance. After a steady climb through 2025, HPE’s stock rally hit turbulence in mid-October. The shares were hovering near multi-year highs above $26 just before the company’s annual Securities Analyst Meeting on Oct. 15ts2.tech. Optimism was running high – HPE had gained roughly 15–20% year-to-date on the back of strong demand for its AI infrastructure and cloud offeringsts2.tech. In fact, the stock notched a 52-week high of $26.44 in early October amid
22 October 2025
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NVIDIA’s Stock Soars to New Highs – Analysts Eye Further Gains

NVIDIA Stock Near Record Highs as AI Frenzy Powers $4 Trillion Surge

NVDA Stock on a Rollercoaster, But Near Highs Nvidia’s stock has been on a rollercoaster in October, yet it remains within sight of record levels. In early October, NVDA surged to an intraday all-time high around $195.62 amid frenzied buying driven by AI hypets2.tech. The rally stalled mid-month when rising interest rates and strong bank earnings triggered a rotation out of pricey tech shares. On October 14, Nvidia tumbled over 4% in one session, dipping to roughly $180 at its lowsts2.tech. Traders seized the moment to take profits, especially given Nvidia’s rich valuation (around 50× earnings, far above market norms)ts2.tech.
22 October 2025
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BigBear.ai (BBAI) Stock Skyrockets on New Defense AI Deals – Is It the Next Palantir?

BigBear.ai’s Stock Skyrockets 300% on Defense AI Boom – Is BBAI the Next Palantir or Just Hype?

Stock Price Rally and Recent Volatility BigBear.ai’s stock has been on a tear in 2025, but not without turbulence. After starting the year as a little-known penny stock, BBAI caught fire amid the artificial intelligence boom and a flurry of government contract wins. Year-to-date, the share price has roughly doubled (up ~80–100%)ts2.tech, and over the past 12 months it’s climbed an astonishing 314% in total returnsimplywall.st. Much of that gain came in a few explosive moves: for instance, on October 13 the stock jumped about 22% in one day after BigBear announced a new military-tech partnershipts2.tech. The next day, BBAI
22 October 2025
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Bitfarms Stock Skyrockets 148% YTD on Bitcoin Boom and AI Pivot – Latest News & Outlook

Bitcoin Boom and $500M AI Pivot Send Bitfarms (BITF) Stock Soaring 148% – Will the Rally Last?

Crypto Rally Propels Bitfarms Stock Bitfarms stock has ridden the 2025 crypto market boom to dramatic heights. The share price currently hovers around $4.50 (Oct. 22), cooling off from last week’s peak but still up nearly 150% since Januaryts2.tech. The past few trading days saw some volatility: BITF spiked to $6.20 intraday on Oct. 14 amid Bitcoin euphoria, then pulled back on profit-taking and financing newsts2.tech. By Friday Oct. 17 it closed at $5.01, and has since drifted into the mid-$4s after this Monday’s and Tuesday’s consolidation (about a 10% dip from last week’s close)ts2.techcoincodex.com. Such swings are a reminder
22 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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