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Artificial Intelligence News 17 October 2025

Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle’s AI Cloud Blitz: $300B OpenAI Deal, Meta Pact, and Supercomputer Unveiled

Oracle’s Historic AI Cloud Deals Fuel Ambitions Oracle has seized center stage in the artificial intelligence race by securing eye-popping cloud contracts to host and train the world’s most advanced AI models. In a move that stunned the tech industry, OpenAI – creator of ChatGPT – agreed to spend a reported $300 billion on Oracle Cloud over five yearsreuters.com. If fully realized, it ranks as one of the largest cloud deals ever and instantly turbocharges Oracle’s cloud business. This year Oracle also inked a major partnership with Meta Platforms, which committed roughly $65 billion for Oracle’s cloud services as Meta expands its
Nvidia’s AI Empire Unleashed: Mini Supercomputers, Mega-Deals and a Global Chip Arms Race

Nvidia’s AI Empire Unleashed: Mini Supercomputers, Mega-Deals and a Global Chip Arms Race

AI Alliances and Rivalries: OpenAI, xAI, and a $100B Power Play Nvidia’s dominance in AI computing has led to both blockbuster partnerships and fierce competition in recent weeks. The most dramatic development is Nvidia’s sweeping alliance with OpenAI – a deal valued at up to $100 billion that intertwines the leading AI chip supplier with the maker of ChatGPT ts2.tech ts2.tech. Under the agreement, announced late September, Nvidia will take a sizable (non-voting) stake in OpenAI and in return OpenAI commits to buying Nvidia’s cutting-edge GPUs to build out an unprecedented 10 gigawatts of AI supercomputing capacity ts2.tech ts2.tech. “Everything starts
White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel Stock Soars on AI Hype and Big Backers – Will the Rally Last?

Intel Stock Price: Recent Moves and Momentum Intel’s share price has been on a roller-coaster in recent days, reflecting both excitement and caution. As of market close on Oct. 17, INTC traded in the high-$36 rangets2.tech, roughly flat for the week. The stock briefly spiked toward $38 earlier in the month – a new 52-week high – after reports that Intel was in talks to have AMD as a chip fabrication customerts2.tech. That October 2 report (via Semafor) sent Intel up almost 4% intradayts2.tech, but gains faded when Deutsche Bank quickly warned the stock was overextended at those levels, urging
IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM Stock Hits Multi-Year High on AI & Quantum Hype – Can the Rally Last?

IBM’s Big 2025 Rally Powered by AI Ambitions International Business Machines (NYSE: IBM) has staged a remarkable comeback in 2025. After languishing for much of the past decade, IBM’s stock has roared back to life, reaching levels not seen in years. It briefly hit an intraday high of ~$296 in late September when news of a quantum computing feat with HSBC sparked a 5% one-day jumpts2.techts2.tech. Even with a minor dip in mid-October, IBM trades only a few percent below that peak. Year-to-date, the shares are up roughly 28% (through mid-Oct) – a huge move for such a mature tech
Cisco’s $2B AI Windfall: New Tech, Stock Surge & What’s Next for CSCO

Cisco Rides AI Wave as Stock Nears Year-High – What’s Next for CSCO?

CSCO Stock Near 2025 Highs After Steady Climb Cisco’s stock is trading at $69 as of Friday, Oct. 17, 2025, putting it just a few dollars shy of its 1-year peakmarketbeat.com. This marks a strong run for the networking giant – shares have risen about 30% over the past year, easily outperforming the broader market. In the week leading up to Oct. 17, CSCO gained roughly 2%, reflecting optimism around the company’s recent announcements and financial results. The stock’s 12-month high is $72.55 and the low is $52.11marketbeat.com, so current prices indicate investors have driven the stock toward the upper
Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Alibaba’s 2025 Comeback: AI Ambitions Fuel BABA Stock Rally – Will It Last?

Stock Price and Market Performance (Oct. 17 Update) Alibaba’s stock is capping off a strong week, with a notable move on October 17, 2025. The NYSE-listed BABA shares closed around $167 on Friday, recovering from early-session weakness. This roughly 3% intraday rebound came despite a sell-off in Hong Kong, where Alibaba’s secondary listing fell over 4% amid broad tech declines. Even with recent volatility, Alibaba’s U.S. stock remains near multi-year highs – up about 85–90% year-to-datets2.tech. By comparison, the NYSE Composite index is only up ~12% in 2025ts2.tech, underscoring Alibaba’s outsized rally. The stock’s momentum since spring carried it above
Oscar Health Stock Skyrockets on AI-Fuelled Growth Plans – Analysts Warn of ACA Risks

Oscar Health Stock Skyrockets on AI-Fuelled Growth Plans – Analysts Warn of ACA Risks

Key Facts: – Oscar Health (NYSE: OSCR) shares have surged in early October 2025, recently trading around $21–22 (up ~40% YTD)ts2.techmarketbeat.com. The stock hit about $21.50 on Oct 3 (+11% on the day) and was trading near $21.76 on Oct 14 (+6.7%)ts2.techmarketbeat.com. – Oscar announced a $410 million convertible debt offering in September 2025 to fund AI-driven technology and growth initiativests2.tech. Proceeds will back “strategic initiatives focused on AI” and expansion of member servicesbusinesswire.comts2.tech. – The company also forged a major partnership with Midwestern grocer Hy‑Vee: launching “Hy‑Vee Health with Oscar”, an employer health plan in Iowa. CEO Mark Bertolini
SoundHound AI Stock Skyrockets 240% – Is the Voice AI Boom Just Beginning?

SoundHound AI Stock Slides 10% After CFO Cashes In – Can the 240% AI Rally Survive?

Stock Slides After CFO’s Share Sale SoundHound AI stock sank on Friday after news of insider selling, undercutting some of the recent euphoria. The company’s Chief Financial Officer, Nitesh Sharan, disclosed he sold 60,376 SoundHound shares at an average ~$21.21 (a ~$1.28 million transaction)indexbox.io. The sale, executed under a pre-arranged 10b5-1 trading plan, reduced the CFO’s direct stake by about 3.3%indexbox.io. The market reacted swiftly: SOUN fell ~6.9% in morning trading on Oct. 17 following the disclosure, and by afternoon it was trading around $18.80, roughly 9–10% below the prior day’s closeindexbox.ioindexbox.io. The timing of Sharan’s sale coincided with a broader
Rekor Systems (REKR) Stock Rockets 73% on AI-Powered Roadway Tech Breakthroughs

Rekor Systems (REKR) Stock Rockets 73% on AI-Powered Roadway Tech Breakthroughs

Stock Performance & Recent Moves: Rekor stock has surged lately on a combination of upbeat corporate news and broader tech buzz. After closing around $2.60 on Oct. 16, REKR jumped roughly 20% on Oct. 17 (trading near $3.17)tradingview.com. This continued a steep one-month rally: TS2.tech notes the shares have climbed about 73% in the past 30 daysts2.tech. This meteoric rise came as the company previewed blowout third-quarter results and rolled out new contracts. Wall Street observers say the valuation – now about 5.8× sales – appears “fair” relative to peers given Rekor’s growth outlookts2.tech. (By comparison, Rekor grew revenue ~7%
Nebius (NBIS) Stock Rockets on $17B Microsoft AI Deal – Explosive Growth & Outlook Revealed

Nebius Group (NBIS) Skyrockets 350% on AI Deal, Then Stumbles – What’s Next for This Cloud Newcomer?

Nebius Stock’s Wild 2025 Ride – From $14 to $130+ 🚀 Nebius Group’s logo on display – the AI cloud upstart has seen its stock skyrocket in 2025 amid major deals. Few stocks captured the AI frenzy of 2025 like Nebius Group. This Amsterdam-headquartered cloud upstart – born from the breakup of Russia’s Yandex – has seen its Nasdaq-listed shares soar by triple digits. Year-to-date, NBIS has climbed roughly +350%, far outpacing broader tech indicests2.tech. The stock hit an all-time high around $132-$135 in early October, a stunning jump from just ~$14 a year agots2.tech. As one analysis noted, Nebius’
Salesforce (CRM) Stock Soars on $60B AI Bet – Can the Cloud Giant’s Rally Last?

Salesforce (CRM) Stock Soars on $60B AI Bet – Can the Cloud Giant’s Rally Last?

Bumpy Ride for CRM Stock in 2025 Salesforce’s stock (NYSE: CRM) has been on a rollercoaster in recent weeks. After a steep September sell-off – when cautious guidance sent shares to multi-month lows around $235ts2.tech – the stock found a footing in the mid-$230s. Heading into mid-October, CRM began to stabilize. On October 16, shares surged about 4% after Salesforce issued a surprisingly strong long-term forecast, lifting the stock to roughly $246 by Thursday’s closereuters.com. That rebound comes as a relief to investors: even after the pop, CRM remains down roughly 27–29% year-to-datereuters.com, a stark contrast to major indexes. In
Safe & Green (SGBX) Roars Back: Nasdaq Lifeline and AI Pivot Fuel Wild Stock Ride

Safe & Green (SGBX) Roars Back: Nasdaq Lifeline and AI Pivot Fuel Wild Stock Ride

Nasdaq Compliance Triggers Relief Rally Safe & Green Holdings Corp. regained compliance with Nasdaq’s listing rules in early October 2025, temporarily boosting its microcap stock price. A week ago, Safe & Green Holdings Corp. (NASDAQ: SGBX) was on the brink of losing its Nasdaq listing – today it’s back in the game, though not without turbulence. The Miami-based modular building and green construction company secured a lifeline on Oct. 9 by regaining compliance with Nasdaq’s $1 minimum bid price requirement, after drastic capital moves to bolster its share price ts2.tech. Nasdaq confirmed the company met listing rules as of Oct.
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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