Today: 27 June 2026
Browse Category

Artificial Intelligence 14 October 2025 - 15 October 2025

BlackRock & Nvidia’s $40 Billion AI Data Center Deal – Inside the Mega-Bet Powering the AI Boom

BlackRock & Nvidia’s $40 Billion AI Data Center Deal – Inside the Mega-Bet Powering the AI Boom

A consortium led by BlackRock and Nvidia will acquire Aligned Data Centers from Macquarie Asset Management for about $40 billion. The group, which includes Microsoft and xAI, plans to invest up to $100 billion in AI infrastructure projects. Aligned operates 50 data center campuses across the U.S. and Latin America. BlackRock shares rose 3% after the news, while Nvidia stock fell 4%.
15 October 2025
·····
AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

OpenAI has secured nearly $1 trillion in AI infrastructure deals within weeks, partnering with Nvidia, AMD, Oracle, and Broadcom. Nvidia agreed to invest up to $100 billion and supply 10 GW of GPUs; AMD struck a 6 GW chip deal and issued OpenAI a 10% stock warrant. Oracle will provide $300 billion in cloud services, while Broadcom will co-design 10 GW of custom chips. Regulators warn of antitrust risks as stocks surge.
15 October 2025
·····
Datavault AI (DVLT) Stock Skyrockets on Bitcoin Deal & AI Hype – Is the 400% Rally Sustainable?

Datavault AI (DVLT) Stock Skyrockets on Bitcoin Deal & AI Hype – Is the 400% Rally Sustainable?

Datavault AI (NASDAQ: DVLT) surged nearly 30% to $2.19 on Oct. 14, capping a 400% rally since September amid heavy trading and speculation. The company secured a $150 million Bitcoin-funded investment from Scilex and signed a letter of intent to acquire NYIAX Inc. Analyst opinions remain split, with price targets ranging from $3 to $11. DVLT regained Nasdaq compliance as trading volume and volatility spiked.
15 October 2025
····
Credo Technology (CRDO) Stock Rebounds on AI Partnership as Analysts Eye Long-Term Growth

Credo Technology (CRDO) Stock Rebounds on AI Partnership as Analysts Eye Long-Term Growth

Credo Technology Group shares plunged 13% Tuesday to $129.75 after surging to nearly $150 earlier in the week, then rebounded 6% in pre-market trading Wednesday. The company unveiled new “ZeroFlap” optical transceivers and joined Arm’s Total Design ecosystem to co-develop custom AI silicon. Credo also filed for a $750 million stock offering and acquired Hyperlume for about $40–50 million. Revenue jumped 273% last quarter to $223 million.
15 October 2025
···
FuelCell Energy Stock Skyrockets on AI Data Center Boom – 97% Revenue Surge Ignites Green Energy Hype

FuelCell Energy Stock Skyrockets on AI Data Center Boom – 97% Revenue Surge Ignites Green Energy Hype

FuelCell Energy shares have surged 150% in the past month, recently trading near $12 after Bloom Energy announced a $5 billion AI data-center deal. Fiscal Q3 revenue nearly doubled to $46.7 million, but net loss widened to $92.5 million on restructuring charges. The company cut 17% of its workforce and is targeting AI-driven power demand. Analysts remain cautious, with a consensus price target below current levels.
15 October 2025
·····
Evaxion (NASDAQ:EVAX) Stock Rockets After AI-Powered Cancer Vaccine Breakthrough

Evaxion (NASDAQ:EVAX) Stock Rockets After AI-Powered Cancer Vaccine Breakthrough

Evaxion shares jumped 25% on Oct 14, closing at $7.84, after Merck exercised its option on the EVX-B3 vaccine, paying $7.5 million upfront with up to $592 million in milestones. Evaxion will present two-year Phase 2 data for its AI-designed melanoma vaccine at ESMO on Oct 17. The company also announced an upgrade to its AI-Immunology platform and maintains a “Strong Buy” rating from analysts.
15 October 2025
···
Amazon’s Latest Shock: Up to 15% of HR Workforce Axed in AI-Fueled Restructuring – Stock and Market Impacts

Amazon’s Latest Shock: Up to 15% of HR Workforce Axed in AI-Fueled Restructuring – Stock and Market Impacts

Amazon plans to cut up to 15% of its global HR staff, potentially affecting thousands in the People eXperience & Technology division, according to reports. The layoffs come as Amazon invests over $100 billion in AI and cloud infrastructure for 2025. Despite the cuts, the company will hire about 250,000 U.S. seasonal workers for the holidays. Amazon’s Q2 net sales rose 13% to $167.7 billion, with net income at $18.2 billion.
15 October 2025
··
Fluence Energy (FLNC) Stock Skyrockets: $10B Battery Boost and AI-Fueled Demand Ignite Rally

Fluence Energy (FLNC) Stock Skyrockets: $10B Battery Boost and AI-Fueled Demand Ignite Rally

Fluence Energy shares surged 21% on Oct 13 and 16% on Oct 14, 2025, after Susquehanna upgraded the stock and doubled its price target to $17. The stock traded at $18.45 on Oct 15, up 9% for the year but still 21% below its 2024 peak. A $1.5 trillion U.S. infrastructure plan, with $10 billion for battery storage, fueled further gains. Most analysts remain cautious, with average targets near $8–$9.
15 October 2025
····
Caterpillar’s Stock Rally Roars: AI Boom, $650 Target Fuel All-Time High

Caterpillar’s Stock Rally Roars: AI Boom, $650 Target Fuel All-Time High

Caterpillar shares jumped nearly 5% to a record intraday high of about $528 on Oct. 14, 2025, after JPMorgan raised its price target to $650. The stock is up roughly 38% year-to-date, far outpacing the S&P 500. Recent deals include a $1.1 billion acquisition of RPMGlobal and new data center power partnerships. Insiders sold about $17 million in shares, but institutional ownership remains strong.
15 October 2025
··
Veritone (NASDAQ: VERI) Stock Soars 50% on Hyperscaler AI Deals – Key Q3 Highlights & Outlook

Veritone (NASDAQ: VERI) Stock Soars 50% on Hyperscaler AI Deals – Key Q3 Highlights & Outlook

Veritone shares jumped over 50% in after-hours trading Oct. 14, reaching $8.36 after announcing major AI contracts with leading cloud hyperscalers. Preliminary Q3 revenue rose about 30% to $28.5–28.7 million, while the projected non-GAAP net loss narrowed to $5.5–6.0 million. The stock is near a new 52-week high and analysts maintain a “Strong Buy” rating. Final Q3 results are due Nov. 6.
15 October 2025
···
ASML Stock Soars on AI Mega-Deal as Q3 Earnings Loom – Key Facts and Outlook

ASML Stock Soars on AI Mega-Deal as Q3 Earnings Loom – Key Facts and Outlook

ASML shares traded near $980 on Oct. 15, close to a 52-week high after surging 32% since early September. The company named Marco Pieters as next CTO and announced a €1.3 billion investment in Mistral AI. China imposed new export curbs on chipmaking minerals, while a U.S. report linked ASML to China’s military. Q3 earnings are due, with analysts expecting strong results.
15 October 2025
···
Walmart’s ChatGPT Checkout Debut Sparks Stock Surge to Record Highs – Is $1 Trillion Cap Within Reach?

Walmart’s ChatGPT Checkout Debut Sparks Stock Surge to Record Highs – Is $1 Trillion Cap Within Reach?

Walmart shares rose up to 5% to close at $107 on Oct. 14 after announcing an “Instant Checkout” shopping integration with OpenAI’s ChatGPT, marking a new all-time high. The rally boosted Walmart’s market cap to about $854 billion. Year-to-date, the stock is up nearly 19%. Analysts maintain a bullish outlook, with most rating the stock a buy.
15 October 2025
··
SoundHound AI Stock Skyrockets 240% – Is the Voice AI Boom Just Beginning?

SoundHound AI Stock Skyrockets 240% – Is the Voice AI Boom Just Beginning?

SoundHound AI shares surged about 240% over the past year, reaching $20–21 and pushing market cap above $8 billion despite ongoing losses. Trading volume spiked, with short interest near 30% of float. Q2 revenue jumped 217% to $42.7 million, and the company raised its 2025 sales outlook. SoundHound holds $230 million in cash and reports a $1.2 billion contract backlog.
15 October 2025
··
Google’s October 2025 Shockwave: AI Advancements, Big Bets & Alphabet’s Soaring Fortunes

Google Stock’s October Surge: Alphabet Nears Record Highs on AI Buzz and Analyst Upgrades

Alphabet closed near a record $245 per share on Oct. 14, 2025, valuing the company at about $2.97 trillion. Shares are up roughly 30% year-to-date, far outpacing the S&P 500. The company announced over $24 billion in new AI infrastructure spending this month and will report Q3 earnings on Oct. 29. Regulators in the UK and U.S. are increasing scrutiny of Google’s core businesses.
15 October 2025
··
NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $4.5 Trillion AI Juggernaut: NVDA Stock Volatile After Record Rally

Nvidia shares closed near $180 on Oct. 14, 2025, down 4% after hitting a record $188 earlier in the week. The company reported quarterly revenue of $46.7 billion, up 56% year-over-year, with data-center sales above $41 billion. Nvidia’s market cap topped $4.5 trillion, briefly making it the world’s most valuable company. The drop followed renewed U.S.–China trade tensions and news of rising chip competition.
15 October 2025
···
AI Data Center Goldmine or Bubble? Credo (CRDO) Stock’s Wild Ride Amid New Deals and Big Hype

AI Data Center Goldmine or Bubble? Credo (CRDO) Stock’s Wild Ride Amid New Deals and Big Hype

Credo Technology shares jumped nearly 8% to $149.90 on Monday, then plunged over 13% to about $130 on Tuesday amid volatile trading. The company launched new “ZeroFlap” optical transceivers for AI data centers and joined Arm’s “Total Design” ecosystem. Credo also acquired Hyperlume for up to $50 million and filed to sell $750 million in new shares. Revenue surged 273% last quarter to $223 million.
14 October 2025
····
Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Astera Labs (ALAB) Stock Skyrockets on AI Boom – Nvidia & AMD Partnerships Fuel Frenzy

Astera Labs shares soared from $36 at IPO to a 52-week high near $262 in September 2025 before dropping 14% to around $170 on October 14. Q2 FY2025 revenue jumped 150% year-over-year to $191.9 million, with record free cash flow and over $1 billion in cash. Management guided Q3 revenue to $203–210 million. Wall Street targets range from $155 to $275, with most analysts rating the stock a “Moderate Buy.”
14 October 2025
···
Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks Surges on AI Networking Demand, NVIDIA Rivalry Sparks Caution

Arista Networks shares have surged 59% year-over-year, driven by strong AI data center demand. The company reported Q3 revenue of $2.205 billion, up 30%, and raised its 2025 growth outlook. Shares dipped 2.4% after NVIDIA announced new Ethernet switches for Meta and Oracle. Analysts remain bullish, but Arista trades at a high premium with concentrated sales among major cloud customers.
14 October 2025
····
1 … 192 193 194 195 196 … 220

Stock Market Today

  • Investors Eye Global Bond Markets as U.S. Rate Hikes Pause
    June 27, 2026, 2:23 PM EDT. Investors are urged to consider global government bonds outside the U.S., where central banks like the European Central Bank (ECB) and those in the UK and Australia have recently raised interest rates amid varying inflation dynamics. George Bory of Allspring Global Investments highlights that these markets have priced in inflation and may offer better potential returns. The U.S. Federal Reserve has paused rate hikes since July 2023, with limited expectations for increases. Diversifying bond portfolios internationally-across different rate cycles and economic conditions-could help investors manage risk and enhance yield, according to strategies from fixed income experts at Allspring and BlackRock.

Latest articles

Fiserv (NASDAQ:FISV) sees stock lift after CEO surprise

Fiserv (NASDAQ:FISV) sees stock lift after CEO surprise

27 June 2026
Fiserv jumped 4.8% for the week, defying market declines after insider buys clustered around $49–$51 and a CEO change; heavy Friday trading set the $49–$50 level as a key test for investor confidence in the shortened trading week, with the stock closing at $49.45—just below the insiders’ average purchase price.
Eaton (NYSE:ETN) resets as $13 billion loss hits targets

Eaton (NYSE:ETN) resets as $13 billion loss hits targets

27 June 2026
Eaton (NYSE:ETN) plunged 7.6% in five sessions—wiping out $13.2 billion in equity value and closing 7.8% below its June 22 high—on heavy volume, as investors weighed its premium valuation at 30 times 2026 EPS estimates and awaited the next earnings report amid strong data-center order growth and a major mobility unit spinoff.
Go toTop