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Artificial Intelligence News 15 October 2025 - 16 October 2025

Palantir (PLTR) Stock Soars on AI Hype – Is It a Bubble or the Next Tech Giant?

Palantir Stock Skyrockets Again – AI Boom Sparks 300% 2025 Rally (Is a Correction Coming?)

Stock Price and 2025 Performance In dollar terms, PLTR’s market cap is about $426 billion – comparable to or exceeding legacy defense primes (Lockheed, RTX, etc.). However, analysts note the valuation is extremely high: Palantir’s forward price/sales is over 100× and forward P/E above 200×, far above most peersreuters.com. (For context, Reuters notes Palantir is trading at “one of the most expensive” multiples in market historyreuters.com.) Investors remain bullish for now, expecting continued growth, but such lofty metrics also raise bubble concerns. Major Contracts and Partnerships Drive the Rally Palantir’s 2025 surge is underpinned by a steady stream of big deals.
16 October 2025
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The $350B Shake-Up: How AI Summaries Rewire Publisher Traffic

Alphabet (GOOGL) Stock Skyrockets on AI & Ad Revival – Could $300 Be Next?

Analysts Turn Bullish on Alphabet Wall Street’s technical indicators and fundamentals have brightened. As one analyst noted, “Alphabet’s stock flirts with record highs” – shares closed around $245 on Oct. 14, near an all-time hights2.tech. Most brokerages now rate GOOGL a Buy. TS2.tech reports BMO Capital Markets citing Alphabet’s “AI leadership” in justifying its $294 targetts2.tech. Scotiabank similarly pointed to a “clear recovery” in advertising when boosting its target to $310za.investing.com. Even Morgan Stanley, UBS and other firms (not cited here) have raised targets modestly, noting that improving ad spending and AI gains warrant higher valuations. MarketBeat summarizes 35 analysts
16 October 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia Stock Skyrockets on $100B AI Deal – Will NVDA Hit $320 Target?

Nvidia Stock & Market Performance Nvidia’s stock is trading high in October 2025. It closed at $184.87 on Oct. 15investing.com, up slightly from the prior day, and was around $180–183 in early trading on Oct. 16reuters.com. The week of Oct. 10–16 saw some profit-taking: NVDA hit an intraday high near $195 on Oct. 10investing.com, then retreated into the low-$180s, but remains well above levels from earlier in 2025. Overall, Nvidia is up roughly 30% YTD, vastly outperforming the S&P 500ts2.tech. (For context, the 52-week range is ~$86–195reuters.com.) Trading volumes have been heavy (205–268 million shares daily recentlyinvesting.com), reflecting strong investor interest.
16 October 2025
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Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

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

Oracle Stock Today As of Oct. 16, Oracle (NYSE: ORCL) is trading near $304 per share. Investing.com data show ORCL closed at $303.98 on Oct. 16 (up 0.12% for the day)investing.com. This comes after a volatile week: the stock hit an all-time intraday high (~$345.69) on Sept. 10ts2.tech following the AI cloud deal announcements, then pulled back 15–20% by early October on profit-taking and margin concernsts2.techts2.tech. Overall, ORCL is up roughly 70% year-to-date, far outperforming the broader tech sector and even leaving Microsoft and Alphabet in the dustts2.tech. Even mid-month blips (like a 6% drop in early October after a
16 October 2025
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Auddia (AUUD) Stock Skyrockets on AI/Web3 Pivot – Microcap Audio Tech’s Big Day

Auddia (AUUD) Stock Skyrockets on AI/Web3 Pivot – Microcap Audio Tech’s Big Day

In summary, Auddia’s stock is catching fire as the company pivots into AI and Web3. The Oct. 16 surge reflects optimism about the business-combination plan and new B2B model. As one commentator notes, the move “coincides with Auddia’s strategic transformation” to emphasize AI in audio247marketnews.comgurufocus.com. CEO Thramann himself emphasized the vision: “I believe there is an incredible opportunity for a holding company at the juncture of AI and web3 to harness these technologies”globenewswire.com. CFO John Mahoney added that the restructuring “retains key AI talent while outsourcing less specialized requirements,” positioning Auddia to “deliver on our AI mission”stocktitan.net. Looking ahead, analysts
16 October 2025
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Snowflake Surges on AI Deal as Wall Street Bulls and Insiders Cash In

Snowflake Surges on AI Deal as Wall Street Bulls and Insiders Cash In

Snowflake’s Stock Skyrockets on AI Hype Snowflake’s shares have been on a tear through 2025, nearly doubling year-over-year while the S&P 500 returned ~16% finance.yahoo.com. The rally hit a crescendo on October 8, 2025, when SNOW spiked to about $250 – a new 52-week high – after UBS analysts issued an extremely bullish $310 target and Buy rating ts2.tech. The stock closed that day around $247 (up ~5% in one session) ts2.tech. By early October, Snowflake was up ~30% year-to-date and 100%+ vs. last October, far outperforming the broader tech market ts2.tech. This surge has been fueled by a confluence
16 October 2025
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Apple Unleashes M5 Chip: The AI Powerhouse – Will AAPL Stock Soar?

Apple Unleashes M5 Chip: The AI Powerhouse – Will AAPL Stock Soar?

Apple’s M5 Chip and Product Announcements On October 15, Apple officially announced the M5 chip, a next-generation system-on-a-chip designed specifically for AI and graphics, and introduced new hardware that uses itreuters.comnasdaq.com. The launch came via press releases (no public keynote) – just as industry leaks and insiders had predictedts2.tech. The first M5-powered device is a 14-inch MacBook Pro (base model) starting at $1,599, which goes on sale Oct. 22reuters.comreuters.com. Apple also updated the iPad Pro (11″ and 13″ OLED models) with the M5 chip (these start at $999) and released a second-generation Apple Vision Pro headset with M5 (still $3,499)reuters.combenzinga.com.
16 October 2025
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Axon Stock Soars as AI Tech and Big Deals Fuel Rally – Key Facts Inside

Axon Stock Soars as AI Tech and Big Deals Fuel Rally – Key Facts Inside

Stock Performance and Recent Moves Axon’s share price has climbed steadily through 2025, buoyed by strong demand for police tech. On Oct. 14, 2025 the stock opened around $710 and closed near $705marketbeat.com. That level sits above its 200-day average (~$716) but below its recent highs, as investors took some profits after a big run-up. Year-to-date AXON is up about 20%, well ahead of broad market indices. Volatility has picked up: for example, Finviz reports a 6% drop on one recent sessionfinviz.com. Investors should note Axon’s one-year range: a low around $422 last fall to nearly $886 in mid-2025marketbeat.com. The
15 October 2025
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Meta’s $1.5B AI Hiring Spree: Will Zuckerberg’s Talent Grab Send META Stock Soaring & Shake Up Apple’s XR Plans?

Meta’s $1.5B AI Hiring Spree: Will Zuckerberg’s Talent Grab Send META Stock Soaring & Shake Up Apple’s XR Plans?

Meta’s AI Talent Offensive Meta is doubling down on the AI arms race by snapping up top researchers. This month the company confirmed that Andrew Tulloch, the machine-learning specialist who co-founded Mira Murati’s AI startup Thinking Machines Lab, will join Metareuters.com. A spokesperson said Tulloch “decided to pursue a different path,” and media reports say Zuckerberg personally courted him with a massive package. According to the Wall Street Journal and Calcalist, Tulloch’s compensation could reach $1.5 billion over several years through a combination of salary, bonuses and stockcalcalistech.comreuters.com. (Meta has declined to comment on the exact figure.) This hire follows
15 October 2025
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Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks Stock Soars on AI Hype – NVIDIA Rivalry Raises Eyebrows

Stock Surge Fueled by AI Data-Center Boom Arista’s stock has been on a tear. From late 2024 into October 2025, ANET soared roughly 59%ts2.tech, vastly outpacing broader indices. Investors have flocked to the company as a beneficiary of surging AI and cloud infrastructure spending. Arista makes the high-speed switches and routers that serve as the “traffic controllers” in modern data centers. Hyperscale customers (like Meta, Microsoft and other cloud providers) have ramped up orders for Arista’s AI-optimized gear, betting it can handle the low-latency, high-throughput needs of new AI models. This surge in demand was reflected in Arista’s latest financials.
15 October 2025
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AMD Stock Soars on OpenAI & Oracle AI Deals — Could $300 Be Next?

AMD Stock Soars on OpenAI & Oracle AI Deals — Could $300 Be Next?

Key Facts: As of Oct. 15, 2025, AMD (NASDAQ: AMD) stock is trading near $237 (up about 8.6% intraday) Stockanalysis, continuing a blistering rally this year. The chipmaker’s shares have climbed roughly 80% year-to-date ts2.tech, far outpacing peers (the Philadelphia Semiconductor Index is up ~32%). The surge follows two blockbuster AI deals: on Oct. 6 AMD announced a 6-gigawatt GPU partnership with OpenAI (including warrants for OpenAI to buy ~10% of AMD) Reuters, and on Oct. 14 it unveiled a deal with Oracle to deploy 50,000 next-gen AMD GPUs in Oracle’s cloud superclusters Reuters. Analysts have responded by lifting price
15 October 2025
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Bitdeer (BTDR) Stock Soars 30% to Record High on Bitcoin Boom & AI Pivot

Bitdeer (BTDR) Stock Soars 30% to Record High on Bitcoin Boom & AI Pivot

Bitdeer Stock Rallies on Crypto and AI News On October 15, 2025, Bitdeer’s stock spiked after the company disclosed stronger mining results and a broader strategy push into AI/high-performance computing (HPC). In pre-market trading that day, BTDR jumped about 21%investing.com, and intraday hit a high around $27.80marketbeat.com – an all-time peak. According to CoinDesk, Bitdeer shares jumped as much as 30% after announcing plans to develop its own AI data centers and repurpose mining sites for AI workloadscoindesk.comcoindesk.com. By midday the stock was around $25–26marketbeat.com, well above recent trading levels. As Investing.com reports, BTDR is up roughly +10% year-to-date (and
15 October 2025
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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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