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Artificial Intelligence News 13 October 2025 - 14 October 2025

Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron (MU) Stock Rockets on AI Boom – Analysts See More Upside

Record-Breaking Earnings Fuel Stock Rally Micron crushed expectations in its latest earnings. In Q4 FY2025 (ended Aug 28, 2025) Micron posted $11.32 B revenue – a 46% jump year-over-yearts2.tech – and non-GAAP EPS of $3.03 (versus ~$2.86 expected)ts2.tech. For the full year, revenue topped $37.38 B (up ~49% from FY2024)investors.micron.com, with non-GAAP net income $9.47 B (EPS $8.29) versus $1.30 a year agoinvestors.micron.com. CEO Sanjay Mehrotra lauded the results as a “record-breaking fiscal year” and highlighted that Micron is entering FY2026 “with strong momentum and our most competitive portfolio to date”investors.micron.com. The surge is driven almost entirely by AI and data-center demand. Micron’s
Arm Holdings’ AI-Powered Rally: Stock Surges Amid SoftBank’s Big Bet and Tech Partnerships

Arm Holdings’ AI-Powered Rally: Stock Surges Amid SoftBank’s Big Bet and Tech Partnerships

Stock Performance and Recent Trends Arm’s share price has been on a rollercoaster. As of Oct 13, 2025, ARM closed around $154.8 Reuters. The stock jumped earlier in October: on Oct 9 it rallied ~5% and on Oct 10 another ~3.7% Intelligentinvestor, fueled by news of new product deals. However, it then fell ~9% on Oct 11 Intelligentinvestor as some investors took profits. Overall, ARM is up roughly 23% in 2025 Reuters, recovering from a swoon in mid-2024. (The 52-week range spans about $80–$183 Reuters.) Notably, Arm’s public float is very small: SoftBank’s 90% stake means only ~10% of shares
Wall Street Panic: Howard Marks Warns of AI Bubble as Gold Hits Record High and Under-the-Radar Stocks Explode

Wall Street Panic: Howard Marks Warns of AI Bubble as Gold Hits Record High and Under-the-Radar Stocks Explode

Howard Marks: 35 Years of Memos and Modern Warnings Howard Marks’ famous memos have been required reading on Wall Street for decades – so much so that Buffett reportedly gave them to protégés. In reflecting on his career, Marks underscores that market psychology repeats. In a podcast and memo earlier this year he warned that the unbridled enthusiasm for AI – a “thing with no historical base” – is precisely the kind of “thrill of the new thing and fear of missing out” that often ends in a bubble benzinga.com. He emphasizes caution: today’s lofty tech valuations, mixed with geopolitical
IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM Stock Rockets: How AI Boom, Quantum Wins & Major Deals Are Fueling a 2025 Rally

Key Facts (IBM – NYSE: IBM, as of Oct 13, 2025): Stock Performance & Recent Moves IBM’s stock has rallied strongly into fall 2025. It closed about $279.74 on Oct 13investing.com, just a few percent below the late-Sept peak near $296ts2.tech. The year-to-date gain (~28%) vastly outpaces the S&P 500ts2.techts2.tech. Investors’ optimism stems from better-than-expected financial results and big strides in IBM’s tech pivotts2.techts2.tech. In fact, Q2 2025 revenue ($16.98B) and EPS ($2.80) beat forecaststs2.tech, and IBM subsequently raised its 2025 profit and cash-flow guidancets2.techts2.tech. These fundamentals, combined with buzz around AI/cloud/quantum projects, have driven the uptick (even if the
Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

$5B Brookfield Partnership Details Brookfield Asset Management (NYSE: BAM) – a $1+ trillion alternative asset manager – unveiled this strategic AI-infrastructure investment on Oct 13, 2025. According to Brookfield and Bloom’s joint announcement (via BusinessWire and Nasdaq): Brookfield will invest up to $5 billion to “deploy Bloom’s advanced fuel cell technology” at AI data centers businesswire.com nasdaq.com. The partnership marks Brookfield’s first move in its dedicated “AI Infrastructure” fund, which already includes investments in data centers and renewable energy globally. Brookfield’s Sikander Rashid explained that Bloom’s fuel cells give Brookfield “the unique capability to design and construct modern AI factories with
Microsoft Stock Set to Explode: AI Boom & Cloud Growth Propel MSFT to New Highs

Microsoft Stock Set to Explode: AI Boom & Cloud Growth Propel MSFT to New Highs

Stock Price & Recent Performance Microsoft’s stock price reached a record high of about $555.45 on July 31, 2025 tradingview.com. Since then it has pulled back modestly, closing around $510.96 on Oct 10, 2025 stockanalysis.com. Over the last week MSFT dipped ≈–1.2%, though it remains +23.1% higher than a year ago tradingview.com. (In extended trading on Oct 13, the stock was up sharply, reflecting early optimism, trading near $518.4 stockanalysis.com.) MarketBeat notes the average 12-month target is about $618 marketbeat.com (21% above current levels), while some analysts’ top targets approach $650–$700 marketbeat.com. Trading metrics remain high: market cap ~$3.8 trillion tradingview.com,
BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai is a publicly traded AI firm (NYSE: BBAI) based in McLean, Virginia, specializing in “mission-ready AI” solutions for the U.S. government and critical infrastructure ts2.tech. Founded via a 2021 SPAC merger, it leverages machine learning, sensor fusion and advanced analytics to support defense, intelligence, homeland security and customs operations. Its products (e.g. the Arcas™ computer-vision system and ConductorOS edge-AI platform) deliver real-time insights to military and border-security customers. In short, BigBear.ai positions itself as a niche AI analytics vendor – a smaller counterpart to firms like Palantir ts2.tech – with deep ties to defense agencies. Current Stock Price &
AMD Stock Skyrockets to Record High on OpenAI AI Chip Deal – Could $300 Be Next?

AMD Stock Skyrockets to Record High on OpenAI AI Chip Deal – Could $300 Be Next?

Recent Stock Performance In the week leading to Oct 13, AMD’s stock was extremely volatile. It soared on Oct 6 after the OpenAI announcement: shares jumped over 30% intraday, their biggest one-day gain since 2016 ts2.tech reuters.com. By midweek, it hit a 52-week intraday high around $235–$240 ts2.tech investopedia.com. After peaking, the stock pulled back modestly. By Friday Oct 10 it closed at $214.90 investing.com, off about 8% from the midweek highs, as tech stocks broadly sold off on renewed trade-war fears reuters.com investing.com. For perspective, AMD is still up roughly 75–80% YTD investopedia.com (versus ~40% for Nvidia over the
Palantir (PLTR) Stock Soars on AI Hype – Is It a Bubble or the Next Tech Giant?

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

Stock Price & Trend As of Oct 13, 2025, Palantir shares trade around $175 investing.com. The stock has rallied dramatically in recent years – roughly +300% in 2025, +360% over 12 months ts2.tech, making PLTR one of the hottest large-cap tech stocks. On Aug 12, 2025 PLTR hit an all-time high of $190.00 tradingview.com investing.com. Since then it has retreated to the mid-$170s. Trading volume has been unusually high, reflecting intense investor interest (StockTwits noted PLTR as its top-trending ticker in late August even amid a selloff) ts2.tech ts2.tech. Recent Trend: Over the past 2–3 weeks (early Oct 2025), PLTR
Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Stock Price & Recent Trading Broadcom’s stock has been on a steep climb in 2025. After a 10-for-1 split in late 2024, AVGO surged from roughly $180 in April 2025 to mid-$300s by early October. As reported, the Oct 10, 2025 closing price was $324.63 (down 5.91% that day) stockanalysis.com. In pre-market trading on Oct 13 it was back up near $336.00 (up ~3.5% from Friday’s close) stockanalysis.com. This volatility reflects a recent selloff triggered by a broad tech market pullback, but broadly the stock has nearly doubled (≈90%) since spring reuters.com ts2.tech. The year’s rally is grounded in fundamentals.
Bitcoin Rally & AI Pivot Send Bitfarms (BITF) Stock Soaring – 148% YTD Gain

Bitcoin Rally & AI Pivot Send Bitfarms (BITF) Stock Soaring – 148% YTD Gain

Bitfarms Ltd. (NASDAQ/TSX: BITF) is riding a major crypto bull run. As of mid‑October 2025, BITF trades around the mid-$4s USD on NASDAQ (roughly C$5.9 on TSX) theminermag.com investing.com. The stock has skyrocketed ~148% year-to-date ts2.tech, driven by Bitcoin’s surge and the company’s pivot into AI/high-performance computing (HPC). For example, on Oct 10 BITF jumped into the mid‑$4s (climbing 12.2% to ~$4.68, intraday as high as 16.3%) markets.financialcontent.com. This follows a roughly +440% gain over the past 6 months markets.financialcontent.com, leaving BITF near multi-year highs (TSX peak ~C$7.12 in September investing.com). Stock Price & Recent Trend Bitfarms’ share price has
Qualcomm (QCOM) Stock: Can 5G & AI Drive It to the Moon – Or Will China’s Probe Crash the Party?

Qualcomm (QCOM) Stock: Can 5G & AI Drive It to the Moon – Or Will China’s Probe Crash the Party?

Qualcomm trades around $153.6 (as of Oct 10, 2025) ts2.tech, with a market cap near $170B. The stock is roughly flat YTD (down ~4% year-on-year) ts2.tech, after hitting a 52‑week high of ~$182.1 ts2.tech. Its valuation is relatively low for a tech name – about 15× trailing EPS and ~12× forward ts2.tech ts2.tech, with a PEG ~1.3 (assuming ~12% annual EPS growth ts2.tech). Qualcomm pays a $3.56 annual dividend ($0.89/qtr) for a ~2.2–2.3% yield ts2.tech ts2.tech (payout ~33%). Analysts are broadly bullish: consensus is a Moderate Buy (13 Buys, 10 Holds, 1 Sell) marketbeat.com with an average 12‑month target ~$183
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Stock Market Today

Intel stock jumps on China server CPU delays as traders map the week ahead

Intel stock jumps on China server CPU delays as traders map the week ahead

7 February 2026
Intel shares rose 4.87% to $50.59 Friday, trailing gains by Nvidia and Broadcom as chip stocks rallied. Sources said Intel and AMD warned Chinese customers of longer waits and higher prices for some server CPUs, with Intel lead times reaching six months. Intel said China accounts for over 20% of its revenue. Investors await key U.S. jobs and inflation data next week.
IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

7 February 2026
IRS staffing has dropped to 2021 levels as the 2026 tax filing season begins, according to a Treasury watchdog. The agency faces a backlog of about 2 million returns, 129% above pre-pandemic levels. Most e-filers using direct deposit still get refunds within 21 days, but paper filings and amended returns could see delays. The IRS lowered its call-answer target to 70% for this season.
Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

7 February 2026
Plug Power shares rose 11.6% Friday to $2.08 after a sharp drop the previous day, as attention shifted to a Feb. 17 shareholder vote on expanding authorized shares. The company failed to secure enough votes earlier this week and is urging overseas holders to participate. CEO Andy Marsh cited difficulties for European investors in casting ballots. A reverse stock split remains possible if the proposal fails.
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