Today: 27 June 2026
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Artificial Intelligence 25 September 2025 - 28 September 2025

AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

Nvidia jumped after announcing a $100 billion OpenAI investment, while Microsoft beat Q2 forecasts and pledged $30 billion for UK AI. Alibaba surged nearly 10% on a new AI model and Nvidia partnership. U.S. equity funds saw $12 billion in inflows, led by AI-focused ETFs. Analysts warn AI spending may outpace returns, with Bain estimating $500 billion/year needed for data centers by 2030.
28 September 2025
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Nasdaq Surges Amid AI Frenzy and Fed Optimism – EA Skyrockets on $50B Buyout Buzz

The Nasdaq Composite closed at 22,484.07 on Sept. 26, up 0.44% for the day but down about 0.7% for the week. Electronic Arts surged 15% on reports of a $50 billion go-private deal, while CarMax plunged 20% after missing Q2 estimates. Navan and Lendbuzz filed for Nasdaq IPOs amid renewed tech IPO activity. Investors await major tech earnings in early October, focusing on AI demand.
28 September 2025
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Billion-Dollar AI Bets and Biotech Breakthroughs: Top Tech News (Sept 27–28, 2025)

Billion-Dollar AI Bets and Biotech Breakthroughs: Top Tech News (Sept 27–28, 2025)

Nvidia will invest up to $100 billion to build 10 gigawatts of AI data centers for OpenAI, with the first 1 GW due by late 2026. The US cybersecurity agency issued an emergency directive after hackers breached at least one federal agency via Cisco firewall flaws, affecting hundreds of devices. The FDA approved Eli Lilly’s new breast cancer drug Inluriyo. The SEC loosened ETF rules, opening the door for new crypto ETFs.
28 September 2025
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Accenture Stock 2025: AI-Fueled Earnings Beat Meets Cautious Outlook – What’s Next for ACN?

Accenture’s AI Purge: CEO Julie Sweet Orders 11,000+ Employees to “Reskill or Exit”

Accenture cut over 11,000 jobs worldwide in three months as of late September 2025, citing rapid AI adoption and slowing demand. The layoffs are part of an $865 million restructuring, with CEO Julie Sweet saying staff unable to retrain for AI roles are being let go. Despite the cuts, revenue rose 7% to $69.7 billion in FY2025 and net income climbed 6%. Headcount now stands at 779,000, with 77,000 in AI or data roles.
27 September 2025
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Oklo (OKLO) Nuclear Stock Skyrockets 500% on AI Data Center Hype – Bubble or Breakthrough?

Oklo (OKLO) Nuclear Stock Skyrockets 500% on AI Data Center Hype – Bubble or Breakthrough?

Oklo shares traded near $110 on Sept. 26, 2025, up about 550% year-to-date, with market cap reaching roughly $20 billion. The company broke ground on its first 75 MWe Aurora microreactor at Idaho National Lab and won a U.S. Air Force contract for a reactor at Eielson AFB. Oklo remains pre-revenue, reporting a Q1 2025 loss of $0.07 per share on $0 sales. Wall Street consensus rates the stock “Hold” with a $76.50 average target.
27 September 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Susquehanna projects Nvidia’s AI-accelerator market share will drop from about 80% to 67% by 2030, with Broadcom rising to 14% and AMD to just over 4%. Broadcom says deployments by three hyperscale customers could generate $60–$90 billion in AI-chip revenue by FY2027. Nvidia plans to invest up to $100 billion in OpenAI and supply systems for at least 10 GW of compute from 2026. Google and AWS are expanding in-house chip development.
27 September 2025
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AI Stocks Rally Amid Bold Bets and Breakthroughs: Nvidia’s $100B Play, Tesla’s $1T Robotaxi Dream & More

AI Stocks Rally Amid Bold Bets and Breakthroughs: Nvidia’s $100B Play, Tesla’s $1T Robotaxi Dream & More

Nvidia’s potential $100 billion investment in OpenAI triggered a tech equity rally and analyst forecasts of $400 billion in added revenue. Microsoft will integrate Anthropic’s Claude into Copilot, while Meta is testing new AI video and ad tools. U.S. equity funds saw $12 billion in inflows after Nvidia’s news. A federal judge approved a $1.5 billion copyright settlement for authors suing Anthropic.
27 September 2025
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Nasdaq’s Wild Week: AI Mega-Deal Hype, Tariff Turmoil, and Tech Titans on Edge

Nasdaq’s Wild Week: AI Mega-Deal Hype, Tariff Turmoil, and Tech Titans on Edge

The Nasdaq snapped a three-week win streak despite a Friday rebound, closing at 22,484, down 0.6% for the week. Trump announced new tariffs on trucks, pharma, and furniture, sending Paccar up 5.2% and RH down 4%. Nvidia signaled a $100 billion OpenAI investment, fueling a semiconductor rally. Core inflation matched forecasts at 2.7% year-on-year in August.
27 September 2025
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AI Metaverse Leaps, Cyber Attacks, and Space Triumphs – Global Tech News Roundup (Sept 26–27, 2025)

AI Metaverse Leaps, Cyber Attacks, and Space Triumphs – Global Tech News Roundup (Sept 26–27, 2025)

Mark Zuckerberg unveiled Meta’s Horizon AI platform for creating VR/AR worlds and new smart glasses at Connect 2025. Anthropic will triple its international staff as 80% of Claude chatbot use is now outside the U.S. Donald Trump ordered a forced sale of TikTok’s U.S. operations, but ByteDance will keep ownership. A ransomware gang leaked data of over 8,000 London nursery children after breaching a major childcare provider.
27 September 2025
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OpenAI’s ChatGPT Pulse: The AI Morning Briefing That Could Replace Your News App

OpenAI’s ChatGPT Pulse: The AI Morning Briefing That Could Replace Your News App

OpenAI launched ChatGPT Pulse on Sept. 25, 2025, offering daily personalized briefings to ChatGPT Pro subscribers via the mobile app. Pulse generates 5–10 visual “cards” each morning using users’ chat history, preferences, and connected apps like Google Calendar and Gmail. The feature will expand to Plus and free users after capacity increases. Privacy settings and content preferences can be adjusted by users.
27 September 2025
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DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

Datavault AI signed a $150 million Bitcoin-funded investment deal with Scilex Holding, split into two tranches. The first $8.067 million is set to close Sept. 26, with the remaining $141.933 million pending shareholder approval due to Nasdaq rules. Scilex will receive up to 278.9 million DVLT shares and board nomination rights. DVLT stock jumped over 28% on Sept. 25 and rose further in pre-market trading.
26 September 2025
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AI Stocks on a Rollercoaster: Mega-Deals, Soaring Valuations & Bubble Jitters (Sept 25–26 Roundup)

AI Stocks on a Rollercoaster: Mega-Deals, Soaring Valuations & Bubble Jitters (Sept 25–26 Roundup)

Nvidia plans up to $100 billion in investments and chip supplies for OpenAI, fueling speculation of $500 billion in future sales. Oracle secured a $300 billion cloud contract with OpenAI and raised $18 billion in debt, but its stock fell 5% amid profit-taking. Major AI stocks, including Nvidia and Tesla, dropped as investors grew cautious. CoreWeave and Scale AI landed multi-billion dollar deals; Intel received $2 billion from SoftBank.
26 September 2025
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Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Cipher Mining’s Wild Ride: Google AI Deal Propels CIFR Stock Up, Then Down – What’s Next for the Bitcoin Miner?

Cipher Mining (CIFR) shares swung from a 20% intraday gain to close down over 15% on September 25 amid heavy trading. The move followed news of a $3 billion, Google-backed AI hosting deal with Fluidstack and an $800 million convertible note offering. Investors reacted to dilution fears despite the new revenue stream. CIFR stock remains up sevenfold in 2025, though the company posted a $46 million Q2 net loss.
26 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300 Billion AI Cloud Bombshell Sends ORCL Stock Soaring – What’s Next?

Oracle shares hit a record $328 on Sept. 10, then fell to $291 after a 5.6% drop, still up 75–85% year-to-date. Safra Catz will step down as CEO, with Clay Magouyrk and Mike Sicilia named co-CEOs. Q1 FY2026 results showed a 359% surge in cloud backlog to $455 billion, driven by a $300 billion OpenAI deal. The stock trades at a $830 billion market cap and 45× forward earnings, outpacing tech peers.
25 September 2025
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Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia (NVDA) Stock Soars on AI Mega-Deals – What’s Driving the Chip Giant in 2025?

Nvidia shares hit a record intraday high near $184 in September 2025 after announcing a $100 billion partnership with OpenAI and a $5 billion investment in Intel. Quarterly revenue jumped 56% to $46.7 billion, with annual sales doubling to $130.5 billion. Wall Street targets NVDA stock 15–25% higher, citing dominance in AI chips despite some concerns over customer funding. Nvidia remains far ahead of rivals AMD and Intel in cloud AI computing.
25 September 2025
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White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel Shocks Wall Street: Apple Lifeline Rumors and AI Ambitions Fuel Surging INTC Stock

Intel shares jumped over 20% in the past week, hitting a 52-week high near $34 after reports of Apple investment talks and recent cash infusions from Nvidia, SoftBank, and the U.S. government. Q2 2025 revenue stabilized at $12.9 billion, but the company posted a net loss and warned of deeper losses in Q3. CEO Lip-Bu Tan has cut headcount by over 20% since March.
25 September 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM shares jumped 3% after its quantum partnership with HSBC improved bond trading predictions by 34%. The stock trades near $272, up 22% this year and 8% below its record high. Q2 revenue rose 8% to $17 billion, with net income up 20% to $2.2 billion. IBM raised its 2025 outlook and reported Watsonx AI orders surged to $7.5 billion.
25 September 2025
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Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Cipher Mining stock hit a 52-week high of $15.54 after announcing a $3 billion, 10-year AI data-center deal with Fluidstack, backed by Google. Shares surged 5% to $14.67 pre-market on Sept 25, with over 50 million shares traded. Cipher is raising $800 million in convertible notes to fund expansion, including a new Texas data center. The company mined 241 BTC in August and held 1,414 BTC on its balance sheet.
25 September 2025
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Accenture Stock 2025: AI-Fueled Earnings Beat Meets Cautious Outlook – What’s Next for ACN?

Accenture Stock 2025: AI-Fueled Earnings Beat Meets Cautious Outlook – What’s Next for ACN?

Accenture reported Q4 revenue of $17.6 billion and adjusted EPS of $3.03, beating estimates. Shares rose pre-market but later slumped, with the stock down over 30% year-to-date near 52-week lows. FY2026 guidance for revenue growth fell short of Wall Street targets, muting gains despite a dividend hike and $865 million restructuring focused on AI. Analyst consensus remains “Buy,” with an average $318 price target.
25 September 2025
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Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba’s $53 Billion AI Blitz: Stock Soars on Nvidia Pact and Global Cloud Push

Alibaba shares jumped nearly 10% to a four-year high after the company pledged to boost AI investment beyond its $53 billion budget and announced a partnership with Nvidia. The deal will bring Nvidia’s AI tools to Alibaba Cloud, including software for robotics and autonomous driving. Alibaba also launched new AI models and plans data centers in Brazil, France, and the Netherlands. Financial terms of the Nvidia partnership were not disclosed.
25 September 2025
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Stock Market Today

  • Sangoma Technologies Stock Fair Value Cut as Analysts Adjust Assumptions
    June 27, 2026, 10:56 AM EDT. Sangoma Technologies (TSX:STC) saw its fair value estimate cut from CA$11.36 to CA$9.92 as analysts revised key assumptions including revenue growth and profit margins. The revenue growth outlook shifted from a 4.33% decline to a 2.24% increase, while net profit margin assumptions were significantly adjusted. The price-to-earnings (P/E) ratio forecast moved higher from 14.51x to 18.10x, and the discount rate for cash flows rose from 7.71% to 8.52%, reflecting increased risk. Analysts remain cautiously optimistic about the company's execution potential but highlight valuation uncertainties. This update underscores the evolving narrative around Sangoma's financial prospects and invites investors to reassess risks and opportunities in the stock.

Latest articles

GameStop (NYSE:GME) holds close to cash levels after company guides for $600 million in EBITDA

GameStop (NYSE:GME) holds close to cash levels after company guides for $600 million in EBITDA

27 June 2026
GameStop surged 3.57% to $21.76 and jumped after hours as it forecast FY2026 adjusted EBITDA above $600 million, nearly doubling from 2025; with a $9.76 billion market cap now close to its $9.7 billion in cash, securities, digital assets, and collateral, investors are weighing whether GameStop’s cash-rich balance sheet can support equity while Ryan Cohen pursues an eBay bid.
ImmunityBio (NASDAQ:IBRX) trades after post-Russell spike with 46% more volume

ImmunityBio (NASDAQ:IBRX) trades after post-Russell spike with 46% more volume

27 June 2026
ImmunityBio surged 11.8% to $8.71 on Friday with volume tripling its average, as Russell index reconstitution took effect; Monday’s trading will reveal if demand persists or if the spike was driven by index flows, with no imminent company events and recent insider selling accounting for just 0.06% of Friday’s volume.
Lucid (NASDAQ:LCID) jumps, adding about $312 million after $158 million cost plan

Lucid (NASDAQ:LCID) jumps, adding about $312 million after $158 million cost plan

27 June 2026
Lucid surged 15.6% Friday, adding $312 million in equity value—almost double the $158 million in annualized savings from this week’s restructuring plan that cut 18% of its U.S. workforce. Friday’s volume equaled 54% of reported short interest, but the rally outpaced cost-cutting fundamentals, leaving less room for further gains based solely on headcount cuts.
Court ruling on student loans hits private lenders’ health grad loan push

Court ruling on student loans hits private lenders’ health grad loan push

27 June 2026
Judge blocks narrow “professional degree” rule, letting more health-care grad students keep higher federal loan caps; $7.87B in 2023-24 borrowing above new limits remains in federal market, trimming but not eliminating the $4.5B-$5B annual private loan growth Sallie Mae projected from Grad PLUS loan cuts.
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