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Artificial Intelligence News 7 October 2025 - 8 October 2025

Wall Street’s Wild 48 Hours: Record Highs, AI Deals & Gold’s $4,000 Breakout

Wall Street’s Wild 48 Hours: Record Highs, AI Deals & Gold’s $4,000 Breakout

Market Index Roundup (Oct 7–8, 2025) U.S. equities see-sawed over the past two days. On Tuesday (Oct 7), the major indexes pulled back modestly after a multi-session winning streak: the S&P 500 fell about 0.4%, the Dow Jones Industrial Average slipped 0.2%, and the Nasdaq Composite dropped 0.7% reuters.com. Notably, this retreat came immediately after the S&P and Nasdaq had touched intraday record levels earlier that day investopedia.com. The dip snapped the S&P’s seven-day rally investopedia.com, as traders locked in profits from the market’s recent run-up. These declines followed a banner session on Monday. In the Oct 6 session, the
8 October 2025
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AI Surges, Cyber Hacks & Rocket Launches: Tech’s Wild 48-Hour Ride (Oct 7–8, 2025)

AI Surges, Cyber Hacks & Rocket Launches: Tech’s Wild 48-Hour Ride (Oct 7–8, 2025)

In-Depth Report AI & Big Tech: Lawsuits, New Funding, and Soaring Demand Less than a year after generative AI caught fire, the industry is navigating both explosive growth and rising legal peril. In a sign of the times, OpenAI (maker of ChatGPT) and rival Anthropic are preemptively eyeing their war chests to handle expected copyright lawsuits reuters.com. With authors and media companies suing over AI training data, both startups may tap investor funds to establish a “captive” insurance vehicle or other reserves for potential settlements reuters.com. “The insurance sector broadly lacks ‘enough capacity for (model) providers,’” warned Aon’s cyber risk
8 October 2025
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AI Boom Delivers $75 Million Windfall to POET Technologies – Optical Revolution Ahead?

AI Boom Delivers $75 Million Windfall to POET Technologies – Optical Revolution Ahead?

POET’s $75 Million Bet to Scale AI Connectivity POET Technologies – a Toronto-based designer of photonic chips – has landed a $75 million cash infusion to supercharge its growth in the AI hardware arenatipranks.com. Announced on October 7, the deal was a non-brokered private placement (13.64 million new shares plus warrants) with a single institutional investor, underscoring a strong vote of confidence in POET’s technologyglobenewswire.comglobenewswire.com. The investment “marks the largest single investment in POET’s history” and boosts the company’s balance sheet to over $150 M in cash with no significant debt, according to CEO Dr. Suresh Venkatesanglobenewswire.comglobenewswire.com. “The massive growth of AI infrastructure represents an unprecedented opportunity for which POET is
7 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s AI Cloud Gamble Drives Soaring Stock – Can ORCL Join the Trillion-Dollar Club?

Stock Performance: Skyrocketing on AI Hype Oracle’s share price has been on a tear in 2025, handily beating the broader market and most tech peers. Riding a wave of AI optimism, ORCL is up roughly 70% year-to-date (as of early October)ts2.tech. This surge far outpaces the ~16–25% gains of the average tech sector – and even leaves cloud heavyweights like Microsoft (+25% YTD), Alphabet (+32%), and Amazon (flat) in the dustfinviz.com. The rally culminated in a stunning spike on September 10, 2025, when Oracle’s stock exploded by over 36% in a single sessionreuters.com. Shares hit an intraday high around $345.69 – an
7 October 2025
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The Trade Desk’s Wild 2025 Ride: Stock Rebound, AI Moves & Wall Street Predictions

The Trade Desk’s Wild 2025 Ride: Stock Rebound, AI Moves & Wall Street Predictions

Stock Performance & Valuation (2025 YTD) After a dramatic run-up and crash, The Trade Desk’s share performance in 2025 has been a roller coaster. The stock soared in the first half of the year – at one point more than doubling – but then suffered a punishing collapse. In total, TTD fell about 70% from peak to trough, including an approximately 50% drop in the weeks following its Q2 earnings in August Marketbeat Marketbeat. This implosion wiped out all early-2025 gains and then some, leaving the stock deeply in the red for the year by late Q3. As of October 7, 2025, TTD trades around $53–55
7 October 2025
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Dell’s AI Boom Doubles Growth Forecasts – Stock Soars as Investors Cheer

Dell’s AI Boom Doubles Growth Forecasts – Stock Soars as Investors Cheer

Dell’s Bold New Forecasts Fuel Market Optimism Dell’s announcement on Oct 7, 2025 marked a turning point in the company’s trajectory. At its analyst meeting that day, the tech giant sharply raised its long-term growth forecasts, effectively doubling the pace at which it expects to expand sales and profits in the coming yearsreuters.com. Management now targets high-single-digit percentage revenue growth (7–9% annually) and at least mid-teens percentage earnings growth each yearreuters.com. This is a remarkable upgrade from Dell’s prior “GDP-plus” style goals of ~3–4% revenue and ~8% EPS growth, signaling far greater confidence in future demand. The news instantly electrified investors. Dell’s stock, which
7 October 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD’s Stock Skyrockets After Blockbuster OpenAI Deal – What It Means for Investors in 2025

Stock Performance & Key Financials (October 2025) Advanced Micro Devices (AMD) has been one of 2025’s standout tech stocks. After a volatile 2024 (when AMD slid 18%), the shares rebounded strongly this year on the back of the AI boomts2.tech. As of early October 2025, AMD trades around $200 per share – up sharply from the ~$150s just a few weeks prior, and roughly 50–60% higher year-to-date. The stock’s latest spike came after news of a major AI partnership (details below) sent investors into a buying frenzy. In fact, on October 6 alone AMD surged over 30%, adding about $80 billion in
7 October 2025
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Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Nvidia’s $4 Trillion AI Juggernaut: Record Stock Surge, Mega Deals & What’s Next for NVDA

Bottom Line:Nvidia has ridden the AI wave to unprecedented heights – achieving a market cap and growth numbers once unthinkable for a chip company. Its GPUs are effectively the “shovels” enabling the AI gold rush, and for now Nvidia enjoys an enviable position with cutting-edge tech, booming demand, and strong execution. In the coming months, observers expect continued strength as AI investment ramps up globally (from Silicon Valley to Beijing to the Middle East). Nvidia’s challenge will be living up to sky-high expectations and fending off intensifying competition. The company’s strategic bets – like the OpenAI alliance and stake in
7 October 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI DevDay 2025: Building the Future of AI Agents OpenAI’s annual developer conference in San Francisco (DevDay 2025) delivered a slew of announcements that underscore the company’s evolution from a research lab into a full-fledged AI platform. After weeks of headline-grabbing news in consumer AI – from the launch of the Sora video-generation app to a share sale valuing the company at half a trillion dollars – OpenAI used DevDay to refocus attention on developers and the enterprise. “AI has moved from something people play with to something people build with every day,” CEO Sam Altman told the audience, highlighting
7 October 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM’s Big Blue Comeback: How AI and Cloud Bets Sent IBM Soaring in 2025

Stock Performance: Riding High After Years in the Doldrums IBM’s stock has enjoyed a remarkable resurgence in 2024–2025, after spending much of the prior decade languishing. The share price sits near a 52-week high (around $296) with no major pullback so far this year. In late September, IBM briefly hit an intraday peak close to $296 when news of a quantum computing breakthrough (with HSBC) sparked a one-day 5% rallyts2.tech. As of the first week of October, IBM trades just a few percent shy of that high, reflecting sustained optimism. This rally marks a dramatic turnaround. Year-to-date, IBM is up
7 October 2025
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IREN Stock Today (Sept 26, 2025): AI Cloud Moonshot Meets Wall Street Reality Check—Is the Rally Just Pausing or Running Out of Fuel?

IREN Stock Skyrockets 500% as Bitcoin Miner Becomes AI Powerhouse – Here’s Why

IREN’s Stock Hits Record Highs in 2025 Shares of IREN Limited (NASDAQ: IREN) have been on a phenomenal tear this year, reaching fresh record highs in early October 2025. The stock recently traded around $57–58 per share, its highest level ever, after starting the year near the low teens. Over the last month alone, IREN has jumped roughly 66%, and it’s up almost ~180% in the past quarterts2.tech. Year-to-date, IREN has skyrocketed about +382% (through Oct. 6)holder.io, making it one of the best-performing stocks of 2025 by a wide margin. In fact, Zacks Investment Research just highlighted IREN (along with
7 October 2025
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

AI Frenzy Fuels Record Wall St Rally as Shutdown Drags On – Key Market News (Oct 6-7, 2025)

Key Facts: Major Indexes Extend Rally Amid AI Euphoria Wall Street’s week kicked off with more record highs on Monday (Oct. 6) as U.S. equity indices climbed on buoyant investor sentiment. The benchmark S&P 500 rose 0.4% to 6,740.28, notching a fresh all-time closing high seattlepi.com. The tech-heavy Nasdaq Composite jumped 0.7% to 22,941.67, also a record finish seattlepi.com. It was the seventh straight advance for the S&P 500 and Nasdaq, capping a remarkable run fueled primarily by excitement around artificial intelligence deals and innovations stocktwits.com sfgate.com. The blue-chip Dow Jones Industrial Average lagged, edging down 0.1% to 46,694.97 seattlepi.com.
7 October 2025
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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