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Artificial Intelligence News 6 October 2025 - 7 October 2025

Tech Turmoil: AI Mega-Deals, Big Tech Battles & Space Surprises Rock October 2025

Tech Turmoil: AI Mega-Deals, Big Tech Battles & Space Surprises Rock October 2025

Key Facts Artificial Intelligence: Chips, Partnerships & New Players AI Hardware Mega-Deal: A blockbuster partnership emerged as ChatGPT creator OpenAI agreed to buy AMD’s latest AI chips in bulk. The multi-year deal will see AMD supply hundreds of thousands of GPUs – an arrangement AMD expects will generate over $100 billion in new revenue over four years reuters.com reuters.com. In exchange, OpenAI secured an option to take up to a 10% stake in AMD for virtually pennies per share reuters.com. Investors cheered the news: AMD’s stock leaped 34% in a single day, its biggest jump in nine years, adding about
7 October 2025
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Palantir’s Shocking Reinvention: From Secretive Spy Tech to $400B Cult Lifestyle Brand

Palantir’s AI-Fueled Surge Faces Army Security Scare – October 2025 Stock Report

Stock Performance and Momentum (2024–2025) Palantir’s stock has been on a phenomenal two-year run, minting early investors hefty gains. After surging 373% in 2024, PLTR continued its ascent in 2025, rising roughly 140% year-to-date as of October 6ts2.tech. This rally has made Palantir one of the S&P 500’s top performers and lifted its market capitalization into the hundreds of billions. In the past year alone, the stock climbed ~363%247wallst.com, vastly outperforming the broader market. For context, since its late-2020 IPO (at ~$10/share), Palantir’s stock has appreciated nearly 19× over five years247wallst.com – an almost unheard-of trajectory. This momentum is driven
7 October 2025
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AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

Stock Performance & Technical Picture Applied Optoelectronics’ share price has been on a roller‑coaster ride in 2025. After rocketing from below US$10 early in the year to a high above US$44.50, the stock pulled back to the US$27–33 range by early October. The company’s beta of 2.91 and a one‑year return of 115.6 %, far exceeding the 17.3 % return of the S&P 500, underline both the stock’s explosive gains and elevated volatility Yahoo. Five‑year returns, however, are a more modest 195.7 % versus the index’s 100.8 % Yahoo, reflecting earlier under‑performance. Technical indicators reveal a mixed picture. AOI trades above its 50‑day and 200‑day moving
6 October 2025
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Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Astera Labs Stock Explodes Over 200% — But Is the AI Connectivity Darling Priced for Perfection?

Stock Performance & Financial Movements Astera Labs, a fabless semiconductor firm specializing in high‑speed connectivity chips for AI data‑centers, has been one of Wall Street’s hottest debutants. After pricing its IPO at $36 per share in March 2024, the stock skyrocketed to an intraday high of $262.90 on 18 September 2025, a gain of about 440 %ts2.tech. Recent trading has been volatile. The stock slumped nearly 19 % in late September after Federal Reserve chair Jerome Powell warned that equities looked expensive; the drop reflected valuation concerns rather than company‑specific problemsfool.com. Shares quickly rebounded when Zacks Research highlighted the company as its “Bull of the Day,”
6 October 2025
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Salesforce’s October 2025 Stock Check: AI Ambitions, New Risks, and What’s Next for CRM Investors

Salesforce’s October 2025 Stock Check: AI Ambitions, New Risks, and What’s Next for CRM Investors

Summary of Key Facts (as of October 6, 2025) Recent Stock Performance and Trading Trends Salesforce’s stock (NYSE: CRM) has been on a bumpy ride in recent weeks. After an early September sell-off, CRM shares closed at $235.69 on Oct 1, 2025, hitting multi-month lows ts2.tech. This dip came as investors reacted to cautious revenue guidance (more on that below). Over the past week, however, the stock showed signs of stability, oscillating in the mid-$230s ts2.tech. By mid-day Oct 6, shares traded around $241, modestly higher than last week’s close. Year-to-date performance stands at roughly -27%, a stark contrast to
6 October 2025
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Sanmina Stock Skyrockets on AMD-OpenAI AI Deal – Key Financials, Trends & Outlook 2025

Sanmina Stock Skyrockets on AMD-OpenAI AI Deal – Key Financials, Trends & Outlook 2025

Stock Performance: 2025 Rally and Recent Surge Sanmina’s stock has delivered exceptional performance in 2025, culminating in a dramatic spike on October 6, 2025. On that day, the stock jumped about 22–23% in a single session, closing around $140 (up ~$25.9)gurufocus.com. In intraday trading it hit a new 52-week high of $158.00investing.com. This surge was directly catalyzed by news of a landmark AMD–OpenAI partnership, which sent ripples through the tech sector. Sanmina, as a manufacturing partner to AMD, was swept up in the excitement. The stock’s one-year chart is impressive – up nearly 70% year-over-year – reflecting a steady uptrend
6 October 2025
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Meta’s $1.8 Trillion Tech Empire: AI Breakthroughs, Metaverse Bets & Major Challenges in 2025

Meta’s $1.8 Trillion Tech Empire: AI Breakthroughs, Metaverse Bets & Major Challenges in 2025

Stock Performance & Financial Health (2025) Meta’s stock has been on a tear in 2025, handily outperforming the broader market. The shares opened the year under $600 and, despite a spring dip, rallied to a record $789 in mid-August ts2.tech. After a late-summer surge, the stock has cooled to the $700 range – still about 25% higher year-to-date ts2.tech. This volatility reflects investor excitement over Meta’s AI prospects tempered by periodic profit-taking. Technicals show the stock off its highs but in a healthy uptrend (its 52-week low was $480 in April) ts2.tech ts2.tech. Financially, Meta is delivering impressive growth and
6 October 2025
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Why Verizon’s Bold 5G & AI Bets Could Spark a Telecom Revolution – And What It Means for Investors (VZ, Oct 6 2025)

Why Verizon’s Bold 5G & AI Bets Could Spark a Telecom Revolution – And What It Means for Investors (VZ, Oct 6 2025)

Key Facts (as of 6 Oct 2025) Recent News and Strategic Moves (late Sept – 6 Oct 2025) CEO Transition & Board Leadership Verizon surprised markets on 6 Oct 2025 by replacing CEO Hans Vestberg with Dan Schulman effective immediately. Vestberg, who had led Verizon since 2018, will remain on the board and serve as special adviser until Oct 2026verizon.com. Schulman’s appointment reflects the board’s desire for new leadership as Verizon integrates significant acquisitions and responds to fierce competition. In its news release, Verizon lauded Schulman’s success at PayPal, where he tripled revenue and guided the company’s digital payments expansionverizon.com. Reuters noted that investors reacted positively, with shares up
6 October 2025
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Mercurity Fintech (MFH) Stock Explodes Amid Crypto & AI Bets – 1,000% Rally or Bubble?

Mercurity Fintech (MFH) Stock Skyrockets 1,400% in Crypto & AI Boom – Next Fintech Breakout or Bubble?

Sources: Key information aggregated from Tech Space 2.0 news analysists2.techts2.tech, company press releasesinvesting.cominvesting.com, and financial data from Yahoo Finance and MarketBeat. Stock Performance in 2025: Wild Ride to All-Time Highs Mercurity Fintech’s stock has been one of 2025’s top performers, but also one of its wildest rides. After starting the year in the low single digits, MFH shares rocketed into the high-$20s by early Octoberts2.tech. The rally accelerated in late Q3 2025 amid a frenzy for crypto- and AI-themed stocks. On October 3, 2025, MFH closed around $29.41 per share – up a stunning +36% in a single dayaaii.com. This
6 October 2025
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AI Models Are Scheming – Inside OpenAI’s Plan to Stop Deceptive AI Behavior

OpenAI’s Mega AMD Deal: How a 6‑Gigawatt AI Chip Alliance Could Reshape the Arms Race

Background: Why OpenAI Needed More Silicon OpenAI’s mission to build artificial general intelligence (AGI) has become a capital‑intensive arms race. Training and running models like GPT‑5 or the video‑generating Sora require vast amounts of electricity and parallel compute. In March 2025, OpenAI’s CEO Sam Altman unveiled a plan for Stargate, a U.S.‑based supercomputer project initially expected to cost $100 billion and deliver one gigawatt of computing capacity by late 2026. Since then, OpenAI has pursued multiple hardware partnerships, including deals with Nvidia, Broadcom, Oracle, and now AMD, to ensure that capacity is not constrained by a single supplierreuters.com. The AMD alliance marks a strategic
6 October 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM’s AI Revolution Sends Stock Soaring as Big Blue Takes on Tech Giants

Stock Performance: Riding High into October IBM’s stock has been on a steady upswing and enters October 2025 trading near its highest levels in years. The stock closed at $288.37 on Friday, Oct 3markets.financialcontent.com, essentially flat to slightly up over the past few days. It’s hovering just shy of its 52-week peak (around $296) after a late-September jump. In fact, IBM briefly hit an intraday high near $296 in late September when news of a quantum computing breakthrough with HSBC sparked a rally of over 5% in a single dayts2.tech. As of the first week of October, shares are within ~3%
6 October 2025
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UiPath’s AI Gold Rush: OpenAI, NVIDIA & Google Deals Ignite PATH’s Stock Rally

UiPath (PATH) Stock Soars on AI Deals and Strong Earnings – 2025 Update

UiPath Inc.’s emphasis on new AI partnerships and products has fueled a stock rally in late 2025. Financial Performance at a Glance (Q2 FY2026) To contextualize UiPath’s recent performance, below is a summary of key financial metrics for the quarter ended July 31, 2025 (Q2 FY2026), compared to the prior year’s quarter where available: Metric Q2 FY2026 (Jul 2025) YoY Change Revenue $362 millionts2.tech +14%ts2.tech Annual Recurring Revenue $1.723 billionts2.tech +11%ts2.tech GAAP Net Income $1.6 millionsiliconangle.com Up from -$86.1 Msiliconangle.com Non-GAAP EPS $0.15 (beat by +$0.07)marketbeat.commarketbeat.com Prior year $0.04marketbeat.com Free Cash Flow $45 millionts2.tech n/a (positive vs year-ago) Dollar-Based Net Retention 108%ts2.tech Slight decline (past ~110+%) Customers
6 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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