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Artificial Intelligence News 5 October 2025 - 6 October 2025

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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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s AI Juggernaut: What You Need to Know About NVDA After the $100 Billion OpenAI Deal and Its Record Rally (Oct 2025)

Recent News (Late Sept – Oct 6 2025) AMD–OpenAI Partnership Challenges Nvidia’s Dominance Reuters and technology outlets reported on Oct 6 that AMD signed a multi‑year deal to supply hundreds of thousands of AI GPUs (6 GW) to OpenAI. The deal gives OpenAI an option to buy up to 10 % of AMD. AMD expects tens of billions of dollars annually from the partnership and more than $100 billion of revenue over four yearsreuters.com. TweakTown added that the contract uses milestone‑based stock vesting, with the first gigawatt of GPUs arriving in the second half of 2026tweaktown.com. The announcement came less than two weeks after Nvidia pledged to invest
6 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 AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

Stock Performance & Market Valuation Advanced Micro Devices (AMD) has been one of 2025’s semiconductor standouts. The stock trades around $164–$165 per share as of October 6, reflecting a dramatic rise this yearreuters.com. At a ~$267 billion market capitalizationreuters.com, AMD is now the world’s third-most valuable chip maker – still a fraction of Nvidia’s size, but a testament to how far it has come. Shares have climbed roughly 30% year-to-datets2.tech, handily beating the broader market and even the Philly chip index, amid investor excitement over artificial intelligence. In fact, AMD’s stock already blew past Wall Street’s average price target (~$152) earlier
6 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300B AI Cloud Gamble – Can ORCL Stock Become the Next $1 Trillion Tech Titan?

Recent Stock Performance and Valuation Metrics Oracle’s stock has been on a tear in 2025, dramatically outpacing the broader market thanks to AI cloud enthusiasm. Shares started the year around the $170s and climbed into the high $200s by early October, after an especially explosive move in September. The catalyst was Oracle’s Fiscal Q1 2026 earnings release on Sept. 9, 2025, which revealed an “astonishing” influx of cloud business. Oracle’s remaining performance obligations (RPO) – a backlog of contracted future revenue – ballooned to $455 billion, up 359% from a year priorts2.tech. This implied Oracle had secured hundreds of billions in
6 October 2025
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Applied Digital (APLD) Skyrockets on AI Deals – Is the Rally Sustainable?

AI Gold Rush Propels Applied Digital (APLD) to Record Highs – $11B Deals, Crypto Pivot & Power Plays (Oct 2025 Update)

Key Facts (Oct 3–6, 2025) Recent News & Stock Performance (Oct 3–6, 2025) Applied Digital entered October 2025 as one of the market’s hottest tech stories. Between Oct 3 and Oct 6, no new company-specific announcements were released, but APLD’s stock held near record highs as analysts and media continued to digest the late-September surge. On Oct 3, APLD closed around $26.53 (an all-time closing highmacrotrends.net), essentially flat (+0.2%) on the day after an explosive 19% two-day rally earlier in the week. This stability at high levels suggested traders were consolidating gains ahead of the forthcoming earnings report. Market commentators highlighted the factors behind APLD’s
6 October 2025
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Bitcoin Miner to AI Cloud Sensation: Why Iris Energy (IREN) Stock Is Soaring in 2025

Bitcoin Miner Turned AI Powerhouse: Iris Energy Stock Rockets to Record Highs

Stock Surge and Trading Volume (Oct. 3–6, 2025) Iris Energy’s stock price has been on a tear in early October. On Friday, Oct. 3, IREN shares surged about +4.2% intraday to close near $49 – marking a fresh all-time high of $49.44 during the sessionts2.tech. This capped a remarkable week and continued a parabolic uptrend: the stock was ~$5 one year ago and ~<$15 just three months prior. In fact, IREN has rocketed +66% in one month and +180% over the past three monthsts2.tech, leaving traditional indices (and even most crypto peers) far behind. Over the last 12 months, Iris
6 October 2025
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AI Pioneer Pushpak Bhattacharyya Dies at 63 – Inside His Legacy and India’s Ethical AI Future

AI Pioneer Pushpak Bhattacharyya Dies at 63 – Inside His Legacy and India’s Ethical AI Future

Remembering a ‘Godfather’ of AI in India India’s technology community is mourning the loss of Professor Pushpak Bhattacharyya, a towering figure in artificial intelligence and linguistics. Bhattacharyya, 63, breathed his last on Sunday, October 5, in his hometown Shillongtheshillongtimes.com. An alumnus of IIT Kharagpur and IIT Kanpur with a PhD from IIT Bombay, he built a distinguished academic career – eventually becoming a professor at IIT Bombay and later Director of IIT Patnatheshillongtimes.com. Colleagues and students celebrate him as a pioneer who put Indian languages on the AI map. In fact, tech magnate Nandan Nilekani once praised Bhattacharyya as the
6 October 2025
Rumble Stock Soars: Ai Deal & Crypto Partnership Ignite Bull Rally

Rumble Stock Soars on AI Partnership: What Investors Should Know About the RUM Rally and Its Future

In‑Depth Report Rumble’s Journey from Niche Platform to Market Darling Founded in 2013 by Canadian entrepreneur Chris Pavlovski, Rumble began as a video‑sharing site championing free‑speech creators who felt constrained by mainstream platforms. Over the past few years it has diversified into cloud computing and live streaming while attracting high‑profile content creators. The platform gained attention during the 2024 U.S. elections, drawing conservative audiences and boosting both traffic and revenue. However, after the election cycle, user growth cooled—monthly active users declined from more than 64 million in 2024 to 51 million in Q2 2025, according to the company’s financial reports3.amazonaws.com. The Perplexity Partnership:
6 October 2025
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Bitcoin Blasts Past $125K, AI Wars Escalate, and Space Tech Soars – Global Tech Roundup (Oct 5–6, 2025)

Bitcoin Blasts Past $125K, AI Wars Escalate, and Space Tech Soars – Global Tech Roundup (Oct 5–6, 2025)

Artificial Intelligence (AI) OpenAI vs. Musk’s xAI – legal battle heats up: The Silicon Valley rivalry between Elon Musk and OpenAI turned into open warfare in court. Musk’s AI startup xAI sued OpenAI, accusing it of poaching staff to steal trade secrets related to xAI’s Grok chatbot. This week OpenAI hit back, asking a judge to dismiss the suit and blasting it as part of Musk’s “ongoing harassment” of the company reuters.com. OpenAI’s filing argued that “talented xAI employees are leaving in droves” under Musk and have every right to join OpenAI reuters.com. Musk, a co-founder turned critic of OpenAI,
6 October 2025
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Google Home’s Gemini Revolution: Can AI Fix the Smart Home and Win Back Your Trust?

Google Home’s Gemini Revolution: Can AI Fix the Smart Home and Win Back Your Trust?

Gemini Replaces Assistant: A New AI “Brain” for Your Home After nearly a decade, Google is pulling the plug on the original Google Assistant in its smart home products and swapping in something far more powerful. Gemini, Google’s latest conversational AI, will now handle voice interactions on Google Home speakers, displays, and other deviceswired.com. The trigger phrase “Hey Google” stays the same, but everything behind it is new – instead of the old scripted Assistant, you’ll be talking to a modern large language model that understands natural language and contextwired.com. Google Assistant debuted in 2016 as an answer to Amazon’s
5 October 2025
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Google’s October 2025 Shockwave: AI Advancements, Big Bets & Alphabet’s Soaring Fortunes

Google’s October 2025 Shockwave: AI Advancements, Big Bets & Alphabet’s Soaring Fortunes

Corporate News: Leadership, Legal & Strategy Early October saw Alphabet tightening its corporate belt and focus. The company initiated a fresh round of layoffs mainly in its Google Cloud division, eliminating over 100 positions in user experience research and design teamssfchronicle.com. These roles were responsible for analyzing user behavior to inform product design, but were deemed non-critical as Google reallocates resources toward AI development. Many affected employees were offered a chance to find other roles internally by year’s end, but the cuts reflect CEO Sundar Pichai’s drive to “be more efficient as we scale up so we don’t solve everything
5 October 2025
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Stock Market Today

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
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