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Artificial Intelligence News 30 September 2025 - 1 October 2025

Apple Stock Outlook 2025: iPhone 17 Buzz, AI Push, and What’s Next for AAPL

Apple Stock Outlook 2025: iPhone 17 Buzz, AI Push, and What’s Next for AAPL

Apple’s 2025 Performance and Q4 Outlook Apple’s stock has had a choppy year. After a selloff in early 2025, the shares rebounded following strong Q3 results in July. Fiscal Q3 (ending June 28) revenue was $94.0 billion (up ~10% YoY) with EPS $1.57, topping consensus Reuters. All major segments grew: iPhone sales jumped 13.5% (to $44.6 B) Reuters, Mac sales beat expectations, and services hit a new record ($27.4 B, +13% YoY Nasdaq). Growth was especially strong in emerging markets. Apple’s guidance for fiscal Q4 was optimistic: CFO Luca Maestri said revenue should rise in the “mid- to high single digits” year-over-year Nasdaq,
1 October 2025
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You Won’t Believe What Google Did This Month: July 2025’s Biggest Stories

Alphabet’s 2025 Surge: How Google’s AI, Ads & Cloud Are Powering a 30% Rally

2025 Stock Performance & Financial Highlights Alphabet’s stock skyrocketed in 2025. By mid-September, Alphabet became the best-performing “Magnificent 7” tech stock, up ~32% YTD reuters.com vs. S&P500’s ~12% gain. The rally lifted its market cap briefly above $3 trillion (joining Apple and Microsoft) reuters.com. Regulatory news helped: a U.S. judge in early Sept 2025 ruled against breaking up Google’s core businesses, which “removes a significant legal overhang” reuters.com. More recently, EU regulators are again targeting Google under the EU Digital Markets Act; reports indicate Google may face a fine (up to 10% of sales) for favoring its own vertical search engines
1 October 2025
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Tech News Tsunami (Sept 30–Oct 1, 2025): Amazon’s Alexa+, NASA Radar Images, AI Deals and More

Tech News Tsunami (Sept 30–Oct 1, 2025): Amazon’s Alexa+, NASA Radar Images, AI Deals and More

Key headlines: Artificial Intelligence Governments and industry continue to pour resources into AI. The U.S. Energy Department and NNSA issued requests for proposals to build federally powered AI data centers at sites like Savannah River, citing new AI leadership and energy policies energy.gov energy.gov. NNSA Administrator Brandon Williams praised this effort as “a great example of public-private partnership that accelerates scientific research… and strengthens U.S. leadership in AI and energy infrastructure” energy.gov. Meanwhile, healthcare saw a boost: HHS announced it is doubling funding for AI-backed childhood cancer research【0†L?】 (Executive Office releases on Sept 30). Tech giants also jockey: Meta reportedly
1 October 2025
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Smartphone Maker Nothing’s New AI Platform Lets Anyone Build Apps by Chatting – No Coding Needed

Smartphone Maker Nothing’s New AI Platform Lets Anyone Build Apps by Chatting – No Coding Needed

AI apps by prompt: At its core, Essential is a “vibe coding” tool that turns plain-English tasks into functioning applets Techcrunch Business Standard. The user just describes what they need (for example: “show a one-page call brief before my meetings”) and the AI builds a custom workflow in seconds Hindustantimes Androidauthority. Nothing CEO Carl Pei says this approach challenges the “outdated and elitist system” of traditional app development – moving “away from one-size-fits-all applications” towards hyper-personalization Business Standard Phandroid. Indeed, Pei calls Essential the first step toward an operating system “where devices adapt to people, not the other way around.” Playground community: Alongside
1 October 2025
NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

AI’s “iPhone Moment” Arrives — Nvidia CEO Jensen Huang Explains What It Means

What Is the “iPhone Moment” of AI? Huang’s “iPhone moment” analogy captures the idea that generative AI (like ChatGPT) has suddenly become a consumer and enterprise phenomenon. Just as the iPhone in 2007 turned smartphones into a mass-market platform (spurting new apps, services and industries), ChatGPT and related AI tools in 2022-2023 have made AI easy and compelling for ordinary users. “Startups are racing to build disruptive products and business models,” Huang said at Nvidia’s 2023 GTC conference, “and incumbents are looking to respond.” nvidianews.nvidia.com. The implication: we’re entering a phase where AI moves out of niche labs and into
1 October 2025
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Vercel’s AI Breakthrough: $300M Raise Propels Developer Platform to $9.3B Valuation

Vercel’s AI Breakthrough: $300M Raise Propels Developer Platform to $9.3B Valuation

$300M Series F Round and $9.3B Valuation In late September 2025 Vercel announced a blockbuster Series F funding round that catapults the startup to a $9.3 billion valuation reuters.com bloomberg.com. The $300 million infusion was oversubscribed and co-led by VC firm Accel and Singapore’s GIC (Global Investment Corporation) reuters.com bloomberg.com. Joining the round were heavyweight asset managers and funds — BlackRock, StepStone, Khosla Ventures, Schroders, Adams Street Partners and General Catalyst — alongside earlier backers (Salesforce Ventures, Tiger Global, GV, etc.) bloomberg.com gic.com.sg. Vercel also launched a roughly $300 million secondary tender for employees and early investors, which is slated
1 October 2025
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AI Video Showdown: OpenAI’s Sora 2 vs Google’s Veo 3 – 2025’s Next-Gen Video Generators Face Off

AI Video Showdown: OpenAI’s Sora 2 vs Google’s Veo 3 – 2025’s Next-Gen Video Generators Face Off

Introduction: The Dawn of AI-Generated Video (Late 2025) Generative AI has moved beyond text and images – 2025 is the year AI video generation hit the mainstream. OpenAI’s Sora 2 and Google’s Veo 3 stand at the forefront of this revolution. These models can take a written prompt and produce a short video clip complete with moving visuals and matching audio, something unimaginable just a couple of years ago. Both tech giants are hailing their latest creations as breakthrough systems that inch closer to “cinematic” AI content. OpenAI likens Sora 2’s debut to a “GPT-3.5 moment” for video – a
30 September 2025
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OpenAI’s Sora 2 Unveiled: 10-Second AI Videos with Sound & Selfie Cameos

OpenAI’s Sora 2 Unveiled: 10-Second AI Videos with Sound & Selfie Cameos

What is Sora 2? Sora 2 is OpenAI’s flagship video-and-audio generation model, building on the original Sora released in late 2024. It accepts text (and optionally images or videos) and outputs short videos with high-fidelity visuals and sound. According to OpenAI, Sora 2 is “more physically accurate, realistic, and controllable than prior systems,” and it synchronizes dialogue, sound effects, and background audio with generated video Openai. In practical terms, Sora 2 can handle complex scenes that obey real-world physics (gymnastics routines, paddleboard flips with correct buoyancy, realistic ball rebounds, etc.) that earlier models could not consistently simulate Openai Venturebeat. OpenAI
30 September 2025
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Meta’s $2B AI Chip Bet: Acquiring Rivos to Challenge Nvidia’s Dominance?

Meta’s $2B AI Chip Bet: Acquiring Rivos to Challenge Nvidia’s Dominance?

Meta’s move to acquire Rivos comes amid a major push by Big Tech to own the chips that power AI. The Santa Clara–based startup Rivos is a “stealth” AI-chip developer whose founders include former Apple and AMD engineers reuters.com waldencatalyst.com. Rivos’ CEO Puneet Kumar explains the company’s strategy: by targeting smaller installations, Rivos can offer cost-effective AI chips “where Nvidia might seem like an overkill from a cost perspective,” providing a solution “that works well enough and can compete quite well” waldencatalyst.com. In practice, Rivos is designing its chip around software for large-scale AI models. As Kumar told Reuters, “usually
30 September 2025
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China’s DeepSeek Unveils AI Model Halving Costs by 50% – The ‘Sparse Attention’ Revolution

China’s DeepSeek Unveils AI Model Halving Costs by 50% – The ‘Sparse Attention’ Revolution

DeepSeek’s New V3.2-Exp Model Hangzhou-based DeepSeek burst onto the AI scene earlier in 2025 with its R1 model (a heavily RL-trained chatbot) techcrunch.com. This time, DeepSeek’s announcement focuses on efficiency. On Sept. 29 the company published a post (on Hugging Face) unveiling DeepSeek-V3.2-Exp, an experimental large language model built on its V3 series techcrunch.com techcrunch.com. According to DeepSeek, V3.2-Exp maintains similar reasoning performance to V3.1 but uses far less compute for long inputs. The key innovation is a “DeepSeek Sparse Attention” (DSA) mechanism: rather than comparing every token to every other in a long document (the dense attention used by
30 September 2025
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Inside Salesforce’s Generative AI Revolution: How Marketing GPT and Einstein GPT Are Reshaping CRM

Salesforce (CRM) Stock News: Shares Slide 3% on Weak Guidance, AI Ambitions Tested

Sources: Stock prices and trading data from Investing.com investing.com; company press releases and financial results salesforce.com salesforce.com; news reports and analysis from Reuters, Salesforce Ben, and MarketBeat reuters.com salesforceben.com marketbeat.com capital.com marketbeat.com. These provide the latest market info, expert quotes, and forecast estimates.
30 September 2025
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CoreWeave’s AI Bonanza: $14.2B Meta Deal & $6.5B OpenAI Pact Propel CRWV Stock Skyward

CoreWeave’s AI Bonanza: $14.2B Meta Deal & $6.5B OpenAI Pact Propel CRWV Stock Skyward

What Is CoreWeave? CoreWeave is a fast-growing cloud services provider specializing in GPU-accelerated computing for AI. Founded in 2017 as a crypto-mining firm, it pivoted to AI infrastructure around 2022. Today it operates hundreds of thousands of high-end NVIDIA GPUs across global data centers, offering “GPU-as-a-service” to tech giants and AI labs. NVIDIA itself is an investor in CoreWeave (and pledged a $250 million order at the IPO) reuters.com. This close Nvidia partnership – including a recent $6.3 billion deal for Nvidia to buy CoreWeave’s idle capacity mlq.ai – underlines how CoreWeave sits at the heart of the AI hardware supply chain.
30 September 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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