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Big Tech News 5 September 2025 - 29 October 2025

Tech Titans Hit Stratospheric Highs: Apple & Microsoft Smash $4T, Nvidia Eyes $5T Amid AI Frenzy

Tech Titans Hit Stratospheric Highs: Apple & Microsoft Smash $4T, Nvidia Eyes $5T Amid AI Frenzy

Tech Stocks Rally to Record Highs U.S. equity indexes opened the week with a bang as investors piled into 2025’s biggest winners. On Oct. 27 the Nasdaq jumped 1.4% and the S&P 500 0.8%, both closing at fresh all-time highs ts2.tech. Optimism over a looming Fed rate cut and a potential U.S.–China trade deal boosted sentiment ts2.tech ts2.tech. Most critically, Big Tech led the charge: Apple, Microsoft, Alphabet, Amazon and Meta (the so-called Magnificent Seven) are reporting earnings this week, and have collectively gained roughly $6 trillion in value this year ts2.tech. Investors point to strong fundamentals — about 87%
29 October 2025
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Apple’s July 2025 Bombshells: Foldable iPhone, AI Secrets, Encryption Showdown & More

Apple Nears $4 Trillion as Record Market Awaits Big Tech Earnings Showdown

Market Hits Record Highs Ahead of Earnings Wall Street enters this week in a euphoric mood. Major indices closed at record highs on Monday, with the Nasdaq up 1.4%, S&P 500 +0.8%, and Dow +0.5% ts2.tech. Investor sentiment has been boosted by hopes that a U.S.–China trade truce is imminent and by confidence that the Federal Reserve will ease monetary policy. News that President Trump and China’s Xi plan to meet on Oct. 30 to hash out a trade deal “clearly boosted sentiment,” powering rallies in trade-sensitive tech and industrial stocks ts2.tech ts2.tech. At the same time, a cooler-than-expected inflation
27 October 2025
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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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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 3 markets.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 day ts2.tech. As of the first week of October, shares are
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 prior ts2.tech. This implied Oracle had secured hundreds of billions
6 October 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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Game-Changing AI Breakthroughs, Big Tech Surprises & Global AI Showdowns (Sept 9–10, 2025)

Game-Changing AI Breakthroughs, Big Tech Surprises & Global AI Showdowns (Sept 9–10, 2025)

Breakthrough: AI Finds Consciousness in ‘Unresponsive’ Patients One of the week’s most striking research breakthroughs came from Stony Brook University, where scientists unveiled an AI system called SeeMe that can detect “covert consciousness” in patients with acute brain injuries news.stonybrook.edu. In a study of 37 coma patients, SeeMe’s computer vision algorithms analyzed subtle, involuntary facial muscle movements in response to verbal commands (like “open your eyes”), movements so slight they’re invisible to the naked eye news.stonybrook.edu. Remarkably, the tool identified signs of awareness 4–8 days earlier than standard bedside neurological exams news.stonybrook.edu news.stonybrook.edu. Lead researcher Dr. Sima Mofakham explained the
10 September 2025
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AI Stocks Shake Markets: Big Tech Surges, Mega-Deals, and Bubble Warnings (Sept 7–8, 2025)

AI Stocks Shake Markets: Big Tech Surges, Mega-Deals, and Bubble Warnings (Sept 7–8, 2025)

AI Stock Market Performance: Rallies, Slumps & Record Volume The past few days highlighted just how volatile – and influential – AI-focused stocks have become across global markets. In the U.S., major “AI winner” companies saw mixed fortunes. On Friday, Broadcom (AVGO) stunned the market with a +9.4% surge after revealing a massive new $10 billion order for its AI chips and hiking its sales outlook reuters.com. That blockbuster order (from an unnamed customer) reinforced Broadcom’s status as a backbone of AI data centers, and its stock jump helped lift tech indexes even as broader markets wobbled. The company’s quarterly results
8 September 2025
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AI Stock Frenzy: $10 B Deals Ignite Rally as Big Tech Sounds Alarm

AI Stock Frenzy: $10 B Deals Ignite Rally as Big Tech Sounds Alarm

Key Facts Broadcom’s $10 B Order Ignites AI Stock Rally Broadcom became the week’s biggest AI stock story after disclosing a $10 billion order for custom AI chips from an unnamed “new customer” – widely presumed to be OpenAI – and projecting above-consensus sales next quarter. Its shares soared 9.4% on Friday in response, buoying the broader tech sector even as overall indexes ended slightly down. The mega-deal validates the explosive demand for AI infrastructure, given that training advanced models like ChatGPT requires enormous compute power. Analysts cheered Broadcom’s fortunes as a sign that the AI boom is far from peaking. CEO
7 September 2025
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Tech Shockwaves: Space Triumphs, Cyber Strikes, and Big Tech Bombshells Rock Weekend (Sept 6–7, 2025)

Tech Shockwaves: Space Triumphs, Cyber Strikes, and Big Tech Bombshells Rock Weekend (Sept 6–7, 2025)

Key Facts In-Depth Report Space & Telecom: Historic Reusability and the Satellite Internet Race SpaceX’s 500th Landing: SpaceX achieved a new reusability milestone on Sept. 5 by successfully landing an orbital booster for the 500th time space.com. A Falcon 9 rocket lifted 28 Starlink satellites from Kennedy Space Center, then its first-stage booster touched down ~8½ minutes later on the Just Read the Instructions droneship – the 27th flight and landing for that particular booster, and SpaceX’s 500th orbital-class landing overall space.com. This achievement – reached just 3 years after the 100th landing – underscores how routine (and cost-saving) rocket reusability has become
7 September 2025
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AI’s Wild Weekend: Billion-Dollar Battles, Big Tech Showdowns & Breakthroughs (Sept 6–7, 2025)

AI’s Wild Weekend: Billion-Dollar Battles, Big Tech Showdowns & Breakthroughs (Sept 6–7, 2025)

Key Facts Summary Authors vs. AI: $1.5 Billion Settlement and New Copyright Battles Content creators scored a major victory against AI firms.Anthropic – maker of the Claude chatbot – agreed to pay $1.5 billion to settle a class-action lawsuit by authors who alleged the startup illegally downloaded millions of pirated books to train its AI bloomberg.com. The unprecedented deal (about $3,000 per book for ~500,000 titles) is being called the largest-ever copyright recovery in the AI field axios.com ts2.tech. Under the agreement, Anthropic will delete all illicit book data taken from shadow libraries and pay authors for past use axios.com. “This settlement
7 September 2025
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SpaceX Launch Frenzy, Big Tech Showdowns, and Tesla’s Robotaxi Gambit – Tech News Roundup (Sept 4–5, 2025)

SpaceX Launch Frenzy, Big Tech Showdowns, and Tesla’s Robotaxi Gambit – Tech News Roundup (Sept 4–5, 2025)

Key Facts Google Dodges Breakup, But Faces $425 Million Privacy Verdict Alphabet’s Google scored a major legal victory in its landmark U.S. antitrust case, avoiding a forced breakup of its empire. On Sept 2, Judge Amit Mehta ruled against splitting up Google’s core businesses, allowing it to retain control of Android, Chrome, Search and more ts2.tech. The judge opted for lighter remedies (like curbing certain exclusive deals) instead of the “scorched-earth” approach of dismantling the company. Markets rejoiced – Alphabet shares rocketed 9%, adding over $200 billion in value ts2.tech. Analysts called it a pragmatic outcome. “This removes a significant legal overhang and
5 September 2025
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