Business Analysis News 28 June 2025

AI Data-Center Gold Rush: Applied Digital Rockets on $11B Contracts and Blows Past Q1 Forecasts

Overview: Dallas-based Applied Digital (NASDAQ: APLD) designs and operates high-performance data centers and cloud colocation – recently pivoting from crypto-mining hosting to AI and HPC (high-performance computing) workloads ts2.tech. Its flagship Polaris Forge campus in North Dakota was even named

10 October 2025

Palo Alto Networks’ AI-Fueled Surge: Stock Soars on Cybersecurity Boom, Bold Forecasts & Big Deals

Sources: Palo Alto Networks and CyberArk deal coverage – Reuters reuters.com reuters.com; Q4 2025 earnings and guidance – Reuters reuters.com, Futurum futurumgroup.com futurumgroup.com; Analyst ratings and price targets – StockAnalysis stockanalysis.com stockanalysis.com; Competitive landscape – Bullish Bears bullishbears.com bullishbears.com; Unit 42 threat

8 October 2025

Artificial Intelligence · Business Analysis · Cybersecurity · NASDAQ:PANW · Stock Market · Technology News

Ford Stock Plunges as Devastating Supplier Fire and Recalls Turn 2025 Into a Nightmare

Fire at Key Supplier Sparks Ford Stock Plunge Ford’s shares were hammered in early October after a “devastating” late-night fire at a crucial supplier raised alarms about production delays. The fire broke out on Sept. 16 at Novelis’s Oswego, New York plant

7 October 2025

Automotive Industry · Business Analysis · Corporate News · Crisis Management · NYSE:F · Stock Market

Peloton’s Big 2025 Revamp: AI Upgrades, Stock Swings, and Wall Street’s Verdict

Stock Price and Recent Performance (Oct 2025) Peloton’s stock has experienced wild swings but showed improvement leading into October 2025. After languishing in the low-single digits earlier in the year, PTON rallied about 12% in late September on anticipation of

7 October 2025

AI Trends · Business Analysis · Fitness Tech · Industry News · NASDAQ:PTON · Stock Market

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

7 October 2025

Artificial Intelligence · Business Analysis · Cloud Computing · NYSE:ORCL · Stock Market · Technology News

LG Electronics India IPO Frenzy: Grey Market Hints at 22% Surge as Local Arm Outshines Global Parent

IPO Overview and Issue Details LG Electronics India’s maiden IPO will hit the capital markets on October 7, 2025, marking one of the largest stock listings of the year. The issue will remain open for subscription until October 9, and

6 October 2025

Business Analysis · Indian Companies · Investment Trends · IPO News · Stock Market

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

Report The Seventh Inning of the AI Capex Boom The gen‑AI capex boom has been one of the most powerful drivers of the post‑pandemic bull market. Hyperscale cloud providers—Amazon, Microsoft, Alphabet, Meta and newer players such as CoreWeave—have poured hundreds

2 October 2025

Artificial Intelligence · Business Analysis · Cloud Computing · Data Centers · NYSE:MS · NYSE:ORCL · Stock Market · Technology Trends

Nebius Group Stock Soars on Microsoft AI Deal, $3B Funding Plan & Analyses: What You Need to Know on 2 October 2025

In‑Depth Report Background and Business Model Nebius Group N.V., formerly part of the Russian internet company Yandex, rebranded and listed on Nasdaq in October 2024. The company positions itself as a “neo‑cloud” provider offering AI‑native cloud infrastructure built on Nvidia

2 October 2025

Artificial Intelligence · Business Analysis · Investments · Stock Market · Technology News

Netflix Stock Skyrockets: Will Its Ambitious Deals and Plans Drive It Even Higher?

Stock Performance and Analyst Outlook Netflix stock is near all-time highs, having climbed sharply this year on strong earnings and subscriber growth. As of late September 2025 the stock trades around $1,206, giving Netflix a market cap of about $513 billion

1 October 2025

Business Analysis · Investment · NASDAQ:NFLX · Stock Market · Streaming Services · Technology News

First Brands Group Files for Chapter 11, Discloses $10–$50 Billion in Liabilities

Overall, First Brands Group’s Chapter 11 filing represents a major failure in the auto aftermarket space. It underscores the dangers of aggressive debt structures in a rising-rate environment. For now, the company has stayed open for business, suppliers will continue

30 September 2025

Automotive Industry · Bankruptcy · Business Analysis · Corporate Finance · Legal News · Stock Market

SoundHound AI Stock Skyrockets on Red Lobster Deal – Is SOUN the Next Big AI Winner or Overhyped?

Stock Performance: Riding the AI Wave (and Dips) SoundHound AI’s stock has been on a wild ride in 2024–2025. After an eye-popping 835% surge in 2024 amid AI hype sharewise.com, SOUN stumbled through 2025 with high volatility. By mid-September 2025,

23 September 2025

Artificial Intelligence · Business Analysis · Investments · NASDAQ:SOUN · Stock Market · Technology News

Tesla Inc. – Mid-2025 Comprehensive Company Report (June 28th, 2025)

In Q1 2025, Tesla posted net income of about $0.4 billion, produced roughly 362,600 vehicles and delivered about 336,700, with volume weakness tied to a refreshed Model Y rollout across four plants. For full-year 2024, Tesla reported revenue of $97.7

28 June 2025

Business Analysis · Company Report · Electric Vehicles · NASDAQ:TSLA · Technology · Tesla

Business Analysis News 28 June 2025 - 10 October 2025