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NASDAQ:ORCL 27 September 2025 - 25 October 2025

OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD Stock Rockets on AI Mega-Deals – $300 Target Now in Sight

AMD shares surged nearly 90% year-to-date, hitting record highs above $250 in October after major AI deals with OpenAI and Oracle. Wall Street sentiment turned bullish, with over 60% of analysts rating AMD a Buy and price targets raised to $250–$310. AMD’s valuation now exceeds 40× expected 2026 earnings, outpacing NVIDIA. The rally follows broader tech gains and strong AI sector momentum.
25 October 2025
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Salesforce Stock Soars After Dreamforce AI Bombshell – What Investors Need to Know (Oct. 21, 2025)

Salesforce Stock Soars After Dreamforce AI Bombshell – What Investors Need to Know (Oct. 21, 2025)

Salesforce shares rose about 4–7% in mid-October after CEO Marc Benioff set a new FY2030 revenue target above $60 billion and detailed new AI integrations at Dreamforce. CRM opened at $254 on Oct. 21 and traded into the $260s, rebounding from multi-month lows. Q2 FY2026 results beat forecasts, but Q3 guidance was soft. Analysts remain cautiously optimistic, with an average 12-month target near $330.
21 October 2025
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Oracle Stock’s Wild AI Ride: Soaring 70% YTD Then a Sudden Plunge – What’s Next for ORCL?

Oracle Stock’s Wild AI Ride: Soaring 70% YTD Then a Sudden Plunge – What’s Next for ORCL?

Oracle shares trade in the high $270s on Oct. 21, 2025, after plunging from over $300 last week. The stock dropped 6.9% on Oct. 17 and another 4.9% on Oct. 20 following profit-taking and doubts over Oracle’s AI targets. Despite the pullback, ORCL remains up about 70–75% year-to-date, fueled by major AI deals and a raised 2030 revenue goal. Market cap stands near $790 billion.
21 October 2025
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Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle shares traded near $304 on Oct. 16, 2025, up sharply year-to-date after securing major AI cloud contracts, including a reported $300 billion deal with OpenAI. Q1 FY2026 revenue rose 12% to $14.93 billion. CEO Safra Catz will step down, with Clay Magouyrk and Mike Sicilia named co-CEOs. Wall Street targets cluster in the low-to-mid $300s, though some analysts warn of high valuation risks.
16 October 2025
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Powell’s High-Stakes Speech Spurs Markets – Fed Signals More Rate Cuts in 2025

Fed Cuts Rates — But Mortgage Rates Refuse to Fall, Tech Stocks Surge to New Highs

The Federal Reserve cut its benchmark rate by 25 basis points in September and signaled two more cuts this year, but 30-year mortgage rates remain near 6.2%. Pending home sales fell 1.3% year-over-year in September as buyers wait for lower rates. The 10-year Treasury yield hovers around 4.0%, driven by surging federal debt. Meanwhile, the S&P 500 and Nasdaq reached record highs in early October, led by tech and AI stocks.
16 October 2025
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AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

OpenAI has secured nearly $1 trillion in AI infrastructure deals within weeks, partnering with Nvidia, AMD, Oracle, and Broadcom. Nvidia agreed to invest up to $100 billion and supply 10 GW of GPUs; AMD struck a 6 GW chip deal and issued OpenAI a 10% stock warrant. Oracle will provide $300 billion in cloud services, while Broadcom will co-design 10 GW of custom chips. Regulators warn of antitrust risks as stocks surge.
15 October 2025
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Astera Labs (ALAB) Stock Plummets After AMD-Oracle AI Deal – What Investors Should Know

Astera Labs (ALAB) Stock Plummets After AMD-Oracle AI Deal – What Investors Should Know

Astera’s stock closed at $161.55 on Oct. 15, down 19% after AMD announced a 50,000-GPU deal with Oracle, sparking concerns over competition. Q2 revenue rose 150% to $191.9 million with EPS of $0.44; Q3 revenue is guided at $203–210 million. Analysts remain mostly bullish, with 14 buys and an average price target of $187. Astera highlighted new AI connectivity partnerships at the OCP Summit.
15 October 2025
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Tariff Shock and Fed Jitters: Asian Markets Stumble as Rally Meets Reality

Dow Jones Rockets 500 Points as Trump Calms China Tariffs – Market Rally Explained

The Dow Jones Industrial Average jumped about 1.1% on Oct. 13, 2025, recovering roughly half of Friday’s 900-point drop after President Trump signaled a softer stance on China trade. Broadcom surged 9% on an AI chip deal, while JPMorgan rose 2.5% after a $1.5 trillion investment plan. Tech and bank stocks led gains; consumer staples lagged. Fastenal fell 5% after weak profit guidance.
13 October 2025
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Wall Street Panic: Howard Marks Warns of AI Bubble as Gold Hits Record High and Under-the-Radar Stocks Explode

Wall Street Panic: Howard Marks Warns of AI Bubble as Gold Hits Record High and Under-the-Radar Stocks Explode

Howard Marks marked 35 years of market memos on Oct. 13, 2025, warning that AI-driven enthusiasm and soaring tech valuations resemble past bubbles. Global stocks plunged after U.S.-China trade tensions; on Oct. 10, the S&P 500 fell 2.7% and gold hit a record $4,096.35/oz by Oct. 13. Nvidia’s $100 billion OpenAI investment fueled AI mania, but strategists and MIT research highlight weak returns and bubble risks.
13 October 2025
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Markets in Limbo: Stocks Soar on Trade Truce Hopes – But Is a Pullback Imminent?

Markets in Limbo: Stocks Soar on Trade Truce Hopes – But Is a Pullback Imminent?

Wall Street futures rose 1–2% early Monday after President Trump softened his stance on China, easing tariff concerns. Gold surged above $4,000/oz to record highs, while chipmakers AMD and Nvidia gained about 4% pre-market. Friday saw the Nasdaq drop 3.6% in its worst session in months. The U.S. government shutdown entered its tenth day, delaying economic data.
13 October 2025
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Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Stock Market Keeps on Giving – Why Investors Won’t Question This Record Rally

The S&P 500 and Nasdaq have hit record highs, with the S&P up about 18% this year and both indexes above their 50-day moving averages for 112 straight sessions, the longest streak since 2011. Big tech stocks tied to AI have soared, fueling the rally. Investors are piling in, driven by FOMO. Some analysts warn valuations, especially in tech, look stretched and could face a sharp correction.
10 October 2025
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Powell’s Next Move Could Make or Break 2025’s Record Stock Rally

Powell’s Next Move Could Make or Break 2025’s Record Stock Rally

The S&P 500 and Nasdaq closed at record highs on Oct. 8, with the S&P up 0.6% to 6,753.72 and the Nasdaq rising 1.1% to 23,043.38. Gold surged past $4,000/oz for the first time, peaking at $4,078 before retreating slightly. Tech stocks soared, led by AMD’s 24% jump after an OpenAI deal. The Fed signaled more rate cuts after its first 2025 reduction, though inflation concerns remain.
9 October 2025
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Record Highs, $55 B Deals & Data Drama: Wall Street’s Wild Week (Oct 4–5, 2025)

Stock Market Today: Wall Street Rally Stalls, Tech Slumps as Gold Hits $4,000

The S&P 500 fell 0.4%, Nasdaq lost 0.7%, and Dow slipped 0.2% Tuesday, ending a seven-day rally after record highs. Tech stocks led declines, with Oracle down about 5–6% and Tesla off 3%. Gold futures surged past $4,000 per ounce for the first time. The U.S. government shutdown entered a second week, delaying key economic data.
7 October 2025
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Want a Piece of TikTok? How to Invest in ByteDance in 2025 and What’s Next

Want a Piece of TikTok? How to Invest in ByteDance in 2025 and What’s Next

ByteDance remains private, with no public stock ticker after Chinese regulators blocked its 2021 IPO. Accredited investors can access ByteDance shares on private markets like Hiive and Forge, while major funds such as KKR and SoftBank hold about 60% of the company. ByteDance’s 2025 revenue is projected to reach $200 billion, surpassing Meta. No timeline has been set for a public listing.
3 October 2025
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Tech Frenzy Oct 1–2, 2025: AI Hits $500B, Apple’s Vision Pivot, Space Milestones & More

Tech Frenzy Oct 1–2, 2025: AI Hits $500B, Apple’s Vision Pivot, Space Milestones & More

OpenAI’s valuation hit $500 billion after a major share sale, Reuters reports. Microsoft raised Xbox Game Pass to $29.99 per month and is shifting focus to AI. Qualcomm adopted ARM’s new v9 chip architecture, sending ARM shares up 5%. NASA’s NISAR satellite released its first radar images, while Blue Origin set mid-October for a Mars probe launch.
2 October 2025
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Nasdaq Sizzles on Tech Mania as Shutdown and Fed Drama Unfold – Will the Rally Last?

Nasdaq Sizzles on Tech Mania as Shutdown and Fed Drama Unfold – Will the Rally Last?

Nasdaq futures rose 0.4% early Monday after the index closed Friday at 22,484.07, up 0.44% but still down 0.7% for the week. Electronic Arts jumped 15% on a reported $50 billion buyout offer, while Intel rallied on talks with Apple. Asian markets climbed and gold hit a record $3,800/oz. U.S. investors watched for a possible government shutdown and awaited the September jobs report.
29 September 2025
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Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now

OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites, aiming for 7 GW capacity in a $500 billion program, with Nvidia joining as supplier and investor. PJM warned AI data center power demand is outpacing grid additions; the White House moved to fast-track power projects. Samsung passed Nvidia’s HBM3E memory qualification, intensifying competition with SK hynix and Micron. Microsoft and Meta raised capex guidance as data center spending surges.
28 September 2025
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AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

Nvidia jumped after announcing a $100 billion OpenAI investment, while Microsoft beat Q2 forecasts and pledged $30 billion for UK AI. Alibaba surged nearly 10% on a new AI model and Nvidia partnership. U.S. equity funds saw $12 billion in inflows, led by AI-focused ETFs. Analysts warn AI spending may outpace returns, with Bain estimating $500 billion/year needed for data centers by 2030.
28 September 2025
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Wall Street Rebound: Fed Relief, Tariff Twists & Tech Surprises (NYSE Highlights Sept 26–27, 2025)

Wall Street Rebound: Fed Relief, Tariff Twists & Tech Surprises (NYSE Highlights Sept 26–27, 2025)

U.S. stocks rebounded Friday, with the Dow up 0.7%, S&P 500 0.6%, and Nasdaq 0.4%, but all three still posted weekly losses. August core PCE inflation matched forecasts at 0.2%. The Fed cut rates for the first time since December and signaled more cuts possible. Trump announced new tariffs on trucks, drugs, and furniture, boosting shares of Paccar and Eli Lilly.
27 September 2025
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AI Metaverse Leaps, Cyber Attacks, and Space Triumphs – Global Tech News Roundup (Sept 26–27, 2025)

AI Metaverse Leaps, Cyber Attacks, and Space Triumphs – Global Tech News Roundup (Sept 26–27, 2025)

Mark Zuckerberg unveiled Meta’s Horizon AI platform for creating VR/AR worlds and new smart glasses at Connect 2025. Anthropic will triple its international staff as 80% of Claude chatbot use is now outside the U.S. Donald Trump ordered a forced sale of TikTok’s U.S. operations, but ByteDance will keep ownership. A ransomware gang leaked data of over 8,000 London nursery children after breaching a major childcare provider.
27 September 2025
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