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NASDAQ:TEAM News 5 September 2025 - 30 October 2025

Atlassian’s All-In AI Revolution: September 2025’s Bold Moves and Big Announcements

Atlassian Stock Soars on AI-Driven Earnings Beat – Is $250 Next?

Earnings Beat and Outlook Atlassian’s Oct 30 earnings (for the quarter ended Sept. 30) exceeded projections. Revenue hit $1.433 billion, a 21% year-over-year jump investing.com, while cloud revenue grew 26% to $998 million investing.com. Adjusted EPS was $1.04, topping estimates by $0.20 investing.com. CEO Mike Cannon-Brookes hailed the result as an “AI innovation” success: “Our relentless pace of AI innovation is driving results…” investing.com. He cited 3.5 M monthly users of Atlassian’s AI tools (a 50% quarterly rise) and strong enterprise sales. CFO Joe Binz added that “we’re off to a solid start in FY26… driving durable long-term growth” investing.com. Looking ahead, Atlassian guided
OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI’s AI Browser Bombshell Sends Google Shares Tumbling – AI Browser Wars Ignite

OpenAI’s Surprise Announcement and the New Browser Teaser OpenAI shocked the tech world by teasing a live product announcement for Oct. 21 – just weeks after reports of a forthcoming browser. The official teaser (shared on OpenAI’s social media) shows stylized browser tabs and promises “something new,” prompting speculation about an AI-powered web browser theverge.com 9to5mac.com. Sam Altman himself fueled excitement, tweeting the livestream was for “a new product I’m quite excited about” theverge.com. Many outlets (9to5Mac, The Verge, MLQ) immediately read the signs: the imagery and timing strongly hint that ChatGPT is about to move from websites into a dedicated
Atlassian’s All-In AI Revolution: September 2025’s Bold Moves and Big Announcements

Atlassian’s All-In AI Revolution: September 2025’s Bold Moves and Big Announcements

Key Facts (September 2025 Atlassian Highlights) Atlassian’s Big AI-Fueled Acquisitions in September 2025 1. $610 M Deal for an “AI Browser” – The Browser Company (Arc & Dia) Atlassian stunned the tech productivity sector by agreeing to acquire The Browser Company of New York – maker of the innovative Arc and Dia web browsers – for $610 million in cash reuters.com. This September 4 announcement signaled Atlassian’s entry into the fast-growing market for AI-driven web browsers. Why does a maker of Jira and Confluence want a web browser? Atlassian’s vision is to create “the browser for knowledge work in the AI era,”
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
AI Stock Frenzy: Broadcom’s $10B Chip Deal Ignites Rally as Salesforce Stumbles – Sept 4-5 Roundup

AI Stock Frenzy: Broadcom’s $10B Chip Deal Ignites Rally as Salesforce Stumbles – Sept 4-5 Roundup

Key Takeaways Broadcom Rallies on AI Chip Windfall Chip designer Broadcom (AVGO) emerged as a major winner this week, riding the AI hardware boom to new heights. On Sept. 4, Broadcom reported robust earnings and signaled that demand for its AI-focused semiconductors is exceeding expectations. Third-quarter revenue came in at $15.95 billion (topping forecasts of $15.83 B) and the company issued an upbeat forecast for the current quarter: about $17.4 billion in Q4 revenue versus the $17.0 B consensus reuters.com. CEO Hock Tan told analysts that AI-related sales will “improve significantly” in fiscal 2026, after Broadcom secured over $10 billion in orders for AI infrastructure
5 September 2025
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