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Tech Industry News 27 September 2025 - 15 October 2025

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

With headlines, chart-topping stock moves and even presidential interest (“AI infrastructure is economy of the future” Reuters), this mad dash for AI chips has become must-see drama on Wall Street and Silicon Valley alike. Inside the Megadeals: OpenAI’s recent partnership announcements form a web of interlocking investments. Reuters notes Nvidia will supply OpenAI with entire AI supercomputers and network gear,…
15 October 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI’s $1 Trillion AI Takeover: Why Silicon Valley Is in Awe—and on Edge

OpenAI’s Breakneck Ambition and $1 Trillion Power Play In 2025, OpenAI has moved from leading the AI research pack to redefining the tech industry’s power structure. The company’s recent deals are unprecedented in scale – Altman’s startup has lined up nearly $1 trillion worth of silicon, cloud, and partnerships to fuel its vision Businessinsider. This includes massive orders of cutting-edge chips and data center capacity…
11 October 2025
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OpenAI’s Mega-Deals with Nvidia & AMD Spark a $1 Trillion AI Frenzy

OpenAI’s Mega-Deals with Nvidia & AMD Spark a $1 Trillion AI Frenzy

OpenAI Fuels a $1 Trillion AI Hardware Boom OpenAI – the creator of ChatGPT – has positioned itself at the center of an AI hardware buying frenzy that is reshaping the tech industry. In the past few weeks (early October 2025), OpenAI announced two blockbuster chip-supply deals that together span 16 gigawatts of computing capacity – an almost inconceivable scale. (For…
8 October 2025
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Figma Stock’s Post-IPO Rollercoaster: From $68 Billion Debut to Wild Drops – What’s Next for FIG?

Figma Stock’s Wild Ride – IPO Frenzy, 50% Plunge, and a ChatGPT-Fueled Comeback (Oct 2025 Update)

Stock Performance & Market Activity Figma’s stock has experienced extreme swings since its July 2025 IPO. The IPO itself was euphoric – priced at $33 per share, FIG opened at $85 and shot up to $122 within two days ts2.tech. This ~270% surge reflected intense optimism for Figma’s collaborative design software and came amid an upbeat tech IPO market. Even U.S. regulators took note:…
7 October 2025
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Robinhood (HOOD) Explodes 12% to Fresh Highs — Here’s What Lit the Fuse and What Comes Next (Sept 29, 2025)

Robinhood’s Stock Skyrockets 200% – S&P 500 Debut, Crypto Push & Outage Drama in 2025

Stock Performance & Key Market Data (Oct 6, 2025) Robinhood’s stock has been on a remarkable tear in 2025. As of October 6, HOOD traded around $147 per share, not far from its all-time highs Beincrypto. The stock has nearly tripled year-to-date (approx. +227% by late Q3) ts2.tech, vastly outperforming the broader market. In fact, over the past three years…
6 October 2025
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Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Soaring Financials and a $4 Trillion Valuation Nvidia entered October 2025 riding an extraordinary financial high. The company’s Q2 FY2026 earnings (for the quarter ended July 27, 2025) showcased staggering growth: $46.7 billion in quarterly revenue – up 56% year-over-year Nvidia – with data center AI chip sales accounting for the vast majority ( ~$41B ). This marked one of…
5 October 2025
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Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Google-Backed AI Deal Sends Cipher Mining (CIFR) Stock Soaring – Is $20 Next?

Stock Performance and Valuation Cipher’s stock has exploded higher in recent months. On Oct 2 it jumped +9.6% (high $14.44, close $13.81) on record volume (~56M, more than double normal) Marketbeat. As of Oct 3 it trades near $14–$15. Its market cap is roughly $5.4 billion Public, up from about $0.6B a year ago. Key Yahoo/Market data (from Public.com) shows: 52-week high $15.54, low $1.86…
3 October 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft’s Big AI Gamble: Nadella Hands Over Commercial Reins to Focus on Datacenters and AI — What It Means for Customers, Partners and Competitors

A Seismic Shift in Leadership Satya Nadella’s memo announcing the promotion of Judson Althoff to CEO of Microsoft’s commercial business reads like a mission statement for the AI era. Nadella describes the generational platform shift to artificial intelligence as “tectonic” and argues that Microsoft must combine sales, marketing, operations and engineering to meet customer needs and build the new AI frontier Microsoft.…
2 October 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 Waldencatalyst. Rivos’ CEO Puneet Kumar explains the company’s strategy: by targeting smaller installations, Rivos can offer cost-effective AI chips “where Nvidia…
30 September 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Key facts (as of Sep 27, 2025) The in-depth report 1) The setup: AI compute demand keeps compounding Nvidia still commands the AI-accelerator market, but the demand curve (frontier model training, inference scale-out, and AI-enabled enterprise software) is so steep that second-source and custom solutions are economically inevitable. Even Nvidia is leaning in with customers: the company plans up to…
27 September 2025
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Nasdaq’s Wild Week: AI Mega-Deal Hype, Tariff Turmoil, and Tech Titans on Edge

Nasdaq’s Wild Week: AI Mega-Deal Hype, Tariff Turmoil, and Tech Titans on Edge

Key Facts: Nasdaq Composite and Nasdaq-100 Snap Winning Streak After charging to all-time highs on Monday, U.S. tech stocks hit some turbulence to end the week. The Nasdaq Composite Index gained +0.44% on Friday (about +99 points) to close around 22,484 Reuters, helped by a relief rally on in-line inflation data. That advance broke a three-day losing streak for stocks…
27 September 2025
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Fastest PC Chip Ever? Qualcomm’s New Snapdragon X2 Takes Aim at Apple and Intel

Fastest PC Chip Ever? Qualcomm’s New Snapdragon X2 Takes Aim at Apple and Intel

Qualcomm’s Bid to Redefine High-Performance PCs Qualcomm announced the Snapdragon X2 Elite and Elite Extreme at its annual Snapdragon Summit 2025 in Maui, marking a major push to challenge Apple and Intel in laptop processors Ieee. These new chips target “ultra-premium” Windows 11 notebooks – think high-end laptops and 2-in-1s – promising a combination of top-tier speed, on-device AI smarts,…
27 September 2025
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Stock Market Today

  • Veradermics CEO Sees 122% Surge in IPO as Investors Back Oral Rogaine Biotech
    February 5, 2026, 2:43 PM EST. Veradermics, a biotech firm developing an oral form of Rogaine, saw its initial public offering (IPO) jump 122%, reflecting investor confidence in new treatments for hair loss. The company aims to tap into the growing market driven by aesthetic concerns. By betting on easy-to-use therapies, investors signal belief in demand for hair restoration beyond topical solutions. The strong IPO debut underscores appetite for innovation within the biotech sector focusing on consumer-focused health products.
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