Tech Industry News 11 September 2025

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

5 October 2025

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.com. As of Oct

3 October 2025

AI Technology · Cryptocurrency · Investment News · NASDAQ:CIFR · Stock Market · Tech Industry

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

2 October 2025

Artificial Intelligence · Business Strategy · Cloud Computing · Microsoft · NASDAQ:MSFT · Tech Industry

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

30 September 2025

Artificial Intelligence · Business Strategy · Hardware Innovation · Semiconductors · Stock Market · Tech Industry

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

27 September 2025

Artificial Intelligence · Future Trends · Market Competition · Semiconductors · Tech Industry

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%

27 September 2025

Artificial Intelligence · Market Trends · Nasdaq · NASDAQ:AAPL · NASDAQ:GOOGL · NASDAQ:META · NASDAQ:MSFT · Tariff News · Tech Industry

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

27 September 2025

Computer Hardware · NASDAQ:AAPL · NASDAQ:AMD · NASDAQ:INTC · NASDAQ:MSFT · NASDAQ:QCOM · PC Performance · Processors · Qualcomm · Tech Industry

Amazon’s Finance Teams Unleash AI for Complex Tasks – Transforming Corporate Finance

Amazon Stock Hits $220 Amid $2.5 B Prime Shock, AWS Revival & Bold New Targets

Key Facts (as of Sept 25, 2025): Amazon’s stock trades around $219.6 per share reuters.com, roughly flat year-to-date (up only mid-single digits vs the S&P 500’s low-teens gain) nasdaq.com. At this price,

25 September 2025

Amazon News · Financial Analysis · Investment · Stock Market · Tech Industry

Alphabet vs Meta 2025: AI Arms Race, Ad Revival, and Wall Street’s Verdict

Alphabet vs. Meta – The 2025 Tech Stock Showdown Which tech titan will triumph in the AI era? Alphabet (Google) and Meta (Facebook) are battling for ad dollars and innovation dominance. Here’s

21 September 2025

Artificial Intelligence · Company Comparison · Digital Advertising · NASDAQ:GOOGL · NASDAQ:META · Stock Market · Tech Industry

Chips Meet Models: Why ASML Wants a Piece of Mistral

ASML’s Strategic Partnership with Mistral AI and European Tech Sovereignty A Landmark Alliance for Europe’s Tech Ambitions In September 2025, ASML and Mistral AI announced a landmark partnership that immediately grabbed headlines

14 September 2025

AI Models · Innovation · Mergers & Acquisitions · NASDAQ:ASML · Semiconductors · Tech Industry

Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

From Legacy to AI Leviathan: Inside Oracle’s Unlikely Run

Oracle’s Q1 FY2025: Cloud Growth Sets the Stage for an AI Leap Oracle’s transformation from enterprise software stalwart to cloud contender began to show tangible results in fiscal Q1 2025. In that

14 September 2025

Artificial Intelligence · Business Transformation · Cloud Computing · Oracle · Tech Industry

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Key Facts Market Overview – Record Highs on AI Euphoria Wall Street’s major indexes roared to new heights in mid-week trading as AI-driven optimism swept the market. On September 10, the S&P

11 September 2025

Artificial Intelligence · Cloud Computing · Investments · NYSE:ORCL · Stock Market · Tech Industry

Tech Industry News 11 September 2025 - 5 October 2025