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Tech Industry News 30 September 2025 - 17 October 2025

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

Oracle’s AI Cloud Blitz: $300B OpenAI Deal, Meta Pact, and Supercomputer Unveiled

Oracle’s Historic AI Cloud Deals Fuel Ambitions Oracle has seized center stage in the artificial intelligence race by securing eye-popping cloud contracts to host and train the world’s most advanced AI models. In a move that stunned the tech industry, OpenAI – creator of ChatGPT – agreed to spend a reported $300 billion on Oracle Cloud over five years reuters.com. If fully realized, it ranks as one of the largest cloud deals ever and instantly turbocharges Oracle’s cloud business. This year Oracle also inked a major partnership with Meta Platforms, which committed roughly $65 billion for Oracle’s cloud services as Meta expands
17 October 2025
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Snowflake Surges on AI Deal as Wall Street Bulls and Insiders Cash In

Snowflake Surges on AI Deal as Wall Street Bulls and Insiders Cash In

Snowflake’s Stock Skyrockets on AI Hype Snowflake’s shares have been on a tear through 2025, nearly doubling year-over-year while the S&P 500 returned ~16% finance.yahoo.com. The rally hit a crescendo on October 8, 2025, when SNOW spiked to about $250 – a new 52-week high – after UBS analysts issued an extremely bullish $310 target and Buy rating ts2.tech. The stock closed that day around $247 (up ~5% in one session) ts2.tech. By early October, Snowflake was up ~30% year-to-date and 100%+ vs. last October, far outperforming the broader tech market ts2.tech. This surge has been fueled by a confluence
16 October 2025
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Meta’s $1.5B AI Hiring Spree: Will Zuckerberg’s Talent Grab Send META Stock Soaring & Shake Up Apple’s XR Plans?

Meta’s $1.5B AI Hiring Spree: Will Zuckerberg’s Talent Grab Send META Stock Soaring & Shake Up Apple’s XR Plans?

Meta’s AI Talent Offensive Meta is doubling down on the AI arms race by snapping up top researchers. This month the company confirmed that Andrew Tulloch, the machine-learning specialist who co-founded Mira Murati’s AI startup Thinking Machines Lab, will join Meta reuters.com. A spokesperson said Tulloch “decided to pursue a different path,” and media reports say Zuckerberg personally courted him with a massive package. According to the Wall Street Journal and Calcalist, Tulloch’s compensation could reach $1.5 billion over several years through a combination of salary, bonuses and stock calcalistech.com reuters.com. (Meta has declined to comment on the exact figure.)
15 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

With headlines, chart-topping stock moves and even presidential interest (“AI infrastructure is economy of the future” reuters.com), 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, fronting cash and chips so OpenAI can build its own cloud reuters.com ts2.tech. In exchange, Nvidia gets equity exposure to OpenAI’s growth. Sam Altman explained: “Everything starts with compute…we will utilize what we’re building with Nvidia to both create new
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.com. This includes massive orders of cutting-edge chips and data center capacity aimed at one goal: making OpenAI’s AI the underlying platform “for everyone” stratechery.com. Observers note that OpenAI’s strategy resembles Microsoft’s Windows playbook in the PC era stratechery.com. Just as Windows once sat atop an ecosystem of hardware makers and software developers, OpenAI
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 perspective, 16 GW of data center power is roughly equivalent to the output of 16 large power plants.) These deals, one with long-time AI chip leader Nvidia and the other with rival AMD, are helping propel what analysts dub a “trillion-dollar
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: FTC Chair Lina Khan highlighted Figma’s $68 billion first-day valuation as validation for blocking Adobe’s bid, seeing Figma as a thriving independent competitor ts2.tech. However, gravity hit quickly. After the debut frenzy, investors reassessed Figma’s frothy valuation (which exceeded 200× forward earnings at the peak
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.com. 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 the share price has skyrocketed by over 1,200% nasdaq.com, reflecting Robinhood’s transformation from post-IPO doldrums to fintech heavyweight. This rally swelled the company’s market capitalization above $100 billion ts2.tech, an extraordinary figure for a brokerage firm that went public only
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 nvidianews.nvidia.com – with data center AI chip sales accounting for the vast majority ( ~$41B ). This marked one of the largest year-over-year quarterly jumps ever seen in the semiconductor industry, underscoring insatiable demand for Nvidia’s GPUs as the backbone of modern AI computing. “Blackwell is the AI platform the world has been waiting for, delivering an exceptional generational leap…
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.com. As of Oct 3 it trades near $14–$15. Its market cap is roughly $5.4 billion public.com, up from about $0.6B a year ago. Key Yahoo/Market data (from Public.com) shows: 52-week high $15.54, low $1.86 public.com; trailing P/E ~–31× (negative earnings) public.com; debt/equity ~25× (high leverage) public.com. Technicals: 50-day MA ~$8.1, 200-day ~$5.2 marketbeat.com (indicating a massive short‑term rally). Recent consensus is a “Strong Buy” (12/14 analysts) with an average target ~$15.2 marketbeat.com, though Bloomberg targets range widely
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 blogs.microsoft.com. The reorganisation brings marketing chief Takeshi Numoto and chief operating officer Carolina Dybeck Happe (with a dotted line to Nadella) under Althoff’s oversight. Nadella emphasised that consolidating operations within the commercial organisation will “tighten the feedback loop” between customer needs and product delivery
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.com waldencatalyst.com. Rivos’ CEO Puneet Kumar explains the company’s strategy: by targeting smaller installations, Rivos can offer cost-effective AI chips “where Nvidia might seem like an overkill from a cost perspective,” providing a solution “that works well enough and can compete quite well” waldencatalyst.com. In practice, Rivos is designing its chip around software for large-scale AI models. As Kumar told Reuters, “usually
30 September 2025
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