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Tech Investing News 9 August 2025 - 31 October 2025

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

Nvidia Stock Skyrockets Amid AI Frenzy – Is $300 Next?

Nvidia’s Performance & Valuation Nvidia’s stock has been on a tear in October 2025, fueled by the relentless AI boom. It briefly became the world’s most valuable company (~$4.4–$4.5T) in early October ts2.tech. By month-end it hit a record high around $195 per share, before a modest pullback into the low-$180s on profit-taking ts2.tech. As of Oct 31, NVDA trades near $202.89 reuters.com, well above its closing price of ~$184 on Oct 28. Year-to-date, the stock is up about +30%, far outstripping the S&P 500’s gain. This surge reflects unrelenting AI spending” driving Nvidia’s revenue and cash flow prospects reuters.com
AI Stocks Frenzy: GPT-5 Hype, Record Highs & Billion-Dollar Bets Fuel Aug 8–9 Market Surge

AI Stocks Frenzy: GPT-5 Hype, Record Highs & Billion-Dollar Bets Fuel Aug 8–9 Market Surge

OpenAI launched GPT-5 on Aug. 7, 2025, touting expert-level capabilities and 700 million ChatGPT users. On Aug. 7, 2025, the U.S. Commerce Department began licensing Nvidia to export its H20 AI chips to China, reversing a ban and potentially restoring access to a huge market. AMD shares fell 5.1% and SMCI dropped 18.2% after Q2 data-center results disappointed, with AMD data-center revenue rising 14% to $3.2 billion but under forecasts. Nvidia and Broadcom hit all-time highs and notched record closes as the AI chip rally regained momentum. Meta Platforms raised $29 billion for AI data centers, with about $26 billion
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