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Tech Stocks News 2 October 2025 - 2 November 2025

Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta Stock Alert: AI Spending Spree, Q3 Results Bombshell & $30B Bond Sale (Monday Market Preview)

Key Facts (as of Nov 2, 2025): Q3 2025 Earnings Recap Meta’s October earnings (reported Oct 29 after the close) painted a mixed picture. The company delivered strong revenue growth – $51.24 B for Q3, up 26% year-on-yearts2.tech – led by robust advertising demand and rising user engagement. (Daily active users across Facebook, Instagram, WhatsApp and others hit ~3.54 billion, +8% YoYnasdaq.com.) Ad impressions rose ~14% and prices ~10%, fueling the gain. However, profitability collapsed: reported net income was only $2.71 B (EPS $1.05), versus $15.7 B (EPS $6.03) a year earlierts2.tech. This huge drop was almost entirely due to a one-time $15.93 billion tax
Amazon’s Stock Skyrockets: Q3 Beat, Cloud and AI Boom Fuel Rally

Amazon Stock Skyrockets on Q3 Blowout – Could $300 Be Next? Pre-Market Brief — Nov 3, 2025

Current Price & Recent Performance Amazon ended Friday, Oct. 31 at $244.22 on the NASDAQ, a +9.58% gain from the prior closereuters.com. This was one of AMZN’s largest one-day moves in years, driven by the blowout earnings report. For the week (Oct. 27–31), the stock climbed from the mid-$220s to the mid-$240s, a roughly +8% weekly rise. Year-to-date, Amazon is now up roughly 10–12%, a big improvement from being essentially flat earlier in Octoberts2.techreuters.com. (By way of context, the Nasdaq Composite has gained ~15% YTD, and peers like Microsoft and Google were already up high teens.) According to Reuters, Amazon’s
Nasdaq Rally Amid Tech Frenzy: Markets Brush Off Shutdown Fears in Late September 2025

Tech Rally Meets Fed Reality: What to Know Before the Nov 3 Market Open

Key Facts (Premarket Summary) Markets Rally on Big Tech Earnings Wall Street ended last week on a high note, shaking off mid-week jitters. On Friday (Oct. 31), the Nasdaq Composite jumped +0.6%, the S&P 500 +0.3%, and the Dow +0.1% after blowout earnings from Amazon and Apple reignited risk appetitets2.tech. This “treat after trick” rally came just a day after a tech stumble – Meta’s earnings miss and “eye-watering” AI spending had spooked investors on Thursday, knocking the Nasdaq down over 1.5%ts2.tech. But Amazon and Apple’s stellar results “flipped the script,” lifting sentiment across the marketts2.tech. Amazon (AMZN) delivered a
Hot GDP Surprise Shatters Wall Street’s Rally – Stocks Slide on Fed Jitters (Sept 25, 2025)

Stock Market Rollercoaster: Tech Stocks Tumble After Trump-Xi Trade Truce & Fed’s Hawkish Signals

Market Recap Global stocks wobbled this week on the twin shocks of trade news and monetary policy. In Busan on Oct. 30, Trump met Xi Jinping and touted a deal to trim U.S.–China tariffs, resume Chinese soybean and energy imports, and keep rare-earths exports flowingreuters.com. Beijing promptly agreed to suspend some counter-tariffs for a year. Yet traders remained wary. “A good Trump/Xi meeting was in the price…we’ve simply got confirmation of that,” noted Daiwa’s Chris Scicluna, implying markets had already anticipated a positive outcomereuters.com. In fact, stocks “fell on concerns the truce may prove fleeting” as details were scant. Meanwhile,
U.S. Stocks Rally as Shutdown Fears Fade – Markets Hit Fresh Records

Wall Street Explodes: Dow Jones Jumps 400 Points as Inflation Cools – Tech Stocks Lead, Fed Cuts Expected

Record Highs on All Fronts, Led by Tech Stocks Friday’s broad rally sent all major U.S. indexes to fresh highs. The Dow’s 400‑point gain topped the largest single‑day jump of 2025, while the S&P 500 and Nasdaq also closed at record levelseconomictimes.indiatimes.com. Market leadership was clear: technology and semiconductor firms outperformed. For example, Advanced Micro Devices surged 6.5% and Nvidia 4.2% on Fridayeconomictimes.indiatimes.com. These gains reflect strong demand for AI and cloud computing products, as well as better-than-expected earnings in the sector. By contrast, shares of industrial and energy companies lagged. Boeing fell about 2.1% amid industry concerns, and major
BigBear.ai’s 300% Defense AI Stock Surge: Next Palantir or Overhyped Gamble?

BigBear.ai’s 300% Defense AI Stock Surge: Next Palantir or Overhyped Gamble?

A Wild Ride for BBAI Stock in 2025 BigBear.ai’s stock has turned into one of 2025’s most dramatic thrill rides on Wall Street. The little-known AI contractor began the year as a sub-$2 penny stock, but enthusiasm over artificial intelligence – especially for defense and national security – ignited a speculative frenzy around BBAI shares. Over the past 12 months, the stock price has climbed over 300% in total return ts2.tech. Much of that gain came in sudden explosive jumps: for example, on October 13 the stock leapt ~22% in a single day after BigBear announced a high-profile military tech partnership
Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas Semiconductor Stock Skyrockets on AI Chip Buzz – NVTS Hits Record High Amid GaN Frenzy

NVTS Stock Extends Rally to Record High Navitas’s stock continued its blistering ascent on Monday, October 20, 2025, touching an intraday high of $17.79 (a fresh 52-week peak) before closing around $17.06stockanalysis.com. That marks the highest level in the company’s trading history. Shares are now up over 330% in 2025 – a remarkable run from roughly $4 at the start of the year to the mid-teens todayts2.tech. For perspective, NVTS traded as low as $1.53 within the past yearreuters.com. The past week alone saw Navitas nearly double in value, with the stock surging 78% since last Friday’s closesharewise.com. This explosive
Powell’s High-Stakes Speech Spurs Markets – Fed Signals More Rate Cuts in 2025

Fed Cuts Rates — But Mortgage Rates Refuse to Fall, Tech Stocks Surge to New Highs

Fed Policy and Mortgage Rates The Fed’s pivot to easier policy has not yet translated into cheaper mortgages. In September the Fed delivered its first rate cut of 2025 (bringing the federal funds target to 4.00–4.25%) and Fed officials like Governor Michelle Bowman signal more cuts are comingreuters.com. Futures markets now imply a roughly 95% chance of another 25 bp cut at the Oct. 28–29 meetingts2.tech. Despite this, the average 30-year fixed mortgage rate is holding around 6.2%, slightly higher than a year agothedailyeconomy.orgreuters.com. Economists like Paul Mueller explain why: mortgages track the 10-year Treasury yield, which isn’t falling because supply/demand in
Quantum Leap: D-Wave (QBTS) Stock Skyrockets 2000% Amid Fed Rate Cuts and AI-Fueled Quantum Breakthroughs

Explosive 3000% Rally: What’s Driving D-Wave Quantum (QBTS) Stock and Where It’s Headed?

Current Stock Price & Trend (as of Oct 13, 2025) D-Wave’s stock has exploded in 2025. After trading near $1 a year ago, QBTS hit a record intraday high around $39.55 on October 8, 2025investing.com. By Oct 13 it closed around $40.995investing.com (about +24% that day). The Nasdaq/TradingView data show QBTS surging roughly +325% year-to-date (YTD) and nearly +4,000% over the past 12 monthsts2.techfxleaders.com. Incredibly, a $1,000 investment in QBTS last October would have been worth ~$30,000 by Oct 2025ts2.tech. This spike has made D-Wave extraordinarily volatile. Trading volumes spiked (e.g. 77 million shares traded on Oct 3) and intraday
Quantum Computing Inc (QUBT) Stock Skyrockets on $500M Fundraising and New Tech Debut – Can the Rally Last?

Quantum Computing Inc (QUBT) Soars 24% on $500M Funding & New “Quantum Secure” Tech – Will It Hit $40?

Recent Performance and Financials Quantum Computing Inc (Nasdaq: QUBT) has a multi-billion-dollar market cap (share count ~185M after the placement), driven by the funding and product buzz. On Oct 2 it closed $19.98 (Nasdaq) stoculator.com. Year-to-date through early October 2025 it is up ~54% finviz.com (versus double-digit gains for peers like Rigetti, IonQ, D-Wave fastcompany.com). However, QCi’s fundamentals remain speculative. Q2 2025 results (Aug 14 release) showed only $61K in revenue (from early customer orders) and a net loss of $36.5M (about $0.26/share), largely due to mark-to-market warrant costs finviz.com. Operating expenses were $10.2M, more than double last year’s quarter finviz.com. Cash was
Dow Soars to Record as Fed Cut Fever Grips Wall Street – Nasdaq Sags on Tech Slide – US Stock Market Today

Dow Soars to Record as Fed Cut Fever Grips Wall Street – Nasdaq Sags on Tech Slide – US Stock Market Today

Wall Street Rally Hits New Highs – With a Twist U.S. stocks extended their autumn rally on Friday as investors doubled down on hopes that the Federal Reserve’s rate-hiking cycle is finally reversing course. The Dow Jones Industrial Average jumped nearly three-quarters of a percent to finish above 46,800 – its first-ever close above the 46,000 mark – and the S&P 500 notched a modest gain to end at 6,727, also a record high close reuters.com. In fact, both the Dow and S&P set all-time intraday highs during the session investopedia.com, capping what has been a stellar week. This strength
Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Key Facts at a Glance Company Background and Business Model Astera Labs is a Santa Clara‑based fabless semiconductor company founded in 2017. It designs and sells mixed‑signal connectivity solutions for cloud and artificial‑intelligence (AI) infrastructure. The company’s Intelligent Connectivity Platform combines silicon products—such as PCIe/CXL smart retimers, Ethernet cable modules, CXL memory controllers and smart fabric switches—with its COSMOS software suite to provide end‑to‑end connectivity and system management aaii.com. Revenue predominantly comes from this platform, which is sold to hyperscale data‑centre operators and server OEMs markets.financialcontent.com. Astera operates a fabless business model, outsourcing manufacturing while focusing on design and system integration.
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:44 AM EST Tech Wreck Signals Market Reset February 7, 2026, 12:44 AM EST. The recent **tech sector sell-off** marks a significant **market reset**. Investors are reevaluating growth expectations amid rising interest rates and economic uncertainty. The sharp decline in major technology stocks has dragged broader indexes lower, reflecting a shift from speculative gains to cautious positioning. Analysts suggest this could realign valuations with fundamental earnings and signal a more selective investment environment ahead. Market participants are watching closely as volatility increases and liquidity conditions tighten. ARC Resources
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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