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Tech Stocks News 12 August 2025 - 2 October 2025

Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Key Facts (as of 2 October 2025) Market Performance & Valuation Microsoft’s share price around US$519 on 2 Oct 2025 meant that the stock had already recovered significantly from the prior 52‑week low of US$344.79. At this level, the company’s market value stood above US$3.8 trillion, reinforcing its position as one of the world’s most valuable publicly traded companies. The stock’s P/E ratio of ~38 (TTM) suggested a premium valuation relative to the broad market but was typical for mega‑cap technology firms benefiting from high growth expectations in cloud computing and artificial intelligence. The 1‑year consensus target price of US$617.50 implied roughly 19 % upside from
2 October 2025
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UiPath’s AI Gold Rush: OpenAI, NVIDIA & Google Deals Ignite PATH’s Stock Rally

UiPath’s AI Gold Rush: OpenAI, NVIDIA & Google Deals Ignite PATH’s Stock Rally

Company and Strategy Overview UiPath (PATH) is a New York–listed software company specializing in automation and AI. It pioneered Robotic Process Automation (RPA) – software “bots” that mimic human actions to automate repetitive tasks. Now UiPath is pushing into what it calls “agentic automation”, meaning intelligent AI-driven “agents” that autonomously execute and orchestrate complex workflows. In its Sept 30 press release, UiPath described itself as “a global leader in agentic automation,” rolling out new platform features (like UiPath Maestro orchestration, Studio Web, and AI Agent Builder) to make it easier to build, test, and deploy AI-powered automation with enterprise-grade governance
30 September 2025
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AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

Wall Street’s AI Frenzy: Nvidia Skyrockets, Oracle Tanking – Top Analyst Moves Explained

In the past week analysts have swung between bullish upgrades and bearish downgrades in tech, all tied to the generative AI boom. Barclays boosted Nvidia on the view that AI datacenter demand will create a “very large TAM” – O’Malley estimates $2 trillion of planned AI spending on ~40GW of power in the pipeline investing.com – while Morgan Stanley sees Microsoft’s Azure+AI momentum powering sustained growth investing.com reuters.com. Databricks, for example, just teamed up with OpenAI to embed GPT‑5 into its enterprise data platform, a deal expected to generate $100 million in revenue reuters.com reuters.com. Databricks CEO Ali Ghodsi notes there
28 September 2025
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Wall Street Rebound: Fed Relief, Tariff Twists & Tech Surprises (NYSE Highlights Sept 26–27, 2025)

Wall Street Rebound: Fed Relief, Tariff Twists & Tech Surprises (NYSE Highlights Sept 26–27, 2025)

Key Facts Market Recap & Broad Trends Flags and tickers on the NYSE trading floor in New York City, reflecting a week of shifting market sentiment. U.S. stocks rallied into the weekend after overcoming mid-week losses reuters.com reuters.com. Wall Street finished the week with a relief rally, snapping a multi-session losing streak. On Friday, Sept. 26, the Dow Jones Industrial Average jumped about 300 points (+0.7%) to 46,247, the S&P 500 gained +0.6% to 6,644, and the Nasdaq Composite rose +0.4% to 22,484 reuters.com. This rebound followed three straight down sessions through Thursday, which had left the major indexes in
27 September 2025
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Quantum Computing Inc (QUBT) – Quantum Hype or The Next Tech Breakthrough? 📈⚛️

Quantum Computing Inc (QUBT) – Quantum Hype or The Next Tech Breakthrough? 📈⚛️

Company (Ticker) Quantum Tech Market Cap Q2 2025 Revenue Q2 Net Loss Cash (mid-2025) Quantum Computing Inc. (QUBT) Photonic (Integrated optics) ~$3.3 B moomoo.com (stock ~$20) $61 K quantumcomputinginc.com (–67% YoY) $–36.5 M quantumcomputinginc.com (widened by warrant charges) ~$349 M (June 30) quantumcomputinginc.com → $850 M after Sept raise quantumcomputinginc.com IonQ (IONQ) Trapped-ion qubits ~$14 B (stock ~$72) dividendstocks.cash fastcompany.com $20.7 M datacenterdynamics.com (+15% vs guidance) $–177.5 M datacenterdynamics.com $500M+ (raised via SPAC & strategic investors) Rigetti (RGTI) Superconducting qubits (gate model) ~$2–3 B (stock ~$22) fastcompany.com $1.8 M datacenterdynamics.com $–39.7 M datacenterdynamics.com $571.6 M datacenterdynamics.com D-Wave (QBTS) Quantum annealing ~$2 B (stock ~$22) fastcompany.com $3.1 M datacenterdynamics.com $–167.3 M datacenterdynamics.com (incl. big warrant charge)
23 September 2025
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AI Stock Market Shake-Up: Surging Winners, Brutal Misses, and Big Bets (Aug 11–12, 2025)

AI Stock Market Shake-Up: Surging Winners, Brutal Misses, and Big Bets (Aug 11–12, 2025)

Micron Technology raised its current-quarter revenue outlook to $11.2 billion from $10.7 billion, and its stock jumped about 3%. Nvidia and AMD won export licenses to resume selling advanced AI chips to China with a 15% revenue-share tariff. Intel rose about 5% on Aug 11, 2025 after White House diplomacy aimed at easing U.S.–China chip tensions. Wedbush Securities reaffirmed Microsoft and Alphabet as AI front-runners with durable moats and maintained outperform ratings. SoundHound AI surged 43% over Aug 8–11 after posting record Q2 revenue of $42.7 million (up 217% year over year) and lifting full-year guidance to $160–$178 million, while
12 August 2025
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Stock Market Today

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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