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Technology News News 27 September 2025 - 2 October 2025

Nebius Group Stock Soars on Microsoft AI Deal, $3B Funding Plan & Analyses: What You Need to Know on 2 October 2025

Nebius Group Stock Soars on Microsoft AI Deal, $3B Funding Plan & Analyses: What You Need to Know on 2 October 2025

In‑Depth Report Background and Business Model Nebius Group N.V., formerly part of the Russian internet company Yandex, rebranded and listed on Nasdaq in October 2024. The company positions itself as a “neo‑cloud” provider offering AI‑native cloud infrastructure built on Nvidia GPUs. Unlike traditional infrastructure‑as‑a‑service vendors, Nebius combines GPU compute with managed services like Kubernetes, PostgreSQL and data‑processing tools, allowing developers to build AI models more easily nasdaq.com. It operates a Finnish data centre, leases colocation facilities in Missouri, France and Iceland, and is constructing a new campus in New Jersey while negotiating a UK colocation deal nasdaq.com. Nvidia owns about
2 October 2025
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Defense Stock Plummets 19%: Why DroneShield’s Mega Crash Is All Over the Headlines (Plus EU’s ‘Drone Wall’ & ASML Boom)

Defense Stock Plummets 19%: Why DroneShield’s Mega Crash Is All Over the Headlines (Plus EU’s ‘Drone Wall’ & ASML Boom)

The Rise and Fall of DroneShield’s Stock DroneShield, headquartered in Sydney, specialises in technologies that detect and defeat unmanned aerial systems. Its DroneGun and DroneSentry products combine radar, radio‑frequency sensors and signal jamming to intercept drones without kinetic damage. Over the past year, geopolitical conflicts and high‑profile drone attacks have driven governments and critical infrastructure operators to invest heavily in counter‑UAS solutions. DroneShield responded by signing new contracts, including two U.S. Department of Defense orders worth US$7.9 million, which pushed its total deliveries above 4,000 systems Proactiveinvestors. Investors interpreted these contracts as validation of the firm’s technology and future revenue potential.
2 October 2025
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Snapchat Memories Paywall: Why the App’s New Storage Fees Might Change How You Use Social Media

Snapchat Memories Paywall: Why the App’s New Storage Fees Might Change How You Use Social Media

The Story Behind Snapchat’s New Storage Fees When Snapchat introduced its Memories feature in 2016, it promised to let users save their photos and videos safely in the cloud, separate from their camera roll. For nearly a decade the feature has served as a digital time capsule—allowing users to relive birthdays, graduations and everyday moments by pulling up Snaps from years past. The sheer volume of content is staggering: Snapchatters have stored more than one trillion memories on the platform newsroom.snap.com. This growth has outpaced the company’s expectations and, according to Snap, is straining its infrastructure. On 26 September 2025, Snap quietly
2 October 2025
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Motorola’s Next Phone Will Blow Your Mind – It’s Crazy Thin! Motorola’s Ultra-Thin Edge 70 and X70 Air Signal a New Smartphone War

Motorola’s Next Phone Will Blow Your Mind – It’s Crazy Thin! Motorola’s Ultra-Thin Edge 70 and X70 Air Signal a New Smartphone War

Racing to the Slender Limit Motorola’s latest leaks confirm what insiders have long hinted: it’s jumping into the “ultra-thin” arms race. A promo teaser posted on Motorola’s Weibo (China) shows the X70 Air squeezed between fingertips to highlight its wafer-thin profile phonearena.com. Tech sites note the X70 Air appears to be essentially the Chinese version of the global Motorola Edge 70 phonearena.com phonearena.com. In leaked promo images (widely attributed to tipster Evan Blass), the Edge 70 sports a striking green-and-yellow rear, indicating Motorola’s continued Pantone partnership for eye-catching colors phonearena.com phonearena.com. Sources say the Edge 70 will target the mid-range segment. Despite its slim design,
1 October 2025
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Netflix Stock Skyrockets: Will Its Ambitious Deals and Plans Drive It Even Higher?

Netflix Stock Skyrockets: Will Its Ambitious Deals and Plans Drive It Even Higher?

Stock Performance and Analyst Outlook Netflix stock is near all-time highs, having climbed sharply this year on strong earnings and subscriber growth. As of late September 2025 the stock trades around $1,206, giving Netflix a market cap of about $513 billion investing.com. The company blew past its Q2 2025 forecasts: EPS of $7.19 beat the $7.07 consensus, and revenue of $11.08 b (+15.9% YoY) topped forecasts marketbeat.com. Netflix also reaffirmed its full-year guidance (analysts expect ~$24.6 EPS for 2025) marketbeat.com. Wall Street’s verdict remains broadly positive: 23 analysts have Buy or better ratings versus 10 Holds and only 3 Sells marketbeat.com. MarketBeat
1 October 2025
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China’s DeepSeek Unveils AI Model Halving Costs by 50% – The ‘Sparse Attention’ Revolution

China’s DeepSeek Unveils AI Model Halving Costs by 50% – The ‘Sparse Attention’ Revolution

DeepSeek’s New V3.2-Exp Model Hangzhou-based DeepSeek burst onto the AI scene earlier in 2025 with its R1 model (a heavily RL-trained chatbot) techcrunch.com. This time, DeepSeek’s announcement focuses on efficiency. On Sept. 29 the company published a post (on Hugging Face) unveiling DeepSeek-V3.2-Exp, an experimental large language model built on its V3 series techcrunch.com techcrunch.com. According to DeepSeek, V3.2-Exp maintains similar reasoning performance to V3.1 but uses far less compute for long inputs. The key innovation is a “DeepSeek Sparse Attention” (DSA) mechanism: rather than comparing every token to every other in a long document (the dense attention used by
30 September 2025
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UK’s Mandatory Digital ID Plan Sparks Uproar: Security Game-Changer or Privacy Nightmare?

UK’s Mandatory Digital ID Plan Sparks Uproar: Security Game-Changer or Privacy Nightmare?

UK Government’s Rationale: Tackling Illegal Work and Modernizing ID The push for digital identification in the UK comes against a backdrop of political pressure over immigration and a desire to modernize public services. Announcing the policy in late September, Prime Minister Keir Starmer framed it as a response to voter concerns about unauthorized migrants finding jobs. “I know working people are worried about the level of illegal migration… This will make it tougher to work illegally in this country, making our borders more secure,” Starmer said Theguardian. By requiring every employee to hold a verified digital ID, the government says
30 September 2025
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AI Stocks Soar as $100B Nvidia-OpenAI Deal Sparks Frenzy – But Investors Eye Bubble

AI Stocks Soar as $100B Nvidia-OpenAI Deal Sparks Frenzy – But Investors Eye Bubble

Key Facts: Tech Stocks Fuel an AI-Led Rally Wall Street’s late-Sept surge was led by big-tech on AI expectations. The Nasdaq rose ~0.5% on Sept. 29 as investors looked past US fiscal jitters and focused on growth. Nvidia was a standout: after Monday’s $100B OpenAI announcement reuters.com, NVDA shares reached all-time highs. The stock then pulled back slightly (down ~2.8% on Sept. 23) but rebounded +2% on Sept. 29 reuters.com reuters.com. Other “Magnificent Seven” names also rose: Microsoft gained +0.6% and Amazon +1.1% on the day michigansthumb.com reuters.com. (In the prior week all had dipped on Powell’s policy comments reuters.com,
30 September 2025
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DJI Mini 5 Pro Stuns with Next‑Level Features – A Tiny Drone Poised to Beat Them All

DJI Mini 5 Pro Sparks Global Drone Drama: Canada & EU Let It Slide, US Doesn’t

Mini 5 Pro: Advanced Features, Pocketable Form DJI’s Mini 5 Pro is a flagship‑spec ‘mini’ drone. It’s the first in the Mini series with a full 1‑inch CMOS sensor (50 MP stills), much larger than any previous Mini netnewsledger.com. It records 4K video at up to 120 fps (10‑bit HDR), and supports a 225°-tilt gimbal so you can shoot true vertical video without cropping netnewsledger.com. DJI has also added full omnidirectional obstacle sensing and an upgraded ActiveTrack 360° system, bringing flagship-level safety and tracking to the travel‑friendly form factor netnewsledger.com. All of this comes with an advertised flight time of up to 36 minutes, keeping the
28 September 2025
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DJI Matrice 4E vs 4T vs Mavic 3T vs 3E: Ultimate Enterprise Drone Showdown (Thermal Tech, RTK & More Revealed)

U.S. Judge Deals Major Blow to DJI – Could Your Drone Be Next?

Case Background: Pentagon’s 1260H Blacklist Since 2022, the Pentagon has kept a running “1260H list” of foreign firms linked to China’s defense sector. Companies on this list aren’t outright banned from sales, but they lose government contracts and gain a stigma of being national-security risks dronedj.com dronedj.com. DJI – the world’s largest drone maker – was added in 2022 under the National Defense Authorization Act (NDAA) after the DoD decided it met criteria for a “military-civil fusion” company. DJI immediately suited up in court (October 2024) to clear its name, arguing it wasn’t owned/controlled by China’s military and only makes
28 September 2025
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AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

The late-September surge left US indexes near record highs on renewed AI optimism. “There needs to be a catalyst for stocks to move materially higher,” notes Oliver Pursche of Wealthspire Advisors, warning that stretched valuations mean markets may be ignoring potential headwinds reuters.com. Dan Moczulski of eToro cautions retail investors: “The risk comes when people treat generic models like ChatGPT or Gemini as crystal balls” reuters.com. Even OpenAI’s CEO Sam Altman has admitted the AI industry faces “bubble fear” despite explosive revenue growth nasdaq.com. In short, AI-focused stocks and funds have drawn massive investor attention and flows, driven by big
28 September 2025
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OpenAI’s ChatGPT Pulse: The AI Morning Briefing That Could Replace Your News App

OpenAI’s ChatGPT Pulse: The AI Morning Briefing That Could Replace Your News App

What Is ChatGPT Pulse? ChatGPT Pulse is a new feature in OpenAI’s ChatGPT that delivers a personalized daily briefing – essentially, your morning news and to-do update crafted by AI. Announced on September 25, 2025, Pulse flips the usual script of chatbot interactions. Instead of you opening ChatGPT and asking questions, ChatGPT now starts the conversation each day axios.com. OpenAI is rolling it out as an experiment in making ChatGPT more proactive: it sends users a set of tailored “updates” every morning based on what it knows about you, from your recent chats to your schedule bloomberg.com. In practical terms,
27 September 2025
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Stock Market Today

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

7 February 2026
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
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