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Technology News News 8 October 2025 - 9 October 2025

Serve Robotics (SERV) Stock Soars on DoorDash Deal – The Next Big Bet in AI Delivery?

Serve Robotics (SERV) Stock Soars on DoorDash Deal – The Next Big Bet in AI Delivery?

Latest News & Developments (October 2025) Serve Robotics grabbed headlines this week with a major new partnership announcement. On October 9, 2025, the company revealed a deal with DoorDash to deploy Serve’s sidewalk delivery robots for food orders on the DoorDash platform investing.com. Initially rolling out in Los Angeles, the pilot means DoorDash customers from select restaurants may have their meals delivered by a Serve robot investing.com. This is a strategic expansion beyond Serve’s exclusive relationship with Uber Eats to date. “This partnership enables us to go to cities where DoorDash is the dominant player… we’re looking for more demand,
9 October 2025
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UiPath Stock Skyrockets on ‘Agentic AI’ Boom – AI Deals & Earnings Fuel Rally

UiPath Stock Skyrockets on ‘Agentic AI’ Boom – AI Deals & Earnings Fuel Rally

From RPA to ‘Agentic Automation’: A New AI Frontier UiPath built its name in Robotic Process Automation (RPA) by automating repetitive, rule-based tasks (like data entry or invoice processing). Now it’s pivoting toward what it calls “agentic automation,” where AI-powered “agents” handle more complex, knowledge-driven workflows with minimal human input trefis.com. In practical terms, this means going beyond scripted bots: AI agents can understand context, make decisions, and adapt on the fly – a natural evolution in the era of generative AI. At the Fusion 2025 conference in late September, UiPath even rebranded itself as “a global leader in agentic
9 October 2025
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Nvidia’s $4 Trillion AI Stock Surge: Record Highs, Mega Deals & Bold Forecasts

Nvidia’s $4 Trillion AI Stock Surge: Record Highs, Mega Deals & Bold Forecasts

Record Stock Highs on Surging AI Demand Nvidia’s stock has been on a historic tear in 2025, buoyed by insatiable demand for its AI chips. The share price hit an all-time high in early October, briefly trading around $189 – a level that catapulted Nvidia’s market capitalization above $4 trillion ts2.tech. That astounding valuation vaulted Nvidia past Apple and Microsoft to become the world’s most valuable company, at least momentarily. It marks an almost three-fold increase in Nvidia’s market cap within a year ts2.tech, reflecting Wall Street’s fervor for anything AI-related. Indeed, Nvidia – often called the “AI superpower” of semiconductors – has seen its stock climb
9 October 2025
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UiPath’s Automation Stock Soars on AI Buzz – Latest PATH Analysis & Outlook

UiPath’s Automation Stock Soars on AI Buzz – Latest PATH Analysis & Outlook

Stock Performance: Hitting New Highs on AI Momentum UiPath’s stock has been on a tear in early October 2025, propelled by excitement around artificial intelligence. On October 8, PATH jumped 5.13% to close at $15.58 – its highest closing price since May 2024 stocktwits.com. This capped a rapid climb from the ~$12–13 range just a week earlier. In fact, shares gapped up in late September after the company’s AI announcements, breaking out of a long trading range. The surge continued into this week, with PATH notching a new 52-week intraday high and then rising further in post-market trading (up over 7% after hours
9 October 2025
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OpenAI’s $1 Trillion AI Chip Bet: Nvidia vs. AMD Fuel a Tech Gold Rush

OpenAI’s $1 Trillion AI Chip Bet: Nvidia vs. AMD Fuel a Tech Gold Rush

OpenAI’s Insatiable Need for AI Compute OpenAI – maker of ChatGPT and GPT-4 – has made it clear that access to massive computing power is the biggest constraint on advancing AI ts2.tech. Training and running ever-larger AI models requires tens of thousands of cutting-edge GPUs and enormous electricity and cooling resources. Sam Altman has likened today’s AI race to an “arms race” for silicon and server space, saying OpenAI must “build enough AI infrastructure to meet its needs” reuters.com. In Altman’s view, current cloud data centers are not sufficient for the next generation of AI – “we have decided that
9 October 2025
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Tempus AI (TEM) Stock Skyrockets on AI Healthcare Breakthroughs – What Investors Need to Know

Tempus AI (TEM) Stock Skyrockets on AI Healthcare Breakthroughs – What Investors Need to Know

Company Overview and Mission Tempus AI, Inc. is an American health technology company founded in 2015 by entrepreneur Eric Lefkofsky (best known as co-founder of Groupon). Headquartered in Chicago, Tempus was born from Lefkofsky’s personal mission to improve cancer care after his wife’s battle with breast cancer en.wikipedia.org. The company’s core focus is on applying AI and data analytics to personalized medicine. Tempus has built what it calls an “operating system” for healthcare: a platform that ingests vast amounts of clinical and molecular data (gene sequences, lab tests, medical records, imaging, etc.) and makes it accessible for treatment decisions and research insidermonkey.com. Its goal is to enable
8 October 2025
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TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker (pure-play foundry), producing advanced semiconductors for clients like Apple, NVIDIA, AMD, and many others taiwannews.com.tw ts2.tech. Rather than selling its own branded chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains and given it an estimated 60%+ market share of the overall foundry market (and over 90% share in the most advanced nodes) ts2.tech. Financially, TSMC has been on a strong growth trajectory. In Q2 2025, TSMC’s revenue reached US$30.1 billion, a 44%year-on-year surge, with net profit of
8 October 2025
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Apple Stock Hits New Heights: iPhone 17 Supercycle, Analyst Split, and 2025 Outlook Revealed

Apple Stock Hits New Heights: iPhone 17 Supercycle, Analyst Split, and 2025 Outlook Revealed

Overview: Apple Inc. and Recent Performance Apple Inc. – the world’s largest company by market capitalization – has had a mixed 2025 so far. With a market cap around $3.8 trillion ts2.tech, Apple’s size means even modest growth is hard-fought. Year-to-date, AAPL stock is roughly flat (+~2%), underperforming the broader tech sector ts2.tech. This muted performance comes despite Apple achieving record financial results in 2025 (its June quarter revenue jumped ~10% YoY to $94 billion) ts2.tech. Early in the year the stock sold off amid market rotation and AI hype elsewhere, at one point down ~17%. But a strong rebound in late summer – fueled by booming
8 October 2025
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Cisco’s $2B AI Windfall: New Tech, Stock Surge & What’s Next for CSCO

Cisco’s $2B AI Windfall: New Tech, Stock Surge & What’s Next for CSCO

Cisco’s Business Model & Market Position Cisco Systems is best known as the world’s largest vendor of networking hardware and software, powering much of the internet’s infrastructure. The company’s business model centers on selling network equipment (like routers, switches, and wireless access points), along with security solutions, collaboration tools (e.g. Webex conferencing gear/software), and observability software (monitoring and analytics, bolstered by its 2024 acquisition of Splunk). In addition, Cisco provides a range of services – from technical support and maintenance contracts to cloud-managed software subscriptions. Cisco generates revenue both through direct sales and via a global channel of resellers and distributors, ensuring its products reach enterprises of all sizes and governments worldwide nasdaq.com.
8 October 2025
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Palo Alto Networks’ AI-Fueled Surge: Stock Soars on Cybersecurity Boom, Bold Forecasts & Big Deals

Palo Alto Networks’ AI-Fueled Surge: Stock Soars on Cybersecurity Boom, Bold Forecasts & Big Deals

Sources: Palo Alto Networks and CyberArk deal coverage – Reuters reuters.com reuters.com; Q4 2025 earnings and guidance – Reuters reuters.com, Futurum futurumgroup.com futurumgroup.com; Analyst ratings and price targets – StockAnalysis stockanalysis.com stockanalysis.com; Competitive landscape – Bullish Bears bullishbears.com bullishbears.com; Unit 42 threat intel news – ts2.tech ts2.tech; Expert quotes – Reuters reuters.com, Breakingviews reuters.com; Stock performance data – Yahoo/Benzinga hotcandlestick.com.
8 October 2025
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Confluent, Inc. (CFLT) – Will a Real‑Time Data Pioneer Become a Takeover Target? (October 8 2025)

Confluent (CFLT) Stock Surges on Takeover Rumors – What’s Next for the Data Streaming Pioneer?

Latest News and Developments Confluent’s headquarters in Silicon Valley. The company’s rumored sale exploration has made headlines, spurring a surge in its stock price as investors speculate on a potential acquisition. The biggest recent news for Confluent came on October 8, 2025, when a Reuters exclusive reported that the company is exploring a sale after receiving takeover interest reuters.com. According to the report, multiple private equity firms and tech companies approached Confluent, prompting it to work with an investment bank on a possible deal reuters.com. This development reflects how valuable real-time data streaming has become in the age of AI – Confluent’s technology is seen
8 October 2025
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OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

A $100 Billion+ Chip Deal: OpenAI’s Bet on 6 GW of AMD GPUs OpenAI’s new partnership with AMD, announced on October 6, 2025, is staggering in scope – even by the outsized standards of the AI industry. OpenAI will buy up to 6 gigawatts of AMD’s Instinct data center GPUs over the next several years ts2.tech. To put that in perspective, 6 GW of computing is on the order of hundreds of thousands of high-end chips, enough to fill multiple giant data centers devoted entirely to artificial intelligence workloads ts2.tech. Sam Altman, OpenAI’s CEO, said AMD will be a “core strategic compute partner” providing the massive
8 October 2025
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