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Technology News 23 October 2025 - 24 October 2025

AMD Stock Skyrockets on AI Mega-Deals – Is $300 Next?

AMD Stock Skyrockets on AI Mega-Deals – Is $300 Next?

In summary, AMD’s recent AI-driven surge has been fueled by heavyweight partnerships and robust demand, earning plaudits from executives and analysts alike. But the stock now sits at lofty valuations. Investors will be watching closely whether AMD can translate its new AI wins into sustained growth – success could justify prices well above today’s $235, while any misstep might curb the rally. As one analyst quipped, AMD is striving to be the “open, secure, and scalable” AI platform versus Nvidia’s closed box ts2.tech. Whether Wall Street’s bullish forecasts come true will depend on that bet paying off in the years
24 October 2025
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Palantir-Lumen AI Deal Sparks Stock Rally – CEO Warns of “Arms Race”

Palantir-Lumen AI Deal Sparks Stock Rally – CEO Warns of “Arms Race”

Palantir and Lumen Forge a New AI Infrastructure Alliance On Oct. 23, Palantir Technologies and Lumen Technologies unveiled a “multi-year, multi-million-dollar” strategic partnership to fuse Palantir’s AI/data platform with Lumen’s high-speed networking. According to the official release, the alliance will help enterprises “deploy AI faster and more securely” by combining Palantir’s Foundry/AIP software with Lumen’s next-generation “Connectivity Fabric” businesswire.com. Bloomberg News had reported Lumen would spend over $200 million on Palantir software aimmediahouse.com reuters.com, making this one of Palantir’s largest commercial deals to date. In a joint Fox Business interview, Palantir CEO Alex Karp stressed the national security stakes: “We’re in
24 October 2025
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Nokia Stock Skyrockets on Major 5G Contracts – Analysts Eye Upside

Nokia Stock Skyrockets on 5G Contract Wins and Earnings Beat – Can the Rally Last?

Stock Price and Recent Performance Nokia’s stock (NYSE: NOK) has been on a tear in October, culminating in a sharp jump after its latest earnings. The U.S.-listed shares rallied over 10% in a single day on Oct. 23, surging to the mid-$6 rangemexc.com. That price level hasn’t been seen since 2022, marking a multi-year high for the Finnish telecom giant. In Helsinki, Nokia’s share price similarly hit new highs above €5mexc.com. This month-long uptrend was fueled by anticipation of strong results and a string of positive news. By mid-October, Nokia’s ADR had already climbed about 14% – touching ~$5.50 by Oct. 14
24 October 2025
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Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Are $450 Price Targets Next?

Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Are $450 Price Targets Next?

OpenAI Partnership Fuels AI Chip Frenzy Broadcom’s recent stock rally has been led by blockbuster AI deals. The centerpiece is an OpenAI collaboration announced on Oct. 13, 2025: Broadcom will co-develop OpenAI’s first in-house AI processor. Under this agreement, Broadcom will design and deploy racks of custom AI accelerator chips (10 GW total) for OpenAI starting in late 2026 reuters.com. The scale is enormous – 10 GW is roughly the power used by 8 million U.S. homes – and signals Broadcom’s deepening role in the AI infrastructure race. OpenAI CEO Sam Altman praised the partnership as “a critical step in
24 October 2025
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Supermicro Stock Plunges 8% After Revenue Forecast Cut – Is the AI Server Gold Rush Over?

Supermicro Stock Plunges 8% After Revenue Forecast Cut – Is the AI Server Gold Rush Over?

SMCI shares fell about 8% on Oct. 23 after Super Micro said Q1 (FY2026) revenue would be ~$5 billion, down from a prior $6–7 billion forecast ts2.tech. The company blamed “design win upgrades” and delivery schedule shifts on major AI server orders ts2.tech. Supermicro reaffirmed its full-year FY2026 revenue guide of ≥$33 billion ts2.tech. Despite the drop, SMCI stock is still up roughly 60–70% in 2025 reuters.com ts2.tech on surging AI demand. Major tech firms are projected to spend ~$400 billion on AI infrastructure in 2025 reuters.com, underscoring continued tailwinds. Analysts are split: some (e.g. Needham) remain bullish (Buy, $60 target ts2.tech), while others
24 October 2025
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WGRX Stock Soars on Blockchain Deal as Wellgistics Health Eyes Pharma Disruption

WGRX Stock Soars on Blockchain Deal as Wellgistics Health Eyes Pharma Disruption

Stock Price Rally Powered by Tech Tie-Up Wellgistics Health’s stock price is on a tear after embracing blockchain technology. The tiny healthcare logistics firm saw its shares surge from about $0.40 to the mid-$0.70s overnight on news of a cutting-edge partnership. In after-hours trading late Thursday, WGRX jumped 87.9%, nearly doubling in valuebenzinga.com. The stock is now trading around $0.73–$0.76 in pre-market action Friday morningstockanalysis.com – a dramatic move for a company that just days ago was flirting with all-time lows. This spike came on the heels of positive news: Wellgistics announced it signed a letter of intent with DataVault AI
24 October 2025
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IT Crash at Alaska Airlines: All Flights Grounded, Hundreds Canceled

IT Crash at Alaska Airlines: All Flights Grounded, Hundreds Canceled

Outage Timeline and Airline Response On Thursday afternoon (Oct. 23), Alaska Airlines reported a “significant IT outage” at its Seattle-area data center news.alaskaair.com. Soon after 3:30 pm Pacific, the airline imposed a system-wide ground stop on all Alaska and Horizon flights news.alaskaair.com. (Hawaiian Airlines flights were not halted.) By 11:30 pm PT the carrier announced the ground stop was lifted and flights were resuming news.alaskaair.com. In a midnight Pacific statement, Alaska said it was “working to get our operations back on track as quickly and safely as possible” news.alaskaair.com. Alaska urged passengers to check flight status before going to airports and noted it
24 October 2025
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Intel Stock Soars After Q3 Surprise – AI Boom and $15B in Deals Fuel 90% Rally (Analysts Weigh In)

Intel Stock Soars After Q3 Surprise – AI Boom and $15B in Deals Fuel 90% Rally (Analysts Weigh In)

Intel’s blockbuster Q3 report (released Oct 23) delivered a welcome jolt. The company posted $13.7 billion in revenue and $0.23 in non-GAAP EPS, versus roughly breakeven expectations ts2.tech ts2.tech. This beat marks a sharp turnaround: Intel swung to a $4.1B GAAP profit after a year-ago loss of $16.6B. Management emphasized AI as the catalyst. As CEO Lip-Bu Tan put it, Intel is making “steady progress” and “AI is accelerating demand” for its chips ts2.tech. CFO Dave Zinsner added that Intel’s balance sheet is now fortified by fresh funding from Washington, NVIDIA and SoftBank, and that demand “outpaces supply” for its processors
24 October 2025
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Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

Stock Prices & Recent Trends Intel’s Santa Clara headquarters at sunset (Intel logo on campus). Intel stock has doubled off its mid-2025 lows, recently hitting intraday highs around $39.65ts2.techreuters.com. An 85% rally YTD makes INTC one of the market’s top performersts2.tech. Investor enthusiasm is fueled by headlines – in late August Washington converted CHIPS Act grants into a ~10% equity stake in Intel ($10B), while tech heavyweights Nvidia and SoftBank invested $5B and $2B respectivelyreuters.comts2.tech. These blockbuster deals, plus rumors of new foundry partnerships, have helped push Intel to its highest price in years. However, analysts warn the fundamentals lag
23 October 2025
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Microsoft vs. Oracle Stocks: AI Frenzy Sends Shares Soaring – Which Tech Titan Will Win?

Microsoft vs. Oracle Stocks: AI Frenzy Sends Shares Soaring – Which Tech Titan Will Win?

Stock Prices and Recent Performance As of Oct. 23, 2025, Microsoft closed around $520.59 (prior close)investing.com, essentially unchanged for the day. The stock has steadily climbed this month (briefly touching ~$524 on Oct. 22investing.com) and is now up about 25% since Jan. 1ts2.techts2.tech. In contrast, Oracle pulled back recently: it closed about $280.07 on Oct. 23 (after-hours)stockanalysis.comts2.tech. Oracle rocketed to all-time highs above $345 in early September on AI cloud deal newsts2.techts2.tech, but profit-taking drove sharp drops in mid-October. For example, ORCL fell ~7% on Oct. 17 and ~5% on Oct. 20ts2.tech. Even so, Oracle’s stock remains ~70% above its
23 October 2025
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Intel Stock Surges 80% on AI Chip Hype – Can $INTC Keep Flying?

Intel Stock Explodes After Q3 Earnings Beat: Will the AI Rally Continue?

Intel’s October 23 earnings report delivered a better-than-expected quarter, sparking relief among investors. The company beat Wall Street’s forecasts, with Q3 revenue of $13.7 billion and adjusted earnings of $0.23/share (versus a consensus around breakeven)intc.cominvestopedia.com. Importantly, Intel swung to net profit (GAAP net income $4.1B) after a huge loss last year. CEO Lip-Bu Tan hailed the results as evidence of a turnaround: he said Intel was making “steady progress” and that “AI is accelerating demand for compute” across its CPU, ASIC and foundry businessintc.com. Likewise, CFO Dave Zinsner noted that Intel had taken “meaningful steps…to strengthen our balance sheet,” citing the
23 October 2025
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Intel Stock Skyrockets on U.S. Government Lifeline and AI Deals – What’s Next?

Intel Stock Surges 90% on AI Boom and $15B Backing – Can the Rally Continue?

Stock Price & Recent Moves Intel’s stock price has been on a tear in October. After reaching a 52-week high near $39.65 in mid-Octoberts2.tech, INTC was trading around $38–39 as of Oct. 22–23ts2.tech. On Oct. 23, INTC closed at roughly $38.17, up about +3.4% for the dayinvesting.com. This follows a volatile few sessions: shares jumped nearly 3% on Oct. 20 to ~$38.10, eased on Oct. 21, then surged again into the Oct. 23 closets2.tech. Over the past month the stock has pulled back about 10% from its early-October peak, but buyers have defended the mid-$30s as supportts2.tech. Fundamentally, Intel’s stock
23 October 2025
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Impinj (PI) Stock Skyrockets on RFID Boom: Near Record High as Analysts Boost Targets

Impinj (PI) Stock Skyrockets on RFID Boom: Near Record High as Analysts Boost Targets

Stock Soars on RFID Hopes Impinj stock skyrocketed on Thursday, Oct. 23, jumping roughly 15–18% by midday to an intraday high around $232.29ainvest.com. This surge brought the Seattle-based tech company’s shares within a hair of their all-time peak ($234+), extending a remarkable rally in recent months. Impinj – a leading provider of RAIN RFID solutions for connecting everyday items to the internet – has seen its stock price more than double since the summer, buoyed by accelerating demand for its wireless tracking chips and tags. The one-year chart tells a volatile tale: after touching a low of about $60 late
23 October 2025
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Nokia Stock Skyrockets on Major 5G Contracts – Analysts Eye Upside

Nokia Stock Soars on 5G Deals and Earnings Beat, Hitting Multi-Year High

Nokia Oyj’s stock surged on Thursday, October 23, 2025, propelled by strong quarterly results and a flurry of 5G contract wins. The Finnish telecom equipment maker’s New York–listed shares jumped sharply as investors digested better-than-expected earnings and optimistic signals about future growth. Below are the key facts and analysis of Nokia’s recent performance: Shares Jump on Earnings Beat and Improved Outlook Investors cheered Nokia’s third-quarter 2025 earnings report, which handily beat market expectations. The company’s comparable operating profit for Q3 came in at €435 million, far above analyst forecasts of roughly €340 millionm.economictimes.com. Revenue likewise rose to €4.83 billion, about 12% higher than
23 October 2025
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Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Skyrockets on $300B AI Cloud Deal — Wall Street Eyes $400 Upside

Oracle’s recent moves – mega cloud contracts, ambitious AI plans, and heavy capex – have re-ignited its growth story, but they also raise big questions. The company is counting on a boom in AI demand (from OpenAI and others) to fuel revenue growth and justify its high valuationts2.techts2.tech. In the short term, technical traders point to support around the high-$270s and resistance near $300. Option-market indicators even suggest ORCL could revisit ~$354 by year-end (an ~18% rise) if the bull case prevailswebull.com. Conversely, a failure to deliver on its promises could send ORCL back toward the $270s or lowerwebull.com. In
23 October 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft Stock Soars on AI and Cloud Buzz – Will $520 Rally Hit $600?

Stock Performance and Market Snapshot MSFT stock has hit fresh highs amid the AI and cloud craze. On Oct. 23, 2025 it was trading around $521–523stocktitan.net, up over 0.5% on the day. Year-to-date, Microsoft is up roughly 25%nasdaq.com (compare to mid-single-digit gains for many peers). Its market cap is now about $3.8 trillionstocktitan.net, making it the second-largest U.S. company. Analysts note the stock’s price-to-earnings (forward) is near 28×ts2.tech, which is high but justified by double-digit earnings growth forecasts and a growing dividend. MSFT’s recent price strength reflects broad fundamentals. A TS2.tech analysis observes “Microsoft is firing on multiple cylinders” with broad-based gains
23 October 2025
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Meta’s $1.5B AI Hiring Spree: Will Zuckerberg’s Talent Grab Send META Stock Soaring & Shake Up Apple’s XR Plans?

Meta (META) Stock Surges on Massive AI Bets – Can the Rally Last?

Key Facts: Meta shares trade around $730–$740 in late Oct 2025stockinvest.us, near all-time highs (≈$789 in August)ts2.tech. The stock is up roughly 25% year-to-datets2.tech, well above the broader market. In Q2 2025 Meta reported $47.52B revenue (+22% YoY) and $18.34B net incomets2.tech, beating estimates. Management guided Q3 revenue to $47.5–50.5B (≈+20% YoY)ts2.tech (analysts expect ≈$49.4Big.com). Wall Street is broadly bullish – ~85% of covering analysts rate META a Buy/Strong Buyts2.tech, with 12‑month targets averaging around $825ts2.tech (some as high as $900+). Major recent developments include a $27–30B Louisiana data-center joint venture (Meta keeps 20% ownership)bloomberg.com, the announced purchase of AI
23 October 2025
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Apple Stock Could Explode After New AI Chip Launch and iPhone 17 “Supercycle,” Analysts Say

Apple Stock Soars on iPhone 17 Buzz – Record Highs and $300 Price Targets in Sight?

Apple shares have hit new highs on strong iPhone 17 demand and solid earnings. Reuters reports the stock jumped over 4% to about $262.90 on Oct 20, giving Apple a ~$3.9 trillion valuationreuters.com. By Oct 22 it was trading near $258, roughly 5% above its early 2025 levelreuters.com. Investors note that Apple has largely outperformed a sluggish broader market: year-to-date Apple is slightly up, whereas many tech peers rallied even more aggressivelyts2.tech. In the past few weeks AAPL has been consolidating in the $255–$263 range, awaiting the Q4 earnings report (due Oct 30) and digesting recent product newsts2.techreuters.com. Technical analysts say the stock remains
23 October 2025
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Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Analysts Target $460

In sum, Broadcom’s story is clear: a blockbuster AI partnership (OpenAI) and new AI product launches have turbocharged expectations. Wall Street’s upgraded price targets reflect this, with many analysts now modeling Broadcom as a major AI infrastructure winnerts2.techmarketbeat.com. As TS2.Tech puts it, Broadcom’s perceived central role in the AI boom has led to “outsized returns”ts2.tech. General investors should note the optimism – but also the sky-high bar. Even with consensus targets around $370–380, many eyes are on whether Broadcom can keep exceeding lofty growth forecasts. Sources: Contemporary financial news and analysis from Reuters, MarketBeat, TS2.Tech and other credible mediats2.techmarketbeat.comreuters.comsiliconangle.com. These
23 October 2025
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“AI Boom” Pushes Monolithic Power (MPWR) Stock to Record High – Is the Rally Just Beginning?

“AI Boom” Pushes Monolithic Power (MPWR) Stock to Record High – Is the Rally Just Beginning?

Stock Rally on Oct. 23, 2025 On Thursday the market really took notice. MPWR stock climbed sharply after midday – driven by a published analyst upgrade – and hit $1,045.01, a fresh 52-week highmarkets.chroniclejournal.com. (Earlier that day it had closed around $1,001markets.chroniclejournal.com.) In fact, MarketBeat reports MPWR traded “as high as $1,045.01” on Oct. 23marketbeat.com. By comparison, the stock opened the year near $620, so the YTD run is roughly +70%. The spike coincided with KeyBanc/KeyCorp raising its price target (details below). Volume that day was heavy, reflecting a rush of buyers. By late afternoon MPWR was trading around $1,040–$1,050 – well
23 October 2025
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Stock Market Today

Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

7 February 2026
Walmart shares climbed 3.34% to $131.18 Friday, pushing its market value to about $1.05 trillion as the Dow closed above 50,000 for the first time. Retail stocks mostly gained, with Target up 4.24% and Costco up 1.20%, while Amazon dropped 5.55%. Investors await Walmart’s fiscal Q4 results on Feb. 19 and key U.S. economic data next week.
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