Technology News 21 October 2025 - 23 October 2025

Alphabet Inc.’s Class A shares (NASDAQ: GOOGL) are trading near their highest levels in years. As of late Oct. 23, the stock hovers around $252, just below October’s intra-day high of ~$256ts2.tech. That puts Alphabet’s market value tantalizingly close to the $3 trillion milestonets2.techreuters.com – a club shared only by Apple and Microsoft. In fact, after shares hit a new record high in mid-September, Alphabet’s stock had already rallied over 32% year-to-datereuters.com. “Alphabet’s stock [is] flirting with record highs,” noted one analyst, as both technical trends and fundamentals improvets2.tech. Recent momentum has been fueled by several factors. First, Google’s artificial

Intel Stock Soars on AI Buzz and Big Investments Intel’s share price has staged a stunning comeback in 2025, rallying on hopes that bold strategic moves will revive the iconic chipmaker. As of late October, INTC shares hover in the mid-$30s, near their highest level in about two years ts2.tech. The stock has nearly doubled from its lows in January, making Intel one of this year’s best-performing big tech stocks after years of languishing. On October 20, shares jumped ~3% to around $38, then pulled back slightly, reflecting heightened volatility ahead of earnings ts2.tech. Even after a recent dip (the

Earnings Beat on Surging Demand Lam Research (NASDAQ:LRCX) handily beat forecasts for its fiscal Q1, as demand for cutting-edge chipmaking gear remains hot. The Fremont, CA company reported $5.32 billion in revenue and $1.26 EPS (non-GAAP) for Q1, versus analyst estimates of $5.22 B and $1.21timesunion.cominvesting.com. On a GAAP basis Lam earned $1.57 B ($1.24 per share)timesunion.com. These results, aided by strong year-on-year growth in both logic and memory equipment, “significantly surpassed analyst expectations” and underscore Lam’s role as a bellwether of chipmakers’ AI-driven spendingmarkets.financialcontent.cominvesting.com. Management’s guidance was equally positive. Lam forecast Q2 revenue of ~$5.20 B (±$0.3B) and EPS around $1.15 (±$0.10)investing.comstocktitan.net –

Intel’s stock has clearly become a focal point for traders betting on a turnaround. The last week saw volatile action: shares leapt about 3% on Oct. 20 to ~$38.10 (near recent highs), then eased slightly on Oct. 21ts2.tech. Over the past month the stock has pulled back roughly 10% from its early-October peak, but dip-buyers have defended prices in the mid-$30sts2.techts2.tech. Options markets indicate traders expect an unusually large post-earnings swing (about ±10%) after the Q3 report on Oct. 23investopedia.com, suggesting possible targets near ~$42 or ~$32 in the short term. Blockbuster Deals and AI Hype Fuel Intel’s Surge Intel’s

With Q3 earnings (Nov. 3) looming, investors will watch whether Palantir can sustain this torrid pace or if profit-taking ensues. The company’s defense and AI momentum is real – Saxo’s Jacob Falkencrone notes Palantir is “becoming an indispensable partner for enterprises in the AI revolution” reuters.com – but the stock’s stratospheric run also leaves little margin for error. As one strategist put it, “the stock is trading at what is frankly an absolutely wild valuation”, so any slowdown or market rotation could trigger a sharp pullback qz.com. Sources: Recent reports from TechStock² (TS2) and Reuters detail Palantir’s massive AI/defense contracts

Post-Atlas Selloff and Anthropic News Rekindle Rally Alphabet’s stock briefly tumbled Tuesday (Oct. 21) after OpenAI unveiled the ChatGPT Atlas browser, a direct challenge to Google Chrome. The stock closed at $250.46 on Oct. 21 (down ~2.4%) timesofindia.indiatimes.com investing.com after initially plunging as much as 4.8% intraday. OpenAI’s Atlas integrates ChatGPT into web browsing and includes an “agent mode” for automating tasks apnews.com apnews.com. Analysts warned this could threaten Google’s search ad franchise. “It will be a big challenge competing with a giant who has ridiculous market share,” noted Forrester analyst Paddy Harrington about OpenAI’s browser contesting Google’s dominance apnews.com.

AI Boom Powers Tech Sector Higher A wave of AI optimism is lifting tech stocks across the board. Investors have piled into semiconductor makers, cloud providers and internet platforms positioned to benefit from surging demand for AI chips and services. The result: U.S. tech giants are reaching new milestones in 2025. The tech-heavy Nasdaq index has vastly outperformed the broader market, reflecting confidence that AI-driven growth will continue to fuel strong earnings for industry leadersts2.tech. Yet even amid this broad rally, these five companies stand out. Nvidia, Microsoft, Alphabet (Google), Meta Platforms, and AMD each combine market leadership with fresh

Nvidia (NVDA): The AI Chip Champion Driving the Boom Nvidia has become synonymous with the AI revolution, thanks to its dominance in high-performance GPUs that power everything from advanced cloud computing to OpenAI’s ChatGPT. The company’s latest financials underscore its leadership: in the most recent quarter, Nvidia’s revenue soared 56% to $46.7 billion, fueled almost entirely by data-center AI chip salests2.tech. As a result, Nvidia’s stock has been on fire – recently flirting with an all-time high near $195 per share in early October (about +58% from a year ago)ts2.tech. This rally has pushed Nvidia’s market capitalization well past the $1 trillion