Trump’s $300M White House Ballroom: Tech Titans Among Donors, East Wing Demolished

Donald Trump’s plan has set off a flurry of activity in Washington. The White House has confirmed demolition of the East Wing is complete, and construction will proceed under private fundingabcnews.go.com. Trump personally hosted a thank‑you dinner in the East Room for the donors – which included executives from Amazon, Apple, Google, Microsoft, Meta and othersindependent.co.ukabcnews.go.com – underscoring the political significance of the project. In a public statement, Trump declared: “For 150 years-plus they’ve wanted to have a ballroom…and it never happened because they’ve never had a real estate person”independent.co.uk. He later reiterated that the expansion will not touch the existing building and will “pay total respect” to the historic White House shellnbcnewyork.com.

NASDAQ:AAPL · NASDAQ:AMZN · NASDAQ:COIN · NASDAQ:GOOG · NASDAQ:GOOGL · NASDAQ:META · NASDAQ:MSFT · NASDAQ:TMUS · NYSE:HPQ · NYSE:LMT · NYSE:PLTR · NYSE:UNP · Technology
Palantir (PLTR) Stock Soars on AI Hype – Is It a Bubble or the Next Tech Giant?

Palantir (PLTR) Stock Skyrockets on AI Boom – What Investors Need to Know

Palantir Technologies has been among the most-watched tech stocks in late October 2025, as investors chase AI-related growth stories. Over the past week, PLTR shares jumped sharply on the back of a broad market upswing. Cooler-than-expected consumer prices helped calm Federal Reserve rate-hike worriesreuters.com. On Oct. 24, for example, the Nasdaq Composite surged +1.14%, propelling the S&P 500 to a fresh record highreuters.com. Palantir rode this wave: its stock traded near the top of its recent range, with volume picking up as buyers piled in.
24 October 2025
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Broadcom’s AI Windfall: Inside AVGO’s Trillion-Dollar Surge, $10B Chip Deal & 2025 Outlook

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

Broadcom’s stock has soared in recent days as the chipmaker emerges as a central player in the booming AI industry. On Friday, Oct. 24, the shares were trading in the mid-$350s – about double their level a year earlier – and were up around 3–4% on the dayinvesting.com. The recent jump follows a series of bullish developments for AVGO. Notably, Broadcom announced an $10 billion AI chip deal with OpenAI on Oct. 13. Under this partnership, Broadcom will co-design 10 gigawatts of custom AI accelerator chips for OpenAI over the next few yearsts2.tech. Investors cheered the news: the stock spiked roughly 10% on the day of the announcementts2.tech. OpenAI’s CEO Sam Altman praised the tie-up as “a critical step in building the infrastructure needed to unlock AI’s potential”ts2.tech, highlighting the deal’s importance to AI data-center expansion. Broadcom also introduced new products for AI in mid-October, further boosting confidence in its AI roadmapts2.tech.
24 October 2025
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Apple Stock Hits New Heights: iPhone 17 Supercycle, Analyst Split, and 2025 Outlook Revealed

Apple (AAPL) Stock Rockets to Record High on iPhone 17 Hype — What’s Next?

Apple shares have been volatile but are trading very near record levels. On Oct. 20, investors bid the stock up sharply – by the close it was ~$262ts2.tech. Since then the stock has pulled back a bit to the high-$250s. By the end of Oct. 23, AAPL was around $259.58marketbeat.com. For context, Apple’s stock is up only a few percent in 2025, far less than peer tech giants. That modest gain reflects Apple’s already lofty valuation.
24 October 2025
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MultiSensor AI Stock’s Wild Ride: +42% Rally on Major Deal, –50% Crash After $14M Funding

MultiSensor AI Stock’s Wild Ride: +42% Rally on Major Deal, –50% Crash After $14M Funding

MultiSensor AI – Shares skyrocketed in late October 2025 and then plunged, reflecting news-driven swings. On Oct. 23 the stock jumped after the company announced a major U.S. deployment deal ts2.tech. By Oct. 24 it fell nearly 50% when MSAI revealed a $14 million private share placement at $0.409 per share newsfilecorp.com reuters.com. As of Oct. 24 midday, MSAI trades near $0.73 reuters.com. Key fundamentals are modest: full-year 2024 revenue was $7.4 M with a net loss of $21.5 M ts2.tech. Q2 2025 revenue was only $1.4 M even as software/subscription sales rose ~37% ts2.tech. Management is shifting toward higher-margin software and cutting costs to reach profitability ts2.tech. Analysts remain cautiously optimistic: consensus ratings are “Strong Buy” with 12-month targets ~$2.50–$3.00 stockanalysis.com. Niche analysts have even set targets up to $8 ts2.tech. The AI market backdrop is hot, but investors are wary of frothy valuations – a survey finds 54% of fund managers worry AI stocks are overheated ts2.tech. Notably, institutions own a large 82% of MSAI’s stock marketbeat.com, suggesting big investors are confident in management’s long-term strategy.
24 October 2025
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Billionaire Larry Ellison’s Fortune Plummets: Oracle Share Slump Wipes Out $24B

Billionaire Larry Ellison’s Fortune Plummets: Oracle Share Slump Wipes Out $24B

Oracle’s spectacular AI-driven rally has turned choppy in recent days. After rocketing to all-time highs in September reuters.com, profit-taking set in. The stock plunged about 7% on Oct. 17 and sank nearly 5% on Oct. 20 financialexpress.com financialexpress.com. The selloff reflects a shift from “euphoria to caution,” as investors booked gains after Oracle’s string of AI contract announcements. By Oct. 23, ORCL closed around $280 ts2.tech – still roughly 70% above its January price, but down from its Sept. peak.
24 October 2025
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Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft’s Azure cloud has been the standout. In FY2025 Azure revenue surpassed $75B, growing ~34% ts2.tech ts2.tech. Analysts note Azure continues to accelerate: in Q4 it was up ~39%, handily beating AWS and Google Cloud ts2.tech. That dominance is a key reason for the stock’s rally. As TechStock² reports, Wall Street “still sees $600–$650 [over 12 months]” for MSFT ts2.tech. Indeed, banks like UBS and Bank of America recently reiterated Buy ratings and raised targets to ~$650 and $640, respectively insidermonkey.com ts2.tech. UBS “highlighted accelerating Azure growth trends” in its $650 target insidermonkey.com, and BofA expects Azure to grow ~39% alongside about $77 B Q1 revenue insidermonkey.com.
24 October 2025
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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 ahead.
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”

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.
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?

Nokia’s stock 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 – on optimism about big 5G contract wins and bullish forecaststs2.tech. The better-than-expected earnings report then added an extra boost, carrying the stock to its current elevated levels.
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?

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 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 building the infrastructure needed to unlock AI’s potential” reuters.com, highlighting how important Broadcom is becoming to AI data centers.
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 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 remain bullish, while others are bearish ts2.tech. SMCI’s peers – Dell Technologies and HPE – reported strong AI-driven results recently, highlighting intense competition reuters.com ts2.tech. All eyes are now on Supermicro’s Nov. 4 earnings, which will reveal final Q1 results and updated guidance.
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

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.
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

On Thursday afternoon, 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. 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.
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 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 ts2.tech techbuzz.ai. Tan also highlighted upcoming products that should benefit from the AI boom ts2.tech.
24 October 2025
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AI Alliance Ignites Lumen (LUMN) Stock Surge Amid Bold Turnaround Moves

Lumen Stock Surges on AI Deal – Can the 2x Rally Last?

LUMN stock traded around $7.79 on Oct. 24, 2025reuters.com, near the high end of its recent range. That follows a 10.65% jump on Oct. 23investing.com, after the Palantir deal was announced. Earlier in the week it had been trading in the low-$7’s, and it was roughly $6.90 on Oct. 20investing.com. In other words, the stock has been volatile but mostly up over the past week. For perspective, LUMN had languished at around $3.02 per share in early 2025ts2.tech, so the recent rally is a dramatic rebound.
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)

Intel’s Santa Clara headquarters at sunset. 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, 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 the hype: Intel only recently returned to quarterly profitability, and many note the stock has “climbed too far, too fast” without sustained earnings recoveryts2.techreuters.com.
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?

As of Oct. 23, 2025, Microsoft closed around $520.59investing.com, essentially unchanged for the day. The stock has steadily climbed this month and is now up about 25% since Jan. 1ts2.techts2.tech. In contrast, Oracle pulled back recently: it closed about $280.07 on Oct. 23stockanalysis.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 Jan. 2025 pricets2.techts2.tech, far outpacing Microsoft’s year-to-date gain.
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/shareintc.cominvestopedia.com. Importantly, Intel swung to net profit 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 infusion of cash from the U.S. government, NVIDIA and SoftBankintc.com. Zinsner added that Intel is now running into supply constraints – demand is outpacing supply for its processors – a “high-class problem” he expects to continue into 2026intc.com. In short, management painted a picture of a company finally leveraging the AI boom to boost its core business.
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?

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.
23 October 2025
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Warsh at Jackson Hole

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Chicago PMI

A surprise versus 58.0 may alter the near-term manufacturing-growth narrative.

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