Today: 16 November 2025
Subscribe
Browse Tag

AI Boom

Arista Networks Stock Skyrockets 40% YTD on AI Boom – But Q3 Guidance Triggers Pullback

Arista Networks Stock Skyrockets 40% YTD on AI Boom – But Q3 Guidance Triggers Pullback

Stock Performance & Technical Analysis Arista’s stock price has been on a tear in 2025, buoyed by investor enthusiasm for AI and cloud infrastructure plays. As of November 5, 2025, ANET traded around the mid-$150s per share, up roughly 40% year-to-date xtb.com. This surge far outpaced the broader market, reflecting Arista’s pivotal role in powering AI data centers. In fact, even after a post-earnings drop, the stock was almost 39% higher in 2025 to date – a return well ahead of the S&P 500’s ~15% gain siliconangle.com. However, shares pulled back sharply (about 12–13%) in early November after the company’s
5 November 2025
 ·  ·  ·  ·  · 
AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

Key facts (as of Nov 5, 2025, UTC) What just happened—and why it matters Global markets were jolted on Wednesday, Nov 5, as an AI‑led selloff in U.S. megacaps rolled through Asia and then Europe. The immediate trigger: rising skepticism that AI‑exposed winners can sustain nosebleed valuations, compounded by fresh policy headlines out of China and high‑profile warnings from Wall Street heavyweights. Reuters+1 Asia’s hit list. Korea’s memory giants Samsung and SK Hynix led the initial downdraft, dragging the Kospi down as much as 6.2% before some buyers stepped in. In Japan, chip‑equipment and testing names were pummeled, with Advantest
5 November 2025
 ·  ·  ·  · 
Dell Stock Skyrockets on AI Boom – Price Surge, Key News & 2025 Outlook

Dell Stock Skyrockets on AI Boom – Price Surge, Key News & 2025 Outlook

Dell Technologies (NASDAQ: DELL) stock is trading around $162 per share as of Nov. 3, 2025, near its 52-week high after a massive rally fueled by booming demand for AI servers marketbeat.com. Shares have more than doubled in the past year (12-month low ~$66, high ~$168) and are up roughly 35% year-to-date, far outperforming the S&P 500 and most tech peers marketbeat.com. In the last few days, major news – including a $5.8 billion AI hardware deal tied to Microsoft – has driven the stock higher reuters.com. Analysts remain bullish, citing Dell’s raised growth forecasts and strong positioning in enterprise AI,
3 November 2025
 ·  ·  ·  ·  · 
Unstoppable Vanguard Tech Fund Soars 50% on AI Boom – What Investors Need to Know

Unstoppable Vanguard Tech Fund Soars 50% on AI Boom – What Investors Need to Know

Tech Titans Power a 50% Surge in Vanguard’s Flagship Tech Fund Vanguard Information Technology ETF (VGT) – the investing giant’s tech sector index fund – has been on a remarkable tear, skyrocketing by about 50% in the past six months alone nasdaq.com. The ETF recently notched record highs around $774 per share investing.com, reflecting a dramatic rebound in market sentiment toward technology stocks this year. The “unstoppable, high-powered” rally in this fund is largely thanks to its heavy exposure to Big Tech’s brightest stars and AI winners. Despite holding hundreds of stocks, VGT’s fortunes are tied closely to a few
27 October 2025
 ·  ·  ·  ·  ·  ·  · 
Amphenol (APH) Stock Soars on Record Q3 and AI Boom – Analysts Target $150

Amphenol (APH) Stock Soars on Record Q3 and AI Boom – Analysts Target $150

Amphenol’s stock (NYSE: APH) has erupted this October amid record results and AI-driven demand. The connectors-and-sensors maker is capitalizing on the tech boom. Record-Breaking Q3 Results and Guidance Amphenol’s Q3 2025 results (announced Oct 22) were truly outstanding. Sales hit $6.2 billion – up 53% from a year ago – and adjusted EPS was $0.93 (+86% YoY) businesswire.com, far above analysts’ $0.79 estimate. CEO R. Adam Norwitt said they “closed Q3 with record sales and Adjusted EPS, both significantly exceeding the high end of our guidance” businesswire.com. Operating margin hit a record 27.5% and cash flow was robust ($1.5B). In short, the
22 October 2025
 ·  ·  ·  ·  · 
Caterpillar’s Stock Rally Roars: AI Boom, $650 Target Fuel All-Time High

Caterpillar’s Stock Rally Roars: AI Boom, $650 Target Fuel All-Time High

Stock Rockets to Record High on AI Hype and Upbeat News Caterpillar’s stock has been on a tear, and the momentum culminated on October 14 with a sharp 4.5% intraday jump to ~$528 – an all-time high ts2.tech. The stock closed just shy of that peak, adding roughly $10 billion in market value in one day ts2.tech. This milestone caps an extraordinary run in 2025: CAT shares have nearly doubled from their 52-week lows, vastly outperforming the broader market ts2.tech. By mid-October, Caterpillar was up over 30% for the year, leaving the S&P 500’s ~13% gain in the dust ts2.tech. Such
15 October 2025
 ·  ·  ·  ·  · 
Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron (MU) Stock Rockets on AI Boom – Analysts See More Upside

Record-Breaking Earnings Fuel Stock Rally Micron crushed expectations in its latest earnings. In Q4 FY2025 (ended Aug 28, 2025) Micron posted $11.32 B revenue – a 46% jump year-over-year ts2.tech – and non-GAAP EPS of $3.03 (versus ~$2.86 expected) ts2.tech. For the full year, revenue topped $37.38 B (up ~49% from FY2024) investors.micron.com, with non-GAAP net income $9.47 B (EPS $8.29) versus $1.30 a year ago investors.micron.com. CEO Sanjay Mehrotra lauded the results as a “record-breaking fiscal year” and highlighted that Micron is entering FY2026 “with strong momentum and our most competitive portfolio to date” investors.micron.com. The surge is driven almost entirely by
14 October 2025
 ·  ·  ·  ·  · 
Vertiv (VRT) Stock Skyrockets on AI Boom – Will the Rally Continue?

Vertiv (VRT) Stock Skyrockets on AI Boom – Will the Rally Continue?

Vertiv Stock Soars on AI-Driven Demand Vertiv’s stock has been on a tear in 2025, reflecting its status as a picks-and-shovels play in the AI revolution. The shares have climbed steadily all year, far outperforming the broader market, and recently broke out to fresh 52-week highs tradingview.com. Investor enthusiasm hit a fever pitch in early October: the stock jumped from the mid-$160s to around the high-$170s within a week, including a single-day leap of over 5% on October 10 stockstotrade.com. This rally has been fueled by Vertiv’s direct exposure to the rapid build-out of AI data centers – an area
10 October 2025
 ·  ·  ·  ·  · 
Marvell Technology (MRVL) Surges on AI Boom – Latest Stock Price, Major News & 2025 Outlook

Marvell Technology (MRVL) Surges on AI Boom – Latest Stock Price, Major News & 2025 Outlook

Stock Price & Recent Performance (Oct 2025) Marvell’s stock has experienced high volatility in 2025, mirroring the boom-bust swings of AI-related stocks. After nearly tripling in 2023 on AI enthusiasm, MRVL hit a record $127.48 in January 2025, then slumped by about one-third amid macroeconomic worries and a cautious outlook from management financialcontent.com. As of October 6, 2025, the stock trades around $86 per share – roughly the same level it began the week, and up about 17% from a year ago financialcontent.com. Year-to-date, though, Marvell remains down ~22% in 2025 financialcontent.com, reflecting the sharp correction earlier in the year.
6 October 2025
 ·  ·  ·  · 
Go toTop