LIM Center, Aleje Jerozolimskie 65/79, 00-697 Warsaw, Poland
+48 (22) 364 58 00
ts@ts2.pl

Category: Business

AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

Nvidia’s stock has climbed 30%+ in 2025, a 1,400% rally since late 2022, and became the first-ever $4 trillion company last month. Nvidia’s Q2 results are due on Aug. 27, with expectations of 48% EPS growth on about $46 billion in revenue. Palantir Technologies fell nearly 10% this week after being dubbed the AI darling…
Read more

Fed Jitters, Mega-Deals & Oil Rebound: Global Business Shockwaves (Aug 21–22, 2025)

Investors braced for Powell’s Jackson Hole speech as the S&P 500 fell 0.4% and the Dow and Nasdaq were down about 0.34%. Cleveland Fed President Beth Hammack said there is ‘no case for reducing interest rates’ now, while Atlanta Fed President Raphael Bostic still penciled in a 2025 rate cut. Futures indicated a 70–75% probability…
Read more

AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

During Aug 21–22, 2025, the Nasdaq Composite and the S&P 500 tech sector each fell roughly 2% by Wednesday. Ahead of Fed Chair Jerome Powell’s Jackson Hole address, traders de-risked amid hopes of rate cuts. An MIT study found 95% of companies see no returns on AI spending, and OpenAI CEO Sam Altman cautioned investors…
Read more

OpenAI’s Explosive August 2025: GPT-5 Launch, $500B Frenzy & AI Controversies Rock Tech World

On August 7, 2025, OpenAI unveiled GPT-5, featuring a unified architecture with a fast default responder, a deeper “GPT-5 thinking” module, and a smart router, plus multimodal abilities. GPT-5 rolled out to ChatGPT on launch day, with nearly 700 million weekly active users by August 2025 and more than 5 million paying business users. GPT-5…
Read more

Apple’s Explosive August 2025: iPhone 17 “Air” Leaks, Record $94B Quarter, Leadership Shakeup & Epic Showdown

<li Rumors for the September 2025 iPhone lineup peg four models—iPhone 17, 17 Pro, 17 Pro Max, and a new 6 mm thick iPhone 17 Air—featuring a 6.6-inch display, ProMotion 120Hz, an in-house 5G modem, and a triple‑sensor 48MP camera on the Pro Max. <li Apple restored Blood Oxygen monitoring on Apple Watch Series 9,…
Read more

Tariff Tsunami, Tech Tumble & Peace Talk Buzz – Global Business Roundup (Aug 19–20, 2025)

Nvidia shares plunged on August 19, 2025, as part of a tech-led market selloff that dragged the Nasdaq about 1.5% lower. Futures priced in at least two 25-basis-point Fed rate cuts by year-end, while the U.S. 10-year yield eased to about 4.31% after hitting multi-year highs. On August 19, 2025, U.S. President Donald Trump met…
Read more

Sam Altman’s AI Bubble Warning: Is the Tech Frenzy Nearing a Dangerous Peak?

OpenAI CEO Sam Altman told tech reporters in San Francisco that the AI industry is in a frenzy and warned of a bubble. OpenAI’s private funding rounds have pushed its valuation to around $300 billion or more, with talk of a potential secondary sale at about $500 billion. Mira Murati’s new AI venture reportedly raised…
Read more

Global Business Roundup: Oil Rally, SoftBank’s $2B Intel Lifeline & China’s Big Debt Deal (Aug 18–19, 2025)

Finance & Markets Technology & Telecom Energy & Commodities Retail & Consumer Real Estate & Property Automotive & Transportation Healthcare & Pharmaceuticals Sources: Key stories were drawn from Reuters unless otherwise noted. Reuters provided detailed reporting on financial markets reuters.com reuters.com, corporate deals reuters.com reuters.com, energy prices reuters.com reuters.com, retail shifts reuters.com reuters.com, property sector…
Read more

AI Stock Frenzy: Nvidia’s $300B Vision, Google’s Big Bet, and Palantir’s Setback – August 18–19, 2025 Roundup

On Aug. 18, 2025, Cantor Fitzgerald analyst C.J. Muse raised Nvidia’s price target from $200 to $240, forecasting Q2 revenue of $48 billion and 2025 data-center revenue of $200 billion, with 2026 at $300 billion. Nvidia stock rose nearly 1% on Aug. 18, 2025, as investors bet on continued AI hardware leadership. The bullish Nvidia…
Read more

White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

The White House is reportedly weighing a plan to take a 10% ownership stake in Intel by converting up to $10 billion of CHIPS Act grants into equity. The proposed 10% stake would be worth roughly $10-11 billion at current valuations. Intel was awarded about $10.9 billion under the CHIPS and Science Act for new…
Read more