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…
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North America Europe Asia-Pacific Latin America Middle East & Africa Sources: Reuters, et al. – Verified news reports from Aug 20–21, 2025 reuters.com reuters.com reuters.com reuters.com reuters.com reuters.com (See inline citations for details)
On August 20, the Nasdaq Composite fell about 0.7% as investors rotated out of AI leaders amid warnings from OpenAI’s Sam Altman that AI stocks may be in a bubble and a MIT study showing 95% of companies see no returns on AI spending. Palantir plunged roughly 16% from its recent highs amid the AI…
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SoftBank announced a $2 billion equity investment in Intel at $23 per share for a stake just under 2%. Intel’s stock rose about 7% on the news, seen as a morale lifeline for its turnaround. Nvidia’s shares fell 3.5% on Tuesday, the biggest one-day drop in four months, ahead of its Aug. 27 quarterly results.…
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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…
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In a massive secondary sale, OpenAI may offload about $6 billion of stock to SoftBank and Thrive Capital, valuing the company at about $500 billion, with roughly 700 million weekly ChatGPT users and a $12 billion revenue run-rate in the first seven months of 2025. Oil prices slid as Brent crude traded around mid-$65 per…
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Nvidia reached a $4 trillion market capitalization, becoming the first public company to do so, with its shares closing above the milestone in early July. Nvidia remains near record highs as AI demand powers its chips, while the Nasdaq and S&P 500 posted fresh record closes in mid‑August driven by AI mega‑caps. AMD’s data-center chip…
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Bridgewater Associates more than doubled its Nvidia stake to 7.23 million shares, a $1.14 billion position, and boosted bets on Alphabet and Microsoft by 84% and 112% respectively in Q2 filings. Tiger Global Management added 4 million Amazon shares, ending June with 10 million Amazon shares worth $2.34 billion, and lifted positions in Alphabet, Nvidia,…
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In Q2 2025, Ray Dalio’s Bridgewater more than doubled its Nvidia stake and added to Alphabet and Microsoft. Chase Coleman’s Tiger Global bought millions more Amazon shares and increased positions in Alphabet, Nvidia, Microsoft and Meta. A Bank of America fund manager survey in August 2025 named “long the Magnificent 7” the world’s most crowded…
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