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Investment News 20 June 2025 - 19 September 2025

AI Gold Rush or Bubble? Tech’s Trillion-Dollar Question

AI Gold Rush or Bubble? Tech’s Trillion-Dollar Question

Is the AI Boom a Bubble? Comparing Hype vs. Reality in 2025 Introduction: Boom, Bubble, or Both? The rise of generative AI has unleashed a wave of innovation and investor euphoria not seen in decades. Breakthroughs like OpenAI’s ChatGPT (launched late 2022) triggered a stampede of capital and countless startups, as well as ambitious AI initiatives at nearly every major tech company. By 2023–2025, headlines touting AI’s revolutionary potential were everywhere, and any business even tangentially tied to artificial intelligence saw its stock soar. This AI gold rush has drawn comparisons to past tech frenzies – from the dot-com boom
Global Markets on Edge as Fed Rate Decision Nears: Asia Optimistic, West Cautious

Global Markets on Edge as Fed Rate Decision Nears: Asia Optimistic, West Cautious

The world’s financial markets are fixated on the Federal Reserve’s upcoming rate decision, which is shaping up to be one of the most consequential of the year. Investors across Asia, Europe, and the Americas are bracing for the Fed’s policy announcement on Wednesday, widely expected to deliver the first U.S. rate cut of 2025 reuters.com. This anticipated shift in U.S. monetary policy comes amid a complex global economic backdrop – one marked by moderating inflation, signs of slowing growth, and pockets of geopolitical tension. With stock indices recently at or near record highs and bond yields retreating, markets have been
U.S. Space Industry Blast-Off: Inside America’s $600B Space Boom and the Race to a $1 Trillion Future

U.S. Space Industry Blast-Off: Inside America’s $600B Space Boom and the Race to a $1 Trillion Future

Introduction Space is no longer just about astronauts and moonwalks – it’s big business and a pillar of the U.S. economy. In 2024, the global space economy reached an all-time high of $613 billion, reflecting 7.8% year-over-year growth spacefoundation.org. The United States is at the forefront of this boom, accounting for roughly 37% of worldwide space revenues ts2.tech ts2.tech. “Space is not just a frontier for exploration; it is a cornerstone of our economy and security,” says Space Foundation CEO Heather Pringle spacefoundation.org. From government rocket programs to billionaire-led rocket companies, America’s space sector has transformed into a fast-growing industry –
Australian Property Boom 2025: Record Prices, Rental Squeeze & What’s Next for the Market

Australian Property Boom 2025: Record Prices, Rental Squeeze & What’s Next for the Market

Key 2025 Market Highlights Residential Market Overview: Prices, Rents and Affordability After a brief downturn, the residential property market rebounded strongly through 2025. August marked the seventh consecutive month of home price gains, with values rising +0.7% nationally for the month abc.net.au. Prices are now up ~4% year-on-year, and the median Australian dwelling costs about $849,000 abc.net.au michaelwest.com.au. This broad recovery has lifted nearly every region – in August, values climbed in every state except Tasmania michaelwest.com.au – and experts note it’s being driven by classic supply-demand imbalance. “Once again we are seeing a clear mismatch between available supply and
2 September 2025
Tech Shockwaves: Fusion Funding, Space Triumphs & More (Aug 30–31, 2025)

Tech Shockwaves: Fusion Funding, Space Triumphs & More (Aug 30–31, 2025)

Key Facts Consumer Electronics & Gadgets Google’s Pixel 10 Phones Launch: Google capped off August with the 10th-generation Pixel smartphone lineup, introduced at its August 20 Made by Google showcase in New York ts2.tech. The Pixel 10, 10 Pro, 10 Pro XL and a second-gen Pixel Fold were revealed, all running Google’s new Tensor G5 chip ts2.tech. Notably, the hardware upgrades are incremental – screen sizes and design remain similar to last year – but Google doubled down on software. The phones add features like an AI “photo coach” and Magic Cue proactive assistant for helpful info without prompts ts2.tech ts2.tech. “We’ve
AI Stock Frenzy: Nvidia’s $54 B Forecast Fuels Rally as Snowflake & MongoDB Surge; Governments & Giants Double Down on AI Boom

AI Stock Frenzy: Nvidia’s $54 B Forecast Fuels Rally as Snowflake & MongoDB Surge; Governments & Giants Double Down on AI Boom

In-Depth Report Nvidia’s Blockbuster Earnings Test the AI Trade AI-chip bellwether Nvidia delivered another blowout quarter, underlining the extraordinary scale of the ongoing AI boom. The company’s fiscal Q2 results (reported Aug 27) easily beat estimates, and management issued an even higher forecast for Q3 revenue — about $54 billion, plus/minus 2% reuters.com. That guidance edged past Wall Street’s ~$53.1 billion consensus and implies astonishing 170%+ growth year-on-year, cementing Nvidia as the de facto arms dealer of the AI era. Behind the numbers is “robust demand” from cloud providers expanding generative AI infrastructure reuters.com. Hyperscalers like Microsoft, Google, Amazon and Meta – many
AI Stock Frenzy: Nvidia’s $300B Vision, Google’s Big Bet, and Palantir’s Setback – August 18–19, 2025 Roundup

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 forecast rests on the upcoming “Blackwell” GPU launch cited by Muse as part of the roadmap. Palantir Technologies faced valuation scrutiny on Aug. 18, 2025, with Andrew Left calling it “grossly overvalued” at about 588x forward earnings and the stock down about 1.8% that day
AI Revolution in Overdrive – Tech Titans’ Launches, Mega-Deals, New Rules & Warnings (Aug 2–3, 2025)

AI Revolution in Overdrive – Tech Titans’ Launches, Mega-Deals, New Rules & Warnings (Aug 2–3, 2025)

Major AI Company Announcements Business & Investment News Policy & Regulation Updates Research & Innovation Breakthroughs Expert Commentary & Analysis Sources: News and press releases from Aug 1–3, 2025, including Reuters, TechCrunch, ScienceDaily, and official statements reuters.com ts2.tech techcrunch.com ts2.tech ts2.tech ts2.tech ts2.tech ts2.techsciencedaily.com ts2.tech ts2.tech ts2.tech, as well as academic publications (Nature, Cell Reports Physical Science) and expert interviews. All linked references provide access to the primary source material for each claim.
Green Energy Goldmine: How to Profit from the Renewable Revolution

Green Energy Goldmine: How to Profit from the Renewable Revolution

In 2024, global clean energy investment was projected to reach $2 trillion, nearly twice the amount spent on fossil fuels. Renewable power, grid upgrades, and storage now attract more capital than oil, gas, and coal combined. Renewable energy jobs jumped to 16.2 million in 2023, up 18% from 2022. Solar PV module prices have fallen about 85% since 2010, making solar cheaper than new coal or gas in many countries. Solar investment is projected to exceed $500 billion in 2024, more than all other power generation sources combined. The U.S. Inflation Reduction Act (IRA) of 2022 dedicates $369 billion to
Kraków Real Estate Market 2025 – Comprehensive Report

Kraków Real Estate Market 2025 – Comprehensive Report

In 2025 Kraków’s real estate market remains robust with high demand across residential, commercial, and industrial segments, after 2024 saw price growth slow to single digits following earlier double-digit spikes. Residential prices surged in early 2024 to about 14,600 PLN/m² for transactions, with asking prices around 16,000–17,000 PLN/m² and Q2 2024 offers averaging 16,816 PLN/m² against 14,585 PLN/m² closed. Gross residential yields are around 5% in Kraków, with city-center rents typically 50–70 PLN/m² and a 50 m² flat renting 2,500–3,500 PLN per month. Office market end-2024 stock reached 1.83 million m², with a 19.0% vacancy in Q4 2024 and 267,000
21 June 2025
Poland Real Estate Market 2025: Trends, Prices, Yields and Outlook

Poland Real Estate Market 2025: Trends, Prices, Yields and Outlook

In 2024 Poland’s commercial property investment volume exceeded €5 billion, rising about 142% year-on-year. In May 2025, the National Bank of Poland cut the reference rate to 5.25%, the first reduction since 2023. Bezpieczny Kredyt 2% boosted home loans in 2024 to PLN 83.9 billion, up 43.2% from 2023. In Q1 2025, Warsaw resale housing averaged 16,459 PLN/m² (+8.1% YoY) and new development averaged 16,383 PLN/m² (+3.1%). As of March 2025, rents were: Warsaw 4,906 PLN/month, Kraków 3,273, Wrocław 3,057, Tri-City 3,164, Poznań 2,564, and Łódź 2,191. Gross residential rental yields average 6.13% nationwide, with Bydgoszcz ~6.65%, Warsaw ~6.5%, and
21 June 2025
Warsaw Real Estate Market 2025 –Comprehensive Report

Warsaw Real Estate Market 2025 –Comprehensive Report

In 2024 Poland’s total commercial property investment was about €4.5–5.0 billion, more than double 2023. Warsaw generates about 24% of Poland’s national GDP, underscoring its role as the country’s economic engine. Foreign capital dominated 2024’s commercial acquisitions, accounting for over 90% of investment. In Q1 2025, Warsaw’s average apartment price was around PLN 16,400 per m², roughly €3,500–€4,000 per m², with a typical city-center two-bedroom costing about €230,000–€350,000. Average monthly rents in early 2025 were about PLN 4,900 for a mid-sized Warsaw apartment, with gross yields around 6.5%. The Build-to-Rent segment comprises over 21,000 rental units across Poland, about 40%

Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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