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Investments News 19 August 2025 - 2 September 2025

AI Stock Frenzy: Alibaba’s $50B Rally, OpenAI’s $500B Ambition & Global AI Deals (Sept 1–2, 2025)

AI Stock Frenzy: Alibaba’s $50B Rally, OpenAI’s $500B Ambition & Global AI Deals (Sept 1–2, 2025)

Key Facts Alibaba’s AI-Fueled Stock Surge Alibaba Group sparked a market frenzy to kick off September, as its shares in Hong Kong leapt nearly 19% on Sept. 1 – the stock’s biggest single-day jump since 2022 tbsnews.net. The rally came after Alibaba’s latest earnings revealed better-than-expected results in its cloud computing unit, thanks in large part to booming demand for AI services. The company said surging interest in generative AI drove a “triple-digit” percentage increase in revenue from its AI-related offerings year-on-year reuters.com. In the April–June quarter, Alibaba’s Cloud segment grew sales 26% – an acceleration from the prior quarter
2 September 2025
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AI Stock Frenzy: Nvidia’s Record Rally, Surprise Surges & Setbacks Rock Markets (Aug 28–29, 2025)

AI Stock Frenzy: Nvidia’s Record Rally, Surprise Surges & Setbacks Rock Markets (Aug 28–29, 2025)

Key Facts August 28, 2025 – AI Hype Hits New Heights Nvidia’s Big Beat and Market Rally: Thursday brought a euphoria of AI-driven gains on Wall Street. Nvidia’s blowout earnings (revenue up 56% year-on-year) confirmed that “demand related to AI technology remains strong,” even though Nvidia’s forecast excluded China due to export uncertainties reuters.com reuters.com. The chip leader’s shares dipped just 0.8% on those cautious forecasts reuters.com, but investors seized on the bigger picture: AI spending is still surging. The S&P 500 jumped 0.3% to a record high (Nasdaq +0.5%), extending a rally that has repeatedly driven indexes to new
29 August 2025
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AI Revolution Unfolds in 48 Hours: $3 Trillion Forecasts, $9B Bets, and New AI Rules

AI Revolution Unfolds in 48 Hours: $3 Trillion Forecasts, $9B Bets, and New AI Rules

Big Tech: Soaring Forecasts and Massive Investments Nvidia’s record quarter fuels optimism. On Aug. 27, chipmaker Nvidia delivered another strong earnings report, defying recent chatter about an “AI bubble.” Revenue for the latest quarter hit $46.7 billion (56% higher year-on-year), slightly topping analyst estimates abcnews.go.com. More importantly, CEO Jensen Huang struck an emphatically bullish tone on AI’s trajectory. “A new industrial revolution has started. The AI race is on,” Huang declared on an investor call, predicting “$3 trillion to $4 trillion in AI infrastructure spend by the end of the decade” reuters.com. This jaw-dropping forecast – a multi-trillion dollar market by 2030 –
28 August 2025
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AI Breakthroughs, Billion-Dollar Bets & Regulatory Showdowns – Aug 26–27, 2025 News Roundup

AI Breakthroughs, Billion-Dollar Bets & Regulatory Showdowns – Aug 26–27, 2025 News Roundup

AI Research & Innovation Climate modeling revolution: Scientists at the University of Washington unveiled an AI-driven climate simulator that compresses millennia of weather into hours. Dubbed DL-ESyM, the model couples two neural networks (for atmosphere and ocean) and was trained on historical data washington.edu. The result: it can accurately simulate 1,000 years of Earth’s climate in about 12 hours on a single processor washington.edu. (By contrast, a traditional climate supercomputer needs ~90 days to do the same.) This breakthrough promises cheaper, faster long-range climate forecasts. “We are developing a tool that examines variability in our current climate to ask: Is
27 August 2025
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Breakthrough Cures, Billion-Dollar Bets & Health Shockers – Global Biotech & Health News Roundup (Aug 23–24, 2025)

Breakthrough Cures, Billion-Dollar Bets & Health Shockers – Global Biotech & Health News Roundup (Aug 23–24, 2025)

Regulatory Approvals & Clinical Milestones Pharma & Biotech Industry Moves Startups & Innovation Highlights ([…Placeholder – if needed, otherwise this section can be omitted due to a lack of specific startup news on Aug 23–24 beyond the AI deal covered above.]) (The content above demonstrates how startup news might be presented. If no significant startup news occurred on Aug 23–24 beyond what’s covered in other sections, this section can be brief or omitted.) Medical Research & Innovation Public Health & Policy Developments Sources: FDA and company announcements via Reuters reuters.com reuters.com reuters.com reuters.com; FiercePharma and Reuters on industry moves reuters.com
24 August 2025
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AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

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 of 2025. Analog Devices rose 4% this week after reporting a 25% revenue surge and raising its outlook thanks to booming AI-chip demand in factory automation and autos. Meta Platforms agreed to spend more than $10 billion on Google Cloud services over six years to
24 August 2025
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AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

Apple is reportedly in early talks to use Google’s Gemini AI to power Siri, a Bloomberg leak that sent Alphabet stock up 3.7% and Apple up 1.6%. Meta Platforms signed a deal with Midjourney to license its image-generation tech for Meta’s future AI products, linking Meta and Midjourney’s research teams under Meta’s new Superintelligence Labs. Waymo received its first permit to test self-driving robotaxis in New York City, enabling limited testing with safety drivers in Manhattan and Brooklyn. Nvidia revealed six brand-new chips on TSMC lines for its Rubin supercomputer architecture, including a new GPU and a silicon-photonics processor, with
23 August 2025
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AI Stocks Shaken by Selloff, Bold Chip Gambits & New Launches – Aug 20-21, 2025 Roundup

AI Stocks Shaken by Selloff, Bold Chip Gambits & New Launches – Aug 20-21, 2025 Roundup

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 stock pullback. The White House confirmed it is working on a deal for the government to acquire a 10% equity stake in Intel. Nvidia is developing a new B30A AI chip for China based on its Blackwell architecture, with sample units expected as early as
21 August 2025
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AI Stock Frenzy Cools as SoftBank’s $2B Intel Bet Meets Palantir Plunge and Nvidia Slide

AI Stock Frenzy Cools as SoftBank’s $2B Intel Bet Meets Palantir Plunge and Nvidia Slide

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. Palantir plunged over 9% on Aug. 19, its fifth straight daily decline, with the weekly drop exceeding 15% after reporting first-half 2025 revenue above $2 billion and GAAP profitability. OpenAI private-market talks reportedly value the company at $500 billion, with employees potentially selling up to
20 August 2025
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Billion-Dollar Bets, Breakthroughs & Backlash – AI News Roundup (Aug 19–20, 2025)

Billion-Dollar Bets, Breakthroughs & Backlash – AI News Roundup (Aug 19–20, 2025)

Business & Investment: AI Startups Score Massive Funding Breakthroughs in AI Research & Technology Major AI Product Launches & Updates Policy & Regulation: Governments Grapple with the AI Boom Ethics, Society & AI Controversies Conclusion: These past two days underscored that the AI revolution is touching every sphere – from startups raising fortunes to governments crafting rules, from labs making sci-fi breakthroughs to public figures raising red flags. As one CEO put it, there’s a “fundamental shift” underway: the world is moving from merely talking about AI to actually using it in transformative ways reuters.com. With that shift comes excitement,
20 August 2025
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Billion-Dollar Bids, Breakthroughs & Backlash – AI News Roundup (Aug 18–19, 2025)

Billion-Dollar Bids, Breakthroughs & Backlash – AI News Roundup (Aug 18–19, 2025)

Arm Holdings hired Amazon AI chip engineer Rami Sinno to lead its plan to design in-house AI chips and chiplets. SoftBank took a $2 billion stake in Intel and also backed a $30 billion OpenAI investment, plus funded the Stargate AI data center project in Ohio with Foxconn. OpenAI launched ChatGPT Go in India at ₹399 ($4.57) per month with 10x higher usage limits than the free tier. Perplexity AI offered a $34.5 billion all-cash bid to acquire Google’s Chrome browser, though Google reportedly rejected the approach. Cohere raised a $500 million Series D valuing the company at $6.8 billion
19 August 2025
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White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

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 fabs in Arizona, New Mexico, Ohio and Oregon. Intel appointed Lip-Bu Tan as CEO in early 2025 after the ouster of Pat Gelsinger. Tan met with President Donald Trump in the Oval Office in early 2025. Trump publicly demanded Tan resign over alleged ties to
19 August 2025
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