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Investments News 23 June 2025 - 16 August 2025

AI Stock Frenzy: Big Tech Bets, Billion-Dollar Deals & Market Shifts (Aug 15–16, 2025)

AI Stock Frenzy: Big Tech Bets, Billion-Dollar Deals & Market Shifts (Aug 15–16, 2025)

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 trade, with 45% of respondents. On August 14, 2025, Oracle and Alphabet’s Google Cloud announced a partnership to offer Google’s Gemini AI models through Oracle Cloud, with Vertex AI integrated on the back-end. Insiders revealed talks to sell about $6 billion of OpenAI shares to
16 August 2025
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AI Stocks Frenzy: Billion-Dollar Deals, Big Tech Bets & Global Surprises (Aug 14–15, 2025)

AI Stocks Frenzy: Billion-Dollar Deals, Big Tech Bets & Global Surprises (Aug 14–15, 2025)

Bridgewater Associates more than doubled its Nvidia stake and added to Alphabet and Microsoft holdings in Q2, underscoring conviction that AI mega-caps will drive market gains. On August 14, Oracle and Alphabet’s Google Cloud announced a deal to offer Google’s Gemini generative AI models through Oracle Cloud and to integrate Vertex AI, letting Oracle customers access Gemini on Google infrastructure. Tesla scrapped its in-house Dojo AI supercomputer and pivoted to a unified AI chip roadmap dubbed AI5 and AI6, signaling continued reliance on external GPUs and benefiting Nvidia. On August 14, Nvidia stock fell about 2.5% for the week to
15 August 2025
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AI Stocks Frenzy: Soaring Earnings, Mega-Deals & Chip Shocks Drive Market (Aug 10–11, 2025)

AI Stocks Frenzy: Soaring Earnings, Mega-Deals & Chip Shocks Drive Market (Aug 10–11, 2025)

SoundHound AI posted Q2 revenue of $42.7 million, up 217% year-over-year, about $10 million above expectations, and lifted full-year revenue guidance to $160–$178 million. Palantir Technologies reported Q2 revenue above $1 billion for the first time, with U.S. government sales up 53% to $426 million (over 42% of total revenue), and raised full-year revenue guidance to $4.14–$4.15 billion, with the stock up about 4%. C3.ai pre-announced weak Q1 results, with CEO Thomas Siebel calling sales “completely unacceptable,” sending the stock down over 14% after hours as the company began a leadership search and D.A. Davidson cut the target to $13.
11 August 2025
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AI Stocks Frenzy: Mega Deals, GPT-5 Hype and Bubble Warnings Fuel Aug 9–10 Market Buzz

AI Stocks Frenzy: Mega Deals, GPT-5 Hype and Bubble Warnings Fuel Aug 9–10 Market Buzz

AMD’s Q2 data-center chip sales rose 14% to $3.2 billion but missed forecasts, while Nvidia’s stock surged 73%. SMCI shares plunged 18% in one day after missing revenue targets and cutting guidance amid Nvidia delays and rising competition, erasing over $6 billion in value overnight. By Aug. 7–8, the AI-chip rally resumed as Nvidia and Broadcom hit all-time highs, and AMD rebounded about 5% while TSMC rose roughly 5% on tariff optimism. The U.S. Commerce Department began issuing licenses for Nvidia’s H20 AI GPUs to China, potentially easing an export ban that Nvidia warned could cost $8 billion in sales
10 August 2025
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AI Stocks Frenzy: Record Highs, GPT‑5 Launch, Soaring Tech Giants and SoftBank’s Big AI Payday (Aug 7–8, 2025)

AI Stocks Frenzy: Record Highs, GPT‑5 Launch, Soaring Tech Giants and SoftBank’s Big AI Payday (Aug 7–8, 2025)

By Aug. 7, 2025, the Nasdaq Composite reached a record peak driven by chipmakers and AI stocks. OpenAI launched GPT-5 in August 2025 amid a push for ROI in AI. AMD fell about 5% and SMCI dropped over 18% on Aug. 6–7 after data-center results disappointed, while AMD’s Q2 data-center revenue rose 14% to $3.2 billion, lagging Nvidia’s 73% surge in the same segment. Palantir (PLTR) surged nearly 9% in a day after Aug. 5, as it raised its full-year revenue forecast for the second time in 2025, with Q2 revenue of $1 billion and government sales up 53%. Meta
8 August 2025
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Quantum Tech Leap: Breakthroughs, Billion‑Dollar Bets & Bold Moves (July 23–24, 2025)

Quantum Tech Leap: Breakthroughs, Billion‑Dollar Bets & Bold Moves (July 23–24, 2025)

On July 23, 2025, French researchers led by Eleni Diamanti published a protocol in PRX Quantum to quantify the accuracy of quantum information transmissions with untrusted devices, enabling verification of entangled photon messages even with simulated loss and attacks while preserving quantum data. Two independent groups reported that diamond-based quantum sensors could operate more than 100 sensor qubits in parallel using NV-center diamonds, marking a ninefold increase toward scalable quantum sensing. On July 24, 2025, SuperQ Quantum Computing Inc. announced its first commercial revenue from a project with D-Wave and Verge Ag to optimize route planning for autonomous farm robots
24 July 2025
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AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

Nvidia (NVDA) became the world’s most valuable semiconductor firm and rose about 4% after the U.S. reversed the export ban on advanced AI chips to China, with Nvidia applying for licenses to resume selling its H20 GPUs and noting the April ban could cost up to $15 billion in revenue. The Nvidia H20 GPU is a slightly curbed version of the flagship AI processor but remains compatible with Nvidia’s standard AI software tools even when peak performance is dialed down. Advanced Micro Devices (AMD) surged as much as 7% on the export relief, with the Commerce Department set to review
23 July 2025
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Generative AI Gold Rush: July 2025 Breakthroughs, Billion‑Dollar Bets & Backlash

Generative AI Gold Rush: July 2025 Breakthroughs, Billion‑Dollar Bets & Backlash

Major AI Company Announcements and New Launches Notable Research Breakthroughs and AI Milestones Government and Regulatory Updates in AI Funding Frenzy, Acquisitions and Partnerships Investors and tech giants opened the checkbooks in July, signaling that the generative AI boom is still in full swing: Expert Reactions and Industry Perspectives With so many rapid developments, leaders and experts across fields weighed in with both excitement and caution: Emerging Trends and Adoption Shifts July 2025 underscored several powerful trends in generative AI and how it’s being adopted: Sources: OpenAI News openai.com openai.com; TechCrunch techcrunch.com techcrunch.com; The Verge theverge.com theverge.com; BleepingComputer bleepingcomputer.com bleepingcomputer.com;
20 July 2025
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AI Shake-Up: Pentagon’s $200M Contracts, Meta’s Mega Investment, and an Open-Source AI Outsmarting GPT-4

AI Shake-Up: Pentagon’s $200M Contracts, Meta’s Mega Investment, and an Open-Source AI Outsmarting GPT-4

The U.S. Department of Defense awarded up to $200 million contracts to four AI firms: OpenAI, Google, Anthropic, and xAI. The contracts fund development of agentic AI systems to tackle critical national security challenges, according to DoD official Doug Matty. Musk’s Grok chatbot will be adapted for government use as part of a new “Grok for Government” suite under the DoD deal. President Trump announced plans to invest $70 billion in AI and energy initiatives to be unveiled on July 14 at a Pittsburgh innovation summit. The plan includes funding for new data centers and power grid upgrades to support
14 July 2025
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Hydrogen Revolution Heats Up: Global Breakthroughs, Big Investments & Bold Policies (June–July 2025)

Hydrogen Revolution Heats Up: Global Breakthroughs, Big Investments & Bold Policies (June–July 2025)

South Korea’s Hanyang University researchers developed a boron-doped cobalt phosphide catalyst that halves hydrogen fuel cost, remains stable for over 100 hours, and outperforms platinum and iridium electrodes. Sweden’s Linköping University created a triple-layer photoelectrode (cubic silicon carbide, cobalt oxide, nickel hydroxide) that produced eight times more hydrogen than silicon carbide alone and aims for 10% solar-to-hydrogen efficiency within 5–10 years. A Chinese team from Tianjin University demonstrated PEM electrolyzers that can use ordinary impure water with a Brønsted-acid MoO3-x additive to create an acidic microenvironment, maintaining performance over 3,000 hours. Australia’s CSIRO unveiled a beam-down solar thermal reactor that
7 July 2025
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Fueling the Future: Inside the $8 Billion In-Orbit Satellite Servicing Boom by 2034

Fueling the Future: Inside the $8 Billion In-Orbit Satellite Servicing Boom by 2034

The global in-orbit servicing market is forecast to grow from about $2.4–$2.7 billion in the mid-2020s to roughly $8 billion by 2034, a CAGR of about 11–12%. Northrop Grumman SpaceLogistics’ Mission Extension Vehicle, MEV-1, docked to Intelsat-901 in 2020, restoring operations and extending life by more than 5 years. MEV-2 docked with IS-10-02 in 2021, following MEV-1, demonstrating repeatable life-extension capability. ESA’s ClearSpace-1 is slated for 2026 to capture and deorbit a Vega rocket upper stage, marking the first commercial debris-removal mission. Orbit Fab’s RAFTI refueling port was qualified as an official DoD standard in 2023, with at least three
23 June 2025
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