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Investments News 14 July 2025 - 19 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.…
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.…
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…
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…
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…
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…
24 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…
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…
14 July 2025
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Stock Market Today

  • Indian Stock Markets Closed on January 26 for Republic Day Holiday
    January 23, 2026, 9:59 AM EST. Indian stock markets, including NSE and BSE, will remain closed on Monday, January 26, for Republic Day. All trading segments-equities, derivatives, currency, and interest rate-will halt for the day. Commodity markets, including metals, energy, and agricultural commodities, will also be shut. This marks the first of 15 market holidays in 2026, which include key religious and national dates like Holi, Good Friday, and Diwali. Despite recent volatility fueled by global trade tensions and weak corporate earnings, markets are expected to follow global macroeconomic cues and domestic policy updates, including US Federal Reserve interest rate guidance and the Union Budget. Trading will resume normally on Tuesday, January 27.
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