Today: 7 February 2026
Subscribe
Browse Category

Investments News 23 August 2025 - 11 September 2025

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Key Facts Market Overview – Record Highs on AI Euphoria Wall Street’s major indexes roared to new heights in mid-week trading as AI-driven optimism swept the market. On September 10, the S&P 500 climbed 0.3% to a record 6,532.04, and the Nasdaq Composite edged to its third straight record high close reuters.com. Investors were energized by a potent mix of cooling inflation data and blockbuster news from the tech sector – especially Oracle’s stunning rally on AI cloud prospects reuters.com. “The fundamentals remain very strong in the equity markets… but valuations are extended at this point and serve as some
11 September 2025
·········
AI’s 48-Hour Frenzy: Billion-Dollar Deals, Breakthroughs and Global Showdowns (Sept 10–11, 2025)

AI’s 48-Hour Frenzy: Billion-Dollar Deals, Breakthroughs and Global Showdowns (Sept 10–11, 2025)

Corporate & Tech Industry Updates OpenAI’s Historic Cloud Deal with Oracle: OpenAI and Oracle have reportedly inked a $300 billion cloud computing deal, securing massive computing power for OpenAI over the next five years techcrunch.com. If confirmed, it ranks among the largest cloud contracts ever. Oracle declined comment and OpenAI hasn’t confirmed it, but the sheer scale sent shockwaves through the industry. Oracle’s stock skyrocketed 36% in one day – its biggest jump since 1992 – lifting its valuation close to $1 trillion reuters.com. This “Oracle mania” ignited an AI-fueled rally in Asian tech markets from Tokyo to Taipei reuters.com reuters.com, reflecting
11 September 2025
··
AI Stock Frenzy: Oracle & Nebius Surge While Synopsys Plummets in 48 Hours (Sept 9–10, 2025)

AI Stock Frenzy: Oracle & Nebius Surge While Synopsys Plummets in 48 Hours (Sept 9–10, 2025)

Key Facts Oracle (ORCL): Cloud Orders Propel Stock Higher Oracle on Sept 9 stunned investors by revealing its Oracle Cloud Infrastructure (OCI) business had booked an RPO (remaining performance obligation) of $455 billion – and expects it to exceed $500 billion soon – as enterprises rush to deploy AI applications. CEO Safra Catz told analysts OCI revenue growth would reach 77% this fiscal year (to $18 billion) and “on to $144 billion over the subsequent four years” reuters.com. Morgan Stanley observers noted Oracle’s claim to seamlessly connect its databases with AI models like ChatGPT, Gemini and Grok was resonating. After the report, Oracle’s stock
10 September 2025
···
AI Stocks Frenzy: $17 Billion Deals, Surging Shares, and Shock Announcements in 48 Hours (Sept 8–9, 2025)

AI Stocks Frenzy: $17 Billion Deals, Surging Shares, and Shock Announcements in 48 Hours (Sept 8–9, 2025)

Key Facts In-Depth Report Massive Deals and Surging AI Stocks The week kicked off with a blockbuster deal underscoring the insatiable appetite for AI computing power. Nebius Group, an Amsterdam-based cloud provider born from Russia’s Yandex, announced it will provide Microsoft with dedicated GPU infrastructure in a 5-year deal worth $17.4 billion (potentially expanding to $19.4 B) reuters.com reuters.com. The contract – one of the largest AI cloud tie-ups to date – sent Nebius’s U.S.-listed shares rocketing nearly 47% in post-market trading reuters.com. Microsoft will get access to massive compute capacity from Nebius’s new data center in New Jersey to fuel services
9 September 2025
····
AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

Key Facts Market Overview: AI Stocks Face September Reality Check The week opened with a notable cool-down in the red-hot AI trade, as investors returned from summer break and took profits in crowded tech positions. On September 2, U.S. indices fell roughly 0.7–0.8%, led by the previously high-flying “AI beneficiary” stocks reuters.com. This pullback followed a massive year-to-date rally in AI names and coincided with broader risk-off sentiment (amid worries over tariffs, inflation, and rising bond yields) reuters.com reuters.com. Analysts and fund managers indicated that the selling was broad-based and largely driven by risk management rather than a fundamental crack
3 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
····
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
····
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
····
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
····
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
··
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
····
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
·····
1 … 78 79 80 81 82

Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:23 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
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.
Go toTop