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Investments News 24 July 2025 - 21 August 2025

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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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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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.
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