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Investments News 23 June 2025 - 23 July 2025

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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Stock Market Today

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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