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Market News News 14 August 2025 - 23 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
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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: Nvidia’s $300B Vision, Google’s Big Bet, and Palantir’s Setback – August 18–19, 2025 Roundup

AI Stock Frenzy: Nvidia’s $300B Vision, Google’s Big Bet, and Palantir’s Setback – August 18–19, 2025 Roundup

On Aug. 18, 2025, Cantor Fitzgerald analyst C.J. Muse raised Nvidia’s price target from $200 to $240, forecasting Q2 revenue of $48 billion and 2025 data-center revenue of $200 billion, with 2026 at $300 billion. Nvidia stock rose nearly 1% on Aug. 18, 2025, as investors bet on continued AI hardware leadership. The bullish Nvidia forecast rests on the upcoming “Blackwell” GPU launch cited by Muse as part of the roadmap. Palantir Technologies faced valuation scrutiny on Aug. 18, 2025, with Andrew Left calling it “grossly overvalued” at about 588x forward earnings and the stock down about 1.8% that day
19 August 2025
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AI Stock Frenzy: Market Highs, Bold Deals, and Big Surprises Rock Markets (Aug 13–14, 2025)

AI Stock Frenzy: Market Highs, Bold Deals, and Big Surprises Rock Markets (Aug 13–14, 2025)

On Aug. 13, 2025, the S&P 500 posted a fresh all-time closing high for the second straight day while the Nasdaq also hit a record and the Dow rose about 1% (over 400 points). Alphabet’s Google announced it will spend an additional $9 billion in Oklahoma over the next two years to expand its AI and cloud infrastructure, and Google raised its 2025 capital expenditures to $85 billion from $75 billion. Nvidia and AMD struck a deal with Washington to resume selling advanced AI chips to China, in exchange for sharing 15% of the revenue from those sales with the
14 August 2025
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