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Market Trends News 22 June 2025 - 9 August 2025

AI Stocks Frenzy: GPT-5 Hype, Record Highs & Billion-Dollar Bets Fuel Aug 8–9 Market Surge

AI Stocks Frenzy: GPT-5 Hype, Record Highs & Billion-Dollar Bets Fuel Aug 8–9 Market Surge

OpenAI launched GPT-5 on Aug. 7, 2025, touting expert-level capabilities and 700 million ChatGPT users. On Aug. 7, 2025, the U.S. Commerce Department began licensing Nvidia to export its H20 AI chips to China, reversing a ban and potentially restoring access to a huge market. AMD shares fell 5.1% and SMCI dropped 18.2% after Q2 data-center results disappointed, with AMD data-center revenue rising 14% to $3.2 billion but under forecasts. Nvidia and Broadcom hit all-time highs and notched record closes as the AI chip rally regained momentum. Meta Platforms raised $29 billion for AI data centers, with about $26 billion
Tech Turmoil: Tesla’s Slump, Starlink Outage & Mass Layoffs – Top Tech News (July 24–25, 2025)

Tech Turmoil: Tesla’s Slump, Starlink Outage & Mass Layoffs – Top Tech News (July 24–25, 2025)

Chipmakers & Hardware Shake-Ups Electric Vehicles & Automotive Cybersecurity & Data Breaches Space & Telecom Tech Policy & Regulation Consumer Tech & Software Updates Sources: Reuters, TechCrunch, Engadget, TS2 Technology Roundups reuters.com reuters.com reuters.com reuters.com reuters.com reuters.com ts2.tech reuters.com techcrunch.com, et al.
Bitcoin Flirts with $120K, Altcoins Surge, Regulators Strike & NFT Mania Returns – Crypto Roundup (July 23–24, 2025)

Bitcoin Flirts with $120K, Altcoins Surge, Regulators Strike & NFT Mania Returns – Crypto Roundup (July 23–24, 2025)

Bitcoin briefly surged to $120,000 before pulling back about 2%, triggering over 176,000 liquidations and more than $500 million in losses. Analysts see a potential local bottom near $113,000 as a Fibonacci level, with a path to new highs above $130,000 after this consolidation. Ether (ETH) nearly touched $3,860 on Monday before profit-taking to about $3,745, and is up roughly 67% in the past month. SharpLink Gaming now holds 360,807 ETH, surpassing BitMine Immersion’s 300,657 ETH to become the largest public Ether holder. Solana (SOL) briefly traded above $200, up about 20% for the week and 47% over the past
24 July 2025
Smartphone Wars 2025: Inside the Global Market Shake-Up, Trends, and Future Tech Disruptions

Smartphone Wars 2025: Inside the Global Market Shake-Up, Trends, and Future Tech Disruptions

In 2024, global smartphone shipments reached 1.24 billion units, up 6.4% year over year, with revenues exceeding $500 billion. Premium smartphones (≥$600) accounted for about 25% of global unit sales in 2024, while ultra-premium (> $1,000) comprised around 40% of premium sales. In early 2025, Samsung and Apple together controlled about 40% of global smartphone shipments, with the top five vendors (Samsung, Apple, Xiaomi, OPPO, vivo) comprising roughly 70% of shipments. By 2025, India is projected to produce 20% of the world’s smartphones, up from about 9% in 2016, driven by the Production-Linked Incentive program. Transsion (Tecno, Itel, Infinix) shipped
AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

Nvidia briefly hit a $4 trillion market capitalization last week, with shares rising to an all-time high of $164.42. Nvidia’s value has roughly tripled in about a year after first crossing $1 trillion in mid-2023. Microsoft closed Monday at $503.51 as part of the AI rally lifting the Magnificent 7. Apple is down about 16% year-to-date, erasing more than $630 billion in market value and prompting talk of a bolder AI strategy, including rumors of Perplexity AI. Meta Platforms announced plans to spend hundreds of billions on AI infrastructure, with Prometheus online in 2026 and Hyperion scaling to 5 GW,
Bitcoin Breaks $120K, Hackers Lurk, and Quantum Leaps – Tech News Roundup (July 13–14, 2025)

Bitcoin Breaks $120K, Hackers Lurk, and Quantum Leaps – Tech News Roundup (July 13–14, 2025)

Bitcoin surged past $120,000 for the first time on July 14, 2025, briefly peaking at $122,571 before settling around $121,953. The Trump-branded meme coin, ticker $TRUMP, was listed on Coinbase within 24 hours of its launch, after being introduced just before Trump’s inauguration. Seagate unveiled a 36TB Exos hard drive, the largest capacity HDD, on preorder for about $800. A PCIe 6.0 SSD prototype delivered 28 GB/s throughput with up to 512 GB, but consumer releases are not expected until near 2030. A self-destructing internal SSD enables a one-click data wipe even when unplugged, powered by an onboard source. On
Complete Overview of Casio G-SHOCK: Features, Models, News, and Market Comparisons

Complete Overview of Casio G-SHOCK: Features, Models, News, and Market Comparisons

Casio’s Kikuo Ibe formed ‘Project Team Tough’ in 1981 and pursued the ‘Triple 10’ target—10 m drop, 10-bar water resistance, and 10-year battery life—which culminated in the 1983 release of the DW-5000C G-SHOCK. In 1984 Casio aired the ‘Hockey Puck’ ad featuring the DW-5200, which boosted G-SHOCK’s tough reputation and earned the model the nickname ‘Hero’. The first analog G-SHOCK, the AW-500, was introduced in 1989, marking the transition from digital-only to analog-digital hybrid designs. The 1992 DW-6100 added a built-in thermometer to G-SHOCK watches. The Frogman line began with the DW-6300 in 1993 and became G-SHOCK’s ISO-certified 200m dive
Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet architecture splits monolithic chips into multiple dies in a single package, improving wafer yields and reducing cost, with AMD reporting up to 70% cost reduction in EPYC servers versus a comparable single-die design. Chiplets enable mixing of process nodes, for example high-density cores on 5 nm while I/O dies run on 16 nm, maximizing performance-per-cost. Chiplet designs decouple innovation paths, allowing CPU cores and memory/I/O to advance on separate timelines. The Universal Chiplet Interconnect Express (UCIe) defines a universal die-to-die interface with data rates from 8 to 32 GT/s, and UCIe 1.0 launched in 2022. 2.5D/3D packaging approaches such
Smartphone Showdown Summer 2025: Foldables, Flagships & Market Shake-ups

Smartphone Showdown Summer 2025: Foldables, Flagships & Market Shake-ups

Samsung unveiled the Galaxy Z Fold7 and Galaxy Z Flip7 in Summer 2025; Fold7 is the thinnest and lightest large-format foldable at 8.9 mm folded. Fold7 features a reengineered hinge that reduces the display crease and a 200 MP main camera—the first 200 MP on Samsung foldables. Fold7 includes an 8-inch inner display for multitasking, while the Flip7 adds a 4.1-inch edge-to-edge cover screen called FlexWindow. Both devices ship with One UI 8 on Android 16 out of the box, showcasing Galaxy AI features. Fold7 starts around $1,999 in the U.S., and Samsung also launched the cheaper Galaxy Z Flip7
13 July 2025
Global SEO Market in 2025: 7 Trends, Key Players, and Bold Forecasts Unveiled

Global SEO Market in 2025: 7 Trends, Key Players, and Bold Forecasts Unveiled

In 2025, the global SEO services market is projected at $106.9 billion, up 18% from $90.3 billion in 2024. The global SEO software market is about $84.9 billion in 2025 and is forecast to reach $265.9 billion by 2034, a 13.5% CAGR. Together, the SEO services and software segments exceed $150 billion worldwide in 2025. Google accounts for roughly 82% of global search engine market share in 2025, with Bing around 10.5%. Semrush (NYSE: SEMR) reported about $357 million in annual revenue in 2024 and has a market capitalization near $1.7 billion. Ahrefs surpassed $100 million in annual recurring revenue
Eyes in the Sky, Data in the Cloud – Satellite Downlink & Cloud Integration Market Skyrockets by 2032

Eyes in the Sky, Data in the Cloud – Satellite Downlink & Cloud Integration Market Skyrockets by 2032

The market is projected to grow from $14.44 billion in 2025 to $55.17 billion by 2032, a CAGR of 21.1%. In 2025, agriculture accounts for about 40% of revenue, while government and military end-users account for about 46.8%. North America leads with about 44–45% of global market share in 2025, while Asia-Pacific is the fastest-growing region at about 37% share. By 2032, Asia-Pacific is projected to approach or surpass North America in market size, with North America and APAC each around one-third of the market and Europe near 20%. The number of active satellites is projected to rise to 58,000+
Satellite Financing, M&A, and IPO Tracker 2024–2029

Satellite Financing, M&A, and IPO Tracker 2024–2029

Global space startup funding reached about $8.6–$9.5 billion in 2024. By Q3 2024, space tech funding had risen to $6 billion, nearly the total for 2023. In 2024, 73 space-related acquisitions were announced, including 23 in NewSpace, a 39% increase from the previous year. SES agreed to acquire Intelsat for $3.1 billion in 2024, with closing expected in the second half of 2025. Eutelsat’s takeover of OneWeb was valued at about $3.4 billion (announced 2022, closed 2023), creating a hybrid GEO+LEO operator. Lockheed Martin acquired Terran Orbital for about $450 million in August 2024 to secure in-house smallsat production. KBR

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, 12:18 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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