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NASDAQ:AMD News 14 August 2025 - 3 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
Quantum Frenzy: Historic Breakthroughs & Bold Moves Unveiled in 48 Hours

Quantum Frenzy: Historic Breakthroughs & Bold Moves Unveiled in 48 Hours

Scientific Breakthroughs Spark a Quantum Leap Quantum Internet Node: In a breakthrough for quantum communication, researchers at the University of Innsbruck demonstrated a scalable quantum network node that connects trapped-ion qubits with photons sciencedaily.com. Using a string of calcium ions as qubits, the team moved each ion into an optical cavity and triggered it with a laser to emit a single entangled photon linked to that ion’s quantum state sciencedaily.com. By repeating this for ten ions, they generated a stream of entangled photons ready to carry quantum information to other nodes. The Innsbruck prototype achieved a high entanglement fidelity of
30 August 2025
This Tiny 4.5L PC Has 128GB of RAM – Meet the Framework Desktop, 2025’s Modular Mini-ITX Monster

This Tiny 4.5L PC Has 128GB of RAM – Meet the Framework Desktop, 2025’s Modular Mini-ITX Monster

Key Facts at a Glance Overview of the Framework Desktop (Features, Specs, Build) The Framework Desktop’s front panel is composed of 21 swappable tiles (one removed here), allowing personal customization of color and design. Two front Expansion Card slots (bottom left) let you choose I/O ports (USB-C, USB-A, audio jack, SD reader, etc.) using the same modular card system as Framework’s laptops community.frame.work tomshardware.com. A Small Form Factor Beast: The Framework Desktop is a 4.5 L mini workstation that punches above its weight. At roughly 96.8 × 205.5 × 226.1 mm in size (and ~3.1 kg weight) frame.work frame.work, it’s
Exynos 2600 vs Snapdragon vs Apple A17 Pro: Samsung’s 2nm Comeback Chip Shocks the Smartphone World

Exynos 2600 vs Snapdragon vs Apple A17 Pro: Samsung’s 2nm Comeback Chip Shocks the Smartphone World

Sources: Samsung/SamMobile news sammobile.com sammobile.com sammobile.com sammobile.com sammobile.com; Wccftech leaks wccftech.com wccftech.com wccftech.com; NotebookCheck analysis notebookcheck.net notebookcheck.net notebookcheck.net; Android Authority and AnandTech data androidauthority.com androidauthority.com androidauthority.com; Patsnap/Eureka research eureka.patsnap.com eureka.patsnap.com; HotHardware/Videocardz industry insights hothardware.com hothardware.com; SamMobile reports and editorials sammobile.com sammobile.com sammobile.com sammobile.com.
Quantum Tech Frenzy: Breakthroughs, Bold Alliances & Crypto Panic Rock Late August 2025

Quantum Tech Frenzy: Breakthroughs, Bold Alliances & Crypto Panic Rock Late August 2025

Key Facts IBM & AMD Forge Quantum‑Centric Supercomputing Alliance IBM and AMD announced a landmark partnership to co-develop “quantum-centric” supercomputing architectures that tightly integrate quantum processors with classical high-performance computers newsroom.ibm.com newsroom.ibm.com. Revealed on August 26 and drawing buzz through the week, the collaboration seeks to merge IBM’s cutting-edge quantum computing technology with AMD’s CPUs, GPUs, and AI accelerators newsroom.ibm.com. The goal is a new class of hybrid systems where quantum co-processors tackle parts of problems (like molecular simulations) that classical systems struggle with, while classical exascale machines handle complementary tasks such as large-scale data analysis newsroom.ibm.com newsroom.ibm.com. IBM CEO
Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Key Facts Introduction: Chiplets and 3D Integration Come of Age Semiconductor design is undergoing a paradigm shift from giant monolithic chips toward chiplet-based and multi-die architectures. In a chiplet approach, a processor is disaggregated into multiple smaller dies (chiplets) that are later integrated in a package, rather than one large die. This strategy improves manufacturing yield and cost – smaller dies are easier to produce without defects – and allows mixing different process nodes and functions in one package astutegroup.com astutegroup.com. As traditional 2D scaling hits physical and economic limits, chiplets offer a practical path to keep improving performance and
Quantum Tech Frenzy: IBM & AMD’s Bold Alliance, DARPA’s $24M Bet, and Breakthroughs from Genomics to Weather

Quantum Tech Frenzy: IBM & AMD’s Bold Alliance, DARPA’s $24M Bet, and Breakthroughs from Genomics to Weather

Key Facts IBM & AMD Unite for Quantum‑Centric Supercomputing IBM and AMD have entered a groundbreaking collaboration to merge quantum computing with classical high-performance computing (HPC) and AI systems. Announced on Aug. 26 and reverberating through the tech world by Aug. 27, the partnership establishes a roadmap for “quantum-centric” supercomputing architectures. IBM’s state-of-the-art quantum processors and software will be tightly integrated with AMD’s portfolio of HPC CPUs, GPUs, and adaptive FPGAs newsroom.ibm.com newsroom.ibm.com. The goal is to create hybrid systems where quantum co-processors tackle problems like molecular simulation, while classical AI supercomputers handle massive data analytics – working in tandem
28 August 2025
Quantum Tech Breakthroughs, Big Bets & Bold Moves Rock the Globe (Aug 26–27, 2025)

Quantum Tech Breakthroughs, Big Bets & Bold Moves Rock the Globe (Aug 26–27, 2025)

Key Facts: Scientific Breakthroughs and Research Publications One of the week’s most significant research advances came from a team at the University of California, Riverside, which demonstrated a new approach to scaling quantum computers via modular chips. In simulations, the researchers showed that several small quantum processor chips can be linked into a single fault-tolerant system even if the connections between chips are up to 10 times noisier than the chips themselves quantumcomputingreport.com. This finding is a major step toward larger quantum machines, indicating that “we don’t have to wait for perfect hardware to scale quantum computers” because high-fidelity chips
AI Stocks Soar Worldwide as Nvidia’s Big Test and China’s ‘AI Plus’ Plan Ignite a Frenzy

AI Stocks Soar Worldwide as Nvidia’s Big Test and China’s ‘AI Plus’ Plan Ignite a Frenzy

Wall Street Rallies Ahead of Nvidia’s AI ‘Moment of Truth’ U.S. markets climbed on Aug. 26 as investors braced for Nvidia’s highly anticipated earnings release, which has been likened to an economic event in its significance reuters.com. The Dow Jones rose about 0.3%, and the S&P 500 and Nasdaq each gained ~0.4%, finishing near session highs investopedia.com. Nvidia – now the world’s most valuable company at roughly $4.4 trillion market cap – has become the de facto bellwether of the AI era reuters.com. Its results “transcend the company, becoming a barometer of macroeconomic activity, a talisman for the artificial intelligence
27 August 2025
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
Tech World Rocked by 8 Non‑AI Surprises This Week

Tech World Rocked by 8 Non‑AI Surprises This Week

Apple is developing a home companion robot—a 7-inch iPad-like display on a movable arm—targeting a 2027 launch, internally dubbed the “Pixar Lamp,” with a more lifelike, conversational Siri. Pebble Time 2 features a 1.5-inch color e-paper display, heart-rate sensor, and about 30-day battery life, while Pebble 2 Duo uses a black-and-white display with no HR monitor, both running an updated Pebble OS. Amazon expanded Prime same-day delivery of perishables to over 1,000 U.S. cities, with expansion to 2,300 cities by year-end, free for Prime orders of $25 or more, under a $4 billion logistics push. On August 13, President Donald
14 August 2025
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