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NASDAQ:AMD News 26 July 2025 - 12 August 2025

Trade Truce, Tech Triumphs & Oil Drama: Global Business Bombshells (Aug 11–12, 2025)

Trade Truce, Tech Triumphs & Oil Drama: Global Business Bombshells (Aug 11–12, 2025)

The Reserve Bank of Australia cut its cash rate by 25 basis points to 3.6% on Tuesday, its third cut this year, with Governor Michele Bullock signaling further easing may be needed. China’s factory-gate prices fell 3.6% year on year in July while consumer prices were flat, underscoring deflationary pressures. U.S. markets were about 90% priced for a Federal Reserve rate cut in September, with expectations of at least two quarter-point reductions by year end and core inflation near 3%. The U.S. extended a tariff truce with China by 90 days, and Japan’s Nikkei 225 rose 2.2% to 42,718 as
12 August 2025
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AI Stock Market Shake-Up: Surging Winners, Brutal Misses, and Big Bets (Aug 11–12, 2025)

AI Stock Market Shake-Up: Surging Winners, Brutal Misses, and Big Bets (Aug 11–12, 2025)

Micron Technology raised its current-quarter revenue outlook to $11.2 billion from $10.7 billion, and its stock jumped about 3%. Nvidia and AMD won export licenses to resume selling advanced AI chips to China with a 15% revenue-share tariff. Intel rose about 5% on Aug 11, 2025 after White House diplomacy aimed at easing U.S.–China chip tensions. Wedbush Securities reaffirmed Microsoft and Alphabet as AI front-runners with durable moats and maintained outperform ratings. SoundHound AI surged 43% over Aug 8–11 after posting record Q2 revenue of $42.7 million (up 217% year over year) and lifting full-year guidance to $160–$178 million, while
12 August 2025
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Global Markets Surge, Tech Tariffs Twist & Oil Slumps – Business Roundup (Aug 10-11, 2025)

Global Markets Surge, Tech Tariffs Twist & Oil Slumps – Business Roundup (Aug 10-11, 2025)

Europe’s STOXX 600 rose 0.3%, the MSCI World index traded within 0.2% of its all-time high, and Wall Street’s S&P 500 and Nasdaq hovered near records. Bank of America’s fund-manager survey shows 45% of managers are long Nvidia and Microsoft, making the Magnificent 7 the world’s most crowded trade again. Only 5% of investors now expect a hard-landing recession, while a net 14% are overweight equities—the highest since February. Corporate bond spreads have narrowed to near 27-year lows as investors price in a rosier outlook, with Fidelity International’s Mike Riddell saying some managers are hedging by staying very defensive in
11 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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Tech Shocks: Chips Squeezed, Hacks Mended & Space Race Delays – Tech News Roundup (Aug 10–11, 2025)

Tech Shocks: Chips Squeezed, Hacks Mended & Space Race Delays – Tech News Roundup (Aug 10–11, 2025)

AOL will discontinue its Dial-up Internet service on September 30, 2025 after a 34-year run. AOL will retire the AOL Dialer software and the AOL Shield browser, both optimized for older operating systems, alongside the dial-up shutdown. Marks & Spencer relaunched its online click-and-collect service on August 11, 2025 after a 15-week ransomware outage that began in late April, with four suspects linked to the DragonForce group arrested. The Cybersecurity and Infrastructure Security Agency ordered urgent patches for a Microsoft Exchange Server vulnerability that could enable total domain compromise, with federal agencies told to patch by August 11, 2025. Nvidia
11 August 2025
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Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

The GeForce RTX 5090, on the Blackwell architecture, features 92 billion transistors, about 21,760 CUDA cores, 32 GB of GDDR7 on a 512-bit memory bus, and an estimated 450 W TBP. DLSS 4 introduces Multi-Frame Generation that can create up to three interpolated frames per rendered frame, plus Frame Generation and Frame Warp, with Nvidia claiming up to 8x performance and up to 75% latency reduction. The RTX 5090 and 5080 launched in early 2025 and sold out quickly, with reports of 12VHPWR cable melting prompting Nvidia to release an updated 12V-2×6 adapter. Nvidia’s RTX 5080, RTX 5070 Ti, and
9 August 2025
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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
9 August 2025
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NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA’s Blackwell B200 features 180 GB of HBM3e memory per GPU with up to 8 TB/s bandwidth, 18 PFLOPS FP4 tensor throughput, 9 PFLOPS FP8, and 4.5 PFLOPS FP16, plus a second-generation Transformer Engine. NVIDIA claims DGX B200 delivers about 3× the training performance and 15× the inference performance of DGX H100 in end-to-end workflows. Google’s TPU v6e, codenamed Trillium, delivers 918 TFLOPS BF16 per chip, 1.836 PFLOPS INT8, 32 GB of HBM per chip, and 1.6 TB/s bandwidth per chip, with a 256-chip pod delivering about 234.9 PFLOPS BF16. AMD Instinct MI350X/MI355X offer 288 GB of HBM3e, up to
5 August 2025
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Rocket Launches, Ransomware, and a Solar-Powered Vatican: This Weekend’s Top Tech News (Aug 2–3, 2025)

Rocket Launches, Ransomware, and a Solar-Powered Vatican: This Weekend’s Top Tech News (Aug 2–3, 2025)

Apple forecast higher revenue for the upcoming quarter after a tariff-driven early surge in iPhone purchases aimed at beating U.S. import tariffs. Nintendo said its Switch 2 sold over 6 million units in the first seven weeks after the June debut and kept its full-year forecast at 15 million Switch 2 consoles through March 2026. TSMC reported a 60.7% year‑over‑year jump in Q2 net profit to NT$398.3 billion, a record, helped by demand for advanced chips across data centers and smartphones. AMD began shipping the Ryzen Threadripper PRO 9000 series, featuring up to 96 cores on Zen 5, with rollout
3 August 2025
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10 Non‑AI Tech Shockers: Space Triumphs, Gadget Surprises & More (Aug 1–2, 2025)

10 Non‑AI Tech Shockers: Space Triumphs, Gadget Surprises & More (Aug 1–2, 2025)

Intel announced layoffs of about 24,000 employees (roughly one-quarter of its workforce) as new CEO Lip-Bu Tan cuts projects and halts planned mega-fab factories in Germany and Poland. AMD released the Ryzen Threadripper 9980X, a Zen 5-based CPU with 64 cores and 128 threads that reaches up to 5.4 GHz and costs $4,999, with shipping starting July 31. Micron unveiled the first PCIe 6.0 SSD, delivering up to 28 GB/s sequential read speeds. Apple opened public betas for iOS and iPadOS 19 (working title) and macOS Tahoe, with Tahoe praised for its polish. A web-based Windows XP emulator lets users
2 August 2025
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Batteries That Fix Themselves, Space Showdowns & a $12,000 Superchip – Tech Roundup (July 27–28, 2025)

Batteries That Fix Themselves, Space Showdowns & a $12,000 Superchip – Tech Roundup (July 27–28, 2025)

AMD’s Ryzen Threadripper Pro 9995WX workstation processor launched at $11,699 and features 96 cores, 192 threads, a Zen 5 design, and up to 5.4GHz, claiming the title of the world’s fastest CPU. Samsung’s 61.44 TB PCIe Gen5 SSD, the largest enterprise drive to date, went on sale for $5,593 (~$0.09/GB) and delivers 14.2 GB/s read and 2.1 GB/s write speeds using QLC flash. The FOSSiBOT F107 Pro rugged phone adds “Starlight Night Vision” capable of color photography at 0.0005 lux, powered by a 28,000 mAh battery and MIL-STD-810H durability. A GoPro Max 2 prototype leaked showing a 360° camera with
28 July 2025
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Giant Leaps in Space, Gigantic Gadgets & Shocking Breaches – Tech News Roundup (July 25–26, 2025)

Giant Leaps in Space, Gigantic Gadgets & Shocking Breaches – Tech News Roundup (July 25–26, 2025)

Consumer Electronics & Gadgets Computing & Chips Software & Operating Systems Cybersecurity & Data Privacy Telecommunications & Infrastructure Biotech & Health Tech Space & Aerospace Sources: Official corporate announcements, government releases, and reputable tech media were used in compiling this report. For more details, see NASA nasa.gov nasa.gov, Space Insider spaceinsider.tech spaceinsider.tech, Wired wired.com wired.com, Reuters reuters.com reuters.com, PCMag/CNET graphics-unleashed.com graphics-unleashed.com, Business Insider businessinsider.com businessinsider.com, and other sources as cited above.
26 July 2025
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