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NASDAQ:AVGO 9 July 2025 - 28 September 2025

Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now

OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites, aiming for 7 GW capacity in a $500 billion program, with Nvidia joining as supplier and investor. PJM warned AI data center power demand is outpacing grid additions; the White House moved to fast-track power projects. Samsung passed Nvidia’s HBM3E memory qualification, intensifying competition with SK hynix and Micron. Microsoft and Meta raised capex guidance as data center spending surges.
28 September 2025
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AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

Nvidia jumped after announcing a $100 billion OpenAI investment, while Microsoft beat Q2 forecasts and pledged $30 billion for UK AI. Alibaba surged nearly 10% on a new AI model and Nvidia partnership. U.S. equity funds saw $12 billion in inflows, led by AI-focused ETFs. Analysts warn AI spending may outpace returns, with Bain estimating $500 billion/year needed for data centers by 2030.
28 September 2025
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Billion-Dollar AI Bets and Biotech Breakthroughs: Top Tech News (Sept 27–28, 2025)

Billion-Dollar AI Bets and Biotech Breakthroughs: Top Tech News (Sept 27–28, 2025)

Nvidia will invest up to $100 billion to build 10 gigawatts of AI data centers for OpenAI, with the first 1 GW due by late 2026. The US cybersecurity agency issued an emergency directive after hackers breached at least one federal agency via Cisco firewall flaws, affecting hundreds of devices. The FDA approved Eli Lilly’s new breast cancer drug Inluriyo. The SEC loosened ETF rules, opening the door for new crypto ETFs.
28 September 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Susquehanna projects Nvidia’s AI-accelerator market share will drop from about 80% to 67% by 2030, with Broadcom rising to 14% and AMD to just over 4%. Broadcom says deployments by three hyperscale customers could generate $60–$90 billion in AI-chip revenue by FY2027. Nvidia plans to invest up to $100 billion in OpenAI and supply systems for at least 10 GW of compute from 2026. Google and AWS are expanding in-house chip development.
27 September 2025
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AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Oracle stock soared 36% after unveiling a $300 billion cloud deal with OpenAI, its biggest gain since 1992, pushing the S&P 500 and Nasdaq to record closes. The surge lifted chipmakers Nvidia, Broadcom, and AMD, while Oracle co-founder Larry Ellison’s net worth jumped to $392.6 billion. Palantir shares rose on a UK defense AI deal. Synopsys plunged 36% after missing revenue targets.
11 September 2025
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AI Stock Frenzy: $10 B Deals Ignite Rally as Big Tech Sounds Alarm

AI Stock Frenzy: $10 B Deals Ignite Rally as Big Tech Sounds Alarm

Broadcom shares jumped nearly 10% after disclosing a $10 billion AI chip order and raising its revenue forecast. Nvidia warned a proposed U.S. law could hurt global competition in advanced chips. Atlassian announced a $610 million acquisition of The Browser Company to expand into AI browsers. Palantir raised its revenue outlook again as the U.S. Army earmarked up to $10 billion for its AI services.
7 September 2025
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AI Stock Frenzy: $10B Chip Deal Ignites Rally, Amazon’s ‘Quick Suite’ Leak & Salesforce’s AI Setback

AI Stock Frenzy: $10B Chip Deal Ignites Rally, Amazon’s ‘Quick Suite’ Leak & Salesforce’s AI Setback

Broadcom shares surged 15% after announcing a $10 billion AI chip deal, while Nvidia and AMD fell as investors eyed a shift to custom chips. Amazon rose 4% on reports of a new AI workplace tool. Salesforce dropped 8% after a weak revenue forecast. Anthropic agreed to pay $1.5 billion to settle copyright claims over AI training data.
6 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Arms Race: Nvidia’s Dominance, Broadcom’s Bold Move, and the Future of Silicon Supremacy

Nvidia controls 80–90% of the AI chip market, with its GPUs like the $40,000 H100 driving company value past $1 trillion in 2023. OpenAI is co-designing custom chips with Broadcom, placing a $10 billion order and aiming for 2026 production. Global data center AI chip spending soared from $17 billion in 2022 to $125 billion in 2024. The U.S. has tightened export controls on advanced AI chips to China, prompting domestic chip efforts.
5 September 2025
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AI Stock Frenzy: Broadcom’s $10B Chip Deal Ignites Rally as Salesforce Stumbles – Sept 4-5 Roundup

AI Stock Frenzy: Broadcom’s $10B Chip Deal Ignites Rally as Salesforce Stumbles – Sept 4-5 Roundup

Broadcom shares rose 4% after announcing a $10 billion custom-chip order and strong AI chip demand, while CEO Hock Tan committed to five more years. Salesforce stock fell 8% on weak revenue guidance despite AI investments. Atlassian agreed to buy The Browser Company for $610 million; its shares slipped 2%. C3.ai plunged 14% after missing estimates, withdrawing guidance, and replacing its CEO.
5 September 2025
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AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

Nvidia stock fell about 4% despite strong sales, as China risks and high expectations weighed. Dell plunged up to 10% after warning of shrinking AI profit margins. Marvell dropped 18–19% on weak guidance, while Alibaba soared 13% on surging AI cloud revenue and a new data center chip. The PHLX Semiconductor Index lost about 3% amid a broad tech selloff.
31 August 2025
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AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

U.S. stock indexes fell from record highs on Aug. 29 as major AI-linked stocks like Nvidia and Dell tumbled. Nvidia dropped about 4% despite strong sales, while Dell plunged up to 10% after warning of profit pressures. Marvell Technology sank nearly 19% on weak guidance. Alibaba jumped 13% after reporting a surge in AI-driven cloud revenue.
30 August 2025
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AI Stocks Frenzy: Mega Deals, GPT-5 Hype and Bubble Warnings Fuel Aug 9–10 Market Buzz

AI Stocks Frenzy: Mega Deals, GPT-5 Hype and Bubble Warnings Fuel Aug 9–10 Market Buzz

AMD’s Q2 data-center chip sales rose 14% to $3.2 billion but missed estimates, while SMCI shares plunged 18% after cutting guidance, erasing over $6 billion in value. Nvidia stock jumped 73% and later hit record highs alongside Broadcom as the AI-chip rally resumed. The U.S. began licensing Nvidia’s H20 AI GPUs to China, drawing criticism from Chinese state media. Meta secured $29 billion in financing for new AI data centers.
10 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

The U.S. began licensing Nvidia to export H20 AI chips to China on Aug. 7, reversing a ban. OpenAI launched GPT-5 the same day, citing 700 million ChatGPT users. AMD shares dropped 5.1% and SMCI plunged 18.2% after weak Q2 data-center results. The Nasdaq Composite notched its 18th record high of 2025 on Aug. 8, led by AI and tech stocks.
9 August 2025
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Software-Defined Networking (SDN) News Roundup – June–July 2025

Software-Defined Networking (SDN) News Roundup – June–July 2025

Cisco unveiled a new AI-ready network architecture at Cisco Live 2025, introducing unified cloud-managed networking, AI-driven operations, and next-gen Catalyst 9000 switches. Arista Networks acquired VMware’s VeloCloud SD-WAN business from Broadcom and launched new AI-driven campus solutions and a WAN router. Nokia debuted its Autonomous Networks Fabric and expanded its Google Cloud partnership for SaaS delivery.
9 July 2025
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Stock Market Today

  • 3 Vanguard ETFs to Safeguard Portfolios Against Stock Market Crash
    May 2, 2026, 9:04 AM EDT. Despite the S&P 500 hitting record highs, signs of economic strain are evident, including a slowing labor market, rising inflation up to 3.3% in March, and geopolitical tensions from the Iran conflict. These factors threaten a swift market downturn. High exposure to tech stocks, especially in S&P 500-based portfolios (over 30% concentration), increases risk in such environments. Vanguard offers three ETFs that may cushion portfolios in a crash: the High Dividend Yield ETF (VYM), emphasizing established, cash-generative companies; the Health Care ETF (VHT), focusing on recession-resistant healthcare firms; and the Short-Term TIPS ETF, which invests in Treasury Inflation-Protected Securities to hedge against inflation. These funds provide diversification and defensive positioning amid growing uncertainty.

Latest article

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

2 May 2026
The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

2 May 2026
Seagate shares rose 7.9% and Sandisk jumped 8.3% Friday, while Western Digital slipped 0.6%. Sandisk reported Q3 revenue up 251% to $5.95 billion and signed $42 billion in long-term supply deals. Western Digital’s Q3 revenue climbed 45% to $3.34 billion, topping analyst estimates. Seagate forecast Q4 revenue of $3.45 billion, citing AI-driven demand.
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