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NASDAQ:NVDA News 29 August 2025 - 5 September 2025

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

Key Takeaways Broadcom Rallies on AI Chip Windfall Chip designer Broadcom (AVGO) emerged as a major winner this week, riding the AI hardware boom to new heights. On Sept. 4, Broadcom reported robust earnings and signaled that demand for its AI-focused semiconductors is exceeding expectations. Third-quarter revenue came in at $15.95 billion (topping forecasts of $15.83 B) and the company issued an upbeat forecast for the current quarter: about $17.4 billion in Q4 revenue versus the $17.0 B consensus reuters.com. CEO Hock Tan told analysts that AI-related sales will “improve significantly” in fiscal 2026, after Broadcom secured over $10 billion in orders for AI infrastructure
5 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Key Facts Company (Ticker) Market Cap (Sept 2025) TTM Revenue TTM Net Income 1‑Year Stock Return NVIDIA (NVDA) $4.23 trillion investopedia.com $165.2 billion investopedia.com $86.6 billion investopedia.com +48% investopedia.com Microsoft (MSFT) $3.77 trillion investopedia.com $281.7 billion investopedia.com $101.8 billion investopedia.com +26% investopedia.com Apple (AAPL) $3.45 trillion investopedia.com $408.6 billion investopedia.com $99.3 billion investopedia.com +32% investopedia.com NVIDIA’s Stock Soars to Trillion-Dollar Heights NVIDIA’s stock market performance over the past two years has been nothing short of historic. Buoyed by insatiable demand for AI technology, NVIDIA became the fastest-growing large-cap stock and saw its market capitalization breach the trillion-dollar threshold in 2023. Now, in late 2025, it has gone even further –
4 September 2025
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AI Stock Frenzy: Google’s $210 Billion Win, Nvidia’s Trillion-Dollar Boom, Microsoft’s Mega AI Deal & Tesla’s Bold Pivot in 48 Hours

AI Stock Frenzy: Google’s $210 Billion Win, Nvidia’s Trillion-Dollar Boom, Microsoft’s Mega AI Deal & Tesla’s Bold Pivot in 48 Hours

Alphabet Soars on Antitrust Victory Fueled by AI Alphabet Inc. – Google’s parent – saw its stock rocket 9% to a record high on Sept 3 after a U.S. judge refused to break up the company in an antitrust case reuters.com. The ruling lifted a huge regulatory cloud and explicitly cited the rise of AI tools like ChatGPT as emerging search competition undermining monopoly concerns reuters.com. Judge Amit Mehta opted for targeted remedies (like data-sharing with rivals) over drastic measures, a decision analysts called “pragmatic” and a clear win for Google reuters.com reuters.com. The outcome preserves Google’s control of Android and
4 September 2025
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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
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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
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2025 Streaming Wars: The Best Video, Music & Gaming Platforms Revealed

2025 Streaming Wars: The Best Video, Music & Gaming Platforms Revealed

Key Facts Video Streaming Platforms in 2025: Netflix vs. Disney+ vs. Prime Video (and More) Video streaming in 2025 is a mature but fiercely competitive market, now pivoting from breakneck growth to balancing profitability and subscriber satisfaction. Consumers have more choices than ever – the average American subscribes to nearly four streaming services – and the major players are refining their strategies. The “big three” global services are Netflix, Amazon’s Prime Video, and Disney+, each with its own strengths: Regional and Niche Players: In the U.S., services like Hulu (which Disney now controls and is merging with Disney+ content) and
1 September 2025
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AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

Key Facts AI Mega-Caps: Hype vs. Reality in Late-August Markets The final days of August saw a tug-of-war between AI-fueled optimism and growing caution among the market’s most valuable tech companies. Nowhere was this more evident than with Nvidia, the poster child of the AI boom. The GPU giant reported another quarter of blowout earnings, far exceeding analyst expectations. Demand for its AI chips (like the coveted H100) has been so overwhelming that CEO Jensen Huang likened the current AI build-out to “a new industrial revolution” with customers “buying everything [we have] – the buzz is: everything sold out” reuters.com
1 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

Wall Street’s AI Rally Hits a Speed Bump After months of euphoria, U.S. equity markets stumbled into the weekend, led by a pullback in AI-focused stocks. On Friday, Aug. 29, the Nasdaq Composite sank about 1.2% and the S&P 500 fell 0.6%, snapping a streak of gains as traders locked in profits on this year’s AI-fueled winners ts2.tech ts2.tech. The sell-off was broad-based: Nvidia slid 3.4% Friday (its third down day in a row), Tesla and Broadcom dropped over 3%, and even mega-caps like Meta, Amazon, Microsoft, and Alphabet gave back 1–2% ts2.tech. High-flying tech names had risen to records
31 August 2025
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AI Weekend Shockwave: Breakthroughs, Backlash & Big Moves (Aug 30–31, 2025)

AI Weekend Shockwave: Breakthroughs, Backlash & Big Moves (Aug 30–31, 2025)

Corporate Announcements and Industry Moves Meta’s AI Strategy – Build, Buy, or Partner Meta Platforms pursued multiple routes to boost its AI offerings. It signed a deal to license Midjourney’s image-generation technology to enhance Meta’s products, and internally its new Superintelligence Labs team has even discussed using rival models from Google or OpenAI to power Meta’s AI features ts2.tech ts2.tech. A Meta spokesperson confirmed an “all-of-the-above” approach: the company will continue developing its own advanced models (like the forthcoming Llama 5) while also collaborating externally and open-sourcing when strategic ts2.tech. These moves aim to quickly bolster Meta’s AI capabilities as it
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

Key Facts Wall Street’s AI Rally Hits a Speed Bump After months of euphoria, U.S. markets took a breather as August closed out, led by weakness in AI-focused stocks. On Friday, Aug. 29, the S&P 500 and Nasdaq retreated from all-time highs amid a tech sell-off investopedia.com investopedia.com. The Nasdaq Composite sank 1.2% while the S&P 500 lost 0.6%, breaking a streak of gains as traders locked in profits on this year’s AI-fueled winners investopedia.com investopedia.com. Tech mega-caps were mostly lower: Nvidia slid 3.4%, extending a 3-day decline; Tesla and Broadcom fell over 3%; even giants like Meta and Amazon
30 August 2025
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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
30 August 2025
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Bitcoin Blazes Past $113K, Ethereum’s Record Run and Trump’s $6B Crypto Gambit – Aug 28–29, 2025 Roundup

Bitcoin Blazes Past $113K, Ethereum’s Record Run and Trump’s $6B Crypto Gambit – Aug 28–29, 2025 Roundup

Market Highlights: Bitcoin & Ether on the Rise, With Caution Bitcoin (BTC) spent the week on a roller coaster but showed resilience by Aug. 28. After dipping below $110,000 amid a mid-week risk-off pullback, BTC rebounded above $111K–$113K ts2.tech, buoyed by broader market strength – the S&P 500 hit fresh highs and chipmaker Nvidia’s stellar earnings bolstered risk sentiment coindesk.com. By Wednesday, Bitcoin hovered near $112K, though it remained close to seven-week lows ts2.tech, prompting debate over whether the dip was a buying opportunity or a warning sign. On-chain metrics suggest Bitcoin faces headwinds approaching the mid-$110Ks. Blockchain analytics firm
29 August 2025
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