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NASDAQ:NVDA News 9 August 2025 - 16 August 2025

AI Stock Frenzy: Big Tech Bets, Billion-Dollar Deals & Market Shifts (Aug 15–16, 2025)

AI Stock Frenzy: Big Tech Bets, Billion-Dollar Deals & Market Shifts (Aug 15–16, 2025)

In Q2 2025, Ray Dalio’s Bridgewater more than doubled its Nvidia stake and added to Alphabet and Microsoft. Chase Coleman’s Tiger Global bought millions more Amazon shares and increased positions in Alphabet, Nvidia, Microsoft and Meta. A Bank of America fund manager survey in August 2025 named “long the Magnificent 7” the world’s most crowded trade, with 45% of respondents. On August 14, 2025, Oracle and Alphabet’s Google Cloud announced a partnership to offer Google’s Gemini AI models through Oracle Cloud, with Vertex AI integrated on the back-end. Insiders revealed talks to sell about $6 billion of OpenAI shares to
16 August 2025
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3D Generative AI Showdown: OpenAI Shap-E 2 vs Google’s AI Shopping View vs NVIDIA Picasso Edify

3D Generative AI Showdown: OpenAI Shap-E 2 vs Google’s AI Shopping View vs NVIDIA Picasso Edify

OpenAI’s Shap-E uses a two-stage pipeline where an encoder compresses 3D assets into latent implicit-function parameters and a conditional diffusion model generates new shapes from prompts. The original Shap-E, released in 2023, could turn text prompts or reference images into 3D objects in seconds and outperformed Point-E due to NeRF-based rendering and CLIP guidance. Shap-E 2 is expected to improve detail and realism but has not been formally released as of August 2025. Google’s 3D Shopping View (Veo) uses a diffusion-based Veo model to generate interactive 360° product spins from as few as three photos and is live for shoes,
14 August 2025
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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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AI Stocks Roar to Record Highs Amid Bold Deals and China Backlash (Aug 12–13, 2025 Roundup)

AI Stocks Roar to Record Highs Amid Bold Deals and China Backlash (Aug 12–13, 2025 Roundup)

On August 12, 2025, Nasdaq Composite and S&P 500 closed at record highs as AI stocks drove gains and cooling inflation boosted expectations for a Fed rate cut. Nvidia (NVDA) surged to an intraday high of about $184.50 on August 12 and closed near $183, pushing its market cap toward $4.5 trillion. The U.S.–China export deal allowed Nvidia and AMD to resume selling advanced AI chips to China with a 15% revenue share to the U.S. government in exchange for export licenses. Perplexity AI offered $34.5 billion in cash to buy Google’s Chrome browser, sending Alphabet (GOOGL) shares up roughly
13 August 2025
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AI’s Wild 48 Hours: Bold $34B Bids, Breakthrough Bots & High-Stakes Showdowns (Aug 12–13, 2025)

AI’s Wild 48 Hours: Bold $34B Bids, Breakthrough Bots & High-Stakes Showdowns (Aug 12–13, 2025)

MolmoAct 7B, unveiled by Seattle’s Allen Institute for AI (Ai2), is a 7‑billion‑parameter open‑source model that lets robots plan 3D trajectories before execution and achieved 72%+ success on simulated benchmarks. Beijing‑based Zhipu AI released GLM‑4.5V, a 106B‑parameter open‑source visual reasoning model (12B active) with 64K context, 41 multimodal benchmarks, and 3D RoPE encoding, alongside a companion desktop assistant that analyzes your screen in real time. AI identified 12,000 archaeal antimicrobial peptides called archaeasins using the APEX tool on 230+ species, with 80 peptides tested showing a 93% inhibition rate against drug‑resistant bacteria. YouTube began a U.S. AI age‑gate pilot that
13 August 2025
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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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AI Breakthroughs, Billion-Dollar Bets & Backlash – The Global AI News Roundup (Aug 11–12, 2025)

AI Breakthroughs, Billion-Dollar Bets & Backlash – The Global AI News Roundup (Aug 11–12, 2025)

OpenAI released GPT-5 on August 7, 2025, but by August 11 users reported sluggish responses and a less personal feel, prompting Sam Altman to admit the rollout was bumpy and to keep GPT-4 available for paying users while fixes are rolled out. OpenAI released GPT-OSS models with 20 billion and 120 billion parameters, the first freely downloadable large language models since 2019, available via AWS and excelling at coding, science, and math. Caltech researchers used reinforcement learning with a two-agent system called “player” and “observer” to crack the 60-year Andrews–Curtis Conjecture, showing AI can find solutions to long-standing group-theory problems.
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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