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NASDAQ:NVDA 22 August 2025 - 29 August 2025

AI Stock Frenzy: Nvidia’s Record Rally, Surprise Surges & Setbacks Rock Markets (Aug 28–29, 2025)

AI Stock Frenzy: Nvidia’s Record Rally, Surprise Surges & Setbacks Rock Markets (Aug 28–29, 2025)

Nvidia reported a 56% jump in quarterly revenue, fueling record highs for the S&P 500 and Dow on Aug. 28. Tech stocks including Alphabet, Amazon, and Broadcom rose sharply, while Pure Storage soared 30% after a Meta deal. Marvell Technology fell 12% on weak AI chip sales guidance. Nvidia CEO Jensen Huang projected a $3–$4 trillion AI infrastructure market by 2030.
29 August 2025
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AI’s Two-Day Tech Storm: Global Breakthroughs, Big Bets & Bold Moves (Aug 28–29, 2025)

AI’s Two-Day Tech Storm: Global Breakthroughs, Big Bets & Bold Moves (Aug 28–29, 2025)

Nvidia CEO Jensen Huang projected a $3–4 trillion AI infrastructure market by 2030, dismissing fears of an AI “hype cycle.” The U.S. government took a 9.9% stake in Intel via an $11.1 billion Chips Act deal, drawing investor concern. Microsoft began public testing of its first in-house AI model, while OpenAI launched an advanced speech-to-speech AI and real-time voice agent API.
29 August 2025
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HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

HBM revenues are projected to double from $17–18 billion in 2024 to $34–35 billion in 2025, driven by AI demand. NVIDIA consumes over half of all HBM output, with nearly all 2025 supply already sold under contract. SK hynix, Samsung, and Micron are expanding production, but spot HBM remains scarce and expensive. HBM prices have risen up to 10% in 2024–25, sharply increasing AI system costs.
28 August 2025
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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

TSMC’s advanced CoWoS packaging is fully booked through 2025, despite doubling capacity yearly, as AI demand outpaces supply. Nvidia, AMD, Intel, Apple, and Amazon have adopted chiplet architectures, now generating over $40 billion in annual revenue. HBM chip lead times stretch up to a year, with prices up 20–30%. TSMC, Intel, ASE, and Amkor are racing to expand global advanced packaging capacity.
28 August 2025
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RISC-V vs ARM vs x86: The 2025 Silicon Architecture Showdown

RISC-V’s Edge & IoT Takeover: Billions of Open-Source Cores Drive 2025 Tech Revolution

Over 13 billion RISC-V processor cores shipped by 2023, with billions more expected annually, mainly for IoT and embedded devices. Nvidia projects shipping about 1 billion RISC-V cores in 2024 across its GPUs and SoCs. Qualcomm passed 1 billion RISC-V microcontroller devices in late 2023. Renesas launched its first RISC-V-based general-purpose microcontrollers in 2024.
28 August 2025
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Photonic AI Accelerators vs. GPUs – The Battle for AI’s Future in Efficiency, Cost, and Scale

Photonic AI Accelerators vs. GPUs – The Battle for AI’s Future in Efficiency, Cost, and Scale

Photonic AI chips in research tests achieved 150–160 TOPS/W, far outpacing GPUs at 20–30 TOPS/W. Early photonic systems cut power use by up to 90% and delivered 8× speedups on LLM inference. Startups and major chipmakers launched first photonic AI boards and optical interconnect pilots in 2024–2025. Lightmatter’s Passage optical link and Q.ANT’s photonic server are set to debut in 2025.
28 August 2025
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Crypto’s 48-Hour Blitz: Bitcoin Blazes Past $113K, Trump’s Blockchain Gambits, and DeFi Surges (Aug 27–28, 2025)

Crypto’s 48-Hour Blitz: Bitcoin Blazes Past $113K, Trump’s Blockchain Gambits, and DeFi Surges (Aug 27–28, 2025)

Bitcoin rebounded above $113,000 but faces resistance as short-term holders may sell near $113,600, according to Glassnode. Ether hit a record near $4,955, with $1.3 billion in weekly inflows and CME futures open interest topping $10 billion. Solana and XRP surged, while The Sandbox cut 50% of staff amid a 90% SAND token drop. Trump-linked firms announced a Nasdaq listing and a $6.42 billion Crypto.com deal.
28 August 2025
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AI Stock Frenzy: Nvidia’s $54 B Forecast Fuels Rally as Snowflake & MongoDB Surge; Governments & Giants Double Down on AI Boom

AI Stock Frenzy: Nvidia’s $54 B Forecast Fuels Rally as Snowflake & MongoDB Surge; Governments & Giants Double Down on AI Boom

Nvidia forecast record sales of $54 billion for next quarter, beating Wall Street estimates on strong AI chip demand, though shares slipped 2–3% after hours as growth showed signs of slowing. Snowflake and MongoDB shares soared up to 31% after raising revenue outlooks on AI-driven demand. Google announced a $9 billion data center expansion, while Meta signed a $10 billion cloud deal with Google. CrowdStrike agreed to buy startup Onum for about $290 million.
28 August 2025
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AI Revolution Unfolds in 48 Hours: $3 Trillion Forecasts, $9B Bets, and New AI Rules

AI Revolution Unfolds in 48 Hours: $3 Trillion Forecasts, $9B Bets, and New AI Rules

Google will invest $9 billion to expand AI and cloud infrastructure in Virginia through 2026. Nvidia CEO Jensen Huang dismissed “AI bubble” concerns, projecting $3–4 trillion in AI infrastructure spending by 2030. Anthropic settled a class-action lawsuit with authors over AI training data, a first in the sector. OpenAI and Anthropic jointly tested each other’s models for safety, revealing differing approaches to uncertain queries.
28 August 2025
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Nvidia RTX 50-Series GPUs Unleashed: AI Upgrades, Jaw-Dropping Performance & Next-Gen Specs

Nvidia RTX 50-Series GPUs Unleashed: AI Upgrades, Jaw-Dropping Performance & Next-Gen Specs

Nvidia launched the GeForce RTX 50-series at CES 2025, led by the $1,999 RTX 5090 and $999 RTX 5080, available January 30. The RTX 5090 features 21,760 CUDA cores, 32GB GDDR7 memory, and a 575W power draw. Nvidia claims up to 2× performance over the 40-series with DLSS 4, though independent tests show about 30% faster traditional rendering at 4K. Early demand pushed RTX 5090 street prices to $2,399.
26 August 2025
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AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

Meta signed a six-year, $10 billion cloud deal with Google and raised its 2025 capital spending forecast to up to $72 billion, while moving to sell $2 billion in data-center assets. Nvidia announced GeForce NOW upgrades with Blackwell RTX 5080-class GPUs at Gamescom. OpenAI will open its first international office in New Delhi in 2025 and launched its cheapest ChatGPT plan in India at $4.60 per month.
26 August 2025
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AI Stock Whiplash: Nvidia’s $4 Trillion Test, Intel’s Shocking Deal & a Global Tech Rollercoaster

AI Stock Whiplash: Nvidia’s $4 Trillion Test, Intel’s Shocking Deal & a Global Tech Rollercoaster

Nasdaq Composite fell nearly 0.7% mid-week, with the S&P 500 tech sector down about 2.5% as investors rotated out of AI-driven stocks. Nvidia, now valued at $4 trillion, faces expectations of a 48% EPS jump on $45.9 billion revenue for fiscal Q2. Options markets anticipate a 6% post-earnings swing in Nvidia shares. The U.S. will buy a 9.9% Intel stake for $8.9 billion, funded by CHIPS Act grants.
25 August 2025
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AI Mega-Deals, Breakthroughs & Backlash – August 24–25, 2025 News Roundup

AI Mega-Deals, Breakthroughs & Backlash – August 24–25, 2025 News Roundup

Meta and Google signed a six-year cloud deal worth over $10 billion, making Google the backend for Meta’s AI projects. The White House committed $9 billion for a roughly 10% stake in Intel to boost U.S. AI chip production. Nvidia will launch a GeForce NOW upgrade with Blackwell GPUs in September, offering 5K at 120fps. OpenAI plans to open its first India office as ChatGPT usage surges there.
25 August 2025
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AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

Nvidia became the first $4 trillion company last month after a 1,400% rally since late 2022, but shares fell over 3% this week as the Nasdaq slid more than 2%. Palantir dropped nearly 10% after recent gains, while Analog Devices rose 4% on strong AI-chip demand. Meta committed over $10 billion to Google Cloud for AI. The U.S. will invest $8.9 billion in Intel, taking a 9.9% stake at a discount.
24 August 2025
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AI Breakthroughs, Backlash & Big Moves – Global Roundup (Aug 23–24, 2025)

AI Breakthroughs, Backlash & Big Moves – Global Roundup (Aug 23–24, 2025)

OpenAI used a GPT-4 variant to engineer enhanced “Yamanaka factor” proteins, boosting stem-cell marker expression 50-fold in lab tests. Adobe launched Acrobat Studio, an AI PDF platform with a feature that lets users upload 100 documents and chat with AI tutors for summaries and insights.
24 August 2025
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AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

Apple is in early talks to use Google’s Gemini AI for Siri, sending Alphabet shares up 3.7% and Apple up 1.6%. Meta signed a deal to license Midjourney’s image-generation tech for its AI products. Waymo received its first permit to test self-driving robotaxis in New York City. OpenAI is raising about $40 billion at a $500 billion valuation, with ChatGPT at 700 million weekly users.
23 August 2025
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Global Tech Shake-Up: Space Force’s Secret Spaceplane, Telecom Megahack, and Chip Industry Bombshells (Aug 22–23, 2025)

Global Tech Shake-Up: Space Force’s Secret Spaceplane, Telecom Megahack, and Chip Industry Bombshells (Aug 22–23, 2025)

The U.S. government will take a 10% equity stake in Intel, converting chip subsidies into ownership, President Trump announced. Nvidia halted H20 chip production for China after Beijing raised security concerns, while Baidu’s Kunlunxin secured $139 million in AI chip orders from China Mobile. A ransomware attack on Orange exposed data of 850,000 customers. DaVita reported a breach affecting 2.7 million U.S. patients.
23 August 2025
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AI News Roundup: Breakthrough Tech, Big Tech Moves, New Rules & Fierce Debates (Aug 22–23, 2025)

AI News Roundup: Breakthrough Tech, Big Tech Moves, New Rules & Fierce Debates (Aug 22–23, 2025)

OpenAI and Retro Biosciences used a GPT-4b model to design proteins that boosted stem cell marker expression 50-fold in lab tests, showing improved cell reprogramming. Adobe launched Acrobat Studio, merging PDF tools and AI assistants for collaborative document work. Nvidia will upgrade GeForce NOW to Blackwell GPUs in September, enabling 5K streaming. IBM and NASA open-sourced an AI model to predict solar flares up to two hours ahead.
23 August 2025
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Fed Jitters, Mega-Deals & Oil Rebound: Global Business Shockwaves (Aug 21–22, 2025)

Fed Jitters, Mega-Deals & Oil Rebound: Global Business Shockwaves (Aug 21–22, 2025)

Meta Platforms and Google signed a six-year, $10 billion cloud deal to expand Meta’s AI workloads on Google Cloud. The S&P 500 fell 0.4% as investors awaited Powell’s Jackson Hole speech. Cleveland Fed’s Beth Hammack said there is no case for rate cuts now, while futures showed a 70–75% chance of a September cut. Thoma Bravo will take Dayforce private for $12.3 billion at a 32% premium.
22 August 2025
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AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

Palantir Technologies dropped 17% over six days, marking the S&P 500’s steepest weekly loss. The Nasdaq Composite and S&P 500 tech sector each fell about 2% by Wednesday as investors trimmed tech holdings ahead of Fed Chair Powell’s Jackson Hole speech. Nvidia shares slipped 5% for the week. The White House confirmed talks to take a 10% government stake in Intel.
22 August 2025
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Stock Market Today

  • IYM ETF Sees $231.9M Outflow; Ecolab and Fastenal Gain Slightly
    March 24, 2026, 11:14 AM EDT. The iShares U.S. Basic Materials ETF (IYM) experienced a significant $231.9 million outflow, a 17.6% drop in shares outstanding week-over-week. Key holdings such as Ecolab Inc (ECL) and Fastenal Co. (FAST) each gained about 0.9% in intraday trading, while AngloGold Ashanti plc (AU) declined by 0.6%. IYM's share price recently traded at $167.19, between its 52-week low of $115.07 and high of $189.81. Large outflows in ETFs like IYM can prompt underlying asset sales, potentially influencing stock prices of component companies. Monitoring weekly flows helps investors gauge shifts in fund demand and sector interest.
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