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NASDAQ:NVDA 19 July 2025 - 4 August 2025

AI Frenzy: Billion-Dollar Deals, Breakthroughs & Backlash (Aug 3–4, 2025)

AI Frenzy: Billion-Dollar Deals, Breakthroughs & Backlash (Aug 3–4, 2025)

The EU AI Act’s governance standards, GPAI classification, and sanctions regime took effect August 2, as Google signed the EU’s voluntary AI Code of Practice and Meta declined. In the U.S., a Senate plan for a five-year moratorium on state AI laws drew opposition from 17 Republican governors. OpenAI raised $8.3 billion at a $300 billion valuation. A Florida jury awarded $243 million to a family in a Tesla Autopilot crash case.
4 August 2025
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AI News Roundup: Tech Giants Unveil Next-Gen AI, Billion-Dollar Bets, Regulatory Rush & Warnings (Aug 1–2, 2025)

AI News Roundup: Tech Giants Unveil Next-Gen AI, Billion-Dollar Bets, Regulatory Rush & Warnings (Aug 1–2, 2025)

Google DeepMind released Gemini 2.5 "Deep Think" on August 1, offering it to AI Ultra subscribers at $250 per month after the model scored 35/42 at the 2025 International Mathematical Olympiad. OpenAI plans to launch GPT-5 this month, integrating the 'o3' model and multiple specialized systems. Meta will sell $2.04 billion in data-center assets to co-develop AI supercomputing centers. Palo Alto Networks agreed to buy CyberArk for $25 billion.
2 August 2025
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Space Setbacks, Cyber Hacks & Tech Triumphs: Major Tech News Roundup (July 31 – Aug 1, 2025)

Space Setbacks, Cyber Hacks & Tech Triumphs: Major Tech News Roundup (July 31 – Aug 1, 2025)

Apple forecast higher sales despite $1.1 billion in new U.S. tariffs, with last quarter’s revenue up nearly 10% to $94 billion. Amazon’s AWS unit missed investor expectations on margins, sending shares down over 7% after hours. Microsoft briefly hit a $4 trillion market value on strong Azure and AI demand. A Microsoft SharePoint flaw triggered cyberattacks on over 90 U.S. governments, but no confirmed breaches reported.
1 August 2025
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OpenAI’s $12B Revelation, ‘Study Mode’ Launch & 100k-GPU AI Hub – Experts React in 48-Hour AI Frenzy

OpenAI’s $12B Revelation, ‘Study Mode’ Launch & 100k-GPU AI Hub – Experts React in 48-Hour AI Frenzy

OpenAI reached a $12 billion annualized revenue run rate in the first seven months of 2025, with weekly active users hitting 700 million. The company raised its 2025 cash burn forecast to $8 billion and is close to finalizing a $7.5 billion funding round, with major commitments from Sequoia, Tiger Global, and SoftBank.
31 July 2025
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AI Gold Rush Accelerates as Tech Titans Unveil New Tools, Regulators Hit the Brakes (July 30–31, 2025)

AI Gold Rush Accelerates as Tech Titans Unveil New Tools, Regulators Hit the Brakes (July 30–31, 2025)

OpenAI will deploy 100,000 NVIDIA GPUs at its new Stargate Norway data center in Narvik by 2026, starting at 230 MW and expanding to 520 MW, powered by hydropower. Palo Alto Networks agreed to buy CyberArk for $25 billion. Anthropic launched Claude for Financial Services. OpenAI’s annual revenue run-rate reached $12 billion, according to The Information.
31 July 2025
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From Foldable Phones to Moon Missions: The Biggest Tech News Roundup (July 29–30, 2025)

From Foldable Phones to Moon Missions: The Biggest Tech News Roundup (July 29–30, 2025)

Samsung unveiled the Galaxy Z Fold7 at $1,999 and the Flip7 FE at $899, with the Fold7 26% thinner and 10% lighter than last year’s model. Opera filed an antitrust complaint in Brazil against Microsoft over Edge’s default status. Sony sued Tencent, alleging Light of Motiram copied Horizon Zero Dawn. Figma raised its IPO price range, targeting an $18.8 billion valuation.
30 July 2025
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AI Revolution Unleashed: Breakthroughs, Big Tech Gambits & Ethical Firestorms (Late July 2025)

AI Revolution Unleashed: Breakthroughs, Big Tech Gambits & Ethical Firestorms (Late July 2025)

The White House released the AI Action Plan on July 23, outlining over 90 federal initiatives. Senate Democrats on July 29 warned that resuming Nvidia AI chip sales to China could threaten U.S. security. At WAIC in Shanghai, Premier Li Qiang proposed an international AI body, and Huawei unveiled CloudMatrix 384, claiming it outperforms Nvidia’s NVL72. Amazon announced the acquisition of Bee, a $50 AI wearable startup.
29 July 2025
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AI in Overdrive: Weekend of Breakthroughs, Big Tech Moves & Dire Warnings (July 27–28, 2025)

AI in Overdrive: Weekend of Breakthroughs, Big Tech Moves & Dire Warnings (July 27–28, 2025)

President Trump signed executive orders on July 27–28 to fast-track AI infrastructure and mandate political neutrality in federally funded AI. Premier Li Qiang announced plans for a new international AI cooperation group at WAIC in Shanghai. Huawei launched CloudMatrix 384, a 384-chip AI platform, and Meta named Shengjia Zhao as Chief Scientist of its Superintelligence Lab. Amazon acquired Bee, a startup behind a $50 AI-powered wristband.
28 July 2025
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Weekend in AI: China’s Global Gambit, Tech Giants’ Moves & a “Godfather” Warning (July 26–27, 2025)

Weekend in AI: China’s Global Gambit, Tech Giants’ Moves & a “Godfather” Warning (July 26–27, 2025)

Chinese Premier Li Qiang announced plans for a new international AI governance body at WAIC 2025 in Shanghai and called for global collaboration. U.S. President Donald Trump unveiled an AI deregulation and export plan. DeepMind’s Aeneas AI decoded damaged Roman texts. Meta hired GPT-4 co-creator Shengjia Zhao to lead its Superintelligence Lab.
27 July 2025
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Wall Street Shocked by AI Surge: What Happened on July 24–25?

Wall Street Shocked by AI Surge: What Happened on July 24–25?

Alphabet raised its 2025 capital spending plan by $10 billion to $85 billion after a strong Q2, with cloud revenue up 32%. The S&P 500 rose 0.07% to a record close, while the Nasdaq gained 0.18% to an all-time high; the Dow fell 0.7%. Nvidia climbed 1.7%. Tesla dropped 8.2% after warning of rough quarters ahead.
25 July 2025
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Tech Turmoil: Tesla’s Slump, Starlink Outage & Mass Layoffs – Top Tech News (July 24–25, 2025)

Tech Turmoil: Tesla’s Slump, Starlink Outage & Mass Layoffs – Top Tech News (July 24–25, 2025)

Intel will cut about 24,000 jobs and cancel chip factory projects in Germany, Poland, and Costa Rica as new CEO Lip-Bu Tan moves to stem losses; shares fell 5% after a steep Q3 loss forecast. STMicroelectronics agreed to buy part of NXP’s sensor business for $950 million following its first quarterly loss in a decade. Tesla reported a 12–13% sales drop, missing Q2 profit estimates; shares slid 5%.
25 July 2025
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AI Revolution Unleashed: GPT-5, Global Showdowns, and Tech Turmoil (July 24–25, 2025)

AI Revolution Unleashed: GPT-5, Global Showdowns, and Tech Turmoil (July 24–25, 2025)

Nvidia chips worth over $1 billion were smuggled into China after export restrictions, the Financial Times reported. OpenAI plans to launch GPT-5 in August 2025, merging specialized models into one system. Amazon is acquiring Bee, maker of a $50 AI bracelet that transcribes and summarizes conversations. China’s WAIC opened July 25, 2025, with Premier Li Qiang set to speak amid US-China tech tensions.
25 July 2025
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Dell XPS vs MacBook Pro vs Spectre vs ThinkPad vs Surface vs ZenBook vs Razer: 2025’s Ultimate Premium Laptop Showdown

Dell XPS vs MacBook Pro vs Spectre vs ThinkPad vs Surface vs ZenBook vs Razer: 2025’s Ultimate Premium Laptop Showdown

Dell will retire the XPS brand in 2025, launching a new Dell Premium lineup with 14- and 16-inch models using 16:10 chassis, 120Hz displays, and RTX 5070 GPUs. Apple’s MacBook Pro 14 and 16 feature mini-LED panels with 120Hz ProMotion and up to 1600 nits HDR. HP, Razer, Lenovo, Microsoft, and Asus offer OLED, high-refresh, and lightweight options. Next year’s models will use newer Intel, Apple, and ARM chips with expected performance gains.
24 July 2025
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Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

SK Hynix posted record Q2 results, with operating income up 69% to ₩9.2 trillion and revenue up 35% to ₩22.2 trillion, overtaking Samsung as the world’s top memory chipmaker on HBM demand. Intel is shifting from the 18A to 14A process under new CEO Lip-Bu Tan and is expected to post its sixth straight quarterly net loss. Nvidia’s H20 AI chip sales to China resumed after U.S. approval, boosting TSMC demand.
24 July 2025
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AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

Nvidia shares rose 4% after the U.S. reversed its export ban on advanced AI chips to China, with the company seeking licenses to resume H20 GPU sales. AMD surged up to 7% on similar export relief, while HSBC, Wells Fargo, and Bank of America raised AMD’s price targets, citing strong AI chip demand. AI-focused ETFs and stocks also rallied, with Palantir and Quantum Computing Inc. posting triple-digit gains year-to-date.
23 July 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

NVIDIA’s RTX 4090 remains the fastest widely available gaming GPU in mid-2025, despite the RTX 5090’s limited supply. AMD’s RX 7900 XTX, priced at $999, competes closely with the RTX 4080 and sometimes outperforms it in rasterization. Intel’s Arc B580, launched in late 2024 at $350, reportedly beats the RTX 4070 in some tests. All three vendors now support AV1 encoding and frame generation technologies.
21 July 2025
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AI Accelerator Chip Gold Rush: Inside the Global Race for a $300B Market by 2030

AI Accelerator Chip Gold Rush: Inside the Global Race for a $300B Market by 2030

The AI accelerator chips market is projected to reach over $360 billion by 2032, up from $28.5 billion in 2024, with a 37.4% CAGR. In 2024, GPUs made up 35% of revenue, while custom AI ASICs grew fastest. Cloud data centers drove about 75% of demand. NVIDIA held over 80% of data-center AI accelerator hardware, and North America accounted for 44% of the market.
21 July 2025
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China Tech’s July 2025 Shockwave: AI Triumphs, Chip War Truce, and EV Frenzy

China Tech’s July 2025 Shockwave: AI Triumphs, Chip War Truce, and EV Frenzy

Huawei shipped 12.5 million smartphones in Q2 2025, reclaiming China’s top spot after four years. Over 100 AI-native devices launched in 2025, while JD.com saw AR glasses sales jump sevenfold during the 618 festival. Xiaomi’s SU7 EV delivered 258,000 units since launch, outselling Tesla’s Model 3 monthly. The US lifted its EDA tool export ban to China on July 3, with NVIDIA and AMD chip licenses set to resume.
21 July 2025
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The Future Is Here: AI’s Most Shocking Developments on July 20, 2025

The Future Is Here: AI’s Most Shocking Developments on July 20, 2025

OpenAI’s experimental reasoning model solved 5 of 6 problems at the International Math Olympiad under contest conditions. Meta announced a new Superintelligence Labs division, major hires, and plans for a 1 gigawatt Ohio data center. Google acquired Windsurf’s engineering team for $2.4 billion. U.S. startup funding jumped 75.6% in early 2025, with AI startups making up 64% of deal value.
20 July 2025
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Tech Turmoil: Crypto Hits $4 Trillion, SpaceX’s 8,000 Satellites & More Non-AI Bombshells (July 18–19, 2025)

Tech Turmoil: Crypto Hits $4 Trillion, SpaceX’s 8,000 Satellites & More Non-AI Bombshells (July 18–19, 2025)

Defense Secretary Pete Hegseth ordered Microsoft to end China-based engineering on Pentagon cloud projects in July 2025, with the company confirming all technical support from China ended immediately. Blackstone exited the TikTok US sale bid as the forced divestment deadline moved to Sept. 17. India summoned Google and Meta executives over illicit betting ads. Nvidia shares fell 4% after criticism of resumed China exports and new chip plans.
19 July 2025
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Stock Market Today

  • Symbotic (SYM) Valuation Shows Mixed Signals Amid Strong Backlog and Cash Flow Models
    April 17, 2026, 4:47 AM EDT. Symbotic (SYM) shares hover near $60.56 after a strong 197% total return over the past year and 19.9% revenue growth. The company boasts a record $22.4 billion backlog, reflecting robust demand for its warehouse automation systems amid rising e-commerce adoption. Analysts' valuation models diverge: a narrative-based fair value of $64.05 suggests the stock is 5.4% undervalued, relying on rapid backlog conversion and margin expansion. In contrast, a discounted cash flow (DCF) model values shares at $47.64, signaling overvaluation based on cash flow projections. This valuation split highlights uncertain assumptions about Symbotic's ability to translate its backlog into sustainable cash earnings, with risks including customer concentration and contract delays.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 17.04.2026

17 April 2026
LIVEMarkets rolling coverageStarted: April 17, 2026, 12:00 AM EDTUpdated: April 17, 2026, 4:47 AM EDT Symbotic (SYM) Valuation Shows Mixed Signals Amid Strong Backlog and Cash Flow Models April 17, 2026, 4:47 AM EDT. Symbotic (SYM) shares hover near $60.56 after a strong 197% total return over the past year and 19.9% revenue growth. The company boasts a record $22.4 billion backlog, reflecting robust demand for its warehouse automation systems amid rising e-commerce adoption. Analysts' valuation models diverge: a narrative-based fair value of $64.05 suggests the stock is 5.4% undervalued, relying on rapid backlog conversion and margin expansion. In contrast,
Hims & Hers Health Stock Jumps as FDA Reconsiders Peptide Restrictions

Hims & Hers Health Stock Jumps as FDA Reconsiders Peptide Restrictions

16 April 2026
Hims & Hers Health shares rose to $26.65 Thursday after the FDA said it would reconsider restrictions on several peptides, removing 12 from a high-risk list and scheduling a July review of seven more. The move follows Hims’ March decision to stop advertising compounded GLP-1 drugs and expand branded offerings through Novo Nordisk. The company acquired a California peptide facility last year to bolster supply.
NuScale Power Stock Whipsaws After U.S. Opens Door to Nuclear Loans, Space Reactor Push

NuScale Power Stock Whipsaws After U.S. Opens Door to Nuclear Loans, Space Reactor Push

16 April 2026
NuScale Power shares jumped to $13.23 before falling back to $11.52 Thursday after the White House ordered NASA to start a space-reactor program and Energy Secretary Chris Wright said initial U.S. reactors would likely get federal loans. NuScale remains the only U.S. firm with an approved small modular reactor design but has yet to secure firm orders or financing.
SoFi Technologies Stock Rises as FedNow Instant Transfers Set Up April 29 Earnings Test

SoFi Technologies Stock Rises as FedNow Instant Transfers Set Up April 29 Earnings Test

16 April 2026
SoFi Technologies shares rose 1.5% Thursday after launching instant bank transfers via its Galileo platform, allowing money to move between SoFi and outside banks in seconds. The stock traded near $19.08 in New York. Investors await first-quarter results April 29, with SoFi guiding to $1.04 billion in adjusted net revenue and 12 cents per share in adjusted earnings.
D-Wave Quantum Stock Jumps Again as Nvidia’s Ising Launch Reignites Quantum Rally

D-Wave Quantum Stock Jumps Again as Nvidia’s Ising Launch Reignites Quantum Rally

16 April 2026
D-Wave Quantum shares climbed about 5% Thursday, extending a 22.6% surge after Nvidia launched Ising, a new AI model family for quantum computing. D-Wave traded at $21.81, up from last year’s lows, and reported 2025 revenue of $24.6 million with first-quarter 2026 bookings topping $32.8 million. The company completed its $250 million Quantum Circuits acquisition in January. Market cap stood near $8.4 billion.
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