Today: 3 June 2026
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NASDAQ:NVDA 7 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)

Bridgewater more than doubled its Nvidia stake in Q2 2025, while Tiger Global bought millions more Amazon shares and raised bets on Alphabet, Nvidia, Microsoft, and Meta. On August 14, Oracle and Google Cloud announced a partnership to offer Gemini AI models via Oracle Cloud. Insiders said OpenAI is in talks to sell $6 billion in shares at a $500 billion valuation. Tesla shelved its Dojo AI supercomputer and will rely on Nvidia GPUs.
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

Google’s 3D Shopping View, powered by the Veo model, generates interactive 360° product spins from as few as three photos and is live for shoes. OpenAI’s Shap-E, released in 2023, converts text or images into 3D objects and remains open-source. NVIDIA’s Edify platform delivers licensed, quad-based 3D assets for enterprise users, integrated with Shutterstock and Getty Images. Shap-E is free; Edify and Veo have enterprise or consumer pricing.
NVIDIA RTX 5090 vs AMD RX 9070 XT vs Intel Arc A980: Ultimate GPU Showdown

NVIDIA RTX 5090 vs AMD RX 9070 XT vs Intel Arc A980: Ultimate GPU Showdown

NVIDIA’s RTX 5090 launched January 30, 2025 at $1,999, delivering over 30% higher 4K frame rates than the RTX 4090 and drawing up to 600 W. AMD’s RX 9070 XT debuted March 6 at $599, offers 70 FPS in Dragon’s Dogma 2 at 4K, and averages 8% slower than RTX 5070 Ti in 1440p ray tracing. Intel’s Battlemage A980 is expected late 2025, priced $399–$499.
AI Stock Frenzy: Market Highs, Bold Deals, and Big Surprises Rock Markets (Aug 13–14, 2025)

AI Stock Frenzy: Market Highs, Bold Deals, and Big Surprises Rock Markets (Aug 13–14, 2025)

The S&P 500 and Nasdaq closed at record highs on Aug. 13, while the Dow rose over 400 points. Google raised 2025 capital spending to $85 billion and will invest $9 billion in Oklahoma. Nvidia and AMD reached a deal with Washington to resume AI chip sales to China, sharing 15% of revenue with the U.S. government. Apple shares gained 1.6% on reports of new AI hardware projects.
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 with a 7-inch movable display and advanced Siri, targeting a 2027 launch. The FDA approved Insmed's Brinsupri as the first treatment for non-cystic fibrosis bronchiectasis, priced at $88,000 per year. ULA's Vulcan rocket completed its first operational flight, carrying Space Force payloads from Cape Canaveral. Amazon expanded Prime same-day grocery delivery to over 1,000 U.S. cities.
AI Frenzy: Billion-Dollar Bets, Self-Learning Breakthroughs & Legal Showdowns – Global AI Roundup (Aug 13–14, 2025)

AI Frenzy: Billion-Dollar Bets, Self-Learning Breakthroughs & Legal Showdowns – Global AI Roundup (Aug 13–14, 2025)

Meta said its latest AI systems are showing signs of self-improvement without human help, which CEO Mark Zuckerberg called a step toward artificial superintelligence. Google pledged $9 billion to expand U.S. AI infrastructure, while Cisco reported $2 billion in AI product orders for FY2025. Foxconn posted a 27% profit surge driven by AI server sales, up 170% year-over-year. Perplexity AI offered $34.5 billion in cash to buy Google Chrome.
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)

Nasdaq Composite and S&P 500 closed at record highs August 12 as AI stocks surged and inflation cooled. Nvidia hit an intraday high near $184.50, pushing its market cap toward $4.5 trillion. Perplexity AI made a $34.5 billion cash offer for Google’s Chrome, lifting Alphabet shares. Japan’s Nikkei 225 jumped 2.2% to 42,718, with SoftBank up 6.9% at a record.
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)

Seattle’s Allen Institute for AI released MolmoAct 7B, an open-source model enabling robots to plan 3D movements, achieving over 72% success in simulations. Zhipu AI launched GLM-4.5V, a 106B-parameter visual reasoning model and desktop assistant. Perplexity AI offered $34.5B to buy Google Chrome. Tesla canceled its Dojo AI supercomputer, shifting to new chip platforms for FSD and robotaxis.
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%, its third cut this year, with Governor Michele Bullock signaling more easing may follow. China’s factory-gate prices fell 3.6% in July and consumer prices were flat, highlighting deflation risks. U.S. markets priced in a likely Federal Reserve rate cut in September. An Australian court found Apple and Google engaged in anti-competitive app store conduct.
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 quarterly revenue outlook to $11.2 billion, sending shares up 3%. Nvidia and AMD secured export licenses to sell advanced AI chips to China with a 15% tariff. SoundHound AI surged 43% after record Q2 revenue, while C3.ai fell 25% on weak guidance. Salesforce agreed to acquire Waii, but its stock dropped 3.2%.
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, but users soon reported slow responses and a less personal experience. CEO Sam Altman acknowledged issues and kept GPT-4 available for subscribers. Nvidia unveiled Cosmos Reason, a new robot vision-language model, at SIGGRAPH on August 11. Meta secured $29 billion in funding for AI data centers to support its Prometheus and Hyperion projects.
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% while the MSCI World index neared a record high. Bank of America said 45% of fund managers are long Nvidia and Microsoft, making big U.S. tech the most crowded trade again. Only 5% of investors expect a hard-landing recession. Oil prices fell, with Brent below $67 and WTI near $63.30.
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)

Palantir topped $1 billion in Q2 revenue for the first time and raised guidance, sending shares up 4%. SoundHound AI’s Q2 revenue jumped 217% to $42.7 million, beating estimates by $10 million. C3.ai warned of weak sales, triggering a 14% after-hours drop and a CEO rebuke. SoftBank posted ¥422 billion profit, pledged $30 billion to OpenAI, and surged 13% as Tokyo’s Topix hit a record.
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 shut down its dial-up internet service on September 30, 2025, ending a 34-year run. The company will also retire the AOL Dialer software and AOL Shield browser alongside the shutdown. Only a few hundred thousand users reportedly remain on dial-up in the U.S.
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.
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

Nvidia’s RTX 5090 launched in early 2025 with 92 billion transistors, 32 GB GDDR7, and sold out rapidly amid reports of 12VHPWR cable melting. AMD’s RX 9070 XT, priced at $599, matches or beats Nvidia’s RTX 5070 Ti in benchmarks and value. Intel’s Arc B580 debuted at $249, delivering up to 120 FPS at 1080p. New AI features and frame generation tech rolled out across all major cards.
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.
Framework Desktop vs Mac Studio vs Intel NUC 13 Extreme. You Won’t Believe Which Tiny PC Wins in 2025

Framework Desktop vs Mac Studio vs Intel NUC 13 Extreme. You Won’t Believe Which Tiny PC Wins in 2025

Framework Desktop (2025) features an AMD Ryzen AI Max CPU, Radeon 8060S iGPU, up to 128 GB LPDDR5x RAM, and modular storage in a 4.5L case starting at $1,099. Mac Studio (M2 Max/Ultra) offers up to a 24-core CPU, 76-core GPU, and 192 GB RAM in a 3.8L chassis from $1,999. Intel NUC 13 Extreme supports Core i9-13900K, RTX 4090, and up to 64 GB DDR5 in a 13–14L case, kit price $1,550–$1,700.
AI Stocks Frenzy: Record Highs, GPT‑5 Launch, Soaring Tech Giants and SoftBank’s Big AI Payday (Aug 7–8, 2025)

AI Stocks Frenzy: Record Highs, GPT‑5 Launch, Soaring Tech Giants and SoftBank’s Big AI Payday (Aug 7–8, 2025)

The Nasdaq Composite hit a record by Aug. 7, 2025, as chipmakers and AI stocks surged. AMD fell 5% and SMCI dropped over 18% after disappointing data-center results, while Palantir jumped 9% after raising its revenue forecast. Meta secured $29 billion for AI data centers, and SoftBank soared 13% to a record high in Tokyo after strong earnings and a $30 billion OpenAI stake. China’s robotics stocks rallied ahead of the World Robotics Conference.
Grok 4: Elon Musk’s “PhD-Level” AI Outshines OpenAI & Google on Major Benchmarks

The AI Chatbot Showdown of 2025: Grok vs DeepSeek vs Perplexity

Grok-4, xAI’s chatbot, launched in July 2025 and is now integrated as a voice assistant in Tesla vehicles. In the same month, xAI secured a U.S. Department of Defense contract worth up to $200 million for Grok. DeepSeek’s R1 model, released January 2025, became the most-downloaded free iOS app in the U.S. and claims 96 million monthly users. Perplexity AI reached a $14–18 billion valuation in 2025 and drew acquisition interest from Apple.
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Latest articles

INFQ back on radar after UK quantum push; shares jump

INFQ back on radar after UK quantum push; shares jump

3 June 2026
Infleqtion shares surged 12.4% to $19.87 in late New York trading after announcing Gold Sponsorship of Quantum Fringe 2026 and new U.K. quantum partnerships, as investors bet on government contracts and expanded manufacturing, despite a $30.3 million quarterly net loss and warnings of ongoing operating losses if public-sector funding slows.
Corning shares move after AI news

Corning shares move after AI news

3 June 2026
Corning soared 13.4% to $200.40 on heavy volume after Nvidia’s CEO spotlighted the need for optical links in AI data centers, with Corning’s recent Nvidia and Meta deals making it a top play on AI infrastructure; first-quarter core sales jumped 18% and optical sales surged 36%, but investors face risks from consumer electronics demand and execution on new factory expansions.
Quantum computing stocks face a holiday week after IonQ stake filing and a Rigetti downgrade

IonQ Stock Jumped Again. A Giant Quantum IPO Is Putting the Trade on Trial

3 June 2026
IonQ shares closed up 3.1% at $71.40 before slipping 1.3% after hours as traders positioned ahead of Quantinuum’s upsized IPO, which seeks up to $1.46 billion at a $14.3 billion valuation; IonQ’s Q1 revenue surged 755% to $64.7 million with a raised 2026 outlook, but a $271.5 million operating loss and guidance for continued high expenses highlight risks as Wall Street awaits new sector benchmarks.
Xos Surges After Hours as Data-Center Power Play Hits Tape

Xos Surges After Hours as Data-Center Power Play Hits Tape

3 June 2026
Xos shares soared 135.8% to $5.26 in after-hours trading after launching a 2.5MWh Power Hub for data centers facing grid delays, but the company warned of "substantial doubt" about its ability to continue as a going concern, with just $9.8 million in cash at March 31 and no large orders yet announced for the new product.
Social Security checks may see biggest increase in years, but there’s a catch

Social Security checks may see biggest increase in years, but there’s a catch

3 June 2026
Early forecasts show the 2027 Social Security cost-of-living adjustment could hit 4%, driven by surging gasoline and energy prices, marking the largest benefit increase since 2023 for 71.1 million recipients; the final figure, set in October, depends on third-quarter inflation data, with falling fuel prices or easing supply risks posing downside risks to the estimate.
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