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NASDAQ:ORCL 4 July 2025 - 26 September 2025

Nasdaq Stumbles as Fed Jitters Mount, Intel Soars, Tariffs Rattle Tech Markets

Nasdaq Stumbles as Fed Jitters Mount, Intel Soars, Tariffs Rattle Tech Markets

U.S. stocks fell for a third straight session Thursday, with the Nasdaq down 0.5% to 22,384.70, erasing recent record highs. Strong economic data—including a Q2 GDP revision to 3.8% and lower jobless claims—pushed Treasury yields and the dollar higher, fueling doubts about near-term Fed rate cuts. Intel surged 9% on investment reports, while Oracle dropped 5% after a “Sell” rating. Trump announced sweeping new tariffs, rattling global pharma stocks.
26 September 2025
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Hot GDP Surprise Shatters Wall Street’s Rally – Stocks Slide on Fed Jitters (Sept 25, 2025)

Hot GDP Surprise Shatters Wall Street’s Rally – Stocks Slide on Fed Jitters (Sept 25, 2025)

U.S. stocks fell for a third straight session Thursday, with the S&P 500 and Nasdaq down about 0.5% and the Dow off 0.4%. Strong GDP and jobless data fueled doubts over Fed rate cuts, pressuring markets. Health care stocks slumped after a medtech import probe; Intel jumped 9% on Apple stake rumors. Amazon agreed to pay $2.5 billion to settle an FTC lawsuit over Prime memberships.
25 September 2025
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Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

The Nasdaq Composite fell 0.3% on Sept. 24, ending a three-day record streak as tech shares retreated after Fed Chair Jerome Powell warned equity prices are “fairly highly valued.” Nvidia, Oracle, and Micron dropped, while Alibaba surged 8% and Intel rose 6% on Apple stake reports. U.S. crude hit a seven-week high, boosting energy stocks. New home sales jumped 20.5% in August, but Treasury yields edged higher.
25 September 2025
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Fed Warning and AI ‘Bubble’ Fears Hit Wall Street: NYSE Roundup (Sept 24–25, 2025)

Fed Warning and AI ‘Bubble’ Fears Hit Wall Street: NYSE Roundup (Sept 24–25, 2025)

U.S. stocks slipped after hitting record highs, with the S&P 500, Dow, and Nasdaq all easing as investors took profits and Fed officials warned of high valuations. Tech shares, including NVIDIA and Micron, fell on valuation concerns, while energy stocks rose as oil hit a seven-week high. Materials lagged, dragged by Freeport-McMoRan’s 17% drop after halting its Indonesian mine. Intel jumped 6% on reports of Apple investment talks.
25 September 2025
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Nasdaq’s Wild 48 Hours: Fed Jitters, Tech Tumbles & Surprise Rallies – Sept 23–24 Roundup

Nasdaq’s Wild 48 Hours: Fed Jitters, Tech Tumbles & Surprise Rallies – Sept 23–24 Roundup

The Nasdaq fell nearly 1% on Sept. 23 after Fed Chair Jerome Powell warned stocks look “fairly highly valued,” ending a three-day record streak. Tech shares dropped sharply, with Nvidia and Amazon each losing about 3%. Powell gave no signal on further rate cuts, disappointing investors. Amazon said it will close all 19 UK Fresh stores, while Boeing shares rose on a $8 billion Uzbekistan Airways order.
24 September 2025
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NYSE Rollercoaster: Fed Caution Halts Tech Rally, Mega-Deals & Gold Spike in Wild 48 Hours

NYSE Rollercoaster: Fed Caution Halts Tech Rally, Mega-Deals & Gold Spike in Wild 48 Hours

Wall Street’s AI-fueled rally stalled Sept. 23 as the Nasdaq fell 0.95% and S&P 500 dropped 0.6% after Fed Chair Jerome Powell warned on rates and valuations. Tech stocks led declines, with Nvidia down 3% and Oracle off 4%. Gold hit a record near $3,764/oz as investors sought safety. Micron jumped 3% after strong earnings and an upbeat AI outlook.
24 September 2025
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AI Stocks Skyrocket Globally as $100B Nvidia-OpenAI Deal and Alibaba’s Mega AI Push Ignite Market (Sept 23–24, 2025)

AI Stocks Skyrocket Globally as $100B Nvidia-OpenAI Deal and Alibaba’s Mega AI Push Ignite Market (Sept 23–24, 2025)

Nvidia said it will invest up to $100 billion in OpenAI and supply advanced chips, driving its shares to record highs and raising antitrust questions. Alibaba’s Hong Kong shares jumped 8% after unveiling a trillion-parameter AI model and pledging over $53 billion in AI spending. U.S. markets paused after recent AI-driven gains, with Nvidia falling 2.8% and the S&P 500 and Nasdaq slipping up to 1%.
24 September 2025
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Tech Shockwaves: Space Spies, TikTok’s Lifeline & Cyber Chaos – Global Tech Roundup (Sept 22–23, 2025)

Tech Shockwaves: Space Spies, TikTok’s Lifeline & Cyber Chaos – Global Tech Roundup (Sept 22–23, 2025)

A cyberattack on airline check-in systems disrupted major European airports, forcing manual backups and grounding flights. U.S. regulators pressed Google to divest its AdX exchange in an antitrust trial, while Google called the demand “radical and reckless.” SpaceX launched a secret Falcon 9 mission for the NRO, adding to a growing U.S. spy satellite network. Jaguar Land Rover’s UK plants remain shut for weeks after a ransomware incident.
23 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $100 Billion Bet on OpenAI: Inside the 10 Gigawatt AI Supercomputer Alliance

Nvidia will invest up to $100 billion in OpenAI to build AI data centers totaling at least 10 gigawatts, among the largest infrastructure deals in the sector. The first 1 GW phase is set to launch in the second half of 2026 using Nvidia’s new Vera Rubin platform. The partnership gives OpenAI priority access to Nvidia hardware and a financial stake for Nvidia. News of the deal sent Nvidia shares to record highs.
22 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle shares jumped 36% in a day after reporting a $455 billion cloud contract backlog, driven by AI demand. The rally added over $250 billion to Oracle’s market value and briefly made Larry Ellison the world’s richest person. OpenAI signed a $300 billion, five-year cloud deal with Oracle. CEO Safra Catz projected cloud revenue could reach up to $144 billion in four years.
11 September 2025
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AI’s 48-Hour Frenzy: Billion-Dollar Deals, Breakthroughs and Global Showdowns (Sept 10–11, 2025)

AI’s 48-Hour Frenzy: Billion-Dollar Deals, Breakthroughs and Global Showdowns (Sept 10–11, 2025)

OpenAI reportedly signed a $300 billion cloud deal with Oracle, sending Oracle shares up 36% and pushing its market value near $1 trillion. Microsoft will add Anthropic’s AI models to Office 365, ending exclusive reliance on OpenAI. Baidu launched its ERNIE X1.1 AI, claiming performance on par with GPT-5 and Gemini. OpenAI faces a wrongful death lawsuit after a teen’s suicide was allegedly encouraged by ChatGPT.
11 September 2025
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AI Stock Frenzy: Oracle & Nebius Surge While Synopsys Plummets in 48 Hours (Sept 9–10, 2025)

AI Stock Frenzy: Oracle & Nebius Surge While Synopsys Plummets in 48 Hours (Sept 9–10, 2025)

Oracle forecasted $500 billion in cloud orders, sending shares up 27% after hours and 31% in Frankfurt. Nebius Group stock jumped 47% after a $17.4 billion GPU cloud deal with Microsoft. Synopsys shares fell 18.5% after missing Q3 revenue estimates, citing China export curbs. Google Cloud reported a $106 billion sales backlog, including $58 billion in new AI cloud commitments.
10 September 2025
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Undersea Cable Chaos, iPhone 17 “Air” Reveal & $500B Cloud Bombshell – The Biggest Tech News (Sept 9–10, 2025)

Undersea Cable Chaos, iPhone 17 “Air” Reveal & $500B Cloud Bombshell – The Biggest Tech News (Sept 9–10, 2025)

Apple launched its iPhone 17 lineup, debuting the 5.6 mm-thin iPhone 17 Air at $999 and updating AirPods Pro and Apple Watch models, with prices mostly unchanged. Multiple undersea internet cables were cut in the Red Sea, disrupting service from Asia to East Africa; Microsoft warned Azure users of increased latency. U.S. prosecutors indicted a Ukrainian hacker linked to global ransomware attacks, offering an $11 million reward for his capture.
10 September 2025
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August 2025 Tech News Roundup: GPT-5 Rocks AI, Pixel 10 Debuts, SpaceX Sets Launch Record & More

August 2025 Tech News Roundup: GPT-5 Rocks AI, Pixel 10 Debuts, SpaceX Sets Launch Record & More

OpenAI released GPT-5 on August 7, 2025, with a 256,000-token context window and new mini and nano variants. SpaceX marked its 100th launch of the year on August 18, sending 24 Starlink satellites to orbit. NASA and ISRO deployed NISAR’s 12-meter radar antenna, the largest on a NASA satellite. Vodafone UK and Three UK completed a £15 billion merger, forming Britain’s largest mobile carrier.
20 August 2025
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AI Stock Frenzy: Hedge Funds Pile In, Tesla’s Dojo U-Turn & Palantir’s Reality Check

AI Stock Frenzy: Hedge Funds Pile In, Tesla’s Dojo U-Turn & Palantir’s Reality Check

Bridgewater Associates more than doubled its Nvidia stake to 7.23 million shares, worth $1.14 billion, and sharply increased holdings in Alphabet and Microsoft in Q2. Tiger Global Management added 4 million Amazon shares, ending June with 10 million. U.S. authorities approved Nvidia and AMD to resume AI chip sales to China, with revenue-sharing requirements. Tesla halted its Dojo AI supercomputer project and shifted to in-house AI chips.
17 August 2025
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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.
14 August 2025
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Python’s Game-Changer, AI’s Big Letdown & Ada’s Surprise Comeback – Programming News Roundup (July 23-24, 2025)

Python’s Game-Changer, AI’s Big Letdown & Ada’s Surprise Comeback – Programming News Roundup (July 23-24, 2025)

Python 3.14 RC1 adds an opt-in no-GIL build and experimental JIT compiler, with single-threaded performance in free-threaded mode 5–10% slower. Java JDK 25 moves to Rampdown Phase Two ahead of September release. Ada climbs to the top 10 of the July 2025 TIOBE index, up from 24th last year. OpenAI launches ChatGPT agent mode, enabling autonomous tool use with user permission and safeguards.
24 July 2025
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AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

Google and OpenAI models each solved five of six problems at the International Mathematical Olympiad, earning gold medals with natural language-based reasoning. OpenAI scaled up test-time compute for its model, while Google DeepMind’s Gemini Deep Think completed the challenge in under 4.5 hours. MIT CSAIL and Facebook AI showed new image generation methods. Amazon closed its Shanghai AI lab amid U.S.–China tensions.
23 July 2025
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San Francisco’s Drone Law Exposed: The Ultimate 2025 Guide to No-Fly Zones and Regulations

San Francisco’s Drone Law Exposed: The Ultimate 2025 Guide to No-Fly Zones and Regulations

Drones over 0.55 pounds must be FAA-registered and broadcast Remote ID; commercial use requires registration regardless of weight. San Francisco bans drones in most city parks and all NPS lands, with violations risking fines or jail. Stadium TFRs prohibit flights near MLB and NFL games. Pilots must check airspace maps due to SFO and Oakland airspace and obtain permits for filming.
22 July 2025
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The State of Artificial Intelligence: Global Impacts, Controversies, and the Road Ahead / Updated: 2025, July 4th, 12:01 CET

The State of Artificial Intelligence: Global Impacts, Controversies, and the Road Ahead / Updated: 2025, July 4th, 12:01 CET

Over 45 major European firms, including ASML and Airbus, urged the EU to delay the AI Act by two years. Microsoft’s MAI-DxO diagnoses diseases at 80% accuracy, four times more efficiently than doctors. IBM launched the Hermes AI chip in Zurich, claiming over 100-fold energy savings. OpenAI signed a $30 billion annual infrastructure deal with Oracle for 4.5 GW of AI computing.
4 July 2025
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