Today: 19 March 2026
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NASDAQ:PANW 31 July 2025 - 19 August 2025

AI Stock Frenzy: Nvidia’s $300B Vision, Google’s Big Bet, and Palantir’s Setback – August 18–19, 2025 Roundup

AI Stock Frenzy: Nvidia’s $300B Vision, Google’s Big Bet, and Palantir’s Setback – August 18–19, 2025 Roundup

Cantor Fitzgerald raised Nvidia’s price target to $240 on Aug. 18, 2025, citing a bullish data-center outlook and the upcoming "Blackwell" GPU. Nvidia shares rose nearly 1%. Palantir stock fell 1.8% after Andrew Left called it "grossly overvalued." C3.ai announced a partnership with Brazil’s Eletrobras to deploy AI across the power grid.
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.
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.
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.
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Stock Market Today

  • Australia Shares Expected to Fall Slightly, New Zealand Markets Dip
    March 19, 2026, 6:42 PM EDT. Australian shares look set to edge lower in early trade, while New Zealand markets are down slightly. Investors remain cautious amid mixed economic signals and geopolitical tensions. Market participants are watching for updates on commodity prices and central bank policies, which could influence regional equities. Overall, sentiment appears subdued as market players weigh uncertainties ahead.
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