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NASDAQ:PLTR 23 July 2025 - 10 August 2025

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.
10 August 2025
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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.
8 August 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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Stock Market Today

  • South32 Valuation Update: Momentum Slows Despite Strong Gains
    March 21, 2026, 11:30 AM EDT. South32 (ASX:S32) has seen a cooling of momentum after an 18.10% gain over three months and a 15.86% total shareholder return over a year. The stock trades at A$3.98, below an analyst-derived fair value of A$4.69, suggesting a 15.2% undervaluation. Key drivers include investments in copper and base metals projects like Hermosa and expanded Sierra Gorda capacity, aligning with rising demand from renewables and electric vehicles. The company is shifting focus away from coal assets to improve margins and reduce risks. However, concerns remain over potential power supply issues and capital costs at various projects. South32's price-to-earnings ratio stands at 32x, above industry and peer averages, indicating less tolerance for earnings shortfalls. Investors are advised to evaluate these mixed signals carefully before making decisions.
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