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NASDAQ:PLTR 23 July 2025 - 9 October 2025

Powell’s Next Move Could Make or Break 2025’s Record Stock Rally

Powell’s Next Move Could Make or Break 2025’s Record Stock Rally

Wall Street’s momentum in 2025 is undeniable – and increasingly historic. Stocks have been on a tear, repeatedly smashing records. After seven consecutive daily gains to start October, the market took only a brief pause before charging higher again. On October 8, the S&P 500 and Nasdaq Composite clinched fresh all-time highs ts2.tech. These milestones extend what has already been a remarkable year; the S&P is up roughly 18% year-to-date, with the Nasdaq not far behind ts2.tech. Even the blue-chip Dow Jones Industrial Average, while slightly lagging, is near its peak. To put the rally in perspective, the broad market has tacked on roughly $7 trillion in value this year amid this risk-on fervor. What’s driving the surge? In a word: tech. The rally’s epicenter is the technology sector, where excitement over artificial intelligence has reached fever pitch. Investors have piled into anything AI-related, propelling those stocks to stratospheric heights. A clear illustration came on Oct. 6, when chipmaker AMD shocked the market with a blockbuster AI deal – a multi-year partnership to supply advanced chips to OpenAI. The news sent AMD shares up ~24% in a single session, their biggest one-day leap in years ts2.tech. That move added tens
9 October 2025
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Record Highs, $55 B Deals & Data Drama: Wall Street’s Wild Week (Oct 4–5, 2025)

Record Highs, $55 B Deals & Data Drama: Wall Street’s Wild Week (Oct 4–5, 2025)

Stocks charged into October with momentum, even as Washington’s budget impasse partially shut down the government. With federal agencies furloughed, Friday’s closely watched jobs report was no-show, but markets barely blinked. All three major indexes climbed more than 1% on the week, extending a string of gains reuters.com news.futunn.com. In fact, Wall Street set new records: the S&P 500 and Dow Jones Industrial Average each closed at all-time highs for three consecutive days investopedia.com. The Dow briefly topped the 47,000 mark for the first time ever newsnow.com reuters.com, and the S&P 500 pushed above 6,750 intraday reuters.com. The tech-heavy Nasdaq also touched a record before a slight pullback reuters.com. Despite the lack of official data, investors remained upbeat. “Wall Street did not seem bothered” by the missing jobs report, Reuters noted reuters.com. Federal workers may have been furloughed, but the bulls on Wall Street were hard at work. Traders instead focused on the broader narrative of a resilient economy and the prospect of lower interest rates ahead. As evidence of that optimism, economically sensitive sectors like financials actually jumped – the S&P 500’s Financials sector had a “powerful surge,” helping propel the index to unprecedented highs amid what one outlet
5 October 2025
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AI Stock Frenzy: Nvidia’s $100B OpenAI Bet and Major Tech AI Moves Send Shares Surging (Sept 24–25, 2025)

AI Stock Frenzy: Nvidia’s $100B OpenAI Bet and Major Tech AI Moves Send Shares Surging (Sept 24–25, 2025)

US and global indices treaded water after the blistering tech rally. On Sept. 24 the S&P 500 and Nasdaq slipped about 0.3–0.5% investopedia.com, as profit-taking hit “Magnificent 7” stocks and AI names. A key factor was Fed Chair Powell’s commentary on Sept. 23, warning that tech valuations were high. Post Powell, the S&P tech sector dipped and Nasdaq futures fell modestly investopedia.com. Tech giants cooled: Oracle and Nvidia fell 1.7% and 0.8% investopedia.com; Amazon slid 0.2% investopedia.com. Energy stocks bucked the trend amid rising oil. But AI–focused stocks bucked that overall trend: Alibaba jumped 8–10% investopedia.com reuters.com, Baidu climbed ~6% ainvest.com, and GPU/cloud plays like Marvell and Intel also rallied on AI spending news investopedia.com. By Sept. 25 markets digested another wave of AI-related stories. For example, an article on robo-advisors noted that AI-driven investment platforms are exploding – the robo-advisory market could grow 600% by 2029 reuters.com, and 13% of retail investors already use ChatGPT for stock ideas. This retail optimism added fuel, even as Wall Street wondered about sustainability of the gains.
25 September 2025
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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)

Major investors are piling back into Big Tech on hopes that artificial intelligence will continue to fuel outsized growth. Fresh 13F disclosures show top hedge funds significantly boosted stakes in “Magnificent 7” AI winners during Q2. Ray Dalio’s Bridgewater more than doubled its position in Nvidia, while adding to Alphabet and Microsoft holdings reuters.com. Chase Coleman’s Tiger Global bought millions more Amazon shares and added to positions in Alphabet, Nvidia, Microsoft and Meta reuters.com. This marks a sharp reversal from earlier caution and underscores conviction that these AI leaders will drive further market gains ts2.tech ts2.tech. Indeed, a Bank of America fund manager survey just crowned “long the Magnificent 7” as the world’s most crowded trade reuters.com. These seven U.S. tech giants – from Nvidia to Tesla – have been “must-own” pillars of 2025’s rally, collectively responsible for a dominant share of the S&P 500’s year-to-date gains ts2.tech. Investors are rotating back into these momentum names after a mid-year pullback, betting that heavy AI investments will translate into sustained growth. Even as they compete, tech titans are teaming up to spread AI services. On Aug. 14, Oracle and Alphabet’s Google Cloud unveiled a landmark partnership to offer Google’s next-generation “Gemini”
16 August 2025
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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

The past week’s AI chip boom saw both turbulence and triumph. Advanced Micro Devices and server-maker Super Micro Computer – once high-flying “AI plays” – plunged after underwhelming earnings, briefly shaking faith in the AI hardware rally. AMD’s data-center chip sales rose 14% in Q2 but missed forecasts and paled next to Nvidia’s astonishing 73% surge ts2.tech. Its stock slid ~5%, as Jefferies analysts noted AMD’s AI outlook “did not show the sort of upside” investors hoped for ts2.tech. SMCI fared worse: shares cratered 18% in one day after it missed revenue targets and cut guidance amid Nvidia supply delays and rising competition from Dell and HPE ts2.tech. Over $6 billion in SMCI’s value evaporated overnight, a harsh reminder that any “weakness in the high-expectation AI space tends to spark sharp investor backlash,” as one analyst cautioned ts2.tech. Yet by week’s end the chip rally roared back. Investors piled back into semiconductors by Aug. 7–8, betting the setbacks were temporary ts2.tech. Nvidia and Broadcom – the two largest AI chip makers – each hit all-time highs, even notching record closes late in the week ts2.tech. AMD erased its post-earnings drop with a 5% rebound, and even TSMC spiked ~5%, fueled
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)

Global markets surged on AI hype in early August 2025, with major indexes hitting highs and AI-focused companies dominating headlines. In the U.S., the tech-heavy Nasdaq Composite rallied to a record peak by Aug. 7 amid strength in chipmakers and AI plays investopedia.com. Investors cheered blockbuster earnings and bold AI initiatives from industry leaders – from semiconductor firms to cloud giants and enterprise software providers – even as a few disappointments tempered the euphoria. Meanwhile, global markets echoed the trend: Japan’s SoftBank hit all-time highs on its AI bets, and China’s “robotics” stocks skyrocketed. Below is a detailed roundup of the key AI stock news and developments from August 7–8, 2025, across sectors and regions. Chip stocks have been at the epicenter of the 2025 AI boom, but the latest earnings brought a reality check. Advanced Micro Devices and server-maker Super Micro Computer – both seen as AI beneficiaries – tumbled after reporting underwhelming data-center results, shaking confidence in their AI growth stories reuters.com. AMD’s stock slid ~5%, while SMCI plunged over 18% on Aug. 6–7 reuters.com, erasing some of their huge year-to-date gains.
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

Major AI chipmakers saw dramatic moves in July 2025 amid booming demand and favorable policy news. Nvidia – now the world’s most valuable semiconductor firm – got a boost mid-month when the U.S. government reversed an export ban on advanced AI chips to China as part of a rare earth trade deal reuters.com reuters.com. Nvidia said it is applying for licenses to resume selling its H20 GPUs to Chinese customers and has been assured approvals are coming reuters.com. This marked a U-turn from an April ban that Nvidia warned would cost it up to $15 billion in lost revenue reuters.com reuters.com. Nvidia’s stock jumped about 4% on the news, as Chinese tech firms reportedly rushed to order the H20 chips – a slightly curbed version of its flagship AI processor – now back on the menu reuters.com reuters.com. Nvidia CEO Jensen Huang, visiting Beijing, argued that denying China access risked eroding Nvidia’s global leadership, noting the H20 works with Nvidia’s standard AI software tools even if its peak performance is dialed down reuters.com reuters.com. Advanced Micro Devices – Nvidia’s chief rival – likewise surged on the export reprieve. AMD confirmed the Commerce Department will review its applications to ship its
23 July 2025
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Stock Market Today

  • US Stock Futures Slip as Investors Brace for Jobs Data
    July 1, 2026, 6:51 PM EDT. US stock futures slipped 0.1%, with Dow Jones, S&P 500, and Nasdaq 100 all lower ahead of Thursday's June jobs report. Tech names, especially chip stocks, saw a weaker session. Comments on inflation from Fed Chair Kevin Warsh and stalled US-Iran talks kept sentiment in check. The jobs numbers hit at 8:30 a.m. ET and could steer the Fed's next rate move. Unemployment is expected to be flat, but stronger hiring could push up odds for a rate hike later this year and move markets.
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