AI Stock Market Shake-Up: Surging Winners, Brutal Misses, and Big Bets (Aug 11–12, 2025)
Micron Technology raised its current-quarter revenue outlook to $11.2 billion from $10.7 billion, and its stock jumped about 3%. Nvidia and AMD won export licenses to resume selling advanced AI chips to China with a 15% revenue-share tariff. Intel rose about 5% on Aug 11, 2025 after White House diplomacy aimed at easing U.S.–China chip tensions. Wedbush Securities reaffirmed Microsoft and Alphabet as AI front-runners with durable moats and maintained outperform ratings. SoundHound AI surged 43% over Aug 8–11 after posting record Q2 revenue of $42.7 million (up 217% year over year) and lifting full-year guidance to $160–$178 million, while
