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NVIDIA 27 June 2025 - 5 September 2025

AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Arms Race: Nvidia’s Dominance, Broadcom’s Bold Move, and the Future of Silicon Supremacy

Nvidia controls 80–90% of the AI chip market, with its GPUs like the $40,000 H100 driving company value past $1 trillion in 2023. OpenAI is co-designing custom chips with Broadcom, placing a $10 billion order and aiming for 2026 production. Global data center AI chip spending soared from $17 billion in 2022 to $125 billion in 2024. The U.S. has tightened export controls on advanced AI chips to China, prompting domestic chip efforts.
5 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

NVIDIA’s market value topped $4 trillion in early September 2025, surpassing Apple and Microsoft to become the world’s most valuable tech company. The company reported $46.7 billion in Q2 sales, with 88% from AI data center chips, and now supplies 92% of data center GPUs used for AI. NVIDIA’s trailing 12-month revenue hit $165.2 billion, with net income at $86.6 billion.
4 September 2025
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AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

Alibaba shares jumped nearly 19% in Hong Kong on Sept. 1, adding $50 billion in value after reporting a surge in AI and cloud revenues. Nvidia stock fell 2% post-earnings on a weak outlook excluding China, despite CEO Jensen Huang’s bullish AI forecast. The Nasdaq-100 slipped as AI stocks sold off and OpenAI’s Sam Altman warned of investor overexcitement. AI-focused ETFs saw volatile swings amid sector jitters.
1 September 2025
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AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

Nvidia stock fell about 4% despite strong sales, as China risks and high expectations weighed. Dell plunged up to 10% after warning of shrinking AI profit margins. Marvell dropped 18–19% on weak guidance, while Alibaba soared 13% on surging AI cloud revenue and a new data center chip. The PHLX Semiconductor Index lost about 3% amid a broad tech selloff.
31 August 2025
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Nvidia RTX 50-Series GPUs Unleashed: AI Upgrades, Jaw-Dropping Performance & Next-Gen Specs

Nvidia RTX 50-Series GPUs Unleashed: AI Upgrades, Jaw-Dropping Performance & Next-Gen Specs

Nvidia launched the GeForce RTX 50-series at CES 2025, led by the $1,999 RTX 5090 and $999 RTX 5080, available January 30. The RTX 5090 features 21,760 CUDA cores, 32GB GDDR7 memory, and a 575W power draw. Nvidia claims up to 2× performance over the 40-series with DLSS 4, though independent tests show about 30% faster traditional rendering at 4K. Early demand pushed RTX 5090 street prices to $2,399.
26 August 2025
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AI Stock Frenzy: Nvidia’s ‘Robot Brain’, Cloud Mega-Deals & Tesla’s Autopilot Shock (Aug 25–26, 2025 Roundup)

AI Stock Frenzy: Nvidia’s ‘Robot Brain’, Cloud Mega-Deals & Tesla’s Autopilot Shock (Aug 25–26, 2025 Roundup)

Nvidia launched the $3,499 Jetson AGX Thor developer kit on August 25, 2025, offering 7.5 times the AI compute of its Orin chip. Nvidia shares rose 1.96% to $181.48, while Cambricon Technologies in China surged 11.4% after strong earnings. Google Cloud signed a $10 billion, six-year deal with Meta for AI infrastructure. Tesla faces a $243 million Autopilot verdict and began shipping robotaxi vehicles in Austin.
26 August 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s Epic August 2025: Record AI Earnings, Next-Gen Chips & Game-Changing Deals

Nvidia reported Q2 FY2026 revenue of about $45 billion, up 50% from a year earlier, driven by record data-center sales. The company’s market value briefly topped $4 trillion in mid-2025. Nvidia launched Blackwell-based GPUs and GeForce RTX 50-series hardware, while U.S. export controls on China continued to impact its data-center business, which now accounts for roughly twice Intel’s comparable revenue.
21 August 2025
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Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia is developing the B30A, a China-only AI chip based on Blackwell architecture, expected to outperform the H20 while meeting U.S. export rules. The B30A uses a single-die design and offers about half the computing power of Nvidia’s B300. Nvidia plans to send samples to Chinese firms by September. The company’s China AI accelerator market share has dropped to around 50% since export restrictions began.
19 August 2025
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AI Stock Frenzy: Nvidia Near $4T, Tesla Scraps ‘Dojo’, Palantir Shines Amid Global AI Shake-Up

AI Stock Frenzy: Nvidia Near $4T, Tesla Scraps ‘Dojo’, Palantir Shines Amid Global AI Shake-Up

Nvidia became the first public company to hit a $4 trillion market cap, closing above the milestone in early July. AMD shares dropped over 5% after data-center chip revenue missed forecasts, while Super Micro Computer fell 18% on weaker guidance. Palantir raised its 2025 sales outlook after Q2 revenue hit $1 billion. OpenAI released GPT-5 and is seeking a $40 billion funding round led by SoftBank, valuing the company at about $500 billion.
18 August 2025
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NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA’s Blackwell B200 GPU offers 180 GB HBM3e and up to 18 PFLOPS FP4, with DGX B200 systems priced around $515,000 and delivering up to 15× inference gains over DGX H100. AMD’s MI350X features 288 GB HBM3e, up to 10 PFLOPS FP4/FP6, and ships in 2025 at about $25,000 per GPU. Google’s TPU v6e, available on Google Cloud, delivers 918 TFLOPS BF16 per chip and scales to 256-chip pods.
5 August 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

NVIDIA’s RTX 4090 remains the fastest widely available gaming GPU in mid-2025, despite the RTX 5090’s limited supply. AMD’s RX 7900 XTX, priced at $999, competes closely with the RTX 4080 and sometimes outperforms it in rasterization. Intel’s Arc B580, launched in late 2024 at $350, reportedly beats the RTX 4070 in some tests. All three vendors now support AV1 encoding and frame generation technologies.
21 July 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $4 Trillion Breakthrough: NVDA Surges on China Chip Deal – What Experts Are Saying

Nvidia closed above a $4 trillion market cap for the first time on July 11, 2025. Shares fell 0.5% to $164.07 on July 14, then jumped over 5% pre-market July 15 after the U.S. approved export licenses for its H20 AI chips to China. CEO Jensen Huang sold 225,000 shares for $36 million earlier in July. Nvidia now represents about 7.5% of the S&P 500.
15 July 2025
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Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia’s market value briefly touched $4 trillion on July 9, 2025, with shares peaking at $164.42 before closing at a $3.97 trillion cap. The company projected $45 billion in Q2 FY2026 revenue and launched the GeForce RTX 5050 GPU, starting at $249. Nvidia announced new AI systems and cloud services, while facing US export controls and legal scrutiny over patents and data use.
14 July 2025
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Nvidia Hits $4 Trillion, Grok Sparks Outrage, and the EU Cracks Down: The Week AI Changed Everything / Updated: 2025, July 11th, 12:01 CET

Nvidia Hits $4 Trillion, Grok Sparks Outrage, and the EU Cracks Down: The Week AI Changed Everything / Updated: 2025, July 11th, 12:01 CET

Nvidia’s market value topped $4 trillion, making it the world’s most valuable company. Grok 4, xAI’s chatbot, generated antisemitic content, prompting probes in France and the EU, Turkish restrictions, and X CEO Linda Yaccarino’s resignation. The EU finalized a voluntary AI Code of Practice with penalties up to 7% of annual sales, effective August 2. AI-driven legal errors led to lawyer fines, while AI-generated child abuse material surged 400% in 2025.
11 July 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

NVIDIA’s revenue more than doubled to $130.5 billion in fiscal 2025, driven by soaring demand for AI chips. The company’s market value briefly topped $3.3 trillion in June 2024, surpassing Apple and Microsoft. Data center sales reached $39.1 billion in the first quarter of FY2026, accounting for 88% of total revenue. By late 2024, NVIDIA’s entire 2025 chip production was reportedly pre-sold.
27 June 2025
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Stock Market Today

  • Top 5 Singapore Next 50 Stocks Outperform Blue Chips in Q1 2026
    April 11, 2026, 12:17 AM EDT. In Q1 2026, amid market volatility spurred by geopolitical tensions and rising oil prices, five Singapore Next 50 stocks outpaced blue chips with substantial gains. Frencken Group led with a 47.8% total return, driven by confidence in semiconductor recovery and expected capacity expansions in the US, Singapore, and Malaysia. The company reported better-than-expected FY2025 margins and growth in semiconductor and industrial automation divisions, despite a revenue dip in analytical life sciences. These outperformers highlight resilient pockets within Singapore equities, offering investors diversification beyond traditional blue chips during a turbulent first quarter.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 11.04.2026

11 April 2026
LIVEMarkets rolling coverageStarted: April 11, 2026, 12:00 AM EDTUpdated: April 11, 2026, 12:19 AM EDT Top 5 Singapore Next 50 Stocks Outperform Blue Chips in Q1 2026 April 11, 2026, 12:17 AM EDT. In Q1 2026, amid market volatility spurred by geopolitical tensions and rising oil prices, five Singapore Next 50 stocks outpaced blue chips with substantial gains. Frencken Group led with a 47.8% total return, driven by confidence in semiconductor recovery and expected capacity expansions in the US, Singapore, and Malaysia. The company reported better-than-expected FY2025 margins and growth in semiconductor and industrial automation divisions, despite a revenue dip
UK Stock Market Today: FTSE 100 Climbs as Traders Eye Fragile Iran Ceasefire

UK Stock Market Today: FTSE 100 Climbs as Traders Eye Fragile Iran Ceasefire

10 April 2026
London’s FTSE 100 rose 0.38% to 10,644.28 late Friday morning as investors awaited U.S.-Iran talks in Pakistan. Brent crude climbed 1% to $96.83 a barrel, while sterling eased but was on track for its biggest weekly gain since January. The FTSE 250 gained 0.79%. Britain’s 10-year gilt yield stood at 4.807%.
US Stock Market Today: CPI, Oil and Iran Truce Set the Tone Before the Open

US Stock Market Today: CPI, Oil and Iran Truce Set the Tone Before the Open

10 April 2026
Dow e-minis slipped 0.15% before Friday’s open, with S&P 500 and Nasdaq 100 futures each down 0.08% as traders awaited March CPI data and watched U.S.-Iran tensions. Economists expect headline CPI to rise 0.9% for March and 3.3% year-on-year. Weekly jobless claims increased to 219,000. Brent crude traded near $97 a barrel, while shipping through the Strait of Hormuz remained well below normal.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 10.04.2026

10 April 2026
LIVEMarkets rolling coverageStarted: April 10, 2026, 12:00 AM EDTUpdated: April 10, 2026, 11:59 PM EDT Orora ASX:ORA Faces Earnings Reset After Saverglass Impact and Middle East Disruptions April 10, 2026, 11:59 PM EDT. Orora (ASX:ORA) shares plunged over 8% in one day following a guidance update that revealed an earnings reset at its Saverglass unit due to Middle East supply chain disruptions and a shutdown at the Ras Al Khaimah glass plant. Despite a sharp short-term loss, Orora's 90-day share price rise exceeds 33%, contrasting a longer-term 10.58% annual total shareholder return decline amid ongoing sector pressures. Trading at A$1.49,
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