Today: 29 April 2026
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NYSE:AI 23 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 Stock Frenzy: Market Highs, Bold Deals, and Big Surprises Rock Markets (Aug 13–14, 2025)

AI Stock Frenzy: Market Highs, Bold Deals, and Big Surprises Rock Markets (Aug 13–14, 2025)

The S&P 500 and Nasdaq closed at record highs on Aug. 13, while the Dow rose over 400 points. Google raised 2025 capital spending to $85 billion and will invest $9 billion in Oklahoma. Nvidia and AMD reached a deal with Washington to resume AI chip sales to China, sharing 15% of revenue with the U.S. government. Apple shares gained 1.6% on reports of new AI hardware projects.
AI Stocks Roar to Record Highs Amid Bold Deals and China Backlash (Aug 12–13, 2025 Roundup)

AI Stocks Roar to Record Highs Amid Bold Deals and China Backlash (Aug 12–13, 2025 Roundup)

Nasdaq Composite and S&P 500 closed at record highs August 12 as AI stocks surged and inflation cooled. Nvidia hit an intraday high near $184.50, pushing its market cap toward $4.5 trillion. Perplexity AI made a $34.5 billion cash offer for Google’s Chrome, lifting Alphabet shares. Japan’s Nikkei 225 jumped 2.2% to 42,718, with SoftBank up 6.9% at a record.
AI Stock Market Shake-Up: Surging Winners, Brutal Misses, and Big Bets (Aug 11–12, 2025)

AI Stock Market Shake-Up: Surging Winners, Brutal Misses, and Big Bets (Aug 11–12, 2025)

Micron Technology raised its quarterly revenue outlook to $11.2 billion, sending shares up 3%. Nvidia and AMD secured export licenses to sell advanced AI chips to China with a 15% tariff. SoundHound AI surged 43% after record Q2 revenue, while C3.ai fell 25% on weak guidance. Salesforce agreed to acquire Waii, but its stock dropped 3.2%.
AI Stocks Frenzy: Soaring Earnings, Mega-Deals & Chip Shocks Drive Market (Aug 10–11, 2025)

AI Stocks Frenzy: Soaring Earnings, Mega-Deals & Chip Shocks Drive Market (Aug 10–11, 2025)

Palantir topped $1 billion in Q2 revenue for the first time and raised guidance, sending shares up 4%. SoundHound AI’s Q2 revenue jumped 217% to $42.7 million, beating estimates by $10 million. C3.ai warned of weak sales, triggering a 14% after-hours drop and a CEO rebuke. SoftBank posted ¥422 billion profit, pledged $30 billion to OpenAI, and surged 13% as Tokyo’s Topix hit a record.
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.

Stock Market Today

  • London Stock Exchange Lists First Ukrainian Firms on Reconstruction Fund ETF
    April 29, 2026, 11:19 AM EDT. The London Stock Exchange's HANetf Ukraine Reconstruction UCITS ETF (UKRN) has added its first three Ukrainian firms: drone software maker Swarmer, telecom company Kyivstar, and iron ore producer Ferrexpo. The move aims to channel foreign investment directly to Ukraine's industrial giants amid a war economy starved of capital. Reconstruction costs exceed €420 billion, with Ukraine seeking broad international financial support. The ETF now offers investors exposure to domestic companies poised to drive postwar recovery, diverging from previous reliance on international firms with limited Ukrainian ties. This strategic inclusion signals maturing financial infrastructure and reinforces long-term incentives for investors to back Ukraine's economic revival through market growth rather than aid alone.

Latest article

Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

29 April 2026
Alphabet will report first-quarter results after U.S. markets close Wednesday, with an earnings call set for 4:30 p.m. EDT. Shares traded near record highs Tuesday, with GOOG at $351.86 and GOOGL at $354.05. Analysts expect revenue of about $107 billion, up 19%, but see earnings per share falling to $2.63 due to a prior-year investment gain. Investors are focused on Gemini AI and cloud growth amid a planned $175–185 billion capex for 2026.
Vertiv Just Bought A Liquid-Cooling Specialist As AI Data Centers Turn Up The Heat

Vertiv Just Bought A Liquid-Cooling Specialist As AI Data Centers Turn Up The Heat

29 April 2026
Vertiv Holdings Co acquired Strategic Thermal Labs, a Texas-based liquid-cooling specialist, to boost its AI and high-performance computing data center offerings. Vertiv shares rose 0.6% to $307.00, valuing the company at about $119.9 billion. Deal terms were not disclosed. The move follows a 30% jump in Vertiv’s first-quarter net sales and an increased 2026 earnings forecast.
NIO Stock Jumps After Onvo L80 Debut: New SUV Puts China EV Maker Back in the Fight

NIO Stock Jumps After Onvo L80 Debut: New SUV Puts China EV Maker Back in the Fight

29 April 2026
NIO’s Hong Kong shares rose 8.7% after its Onvo unit began pre-sales for the L80 large electric SUV, starting at 245,800 yuan or 159,800 yuan with battery leasing. The launch follows NIO’s first quarterly net profit and aims at boosting volume in China’s crowded EV market. Test drives begin May 1, with the official launch set for May 15.
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