NYSE:BLUE 9 August 2025 - 10 March 2026

Global markets are riding an AI wave in early August 2025, with artificial intelligence stocks and tech giants hitting record highs amid blockbuster earnings, product launches, and massive investments. From Wall Street to Tokyo and Beijing, investors are piling into AI-focused companies – but a few cautionary voices warn the rally comes with sky-high expectations. In this two-day roundup, we cover all the major AI stock news: surging chipmakers and cloud titans, a landmark AI model launch, earnings surprises, regulatory twists, and analyst insights driving the market. Chip stocks have been at the epicenter of the AI boom, but recent earnings delivered a mixed message. Advanced Micro Devices and server-maker Super Micro Computer – both big “AI plays” – tumbled after underwhelming data-center results, shaking confidence in their AI growth narratives reuters.com reuters.com. AMD’s stock slid 5.1%, while SMCI plummeted 18.2% after reporting that data-center sales missed expectations. AMD’s data-center revenue rose 14% to $3.2 billion in Q2, slightly below forecasts, and paled next to Nvidia’s 73% surge in the same segment reuters.com. “[AMD’s] AI outlook did not show the sort of upside some investors were looking for,” Jefferies analysts noted bluntly reuters.com. CEO Lisa Su acknowledged U.S. export curbs