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NYSE:ORCL 24 July 2025 - 2 October 2025

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

The gen‑AI capex boom has been one of the most powerful drivers of the post‑pandemic bull market. Hyperscale cloud providers—Amazon, Microsoft, Alphabet, Meta and newer players such as CoreWeave—have poured hundreds of billions of dollars into data centres, GPUs and networking equipment to support explosive demand for generative‑AI workloads. This spending has turned AI into what one blogger called “the thing that is eating the economy,” with some analyses showing AI investment adding more to U.S. GDP than consumer spending awealthofcommonsense.com. Yet Morgan Stanley believes this party is maturing. In a note to clients, Lisa Shalett argued that the AI‑led rally is “closer to the seventh inning than the first” morningstar.com. The central problem: hyperscalers’ free cash flow is shrinking even as capital investment accelerates. According to research firm Strategas, hyperscaler capex has quadrupled since 2022, depleting cash reserves and halting free‑cash‑flow growth morningstar.com. Without abundant free cash flow, investors may begin to question valuations and demand stricter return‑on‑investment discipline morningstar.com. Shalett warns that rotations into cyclical and small‑cap stocks may falter if the gen‑AI capex boom ends morningstar.com.
2 October 2025
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AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

Wall Street’s AI Frenzy: Nvidia Skyrockets, Oracle Tanking – Top Analyst Moves Explained

In the past week analysts have swung between bullish upgrades and bearish downgrades in tech, all tied to the generative AI boom. Barclays boosted Nvidia on the view that AI datacenter demand will create a “very large TAM” – O’Malley estimates $2 trillion of planned AI spending on ~40GW of power in the pipeline investing.com – while Morgan Stanley sees Microsoft’s Azure+AI momentum powering sustained growth investing.com reuters.com. Databricks, for example, just teamed up with OpenAI to embed GPT‑5 into its enterprise data platform, a deal expected to generate $100 million in revenue reuters.com reuters.com. Databricks CEO Ali Ghodsi notes there is “overwhelming demand” from businesses for bespoke AI agents on their data reuters.com, reflecting the same trend. By contrast, pessimism is taking hold around some AI plays. Redburn’s new Sell on Oracle echoes concerns raised by Reuters: Oracle’s AI cloud ramp has made it a $933 billion valuation, but skeptics point out Oracle is acting like a big financier of AI servers. Its cloud P/E far outstrips peers such as AWS or Azure reuters.com. Redburn warns Oracle’s economics are “largely fixed and contracted” and that OpenAI’s Stargate build‑out may not translate to huge profits for Oracle investing.com. Meanwhile, Adobe’s
28 September 2025
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Tech’s Big Week: TikTok’s $14B Sale Twist, Nvidia’s $100B AI Bet & 6G on the Horizon

Tech’s Big Week: TikTok’s $14B Sale Twist, Nvidia’s $100B AI Bet & 6G on the Horizon

Artificial intelligence dominated tech headlines this week, as industry leaders forged unprecedented deals to secure their edge. Nvidia’s blockbuster commitment to invest up to $100 billion in OpenAI made waves across Silicon Valley reuters.com. Under the proposed arrangement, Nvidia will pour cash into OpenAI in exchange for OpenAI purchasing Nvidia’s cutting-edge GPUs for its AI data centers reuters.com reuters.com. Essentially, OpenAI gets the state-of-the-art chips it desperately needs to train advanced AI models, and Nvidia gains a stake in AI’s hottest startup. “Everything starts with compute,” OpenAI CEO Sam Altman remarked, emphasizing that massive computing power is the foundation of modern AI breakthroughs reuters.com. The partnership would deploy an astounding 10 gigawatts of Nvidia GPU systems for OpenAI in coming years – roughly the electricity used by 8 million U.S. homes reuters.com. Analysts lauded the deal’s strategic logic for both sides, but also noted concerns that Nvidia is essentially funding a customer to buy its own products, a “circular” setup that could draw regulatory scrutiny reuters.com if it stifles competition. Nonetheless, Nvidia’s shares hit record highs on the announcement, valuing the company at over $1 trillion, as investors bet this tie-up will further cement Nvidia’s dominance in the AI chip
26 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300 Billion AI Cloud Bombshell Sends ORCL Stock Soaring – What’s Next?

Oracle’s stock has been on a tear in 2025, massively outperforming the broader market. Shares started the year around $167 morningstar.com and climbed relentlessly on optimism around the company’s cloud and AI initiatives. By early September, ORCL nearly doubled in price – a year-to-date gain of over 85% reuters.com – making it one of the top performers in the S&P 500 and even outgaining high-flying peers like Apple, Microsoft, and Nvidia. On September 10, the stock hit an all-time closing high of $328.33 macrotrends.net after Oracle’s blockbuster earnings forecast, briefly valuing the company around $933 billion reuters.com. However, in late September the stock has seen some volatility and a modest pullback. As of the close on Sept. 25, 2025, ORCL was trading around $291 per share, which is about 11% below its peak. Notably, on that day the stock fell 5.6% in a single session marketbeat.com. This sharp drop came on unusually heavy volume marketbeat.com, suggesting some investors took profits or reacted to news. Even after the dip, Oracle’s stock is still up roughly 75–80% year-to-date – a tremendous run by any measure.
25 September 2025
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Visa Crackdown, TikTok Deal & Cyber Chaos: Tech Shockwaves on Sept 21-22, 2025

Visa Crackdown, TikTok Deal & Cyber Chaos: Tech Shockwaves on Sept 21-22, 2025

Apple’s iPhone 17 Frenzy: Apple’s latest flagship phones continued to generate huge consumer buzz globally. In Russia – where Apple halted direct sales in 2022 – major resellers held launch events for the iPhone 17 on Sept 20, and early indicators show remarkable demand despite economic woes. Retailer Restore reported 66% more pre-orders than last year’s model reuters.com. Shoppers are enticed by the iPhone 17’s revamped camera system and new “Air” variant, even at steep prices reuters.com. “There is a huge fan base that will never exchange iPhone for anything else,” a Russian Apple retailer noted, suggesting Apple’s brand loyalty remains intact reuters.com. One tech blogger in Moscow said “there are a lot of new features that attract me. First of all, the cameras,” indicating the upgrades may prompt even Android users to switch reuters.com. This enthusiastic response comes even as Russia’s economy faces 20-year-high interest rates and consumers shoulder hefty “parallel import” markups for Apple devices reuters.com reuters.com. The iPhone 17’s global rollout earlier in the week has generally been seen as a success, showing resilient consumer appetite for premium tech gadgets. Airports Hit by Ransomware: A brazen cyberattack on Collins Aerospace’s check-in software disrupted some of Europe’s busiest
22 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s Massive $20B Meta Cloud Deal Shakes Up the AI Cloud Wars

Oracle Corporation built its empire on database software, but it came late to the cloud computing market. Through the 2010s, Oracle struggled for relevance as Amazon Web Services, Microsoft Azure, and Google Cloud grabbed a combined 65%+ share of the cloud market reuters.com. Oracle was often dismissed as a “legacy” player, with co-founder Larry Ellison famously deriding cloud computing as “gibberish” in its early days qz.com. Over the past few years, however, Oracle has executed a striking cloud reinvention focused on high-performance infrastructure and strategic partnerships. Instead of trying to beat the incumbents at their own game, Ellison “leaned into” the hard infrastructure side of cloud – pouring capital into data centers, semiconductor hardware, and even on-site power generation qz.com. Oracle’s philosophy shifted from locking customers into Oracle’s stack to playing the role of capacity provider in a multicloud world qz.com.
20 September 2025
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The AI Titans of 2025: Inside the Power Index Rankings and Global Race for AI Dominance

The AI Titans of 2025: Inside the Power Index Rankings and Global Race for AI Dominance

Observer’s 2025 A.I. Power Index is a curated ranking of the 100 most influential individuals steering the future of artificial intelligence. According to the Observer, the list spans “CEOs, researchers, policymakers to investors shaping the future of artificial intelligence” Observer. Unlike lists that focus solely on company metrics or academic citations, the Power Index takes a broad view of “power” in AI, blending technical impact with business and policy influence. Selections were made by the Observer’s editorial team to capture those “shaping the future of AI” in 2025 Observer. Criteria: While the Observer hasn’t published a detailed scoring rubric, the chosen leaders clearly excel in one or more areas:
19 September 2025
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The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

You Won’t Believe the $300 Billion AI Deal Shaking Silicon Valley 🚀

The Oracle–OpenAI–Nvidia partnership is unprecedented in scale – a $300 billion bet to build next-generation AI supercomputers. It has captivated investors, but also sparked debate over whether the AI industry is entering bubble territory. OpenAI 🤝 Oracle – a 5-Year, $300B Commitment: In September 2025, OpenAI and Oracle revealed a five-year cloud computing agreement worth $300 billion. The news caught markets off-guard and instantly became one of the largest tech deals ever inked. OpenAI – the firm behind ChatGPT – is essentially pre-booking massive computing power from Oracle’s Cloud Infrastructure to fuel its AI models. In return, Oracle gains a marquee customer and a guaranteed revenue stream for years to come. “OpenAI seems to be putting together one of the most comprehensive global AI supercomputing foundations for extreme scale,” said Gartner analyst Chirag Dekate, noting that OpenAI is wisely spreading its workloads across multiple cloud providers. By diversifying beyond its existing partner Microsoft Azure, OpenAI can reduce risk and scale up faster than competitors, leveraging any and all capacity it can get.
19 September 2025
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Tech Shockwaves: Slimmest iPhone, TikTok’s Lifeline & Space Glitches – Major Tech News (Sept 16–17, 2025)

Tech Shockwaves: Slimmest iPhone, TikTok’s Lifeline & Space Glitches – Major Tech News (Sept 16–17, 2025)

Apple’s Thinnest iPhone Yet: Apple’s fall product event introduced the iPhone Air, a dramatically slimmed-down iPhone that Apple billed as its biggest design shake-up in eight years reuters.com reuters.com. At just 5.6 mm thick, the iPhone Air is thinner than even its rival Samsung’s 5.8 mm Galaxy S25 Edge reuters.com. Inside the razor-thin chassis, Apple managed to fit its latest A19 Pro processor and claimed “all-day” battery life reuters.com reuters.com. The device carries a single rear camera and uses an eSIM-only approach – something analysts warned could hurt adoption in markets like China that restrict eSIMs reuters.com reuters.com. Apple priced the Air to be “competitively positioned”, aiming to spark faster upgrade cycles amid stagnant smartphone sales. Analyst Reactions: Pre-event expectations were muted, but the Air earned cautious praise. “We were more impressed with the look and capabilities of the Air than we expected… this could help improve iPhone upgrade rates over the next 12 months,” wrote Morgan Stanley’s team in a note, though they added the eSIM-only feature may limit its appeal in China reuters.com. Still, Apple’s stock dipped after the unveiling, as investors noted the event offered few signs of new AI features or other breakthrough innovations to catch
17 September 2025
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The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

In September 2025, news broke that OpenAI had agreed to spend an eye-popping $300 billion on cloud computing from Oracle over about five years techcrunch.com. According to The Wall Street Journal’s scoop, OpenAI would start drawing on this capacity in 2027 techcrunch.com. The deal, if confirmed, is historic – on the order of a Pentagon defense contract, but for AI compute – and by far one of the largest cloud commitments ever signed techcrunch.com cio.com. It sent shockwaves through the tech sector and sent Oracle’s stock price skyrocketing over 30% in a day theregister.com. What exactly is OpenAI buying with $300 billion? Essentially, raw computing power on Oracle Cloud Infrastructure. Reports indicate this translates to about 4.5 to 5 gigawatts of data center capacity reserved for OpenAI’s use theregister.com. In practical terms, that could mean millions of GPU chips and supporting hardware dedicated to training and running AI models. One estimate put it at roughly 2 million Nvidia GPUs when the full capacity is online theregister.com. That scale of compute is hard to fathom – it’s like building several of the world’s largest supercomputers and turning them over to one customer. By comparison, the entire U.S. government IT budget for
14 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

From Legacy to AI Leviathan: Inside Oracle’s Unlikely Run

Oracle’s transformation from enterprise software stalwart to cloud contender began to show tangible results in fiscal Q1 2025. In that quarter, Oracle reported $13.3 billion in revenue, up 7% year-on-year, fueled by strong cloud uptake stocktitan.net. Cloud services revenue grew 21% to $5.6 billion stocktitan.net, with Oracle’s Infrastructure-as-a-Service business up 45% and its Fusion and NetSuite cloud applications each growing ~16–20% stocktitan.net. Perhaps most telling, Oracle’s remaining performance obligations – essentially its contracted backlog – reached $99 billion, up 53% from the prior year stocktitan.net. This was a then-record backlog for Oracle, signaling robust demand in the pipeline. Crucially, Oracle was already positioning itself for the AI era during 2024. In June 2023, it announced a partnership with generative AI startup Cohere to train and deploy Cohere’s large language models on Oracle Cloud Infrastructure oracle.com oracle.com. Through this deal, Oracle began offering native generative AI services on OCI, allowing enterprise customers to tap Cohere’s AI models securely with their own data oracle.com oracle.com. This move – alongside Oracle’s incorporation of AI features across its apps and databases – showed Larry Ellison’s company gearing up to “embed generative AI in all our cloud applications” as EVP Clay Magouyrk put it oracle.com
14 September 2025
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AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Wall Street’s major indexes roared to new heights in mid-week trading as AI-driven optimism swept the market. On September 10, the S&P 500 climbed 0.3% to a record 6,532.04, and the Nasdaq Composite edged to its third straight record high close reuters.com. Investors were energized by a potent mix of cooling inflation data and blockbuster news from the tech sector – especially Oracle’s stunning rally on AI cloud prospects reuters.com. “The fundamentals remain very strong in the equity markets… but valuations are extended at this point and serve as some natural tension,” observed Bill Northey, senior investment director at U.S. Bank, cautioning that the market’s upward trajectory may face resistance as prices run ahead of earnings reuters.com. The catalyst of the day was Oracle, whose shares skyrocketed after an earnings announcement that doubled as a manifesto for AI’s transformative impact on cloud computing. Oracle stunned traders by surging over 35% in one session, adding more than $230 billion in market value and nearing the elite club of trillion-dollar companies reuters.com. This one-day leap – Oracle’s biggest since 1992 – came as the company “pointed to a demand surge from AI firms for its cloud services,” according to Reuters reuters.com. In
11 September 2025
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Space Launches, Scams & Slim iPhones: Tech’s Biggest Bombshells (Sept 10–11, 2025)

Space Launches, Scams & Slim iPhones: Tech’s Biggest Bombshells (Sept 10–11, 2025)

Apple commanded headlines with a raft of new gadgets revealed at its September 10 event. The star of the show was the iPhone Air, Apple’s slimmest smartphone ever at just 5.6 mm thick reuters.com. CEO Tim Cook invoked Steve Jobs’ legacy, emphasizing Apple’s design ethos of form and function reuters.com. Inside the razor-thin aluminum frame, the iPhone Air packs Apple’s new A19 Pro chip and promises “all-day” battery life despite its size reuters.com. The Air – alongside the standard iPhone 17, 17 Pro, and 17 Pro Max – introduces the biggest iPhone design refresh in eight years reuters.com. Notably, the Air trims features to hit a lower price, sporting a single rear camera and eSIM-only design, but analysts predict it will attract upgraders seeking a distinctive form-factor reuters.com. “We were more impressed with the look and capabilities of the Air than we expected… this could improve iPhone upgrade rates,” wrote Morgan Stanley’s team after the launch reuters.com. Despite the fanfare, Apple’s event left some watchers underwhelmed on the software front. Unlike Google’s latest Pixel phones which tout new generative AI smarts, Apple’s presentation largely skipped AI features reuters.com. The A19 chip is technically tuned for on-device machine learning, but Apple
11 September 2025
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Google Gemini’s August 2025 Revolution: AI Mode Goes Global, Cars Talk Back, and More

Google Gemini’s August 2025 Revolution: AI Mode Goes Global, Cars Talk Back, and More

Gemini Powers a Smarter Google Search: In August 2025, Google rolled out its AI Mode in Search to 180 countries, massively expanding beyond the initial U.S./UK/India rollout Techcrunch 9To5Google. This AI Mode – powered by Google’s Gemini AI model – lets users ask complex questions with follow-ups directly in search results Techcrunch. Google upgraded the underlying model to Gemini 2.5 in Search, promising faster, higher-quality AI overviews for tough queries like coding or math Blog Blog. Crucially, teens can now use AI overviews and sign-in is no longer required Blog, reflecting Google’s confidence in Gemini’s safety at scale. “Starting this week, Gemini 2.5 is coming to Search for both AI Mode and AI Overviews in the U.S.,” Google announced Blog, highlighting Gemini as the new brain of Search. Gemini Hits the Road in Android Auto: Google also began previewing Gemini for Android Auto, replacing the aging Google Assistant with a more conversational AI co-pilot 9To5Google. Ahead of I/O 2025, Google confirmed that cars with Android Auto or built-in Android Automotive will get Gemini support “in the coming months” 9To5Google. The demo at I/O showed a Volvo EX90 using Gemini to handle voice tasks in the car 9To5Google 9To5Google. Gemini adds
21 August 2025
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AI Breakthroughs, Billion-Dollar Bids & Backlash – Inside the Explosive 48 Hours of Aug 17–18, 2025

AI Breakthroughs, Billion-Dollar Bids & Backlash – Inside the Explosive 48 Hours of Aug 17–18, 2025

From cutting-edge model breakthroughs to high-stakes corporate moves and fierce debates, the past 48 hours saw a whirlwind of AI news. Below is a comprehensive roundup of major developments in AI research, product launches, industry shake-ups, policy moves, ethical controversies, and expert analysis from August 17–18, 2025. AI leaders and observers used this moment to reflect on where the technology is headed:
18 August 2025
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AI Breakthroughs, Backlash & Bold Moves: Global AI News Roundup (Aug 16–17, 2025)

AI Breakthroughs, Backlash & Bold Moves: Global AI News Roundup (Aug 16–17, 2025)

AI Research Breakthroughs and Technology Advances: OpenAI’s latest AI model GPT-5 grabbed headlines this week after its official launch. Billed as a major upgrade, GPT-5 is being rolled out to all 700 million ChatGPT users and is touted as performing like a “PhD-level” expert across domains reuters.com. OpenAI CEO Sam Altman said “GPT-5 is really the first time... one of our mainline models has felt like you can ask a legitimate expert, a PhD-level expert, anything”, highlighting new capabilities such as generating entire pieces of working software on demand reuters.com. Early reviewers praised GPT-5’s prowess in complex coding, math and science problems, though they noted the leap from GPT-4 to GPT-5 isn’t as jaw-dropping as past generational jumps reuters.com. Altman himself cautioned that GPT-5 “still lacks the ability to learn on its own,” underscoring that true human-like AI remains out of reach despite this advance reuters.com. Meanwhile in China, researchers achieved a quantum computing milestone by harnessing AI. A team led by renowned physicist Pan Jianwei developed a system that can arrange over 2,000 neutral atom qubits into precise arrays in just 1/60,000th of a second – a setup 10× larger than any previous atom-based quantum array scmp.com scmp.com. Peer
17 August 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 Breakthroughs, Billion-Dollar Bets & Backlash – Global AI News Roundup (Aug 14–15, 2025)

AI Breakthroughs, Billion-Dollar Bets & Backlash – Global AI News Roundup (Aug 14–15, 2025)

OpenAI’s GPT-5 Takes Center Stage: The past week saw OpenAI launch its GPT-5 model, a new powerhouse that is “multiples more capable than the previous generation” according to Kunal Kothari of Aviva Investors reuters.com. The release of GPT-5 – along with rival Anthropic’s Claude for Financial Services unveiled in mid-July – has sent shockwaves through the tech industry. In Europe, excitement over such powerful models has caused some trepidation: shares of major “AI adopter” software firms like SAP and Dassault Systèmes tumbled as investors began to rethink business models in light of ever more advanced AI reuters.com reuters.com. “With every iteration of GPT or Claude that comes out…it’s multiples more capable… The market’s thinking: ‘oh, wait, that challenges this business model’,” Kothari explained of the sudden selloff in European tech stocks reuters.com. Still, analysts note that not all software companies are equally vulnerable – those with deeply embedded solutions or unique data may prove resilient even as “AI is going to eat software” in some domains reuters.com reuters.com. Apple Plots an AI Comeback: On August 14, reports emerged that Apple is preparing an ambitious AI hardware and software push to regain its edge pymnts.com. Citing a Bloomberg scoop, multiple outlets
15 August 2025
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AI Breakthroughs, Bold Plans & Backlash: Inside the 48‑Hour Global AI Frenzy (July 23–24, 2025)

AI Breakthroughs, Bold Plans & Backlash: Inside the 48‑Hour Global AI Frenzy (July 23–24, 2025)

White House Targets “Global Dominance” in AI: In Washington, the U.S. unveiled a sweeping AI Action Plan aimed at achieving “global dominance” in artificial intelligence reuters.com. Announced by President Donald Trump on July 23, the plan calls for open-source AI models to be freely available worldwide and vows to slash regulations deemed “burdensome” to innovation reuters.com cfodive.com. It even warns that federal AI funds will bypass states with heavy-handed tech rules in favor of an “unencumbered” private sector reuters.com cfodive.com. “AI is far too important to smother in bureaucracy at this early stage,” the plan declares, emphasizing the need to remove regulatory “red tape” cfodive.com. Alongside deregulation, the blueprint pushes an international agenda: boosting AI exports to allies and countering China’s influence. One offshoot policy recommended the tracking of advanced AI chips to ensure they don’t end up in “countries of concern” like China reuters.com reuters.com. Lawmakers welcomed that hardline measure – “I was encouraged to see that…location verification mechanisms [are included] and align closely with our bipartisan Chip Security Act,” said Rep. Bill Foster, backing export controls to keep U.S. tech out of adversaries’ hands reuters.com. The administration’s aggressive stance – from expediting data center permits to prioritizing “winning
24 July 2025
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Stock Market Today

  • Kotak: India IPO market set for record 2024 as deals pick up after slow start
    June 30, 2026, 4:51 AM EDT. India is on track to see a record year for IPOs, Kotak Investment Banking said, even though listings started slow. The firm expects more deals in the second half of 2024 as investor demand stays strong. Kotak said earlier worries about weak IPO activity could be overdone, with the pipeline picking up.
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