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NYSE:TSM 13 July 2025 - 3 September 2025

AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

Nvidia fell 3.5% Tuesday, its sharpest drop in four months, as AI stocks led a tech sell-off and the Nasdaq and S&P 500 declined. Microsoft secured a $6 billion AI and cloud deal with the U.S. government, offering free Copilot access to federal users. Alibaba’s Hong Kong shares jumped 19% after strong AI revenue growth. Washington tightened chip export rules, affecting TSMC, Samsung, and SK Hynix.
3 September 2025
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Tech Turbulence: Big Antitrust Wins, Spy Satellites & Cyber Scares – Sept 2–3, 2025 Roundup

Tech Turbulence: Big Antitrust Wins, Spy Satellites & Cyber Scares – Sept 2–3, 2025 Roundup

A U.S. judge ruled Google will not have to sell Chrome or halt payments to Apple but must share search data with rivals. Washington revoked TSMC’s special export license for its China plant, tightening chip restrictions. Israel launched the “Ofek 19” spy satellite. TransUnion reported a hack exposing data of over 4 million consumers.
3 September 2025
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Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

TSMC’s advanced CoWoS packaging is fully booked through 2025, despite doubling capacity yearly, as AI demand outpaces supply. Nvidia, AMD, Intel, Apple, and Amazon have adopted chiplet architectures, now generating over $40 billion in annual revenue. HBM chip lead times stretch up to a year, with prices up 20–30%. TSMC, Intel, ASE, and Amkor are racing to expand global advanced packaging capacity.
28 August 2025
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Tech Shockwaves: Gadget Surprises, Chip Gambles & Space Feats Rock the Globe (Aug 25–26, 2025)

Tech Shockwaves: Gadget Surprises, Chip Gambles & Space Feats Rock the Globe (Aug 25–26, 2025)

The U.S. government will take a 9.9% equity stake in Intel, valued at up to $10 billion, by converting CHIPS Act subsidies into stock. Google launched its Pixel 10 lineup in New York, with the base model at $799 and the Pixel 10 Pro at $1,799, adding a telephoto camera to the base version. SpaceX completed its 100th launch of 2025 with CRS-33, docking Dragon at the ISS on August 25.
26 August 2025
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Global Tech Tsunami: Gadget Surprises, Rocket Milestones & Chip Shake-Ups (Aug 24–25, 2025)

Global Tech Tsunami: Gadget Surprises, Rocket Milestones & Chip Shake-Ups (Aug 24–25, 2025)

Google launched the Pixel 10 series in New York, pricing the base model at $799 with a telephoto lens and the foldable Pixel 10 Pro at $1,799, holding prices steady despite tariff concerns. Spotify will raise Premium to €11.99 in many markets next month. The FTC warned Apple, Meta, and X that following European or UK digital laws could threaten U.S. data privacy or free speech. DaVita’s July ransomware attack exposed 2.7 million patients’ data.
25 August 2025
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AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

Apple is in early talks to use Google’s Gemini AI for Siri, sending Alphabet shares up 3.7% and Apple up 1.6%. Meta signed a deal to license Midjourney’s image-generation tech for its AI products. Waymo received its first permit to test self-driving robotaxis in New York City. OpenAI is raising about $40 billion at a $500 billion valuation, with ChatGPT at 700 million weekly users.
23 August 2025
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Fed Jitters, Mega-Deals & Oil Rebound: Global Business Shockwaves (Aug 21–22, 2025)

Fed Jitters, Mega-Deals & Oil Rebound: Global Business Shockwaves (Aug 21–22, 2025)

Meta Platforms and Google signed a six-year, $10 billion cloud deal to expand Meta’s AI workloads on Google Cloud. The S&P 500 fell 0.4% as investors awaited Powell’s Jackson Hole speech. Cleveland Fed’s Beth Hammack said there is no case for rate cuts now, while futures showed a 70–75% chance of a September cut. Thoma Bravo will take Dayforce private for $12.3 billion at a 32% premium.
22 August 2025
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AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

AI Stock Frenzy Hits Turbulence: Tech Titans Tumble, Chip Wars Heat Up (Aug 21–22, 2025 Roundup)

Palantir Technologies dropped 17% over six days, marking the S&P 500’s steepest weekly loss. The Nasdaq Composite and S&P 500 tech sector each fell about 2% by Wednesday as investors trimmed tech holdings ahead of Fed Chair Powell’s Jackson Hole speech. Nvidia shares slipped 5% for the week. The White House confirmed talks to take a 10% government stake in Intel.
22 August 2025
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August 2025 Tech Tsunami: AI Breakthroughs, Hardware Surprises & Security Shocks

August 2025 Tech Tsunami: AI Breakthroughs, Hardware Surprises & Security Shocks

OpenAI released GPT-5 with a 256,000-token context window on August 7 and open-weight GPT-OSS models under Apache 2.0 on August 5. Anthropic expanded Claude’s context window to 1,000,000 tokens. NVIDIA announced the GH200 Grace Hopper Superchip and set new terms for H20 chip sales to China. Apple pledged $600 billion for U.S. investment, while Meta secured $29 billion for new AI data centers.
21 August 2025
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AI’s Wild 48 Hours: Bold $34B Bids, Breakthrough Bots & High-Stakes Showdowns (Aug 12–13, 2025)

AI’s Wild 48 Hours: Bold $34B Bids, Breakthrough Bots & High-Stakes Showdowns (Aug 12–13, 2025)

Seattle’s Allen Institute for AI released MolmoAct 7B, an open-source model enabling robots to plan 3D movements, achieving over 72% success in simulations. Zhipu AI launched GLM-4.5V, a 106B-parameter visual reasoning model and desktop assistant. Perplexity AI offered $34.5B to buy Google Chrome. Tesla canceled its Dojo AI supercomputer, shifting to new chip platforms for FSD and robotaxis.
13 August 2025
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AI Stocks Frenzy: Mega Deals, GPT-5 Hype and Bubble Warnings Fuel Aug 9–10 Market Buzz

AI Stocks Frenzy: Mega Deals, GPT-5 Hype and Bubble Warnings Fuel Aug 9–10 Market Buzz

AMD’s Q2 data-center chip sales rose 14% to $3.2 billion but missed estimates, while SMCI shares plunged 18% after cutting guidance, erasing over $6 billion in value. Nvidia stock jumped 73% and later hit record highs alongside Broadcom as the AI-chip rally resumed. The U.S. began licensing Nvidia’s H20 AI GPUs to China, drawing criticism from Chinese state media. Meta secured $29 billion in financing for new AI data centers.
10 August 2025
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Space Triumphs, Gadget Shockers & Cyber Breaches – Tech Weekend Roundup (July 26–27, 2025)

Space Triumphs, Gadget Shockers & Cyber Breaches – Tech Weekend Roundup (July 26–27, 2025)

Samsung’s Galaxy Z Fold7, 8.9 mm thick when folded with a 200 MP camera, went on sale July 25, 2025. AMD launched its Ryzen Threadripper Pro 9995WX with 96 Zen 5 cores at $11,699. Seagate shipped 30 TB HAMR hard drives for $600. Microsoft patched a SharePoint zero-day exploited in active attacks, while Dell and Allianz Life disclosed major data breaches.
27 July 2025
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Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

SK Hynix posted record Q2 results, with operating income up 69% to ₩9.2 trillion and revenue up 35% to ₩22.2 trillion, overtaking Samsung as the world’s top memory chipmaker on HBM demand. Intel is shifting from the 18A to 14A process under new CEO Lip-Bu Tan and is expected to post its sixth straight quarterly net loss. Nvidia’s H20 AI chip sales to China resumed after U.S. approval, boosting TSMC demand.
24 July 2025
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Global Tech Roundup: Space Triumphs, Cyber Breaches & Gadget Surprises Rock July 22–23, 2025

Global Tech Roundup: Space Triumphs, Cyber Breaches & Gadget Surprises Rock July 22–23, 2025

Gearbox CEO Randy Pitchford said Borderlands 4 will launch on Nintendo Switch 2 on October 3, 2025, running at about 30fps for feature parity. Google released a Pixel 10 Pro teaser ahead of its August 21 launch, promising camera upgrades and Android 16. Texas Instruments warned new U.S. chip tariffs could hit demand, sending shares down 12%. TSMC posted a 60% profit jump but warned of tariff and currency risks.
23 July 2025
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Tech Turmoil: Crypto Hits $4 Trillion, SpaceX’s 8,000 Satellites & More Non-AI Bombshells (July 18–19, 2025)

Tech Turmoil: Crypto Hits $4 Trillion, SpaceX’s 8,000 Satellites & More Non-AI Bombshells (July 18–19, 2025)

Defense Secretary Pete Hegseth ordered Microsoft to end China-based engineering on Pentagon cloud projects in July 2025, with the company confirming all technical support from China ended immediately. Blackstone exited the TikTok US sale bid as the forced divestment deadline moved to Sept. 17. India summoned Google and Meta executives over illicit betting ads. Nvidia shares fell 4% after criticism of resumed China exports and new chip plans.
19 July 2025
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Robotaxis, Rocket Launches, and Record Profits – Tech Highlights (July 17–18, 2025)

Robotaxis, Rocket Launches, and Record Profits – Tech Highlights (July 17–18, 2025)

Uber will deploy 20,000 robotaxis in the U.S. from 2026, investing $300 million in Lucid Motors and partnering with Nuro for autonomous SUVs. Fortinet FortiWeb’s SQL flaw, CVE-2025-25257, compromised at least 49 instances. Compumedics reported a ransomware breach affecting over 320,000 patient records. SpaceX launched 24 Amazon Kuiper satellites and 26 Starlink satellites from Cape Canaveral on July 17.
18 July 2025
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Google Pixel 10, Pixel 10 Pro & Pixel 10a – Rumors, Leaks and Everything We Know

Google Pixel 10, Pixel 10 Pro & Pixel 10a – Rumors, Leaks and Everything We Know

Google plans to launch four Pixel 10 models on August 20, 2025, including the first standard Pixel with a triple-camera system and the debut of the in-house Tensor G5 chip. All models feature 120 Hz OLED displays, with the Pro XL at 6.7 inches. The Pixel 10 Pro Fold is expected to cost around €1,499 in Europe. Devices ship with Android 16 and a new on-device AI assistant called Pixel Sense.
14 July 2025
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Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

AMD reports up to 70% cost reduction in EPYC servers using chiplet architecture versus single-die designs. Chiplets allow mixing process nodes, as seen in Nvidia’s Grace Hopper and Intel’s Ponte Vecchio, and are now standard in HPC and AI. UCIe 1.0 launched in 2022, defining a universal die-to-die interface. Automotive chiplet adoption is set for 2025, with TSMC and Imec preparing qualified packaging and process kits.
13 July 2025
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Stock Market Today

  • Grail Shares Surge 12.4% After Analyst Upgrade Amid Trial Uncertainty
    March 21, 2026, 6:53 AM EDT. Shares of multi-cancer early detection company Grail jumped up to 12.4% this week following a Wall Street analyst's rating upgrade from "hold" to "buy." The new price target, however, was lowered to $65, still offering a 39% premium over the last close. This comes despite the company missing its primary endpoint in a key trial measuring stage III-IV cancer detection reductions with its Galleri test. The trial did show promising increases in early-stage cancer detection and reduced late-stage cases, which investors hope will be bolstered by upcoming follow-up data. Analyst TD Cowen cited potential for FDA approval and insurance coverage as reasons for optimism in a volatile healthcare stock environment.
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