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Stock Market News 26 August 2025 - 4 September 2025

AI Stock Frenzy: Google’s $210 Billion Win, Nvidia’s Trillion-Dollar Boom, Microsoft’s Mega AI Deal & Tesla’s Bold Pivot in 48 Hours

AI Stock Frenzy: Google’s $210 Billion Win, Nvidia’s Trillion-Dollar Boom, Microsoft’s Mega AI Deal & Tesla’s Bold Pivot in 48 Hours

Alphabet Soars on Antitrust Victory Fueled by AI Alphabet Inc. – Google’s parent – saw its stock rocket 9% to a record high on Sept 3 after a U.S. judge refused to break up the company in an antitrust case Reuters. The ruling lifted a huge regulatory cloud and explicitly cited the rise of AI tools like ChatGPT as emerging search…
4 September 2025
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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

Key Facts Market Overview: AI Stocks Face September Reality Check The week opened with a notable cool-down in the red-hot AI trade, as investors returned from summer break and took profits in crowded tech positions. On September 2, U.S. indices fell roughly 0.7–0.8%, led by the previously high-flying “AI beneficiary” stocks Reuters. This pullback followed a massive year-to-date rally in…
3 September 2025
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AI Stock Frenzy: Alibaba’s $50B Rally, OpenAI’s $500B Ambition & Global AI Deals (Sept 1–2, 2025)

AI Stock Frenzy: Alibaba’s $50B Rally, OpenAI’s $500B Ambition & Global AI Deals (Sept 1–2, 2025)

Key Facts Alibaba’s AI-Fueled Stock Surge Alibaba Group sparked a market frenzy to kick off September, as its shares in Hong Kong leapt nearly 19% on Sept. 1 – the stock’s biggest single-day jump since 2022 Tbsnews. The rally came after Alibaba’s latest earnings revealed better-than-expected results in its cloud computing unit, thanks in large part to booming demand for…
2 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)

Key Facts AI Mega-Caps: Hype vs. Reality in Late-August Markets The final days of August saw a tug-of-war between AI-fueled optimism and growing caution among the market’s most valuable tech companies. Nowhere was this more evident than with Nvidia, the poster child of the AI boom. The GPU giant reported another quarter of blowout earnings, far exceeding analyst expectations. Demand…
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

Wall Street’s AI Rally Hits a Speed Bump After months of euphoria, U.S. equity markets stumbled into the weekend, led by a pullback in AI-focused stocks. On Friday, Aug. 29, the Nasdaq Composite sank about 1.2% and the S&P 500 fell 0.6%, snapping a streak of gains as traders locked in profits on this year’s AI-fueled winners ts2.tech ts2.tech. The…
31 August 2025
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AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

Key Facts Wall Street’s AI Rally Hits a Speed Bump After months of euphoria, U.S. markets took a breather as August closed out, led by weakness in AI-focused stocks. On Friday, Aug. 29, the S&P 500 and Nasdaq retreated from all-time highs amid a tech sell-off Investopedia Investopedia. The Nasdaq Composite sank 1.2% while the S&P 500 lost 0.6%, breaking…
30 August 2025
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AI Stock Frenzy: Nvidia’s Record Rally, Surprise Surges & Setbacks Rock Markets (Aug 28–29, 2025)

AI Stock Frenzy: Nvidia’s Record Rally, Surprise Surges & Setbacks Rock Markets (Aug 28–29, 2025)

Key Facts August 28, 2025 – AI Hype Hits New Heights Nvidia’s Big Beat and Market Rally: Thursday brought a euphoria of AI-driven gains on Wall Street. Nvidia’s blowout earnings (revenue up 56% year-on-year) confirmed that “demand related to AI technology remains strong,” even though Nvidia’s forecast excluded China due to export uncertainties Reuters Reuters. The chip leader’s shares dipped…
29 August 2025
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AI Stock Frenzy: Nvidia’s $54 B Forecast Fuels Rally as Snowflake & MongoDB Surge; Governments & Giants Double Down on AI Boom

AI Stock Frenzy: Nvidia’s $54 B Forecast Fuels Rally as Snowflake & MongoDB Surge; Governments & Giants Double Down on AI Boom

In-Depth Report Nvidia’s Blockbuster Earnings Test the AI Trade AI-chip bellwether Nvidia delivered another blowout quarter, underlining the extraordinary scale of the ongoing AI boom. The company’s fiscal Q2 results (reported Aug 27) easily beat estimates, and management issued an even higher forecast for Q3 revenue — about $54 billion, plus/minus 2% Reuters. That guidance edged past Wall Street’s ~$53.1 billion consensus and…
28 August 2025
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AI Stocks Soar Worldwide as Nvidia’s Big Test and China’s ‘AI Plus’ Plan Ignite a Frenzy

AI Stocks Soar Worldwide as Nvidia’s Big Test and China’s ‘AI Plus’ Plan Ignite a Frenzy

Wall Street Rallies Ahead of Nvidia’s AI ‘Moment of Truth’ U.S. markets climbed on Aug. 26 as investors braced for Nvidia’s highly anticipated earnings release, which has been likened to an economic event in its significance Reuters. The Dow Jones rose about 0.3%, and the S&P 500 and Nasdaq each gained ~0.4%, finishing near session highs Investopedia. Nvidia – now…
27 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 Jetson AGX Thor on August 25, 2025, a $3,499 developer kit marketed as a ‘humanoid robot brain’ with 128GB memory and 7.5x higher AI compute than the Orin, used by Amazon Robotics, Boston Dynamics, Caterpillar, Medtronic and Meta. Nvidia shares rose about 1.96% on August 25, 2025 to $181.48, are up over 35% year-to-date, and Nvidia is…
26 August 2025
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Stock Market Today

  • Telix TLX valuation after first U.S. BiPASS Phase 3 patient dosed
    January 17, 2026, 7:02 PM EST. Telix Pharmaceuticals trades at A$11.48 after dosing the first U.S. patient in BiPASS Phase 3, spotlighting Illuccix and Gozellix in prostate cancer imaging. The update comes as the stock shows a 1-day gain of 2.96% and a 7-day gain of 2.14%. The rally has cooled, but the longer-term thesis remains intact. At a P/S of 3.9x, the company trades well below Australian biotech peers and a fair level near 7x, suggesting revenue is priced conservatively. A rough fair value via a DCF (discounted cash flow) model puts Telix near A$28.99 per share, implying roughly a 60% discount to today's price. The implied intrinsic value (the stock's true worth from fundamentals) could rise if earnings visibility improves. Risks include BiPASS results and slower Illuccix rollout. Illuccix and Gozellix potential keeps the narrative alive, but near-term clarity is needed.
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