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Stock Market News 11 August 2025 - 17 August 2025

Billion-Dollar Deals, AI Shakeups & Record Highs – Global Business News Roundup (Aug 15–16, 2025)

Billion-Dollar Deals, AI Shakeups & Record Highs – Global Business News Roundup (Aug 15–16, 2025)

Dow Jones Industrial Average hit an intraday record and closed up 0.08% on Friday, while the S&P 500 fell 0.3% and the Nasdaq dropped 0.4%. The U.S. 10-year Treasury yield rose to about 4.32% as traders priced in Fed rate cuts later this year. San Francisco Fed President Mary Daly said two rate cuts sometime this year could be appropriate…
16 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)

In Q2 2025, Ray Dalio’s Bridgewater more than doubled its Nvidia stake and added to Alphabet and Microsoft. Chase Coleman’s Tiger Global bought millions more Amazon shares and increased positions in Alphabet, Nvidia, Microsoft and Meta. A Bank of America fund manager survey in August 2025 named “long the Magnificent 7” the world’s most crowded trade, with 45% of respondents.…
16 August 2025
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Battle of the Hybrid Cinema Cameras: Sony FX3 vs Canon EOS R5 C vs Panasonic Lumix GH7 – Which Cinematic Powerhouse Reigns Supreme in 2025?

Sony FX3 vs FX6 vs A7S III – The 2025 Comprehensive Comparison

The Sony A7S III, FX3, and FX6 all use a 12 MP-class full-frame sensor family; the A7S III and FX3 use a 12.1 MP Exmor R sensor, while the FX6’s spec is listed as 10.2 MP effective for 4K video. They all employ dual-base ISO: the A7S III and FX3 offer 640 (low) and 12,800 (high) in S-Log3, while the…
16 August 2025
AI Stocks Frenzy: Billion-Dollar Deals, Big Tech Bets & Global Surprises (Aug 14–15, 2025)

AI Stocks Frenzy: Billion-Dollar Deals, Big Tech Bets & Global Surprises (Aug 14–15, 2025)

Bridgewater Associates more than doubled its Nvidia stake and added to Alphabet and Microsoft holdings in Q2, underscoring conviction that AI mega-caps will drive market gains. On August 14, Oracle and Alphabet’s Google Cloud announced a deal to offer Google’s Gemini generative AI models through Oracle Cloud and to integrate Vertex AI, letting Oracle customers access Gemini on Google infrastructure.…
15 August 2025
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AI Coding Assistant Showdown: GitHub Copilot Enterprise vs Google Gemini vs Amazon Q Developer Pro

AI Coding Assistant Showdown: GitHub Copilot Enterprise vs Google Gemini vs Amazon Q Developer Pro

GitHub Copilot Enterprise runs on OpenAI Codex and GPT-4, provides real-time code suggestions and can generate entire functions from natural language prompts, with a six‑month enterprise trial showing 94% of developers staying “in the flow” and 88% of Copilot’s suggestions kept in final code. Copilot Workspace is planned to enable multi‑step tasks and autonomous code changes across a codebase. Copilot…
14 August 2025
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)

On Aug. 13, 2025, the S&P 500 posted a fresh all-time closing high for the second straight day while the Nasdaq also hit a record and the Dow rose about 1% (over 400 points). Alphabet’s Google announced it will spend an additional $9 billion in Oklahoma over the next two years to expand its AI and cloud infrastructure, and Google…
14 August 2025
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Record Stock Rally and a $34 Billion Tech Shock: Inside the Biggest Business News of August 12-13, 2025

Record Stock Rally and a $34 Billion Tech Shock: Inside the Biggest Business News of August 12-13, 2025

From Wall Street hitting new highs to an AI upstart targeting a piece of Google’s empire, the past two days brought a flurry of major developments across global business. Below is a structured roundup of the top news from August 12 and 13, 2025, spanning finance, technology, energy, retail, automotive, and healthcare. Finance & Markets Technology Energy & Commodities Retail…
13 August 2025
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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)

On August 12, 2025, Nasdaq Composite and S&P 500 closed at record highs as AI stocks drove gains and cooling inflation boosted expectations for a Fed rate cut. Nvidia (NVDA) surged to an intraday high of about $184.50 on August 12 and closed near $183, pushing its market cap toward $4.5 trillion. The U.S.–China export deal allowed Nvidia and AMD…
13 August 2025
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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 current-quarter revenue outlook to $11.2 billion from $10.7 billion, and its stock jumped about 3%. Nvidia and AMD won export licenses to resume selling advanced AI chips to China with a 15% revenue-share tariff. Intel rose about 5% on Aug 11, 2025 after White House diplomacy aimed at easing U.S.–China chip tensions. Wedbush Securities reaffirmed Microsoft…
12 August 2025
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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)

SoundHound AI posted Q2 revenue of $42.7 million, up 217% year-over-year, about $10 million above expectations, and lifted full-year revenue guidance to $160–$178 million. Palantir Technologies reported Q2 revenue above $1 billion for the first time, with U.S. government sales up 53% to $426 million (over 42% of total revenue), and raised full-year revenue guidance to $4.14–$4.15 billion, with the…
11 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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