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Stock Market News 15 July 2025 - 10 August 2025

Record Closing Highs, GPT-5 Unleashed, and a $500 Billion Surprise – Business News Roundup (Aug 9–10, 2025)

Record Closing Highs, GPT-5 Unleashed, and a $500 Billion Surprise – Business News Roundup (Aug 9–10, 2025)

The Nasdaq Composite notched its 18th record closing high of 2025. OpenAI released GPT-5 on August 7, billed as the “smartest, fastest, most useful” model, now available to 700 million ChatGPT users, with a target of a $500 billion valuation in secondary-share sales. Federal Reserve Vice Chair Michelle Bowman signaled three rate cuts likely by year-end, with easing possibly starting…
10 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 forecasts, while Nvidia’s stock surged 73%. SMCI shares plunged 18% in one day after missing revenue targets and cutting guidance amid Nvidia delays and rising competition, erasing over $6 billion in value overnight. By Aug. 7–8, the AI-chip rally resumed as Nvidia and Broadcom hit all-time highs, and…
10 August 2025
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AI Stocks Frenzy: GPT-5 Hype, Record Highs & Billion-Dollar Bets Fuel Aug 8–9 Market Surge

AI Stocks Frenzy: GPT-5 Hype, Record Highs & Billion-Dollar Bets Fuel Aug 8–9 Market Surge

OpenAI launched GPT-5 on Aug. 7, 2025, touting expert-level capabilities and 700 million ChatGPT users. On Aug. 7, 2025, the U.S. Commerce Department began licensing Nvidia to export its H20 AI chips to China, reversing a ban and potentially restoring access to a huge market. AMD shares fell 5.1% and SMCI dropped 18.2% after Q2 data-center results disappointed, with AMD…
9 August 2025
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AI Stocks Frenzy: Record Highs, GPT‑5 Launch, Soaring Tech Giants and SoftBank’s Big AI Payday (Aug 7–8, 2025)

AI Stocks Frenzy: Record Highs, GPT‑5 Launch, Soaring Tech Giants and SoftBank’s Big AI Payday (Aug 7–8, 2025)

By Aug. 7, 2025, the Nasdaq Composite reached a record peak driven by chipmakers and AI stocks. OpenAI launched GPT-5 in August 2025 amid a push for ROI in AI. AMD fell about 5% and SMCI dropped over 18% on Aug. 6–7 after data-center results disappointed, while AMD’s Q2 data-center revenue rose 14% to $3.2 billion, lagging Nvidia’s 73% surge…
8 August 2025
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Ultimate 2025 Showdown: iOS vs Android vs HarmonyOS — Which Mobile OS Reigns Supreme?

Ultimate 2025 Showdown: iOS vs Android vs HarmonyOS — Which Mobile OS Reigns Supreme?

HarmonyOS Next, released in late 2024, runs on a fully self-developed system base with no Android dependencies. At launch, HarmonyOS Next offered over 15,000 apps and meta-services, and Huawei reported more than 6.75 million HarmonyOS developers by late 2024. Huawei claimed HarmonyOS powers over 1 billion devices as of 2024. Global smartphone OS market shares in early 2025 place Android…
4 August 2025
AI Stock Frenzy: Tech Titans Shatter Records Amid Earnings Blowouts and Bold Moves (July 30–31, 2025)

AI Stock Frenzy: Tech Titans Shatter Records Amid Earnings Blowouts and Bold Moves (July 30–31, 2025)

On July 31, 2025, the S&P 500 rose 0.7% and the Nasdaq climbed 1.2% after blockbuster Big Tech earnings, pushing indices to record highs. Microsoft stock rose about 5% after earnings, lifting its market cap above $4 trillion; Azure sales exceeded $75 billion in the past year, and Copilot has over 100 million users, with capex raised to a record…
31 July 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $4 Trillion Breakthrough: NVDA Surges on China Chip Deal – What Experts Are Saying

On July 11, 2025, Nvidia closed above a $4 trillion market cap, the first company ever to do so. On July 14, 2025, Nvidia closed at $164.07, down 0.5%, after trading between $162.02 and $165.49 intraday. Nvidia was up about 22% year-to-date and 27% year-over-year as of July 14–15, 2025. On July 15, 2025, Nvidia surged over 5% in pre-market…
15 July 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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