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Stock Market News 19 August 2025 - 26 August 2025

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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AI Stock Whiplash: Nvidia’s $4 Trillion Test, Intel’s Shocking Deal & a Global Tech Rollercoaster

AI Stock Whiplash: Nvidia’s $4 Trillion Test, Intel’s Shocking Deal & a Global Tech Rollercoaster

Nasdaq Composite slid nearly 0.7% mid-week while the S&P 500 tech sector fell about 2.5% as investors rotated out of AI-fueled gains. Nvidia became the first-ever $4 trillion U.S. company last month, underscoring its central role in the AI rally. Analysts forecast Nvidia’s fiscal Q2 EPS rising 48% on revenue of $45.9 billion. Options markets were bracing for roughly a…
25 August 2025
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AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

Nvidia’s stock has climbed 30%+ in 2025, a 1,400% rally since late 2022, and became the first-ever $4 trillion company last month. Nvidia’s Q2 results are due on Aug. 27, with expectations of 48% EPS growth on about $46 billion in revenue. Palantir Technologies fell nearly 10% this week after being dubbed the AI darling of 2025. Analog Devices rose…
24 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 reportedly in early talks to use Google’s Gemini AI to power Siri, a Bloomberg leak that sent Alphabet stock up 3.7% and Apple up 1.6%. Meta Platforms signed a deal with Midjourney to license its image-generation tech for Meta’s future AI products, linking Meta and Midjourney’s research teams under Meta’s new Superintelligence Labs. Waymo received its first permit…
23 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)

During Aug 21–22, 2025, the Nasdaq Composite and the S&P 500 tech sector each fell roughly 2% by Wednesday. Ahead of Fed Chair Jerome Powell’s Jackson Hole address, traders de-risked amid hopes of rate cuts. An MIT study found 95% of companies see no returns on AI spending, and OpenAI CEO Sam Altman cautioned investors may be overexcited. Tech stocks…
22 August 2025
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AI Stock Frenzy Cools as SoftBank’s $2B Intel Bet Meets Palantir Plunge and Nvidia Slide

AI Stock Frenzy Cools as SoftBank’s $2B Intel Bet Meets Palantir Plunge and Nvidia Slide

SoftBank announced a $2 billion equity investment in Intel at $23 per share for a stake just under 2%. Intel’s stock rose about 7% on the news, seen as a morale lifeline for its turnaround. Nvidia’s shares fell 3.5% on Tuesday, the biggest one-day drop in four months, ahead of its Aug. 27 quarterly results. Palantir plunged over 9% on…
20 August 2025
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AI Stock Frenzy: Nvidia’s $300B Vision, Google’s Big Bet, and Palantir’s Setback – August 18–19, 2025 Roundup

AI Stock Frenzy: Nvidia’s $300B Vision, Google’s Big Bet, and Palantir’s Setback – August 18–19, 2025 Roundup

On Aug. 18, 2025, Cantor Fitzgerald analyst C.J. Muse raised Nvidia’s price target from $200 to $240, forecasting Q2 revenue of $48 billion and 2025 data-center revenue of $200 billion, with 2026 at $300 billion. Nvidia stock rose nearly 1% on Aug. 18, 2025, as investors bet on continued AI hardware leadership. The bullish Nvidia forecast rests on the upcoming…
19 August 2025
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Stock Market Today

  • Impinj Q4 Results Meet Expectations but Shares Drop Over 18% on Soft Q1 Guidance
    February 5, 2026, 6:04 PM EST. Impinj Inc (NASDAQ:PI) reported Q4 revenue of $92.85 million, up 1.4% year-on-year and matching Wall Street estimates. Earnings per share (EPS) loss stood at $0.04, aligned with forecasts. Adjusted EBITDA missed estimates at $16.43 million, with a 17.7% margin. However, the company issued weak Q1 guidance, projecting $72.5 million revenue, 19.9% below analyst expectations, sending shares down 18.4%. Operating margin improved slightly to -2.9%, while free cash flow margin rose to 14.7%. Despite near-term softness, analysts anticipate 22.5% revenue growth over the next year, driven by new products. Founded by Caltech innovators, Impinj specializes in RFID technology, and has shown strong long-term revenue growth averaging 21% annually over five years, outperforming peers. The stock faces volatility amid semiconductor sector cycles and shifting demand.
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