Stock Market News 27 August 2025

AI Stock Frenzy: $10 B Deals Ignite Rally as Big Tech Sounds Alarm

Key Facts Broadcom’s $10 B Order Ignites AI Stock Rally Broadcom became the week’s biggest AI stock story after disclosing a $10 billion order for custom AI chips from an unnamed “new customer” – widely presumed to be OpenAI – and projecting above-consensus sales next quarter. Its shares soared 9.4% on Friday in response, buoying the broader tech sector even as overall indexes ended slightly down. The mega-deal validates the explosive demand for AI infrastructure, given that training advanced models like ChatGPT requires enormous compute power. Analysts cheered Broadcom’s fortunes as a sign that the AI boom is far from peaking. CEO

7 September 2025

AI Stock Frenzy: $10B Chip Deal Ignites Rally, Amazon’s ‘Quick Suite’ Leak & Salesforce’s AI Setback

Market Overview: AI Momentum Rebounds After a late-summer lull, AI-related stocks roared back at week’s end. Weaker U.S. jobs data fueled expectations of a Federal Reserve rate cut, sparking a rally in high-growth tech names home.saxo. The S&P 500 and Nasdaq each rose roughly 0.8–0.9% on Thursday, with the Nasdaq touching record territory behind renewed enthusiasm for AI-driven companies home.saxo. Investor sentiment toward AI had wavered in August, but fresh catalysts – from blockbuster chip deals to optimistic product news – helped restore confidence in the “AI trade.” European markets echoed the optimism, as the STOXX 600 climbed 0.6% and

6 September 2025

AI · Business · Chip Industry · Stock Market · Stocks · Technology

AI Stock Frenzy: Broadcom’s $10B Chip Deal Ignites Rally as Salesforce Stumbles – Sept 4-5 Roundup

Key Takeaways Broadcom Rallies on AI Chip Windfall Chip designer Broadcom (AVGO) emerged as a major winner this week, riding the AI hardware boom to new heights. On Sept. 4, Broadcom reported robust earnings and signaled that demand for its AI-focused semiconductors is exceeding expectations. Third-quarter revenue came in at $15.95 billion (topping forecasts of $15.83 B) and the company issued an upbeat forecast for the current quarter: about $17.4 billion in Q4 revenue versus the $17.0 B consensus reuters.com. CEO Hock Tan told analysts that AI-related sales will “improve significantly” in fiscal 2026, after Broadcom secured over $10 billion in orders for AI infrastructure

5 September 2025

AI Stocks · NASDAQ:AVGO · NASDAQ:MSFT · NASDAQ:NVDA · NASDAQ:TEAM · NYSE:AI · NYSE:CRM · Salesforce · Semiconductors · Stock Market · Tech Deals

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.com. The ruling lifted a huge regulatory cloud and explicitly cited the rise of AI tools like ChatGPT as emerging search competition undermining monopoly concerns reuters.com. Judge Amit Mehta opted for targeted remedies (like data-sharing with rivals) over drastic measures, a decision analysts called “pragmatic” and a clear win for Google reuters.com reuters.com. The outcome preserves Google’s control of Android and

4 September 2025

AI Stocks · Company News · Finance · Market Trends · NASDAQ:AMD · NASDAQ:GOOGL · NASDAQ:MSFT · NASDAQ:NVDA · NASDAQ:TSLA · NYSE:AI · NYSE:PLTR · Stock Market · Tech Industry

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.com. This pullback followed a massive year-to-date rally in AI names and coincided with broader risk-off sentiment (amid worries over tariffs, inflation, and rising bond yields) reuters.com reuters.com. Analysts and fund managers indicated that the selling was broad-based and largely driven by risk management rather than a fundamental crack

3 September 2025

AI · Finance · Investments · NASDAQ:AMAT · NASDAQ:AMD · NASDAQ:AMZN · NASDAQ:GOOGL · NASDAQ:KLAC · NASDAQ:LRCX · NASDAQ:MSFT · NASDAQ:NVDA · NYSE:TSM · Stock Market · Technology

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.net. 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 AI services. The company said surging interest in generative AI drove a “triple-digit” percentage increase in revenue from its AI-related offerings year-on-year reuters.com. In the April–June quarter, Alibaba’s Cloud segment grew sales 26% – an acceleration from the prior quarter

2 September 2025

AI · Global News · Investments · NASDAQ:AMD · NASDAQ:AMZN · NASDAQ:META · NASDAQ:MSFT · NASDAQ:NVDA · NASDAQ:QCOM · NYSE:BABA · Stock Market · Stocks · Technology

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 for its AI chips (like the coveted H100) has been so overwhelming that CEO Jensen Huang likened the current AI build-out to “a new industrial revolution” with customers “buying everything [we have] – the buzz is: everything sold out” reuters.com

1 September 2025

Alibaba · Artificial Intelligence · NASDAQ:GOOGL · NASDAQ:META · NASDAQ:MSFT · NASDAQ:NVDA · NVIDIA · NYSE:BABA · Stock Market · Tech Industry

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 sell-off was broad-based: Nvidia slid 3.4% Friday (its third down day in a row), Tesla and Broadcom dropped over 3%, and even mega-caps like Meta, Amazon, Microsoft, and Alphabet gave back 1–2% ts2.tech. High-flying tech names had risen to records

31 August 2025

AI Stocks · Alibaba · Financial Trends · Market News · NASDAQ:AVGO · NASDAQ:MRVL · NASDAQ:NVDA · NVIDIA · NYSE:AI · NYSE:BABA · NYSE:DELL · NYSE:PLTR · Stock Market

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.com investopedia.com. The Nasdaq Composite sank 1.2% while the S&P 500 lost 0.6%, breaking a streak of gains as traders locked in profits on this year’s AI-fueled winners investopedia.com investopedia.com. Tech mega-caps were mostly lower: Nvidia slid 3.4%, extending a 3-day decline; Tesla and Broadcom fell over 3%; even giants like Meta and Amazon

30 August 2025

AI · Business · Global Trends · NASDAQ:AVGO · NASDAQ:MRVL · NASDAQ:NVDA · NYSE:BABA · NYSE:DELL · Stock Market · Technology

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.com reuters.com. The chip leader’s shares dipped just 0.8% on those cautious forecasts reuters.com, but investors seized on the bigger picture: AI spending is still surging. The S&P 500 jumped 0.3% to a record high (Nasdaq +0.5%), extending a rally that has repeatedly driven indexes to new

29 August 2025

AI · Financial News · Investments · NASDAQ:NVDA · Stock Market · Technology

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.com. That guidance edged past Wall Street’s ~$53.1 billion consensus and implies astonishing 170%+ growth year-on-year, cementing Nvidia as the de facto arms dealer of the AI era. Behind the numbers is “robust demand” from cloud providers expanding generative AI infrastructure reuters.com. Hyperscalers like Microsoft, Google, Amazon and Meta – many

28 August 2025

AI · Business · Investment · NASDAQ:MDB · NASDAQ:NVDA · NYSE:SNOW · Stock Market · Stocks · Technology

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.com. The Dow Jones rose about 0.3%, and the S&P 500 and Nasdaq each gained ~0.4%, finishing near session highs investopedia.com. Nvidia – now the world’s most valuable company at roughly $4.4 trillion market cap – has become the de facto bellwether of the AI era reuters.com. Its results “transcend the company, becoming a barometer of macroeconomic activity, a talisman for the artificial intelligence

27 August 2025

AI · China · Global Markets · NASDAQ:AAPL · NASDAQ:AMD · NASDAQ:AMZN · NASDAQ:AVGO · NASDAQ:GOOG · NASDAQ:META · NASDAQ:MSFT · NASDAQ:NVDA · NASDAQ:PLTR · NASDAQ:TSLA · NYSE:IBM · Stock Market · Stocks · Technology

Stock Market News 27 August 2025 - 7 September 2025