Stocks

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 6% post-earnings swing in Nvidia’s stock due to its outsized index impact. Nvidia’s revenue-sharing deal with Washington directs 15% of its China sales to the U.S. Treasury as part of export controls. The U.S. government announced a deal to buy

25 August 2025

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 to test self-driving robotaxis in New York City, enabling limited testing with safety drivers in Manhattan and Brooklyn. Nvidia revealed six brand-new chips on TSMC lines for its Rubin supercomputer architecture, including a new GPU and a silicon-photonics processor, with

23 August 2025

AI · Investments · Market News · NASDAQ:AAPL · NASDAQ:GOOGL · NASDAQ:INTC · NASDAQ:META · NASDAQ:NVDA · NYSE:TSM · Stock Market · Stocks · Tech Industry

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 “Blackwell” GPU launch cited by Muse as part of the roadmap. Palantir Technologies faced valuation scrutiny on Aug. 18, 2025, with Andrew Left calling it “grossly overvalued” at about 588x forward earnings and the stock down about 1.8% that day

19 August 2025

Artificial Intelligence · Investment · Market News · NASDAQ:AI · NASDAQ:CYBR · NASDAQ:GOOGL · NASDAQ:NVDA · NASDAQ:PANW · NASDAQ:PLTR · NYSE:EBR · Stock Market · Stocks · Tech Companies

AI Stock Frenzy: Nvidia Near $4T, Tesla Scraps ‘Dojo’, Palantir Shines Amid Global AI Shake-Up

Nvidia reached a $4 trillion market capitalization, becoming the first public company to do so, with its shares closing above the milestone in early July. Nvidia remains near record highs as AI demand powers its chips, while the Nasdaq and S&P 500 posted fresh record closes in mid‑August driven by AI mega‑caps. AMD’s data-center chip revenue rose 14% but fell short of expectations, triggering a more than 5% drop in its stock. Super Micro Computer fell 18% after guiding lower results, as investors perceived a loss of AI server share to larger rivals. Ray Dalio’s Bridgewater more than doubled its

18 August 2025

AI · NVIDIA · Stock Market · Stocks · Tech Industry · Tesla

Record Highs, Trade Truces & Earnings Shockwaves – Wall Street’s Wild 48 Hours (July 22–23, 2025)

On July 23, 2025, President Donald Trump announced a trade deal with Japan that cut auto import tariffs to 15% from 25% and includes a $500 billion Japanese investment package. U.S. stocks surged to intraday records as the S&P 500 reached about 6,353, the Dow hit 44,958, the Nasdaq rose 0.5%, and the VIX fell to a five-month low on July 23, 2025. U.S.-traded shares of Toyota and Honda jumped about 13%, while Stellantis rose 11% and General Motors gained 8% on July 23. GE Vernova surged 13–14% to an all-time high after beating earnings and raising its revenue and

23 July 2025

Earnings · Finance · Stocks · Trading · Wall Street

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

Nvidia (NVDA) became the world’s most valuable semiconductor firm and rose about 4% after the U.S. reversed the export ban on advanced AI chips to China, with Nvidia applying for licenses to resume selling its H20 GPUs and noting the April ban could cost up to $15 billion in revenue. The Nvidia H20 GPU is a slightly curbed version of the flagship AI processor but remains compatible with Nvidia’s standard AI software tools even when peak performance is dialed down. Advanced Micro Devices (AMD) surged as much as 7% on the export relief, with the Commerce Department set to review