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TSX:9984 14 July 2025 - 25 August 2025

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 fell nearly 0.7% mid-week, with the S&P 500 tech sector down about 2.5% as investors rotated out of AI-driven stocks. Nvidia, now valued at $4 trillion, faces expectations of a 48% EPS jump on $45.9 billion revenue for fiscal Q2. Options markets anticipate a 6% post-earnings swing in Nvidia shares. The U.S. will buy a 9.9% Intel stake for $8.9 billion, funded by CHIPS Act grants.
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 in early talks to use Google’s Gemini AI for Siri, sending Alphabet shares up 3.7% and Apple up 1.6%. Meta signed a deal to license Midjourney’s image-generation tech for its AI products. Waymo received its first permit to test self-driving robotaxis in New York City. OpenAI is raising about $40 billion at a $500 billion valuation, with ChatGPT at 700 million weekly users.
Tariff Tsunami, Tech Tumble & Peace Talk Buzz – Global Business Roundup (Aug 19–20, 2025)

Tariff Tsunami, Tech Tumble & Peace Talk Buzz – Global Business Roundup (Aug 19–20, 2025)

Nvidia shares fell sharply on August 19, 2025, as a tech selloff pulled the Nasdaq down 1.5%. President Trump met Ukraine’s president and pledged U.S. support for Ukraine’s security in any peace deal. The U.S. Commerce Department expanded 232 tariffs to 407 new categories, affecting over $200 billion in imports. New Zealand’s central bank cut rates to 3.00%, sending the kiwi dollar to $0.584.
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 will invest $2 billion in Intel at $23 per share, taking a stake just under 2%. Intel shares jumped 7% on the news, while Nvidia fell 3.5% ahead of its Aug. 27 results. Palantir dropped over 9% on Aug. 19, extending a five-day slide. OpenAI’s private-market value reportedly hit $500 billion, with employees possibly selling up to $6 billion in shares.
Global Business Roundup: Oil Rally, SoftBank’s $2B Intel Lifeline & China’s Big Debt Deal (Aug 18–19, 2025)

Global Business Roundup: Oil Rally, SoftBank’s $2B Intel Lifeline & China’s Big Debt Deal (Aug 18–19, 2025)

S&P Global affirmed the U.S. ‘AA+’ credit rating, citing tariff revenue as offsetting deficit concerns from tax cuts and spending. Mediobanca won ECB approval to acquire Banca Generali, moving to form Italy’s second-largest wealth manager. Japan’s Taro Kono urged the central bank to raise interest rates to address yen weakness and inflation. SoftBank invested $2 billion in Intel, becoming a top shareholder.
Shocking Breaches, Bold Bets & Gadget Breakthroughs: Global Tech Roundup (Aug 18-19, 2025)

Shocking Breaches, Bold Bets & Gadget Breakthroughs: Global Tech Roundup (Aug 18-19, 2025)

SoftBank invested $2 billion in Intel on August 18, becoming a top investor without a board seat. Shein is weighing a headquarters move to China to aid a Hong Kong IPO, Bloomberg reported. U.S. DOE projects data centers could use 12% of U.S. power by 2028. Redmi 15 5G launches August 19 in India with a 7,000 mAh battery.
Markets Shaken, AI Valuations Soar, Oil Slumps: What You Missed in Business This Weekend

Markets Shaken, AI Valuations Soar, Oil Slumps: What You Missed in Business This Weekend

OpenAI is in talks to sell about $6 billion in shares to SoftBank and Thrive Capital, valuing the company at $500 billion. Oil prices fell sharply, with Brent crude near $65 and Goldman Sachs warning of a bear market if peace talks advance. Google was fined A$55 million in Australia for pre-install deals. Air Canada canceled 700 flights as 10,000 flight attendants went on strike under threat of jail for union leaders.
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)

Nasdaq Composite and S&P 500 closed at record highs August 12 as AI stocks surged and inflation cooled. Nvidia hit an intraday high near $184.50, pushing its market cap toward $4.5 trillion. Perplexity AI made a $34.5 billion cash offer for Google’s Chrome, lifting Alphabet shares. Japan’s Nikkei 225 jumped 2.2% to 42,718, with SoftBank up 6.9% at a record.
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)

Palantir topped $1 billion in Q2 revenue for the first time and raised guidance, sending shares up 4%. SoundHound AI’s Q2 revenue jumped 217% to $42.7 million, beating estimates by $10 million. C3.ai warned of weak sales, triggering a 14% after-hours drop and a CEO rebuke. SoftBank posted ¥422 billion profit, pledged $30 billion to OpenAI, and surged 13% as Tokyo’s Topix hit a record.
Tech Shocks: Chips Squeezed, Hacks Mended & Space Race Delays – Tech News Roundup (Aug 10–11, 2025)

Tech Shocks: Chips Squeezed, Hacks Mended & Space Race Delays – Tech News Roundup (Aug 10–11, 2025)

AOL will shut down its dial-up internet service on September 30, 2025, ending a 34-year run. The company will also retire the AOL Dialer software and AOL Shield browser alongside the shutdown. Only a few hundred thousand users reportedly remain on dial-up in the U.S.
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 estimates, while SMCI shares plunged 18% after cutting guidance, erasing over $6 billion in value. Nvidia stock jumped 73% and later hit record highs alongside Broadcom as the AI-chip rally resumed. The U.S. began licensing Nvidia’s H20 AI GPUs to China, drawing criticism from Chinese state media. Meta secured $29 billion in financing for new AI data centers.
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

The U.S. began licensing Nvidia to export H20 AI chips to China on Aug. 7, reversing a ban. OpenAI launched GPT-5 the same day, citing 700 million ChatGPT users. AMD shares dropped 5.1% and SMCI plunged 18.2% after weak Q2 data-center results. The Nasdaq Composite notched its 18th record high of 2025 on Aug. 8, led by AI and tech stocks.
Global Business Pulse: Markets Juggle Tariffs, Rate Cuts & Mega-Deals (Aug 7–8, 2025)

Global Business Pulse: Markets Juggle Tariffs, Rate Cuts & Mega-Deals (Aug 7–8, 2025)

The United States imposed 100% tariffs on imported chips and electronics Aug. 7, sending Apple shares up 3%. Dow Jones fell 0.5%, S&P 500 slipped 0.1%, and Nasdaq hit a record, while Eli Lilly dropped 14% on weak drug data. The Bank of England cut rates for a fourth time, lifting the pound 0.7%. Paramount Global and Skydance completed an $8.4 billion merger.
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)

The Nasdaq Composite hit a record by Aug. 7, 2025, as chipmakers and AI stocks surged. AMD fell 5% and SMCI dropped over 18% after disappointing data-center results, while Palantir jumped 9% after raising its revenue forecast. Meta secured $29 billion for AI data centers, and SoftBank soared 13% to a record high in Tokyo after strong earnings and a $30 billion OpenAI stake. China’s robotics stocks rallied ahead of the World Robotics Conference.
AI’s Frenzy: Billion-Dollar Bets, Breakthroughs & Backlash – Global AI News Roundup (Aug 5–6, 2025)

AI’s Frenzy: Billion-Dollar Bets, Breakthroughs & Backlash – Global AI News Roundup (Aug 5–6, 2025)

MIT and Duke researchers used AI to design tougher plastics with iron-based ferrocene additives, publishing results in ACS Central Science. Profluent Bio created OpenCRISPR-1, the first AI-designed CRISPR enzyme, which edited human genome cells and was open-sourced in Nature. OpenAI released two open-weight LLMs and saw its valuation estimate hit $500 billion after rapid revenue growth. U.S. regulators approved ChatGPT, Gemini, and Claude for federal use.
AI’s Big Bang: Billion-Dollar Deals, Breakthroughs & Backlash (Aug 4–5, 2025 AI Roundup)

AI’s Big Bang: Billion-Dollar Deals, Breakthroughs & Backlash (Aug 4–5, 2025 AI Roundup)

OpenAI raised $8.3 billion at a $300 billion valuation in a round led by Dragoneer, with SoftBank committing up to $40 billion this year. AI-driven M&A hit $2.6 trillion in the first seven months of 2025, up 28% in value despite fewer deals. Italy launched an antitrust probe into Meta over WhatsApp AI integration. California’s new AI hiring rules take effect October 1, 2025.
OpenAI’s $12B Revelation, ‘Study Mode’ Launch & 100k-GPU AI Hub – Experts React in 48-Hour AI Frenzy

OpenAI’s $12B Revelation, ‘Study Mode’ Launch & 100k-GPU AI Hub – Experts React in 48-Hour AI Frenzy

OpenAI reached a $12 billion annualized revenue run rate in the first seven months of 2025, with weekly active users hitting 700 million. The company raised its 2025 cash burn forecast to $8 billion and is close to finalizing a $7.5 billion funding round, with major commitments from Sequoia, Tiger Global, and SoftBank.
Quantum in Orbit, 100K-Qubit Ambitions & More – Quantum Computing Roundup (July 30–31, 2025)

Quantum in Orbit, 100K-Qubit Ambitions & More – Quantum Computing Roundup (July 30–31, 2025)

The first quantum computer in space, a 3-liter photonic device led by Philip Walther of the University of Vienna, is now operational in Earth orbit after launching June 23. D-Wave Quantum announced plans July 30 to scale to 100,000 qubits using NASA JPL technology. IonQ and Oak Ridge National Laboratory used a 36-qubit system to optimize power grid scheduling. Keysight delivered a control system for over 1,000 qubits to Japan’s AIST.
AI Revolution Unfolds: Big Tech Bets, Breakthroughs & Bold Policies (July 21–22, 2025)

AI Revolution Unfolds: Big Tech Bets, Breakthroughs & Bold Policies (July 21–22, 2025)

Google will invest over $25 billion in U.S. AI data centers and infrastructure and $3 billion to modernize Pennsylvania hydropower plants. Project Stargate has been reduced to a small Ohio data center after disputes between OpenAI, SoftBank, and Oracle. Apple delayed advanced Apple Intelligence features until 2026. The U.S. plans three AI-focused Executive Orders before the July 23 AI Action Plan.
Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia’s market value briefly touched $4 trillion on July 9, 2025, with shares peaking at $164.42 before closing at a $3.97 trillion cap. The company projected $45 billion in Q2 FY2026 revenue and launched the GeForce RTX 5050 GPU, starting at $249. Nvidia announced new AI systems and cloud services, while facing US export controls and legal scrutiny over patents and data use.
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