AI Stocks Frenzy: Billion-Dollar Deals, Big Tech Bets & Global Surprises (Aug 14–15, 2025)
Bridgewater Associates more than doubled its Nvidia stake and added to Alphabet and Microsoft holdings in Q2, underscoring conviction that AI mega-caps will drive market gains. On August 14, Oracle and Alphabet’s Google Cloud announced a deal to offer Google’s Gemini generative AI models through Oracle Cloud and to integrate Vertex AI, letting Oracle customers access Gemini on Google infrastructure. Tesla scrapped its in-house Dojo AI supercomputer and pivoted to a unified AI chip roadmap dubbed AI5 and AI6, signaling continued reliance on external GPUs and benefiting Nvidia. On August 14, Nvidia stock fell about 2.5% for the week to