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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

Key facts (as of Nov 5, 2025, UTC) What just happened—and why it matters Global markets were jolted on Wednesday, Nov 5, as an AI‑led selloff in U.S. megacaps rolled through Asia and then Europe. The immediate trigger: rising skepticism that AI‑exposed winners can sustain nosebleed valuations, compounded by fresh policy headlines out of China and high‑profile warnings from Wall Street heavyweights. Reuters+1 Asia’s hit list. Korea’s memory giants Samsung and SK Hynix led the initial downdraft, dragging the Kospi down as much as 6.2% before some buyers stepped in. In Japan, chip‑equipment and testing names were pummeled, with Advantest
5 November 2025
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AI Stock Frenzy: $10B Chip Deal Ignites Rally, Amazon’s ‘Quick Suite’ Leak & Salesforce’s AI Setback

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
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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 Aug. 19, its fifth straight daily decline, with the weekly drop exceeding 15% after reporting first-half 2025 revenue above $2 billion and GAAP profitability. OpenAI private-market talks reportedly value the company at $500 billion, with employees potentially selling up to
20 August 2025
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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)

SoundHound AI posted Q2 revenue of $42.7 million, up 217% year-over-year, about $10 million above expectations, and lifted full-year revenue guidance to $160–$178 million. Palantir Technologies reported Q2 revenue above $1 billion for the first time, with U.S. government sales up 53% to $426 million (over 42% of total revenue), and raised full-year revenue guidance to $4.14–$4.15 billion, with the stock up about 4%. C3.ai pre-announced weak Q1 results, with CEO Thomas Siebel calling sales “completely unacceptable,” sending the stock down over 14% after hours as the company began a leadership search and D.A. Davidson cut the target to $13.
11 August 2025
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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 forecasts, while Nvidia’s stock surged 73%. SMCI shares plunged 18% in one day after missing revenue targets and cutting guidance amid Nvidia delays and rising competition, erasing over $6 billion in value overnight. By Aug. 7–8, the AI-chip rally resumed as Nvidia and Broadcom hit all-time highs, and AMD rebounded about 5% while TSMC rose roughly 5% on tariff optimism. The U.S. Commerce Department began issuing licenses for Nvidia’s H20 AI GPUs to China, potentially easing an export ban that Nvidia warned could cost $8 billion in sales
10 August 2025
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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)

By Aug. 7, 2025, the Nasdaq Composite reached a record peak driven by chipmakers and AI stocks. OpenAI launched GPT-5 in August 2025 amid a push for ROI in AI. AMD fell about 5% and SMCI dropped over 18% on Aug. 6–7 after data-center results disappointed, while AMD’s Q2 data-center revenue rose 14% to $3.2 billion, lagging Nvidia’s 73% surge in the same segment. Palantir (PLTR) surged nearly 9% in a day after Aug. 5, as it raised its full-year revenue forecast for the second time in 2025, with Q2 revenue of $1 billion and government sales up 53%. Meta
8 August 2025
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Global IoT Market 2025 Forecast: Inside the $1 Trillion Tech Revolution

Global IoT Market 2025 Forecast: Inside the $1 Trillion Tech Revolution

Global IoT spending in 2025 is projected to approach $1 trillion, up from $805.7 billion in 2023. By 2025, the number of connected IoT devices is expected to reach 27 billion, rising to over 40 billion by 2030. Manufacturing is the leading IoT vertical by spending, with 2023 top use cases including manufacturing operations at $73 billion and production asset management at $68 billion. The IoT in healthcare market was about $72 billion in 2020 and is projected to grow to $446.5 billion by 2028 at a 25.9% CAGR. The automotive IoT market is projected to reach over $190 billion
7 July 2025
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