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AI Stock Frenzy: Record Highs, Bold Bets, and Backlash in Late July 2025
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AI Stock Frenzy: Record Highs, Bold Bets, and Backlash in Late July 2025

Nvidia secured a 300,000-unit H20 AI chip order for China as U.S. export licenses are expected to resume, adding to its 700,000-chip inventory. AMD rose to $177 after HSBC upgraded the stock and cited its OpenAI partnership. Broadcom forecast a 60% jump in AI revenues this quarter to $5.1 billion, boosted by cloud demand and VMware. Alphabet raised 2025 capital spending by $10 billion to $85 billion to expand AI cloud infrastructure.
July 30, 2025
Crypto Shockwaves: Bitcoin Near $119K, White House “Regulatory Bible”, and Altcoin Turmoil – July 29-30, 2025 Roundup
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Crypto Shockwaves: Bitcoin Near $119K, White House “Regulatory Bible”, and Altcoin Turmoil – July 29-30, 2025 Roundup

Bitcoin traded near $118,000-$119,000 on July 29-30, about 4% below its mid-July record. The White House released a sweeping crypto policy report July 30. Strategy bought 21,021 BTC after raising $2.5 billion, bringing its holdings to 628,791 BTC. Marathon Digital raised $950 million to expand its Bitcoin treasury to 50,000 BTC, becoming the second-largest corporate holder.
July 30, 2025
AI Stock Frenzy: Tesla’s $16.5B Chip Pact, OpenAI’s $40B Bet Spark Market Moves
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AI Stock Frenzy: Tesla’s $16.5B Chip Pact, OpenAI’s $40B Bet Spark Market Moves

Tesla signed a $16.5 billion deal with Samsung to produce AI6 self-driving chips in Texas, sending Samsung shares up 6.8% and Tesla up 4.2%. OpenAI is raising up to $40 billion in a SoftBank-led round at a $300 billion valuation, contingent on a for-profit reorganization. Alphabet reported Q2 revenue of $96.4 billion, up 14%. Nvidia placed orders for 300,000 H20 GPUs with TSMC after U.S. export curbs eased.
July 29, 2025
Bitcoin Whale Dumps $9B, PayPal Opens Crypto Floodgates – Crypto’s Wild 48 Hours (July 28–29, 2025)
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Bitcoin Whale Dumps $9B, PayPal Opens Crypto Floodgates – Crypto’s Wild 48 Hours (July 28–29, 2025)

Over 80,000 BTC worth $9 billion, dormant since 2011, were sold OTC last week via Galaxy Digital with minimal market impact. Marathon Digital closed a $950 million convertible bond to buy more Bitcoin, while PayPal launched "Pay with Crypto" for U.S. merchants. Tron debuted on Nasdaq through a reverse merger and rebranded as “TRON,” with shares jumping 23% after filing.
July 29, 2025
AI Stocks Soar Amid Blockbuster Earnings, Massive Chip Deal, and Global Tech Alliances
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AI Stocks Soar Amid Blockbuster Earnings, Massive Chip Deal, and Global Tech Alliances

Alphabet reported $96.4 billion in Q2 revenue, up 14% year-over-year, and raised 2025 capital spending by $10 billion to meet AI demand. Tesla and Samsung announced a $16.5 billion chip deal for next-generation AI chips, boosting Samsung shares over 6%. Nvidia and Microsoft traded near record highs, while Palantir surged over 100% year-to-date on AI platform demand.
July 28, 2025
Bitcoin Near $120K, Altcoins Soar as New Crypto Law Sparks Market Frenzy – July 27–28, 2025 Crypto Roundup
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Bitcoin Near $120K, Altcoins Soar as New Crypto Law Sparks Market Frenzy – July 27–28, 2025 Crypto Roundup

President Donald Trump signed the GENIUS Act, the first major U.S. federal crypto law, mandating 1:1 dollar or Treasury backing for stablecoins and banning interest on regulated stablecoins. Congress also advanced a Clarity Act to define SEC and CFTC oversight. Bitcoin’s realized market cap topped $1 trillion as prices hovered near $120,000. Hong Kong and Nigeria enacted new stablecoin rules, while the EU’s MiCA framework advanced.
July 28, 2025
AI Stocks Skyrocket to Record Highs as CEO Shakeups, $4 Trillion Milestones, and Big Tech Bets Stun Wall Street
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AI Stocks Skyrocket to Record Highs as CEO Shakeups, $4 Trillion Milestones, and Big Tech Bets Stun Wall Street

C3.ai shares fell 11% Thursday after CEO Thomas Siebel announced he will step down due to health issues, though he will stay on as executive chairman. SoundHound AI stock closed at $11.71 Friday, about 50% below its 2023 peak, despite 151% year-on-year Q1 revenue growth. BigBear.ai shares have surged 82% in 2025, fueled by defense sector demand and speculation over its battlefield AI capabilities.
July 27, 2025
Crypto Whales, ETF Hype and Hacks – Late July 2025 News Roundup
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Crypto Whales, ETF Hype and Hacks – Late July 2025 News Roundup

Galaxy Digital moved 80,000 BTC ($9 billion) in an estate sale July 26–27, briefly pushing Bitcoin below $115,000 before it rebounded. US spot ETH ETFs saw $4.6 billion in inflows over two weeks, with BlackRock’s fund reaching $10 billion AUM. XRP spiked to $3.60 after Ripple’s partial SEC win, then dropped 14% after a 50 million XRP transfer to exchanges. WOO X lost $14 million in a hack, pausing withdrawals.
July 27, 2025
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