Artificial Intelligence 26 July 2025 - 4 August 2025

Next-Gen Smartphones Push Toward 256GB as On-Device AI Demands More Space
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Next-Gen Smartphones Push Toward 256GB as On-Device AI Demands More Space

Smartphone makers will boost built-in storage in 2026 despite rising flash-memory costs, with average handset capacity up 4.8%, according to TrendForce. Apple’s iPhone 17 starts at 256GB, while Samsung raised U.S. prices on its Galaxy S26 lineup. DRAM contract prices are set to jump up to 95% this quarter. Gartner forecasts smartphone prices could rise 13% by year-end as memory costs surge.
March 23, 2026
AI Stocks Frenzy: Big Tech Earnings, Billion-Dollar Deals & New AI Launches (Aug 3-4, 2025)
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AI Stocks Frenzy: Big Tech Earnings, Billion-Dollar Deals & New AI Launches (Aug 3-4, 2025)

Nvidia fell 2.3% and Alphabet dropped 1.4% Friday after a tariff-driven selloff, while the S&P 500 stayed near record highs, up about 6% for the year. Microsoft briefly crossed a $4 trillion market cap last week as its shares jumped 4%. Meta surged 11.3% in a day on an earnings surprise, adding $200 billion in value. 81% of S&P 500 companies reporting so far have beaten profit forecasts.
August 4, 2025
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
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
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
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
AI Stock Frenzy: Tech Giants’ Blowout Earnings Fuel Record Rally as Wall Street Bets Big on AI
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AI Stock Frenzy: Tech Giants’ Blowout Earnings Fuel Record Rally as Wall Street Bets Big on AI

Alphabet will raise 2025 capital spending by $10 billion to $85 billion, focusing on AI chips and data centers. Nvidia hit record highs, nearing a $4.23 trillion valuation as revenue jumped 86%. Intel will cut 15% of staff and pause new fabs after beating Q2 revenue but warned of a larger Q3 loss. Meta named Shengjia Zhao, co-creator of GPT-4, as chief scientist of its new Superintelligence lab.
July 26, 2025
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