Stock Market News 26 July 2025 - 4 August 2025

AI Stock Frenzy: Tech Titans Soar as Palantir’s $1B Blowout and OpenAI’s $300B Buzz Fuel Rally

Palantir Technologies reported Q2 revenue of $1.0 billion, the first billion-dollar quarter, up 48% year over year, with adjusted earnings per share of $0.16 and full-year 2025 revenue guidance raised to $4.14–4.15 billion. Palantir’s U.S. government sales rose 68% year over year

August 5, 2025

Artificial Intelligence·News·Stock Market·Technology

AI Stocks Frenzy: Big Tech Earnings, Billion-Dollar Deals & New AI Launches (Aug 3-4, 2025)

Friday’s trade saw Nvidia down 2.3% and Alphabet down 1.4% after a tariff-induced selloff. The S&P 500 remains near record highs, up about 6% year-to-date, led by mega-cap AI names. Microsoft’s stock jumped 4% last week, briefly crossing a $4 trillion market

August 4, 2025

AI Trends·News·Stock Market·Technology

AI Stocks Skyrocket on Earnings and Deals – One Tech Giant Falters Amid Breakthroughs & New Rules

Microsoft posted a blockbuster quarter and its market capitalization topped $4 trillion for the first time, while forecasting $30 billion in upcoming quarterly capital spending to meet soaring AI demand. Meta Platforms forecast third-quarter revenue well above estimates as AI-powered ad growth

August 3, 2025

AI·News·Stock Market·Technology

AI Stocks Weekly: Earnings Surprises, Big Deals & Bold Predictions in Tech’s Hottest Sector

Microsoft’s Azure revenue rose 39% year over year, about 5 percentage points above forecasts, contributing to an 18% rise in overall quarterly revenue, while MSFT stock fell roughly 1.8% on Aug. 1. Google’s Alphabet reported a Q2 beat with search ads up

August 2, 2025

Business News·News·Stock Market·Technology

AI Stock Frenzy: Microsoft Tops $4 Trillion, Meta Soars 11%, and Palantir Lands $10B Army Deal – July 31/Aug 1 Roundup

Microsoft briefly surpassed a $4 trillion market cap on July 31, becoming only the second public company after Nvidia to hit that milestone. Microsoft said Azure generated $75 billion in revenue last year, and its AI Copilot tools logged over 100 million

August 1, 2025

Artificial Intelligence·Investment Strategies·News·Stock Market

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

Nvidia won a 300,000-unit H20 AI chips order for China, adding to an existing ~700,000 H20 chips in inventory, as export licenses are expected to be granted after Washington reversed the April ban. Advanced Micro Devices (AMD) rose to about $177 on

July 30, 2025

AI·AI Developments·Artificial Intelligence·Cybersecurity·News·Stock Market·Technology·Technology Trends

AI Stock Frenzy: Tesla’s $16.5B Chip Pact, OpenAI’s $40B Bet Spark Market Moves

Tesla signed a $16.5 billion contract with Samsung Electronics to fabricate Tesla’s AI6 self-driving chips at Samsung’s Taylor, Texas plant, with Samsung up 6.8% and Tesla up about 4.2% after the news. OpenAI is raising up to $40 billion in a SoftBank-led

July 29, 2025

AI·AI Trends·Artificial Intelligence·Business·News·Stock Market·Technology

AI Stocks Soar Amid Blockbuster Earnings, Massive Chip Deal, and Global Tech Alliances

Key Developments in AI Stock News (July 27–28, 2025) Market Outlook: AI Front and Center With AI the “future of technology” driving corporate fortunes Reuters, markets worldwide remain laser-focused on the sector. Global investors are bracing for an “action-packed week” ahead Reuters:

July 28, 2025

AI·Artificial Intelligence·Cybersecurity·News·Stock Market·Technology

AI Stocks Skyrocket to Record Highs as CEO Shakeups, $4 Trillion Milestones, and Big Tech Bets Stun Wall Street

AI Pure-Plays in Focus: C3.ai, SoundHound, BigBear.ai Tech Titans Double Down on AI Alphabet (GOOGL) – Google’s parent jolted the market to new highs this week after crushing Q2 earnings. Alphabet confirmed that heavy investment in AI is paying off: its Google

July 27, 2025

AI·Artificial Intelligence·Business·News·Stock Market·Technology

AI Stock Frenzy: Tech Giants’ Blowout Earnings Fuel Record Rally as Wall Street Bets Big on AI

Alphabet will boost 2025 capital expenditures by $10 billion to $85 billion, primarily for AI chips and data centers. Nvidia (NVDA) rose about 1.7% to all-time highs, pushing its valuation toward $4.23 trillion as its GPUs power AI workloads, with revenue up

July 26, 2025

Micron says AI-driven memory crunch is unprecedented and could last beyond this year
January 19, 2026, 12:34 AM EST. Micron Technology says the global memory-chip shortage has accelerated and will persist as demand for high-end memory for AI infrastructure climbs. Executives call the shortage unprecedented, with high-bandwidth memory straining supply for phones and PCs while Nvidia-driven AI workloads lift demand. Micron plans to focus on enterprise customers and will end its consumer Crucial line as it expands production internationally. The company agreed to pay about $1.8 billion for a Taiwan site to speed output, aiming for meaningful DRAM production in the second half of 2027. The AI boom has boosted profits for Micron and peers, and gear shifts could tighten PC and smartphone supply through 2026.

Stock Market News 26 July 2025 - 4 August 2025

AI Stock Frenzy: Tech Titans Soar as Palantir’s $1B Blowout and OpenAI’s $300B Buzz Fuel Rally

AI Stocks Frenzy: Big Tech Earnings, Billion-Dollar Deals & New AI Launches (Aug 3-4, 2025)

AI Stocks Skyrocket on Earnings and Deals – One Tech Giant Falters Amid Breakthroughs & New Rules

AI Stocks Weekly: Earnings Surprises, Big Deals & Bold Predictions in Tech’s Hottest Sector

AI Stock Frenzy: Microsoft Tops $4 Trillion, Meta Soars 11%, and Palantir Lands $10B Army Deal – July 31/Aug 1 Roundup

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

AI Stock Frenzy: Tesla’s $16.5B Chip Pact, OpenAI’s $40B Bet Spark Market Moves

AI Stocks Soar Amid Blockbuster Earnings, Massive Chip Deal, and Global Tech Alliances

AI Stocks Skyrocket to Record Highs as CEO Shakeups, $4 Trillion Milestones, and Big Tech Bets Stun Wall Street

AI Stock Frenzy: Tech Giants’ Blowout Earnings Fuel Record Rally as Wall Street Bets Big on AI

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