Technology 26 July 2025 - 1 August 2025

Palantir’s Pentagon AI Tool Hit by Anthropic Ban, Forcing Risky Rebuild
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Palantir’s Pentagon AI Tool Hit by Anthropic Ban, Forcing Risky Rebuild

Palantir must remove Anthropic’s Claude AI from its Maven Smart Systems after a Trump administration order halted contractor work with Anthropic. The overhaul could take months and affects U.S. defense contracts worth over $1 billion. Lockheed Martin and other contractors face similar pressure as Washington considers labeling Anthropic a supply-chain risk. Palantir, the Pentagon, and Anthropic declined to comment.
March 5, 2026
AI Stock Frenzy: Microsoft Tops $4 Trillion, Meta Soars 11%, and Palantir Lands $10B Army Deal – July 31/Aug 1 Roundup
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AI Stock Frenzy: Microsoft Tops $4 Trillion, Meta Soars 11%, and Palantir Lands $10B Army Deal – July 31/Aug 1 Roundup

Microsoft briefly topped a $4 trillion market cap on July 31, the second public company to do so after Nvidia. Meta shares jumped 11.3% to a record on strong Q2 results and AI ad growth. Alphabet raised its AI spending target by $10 billion to $85 billion after beating sales forecasts. Amazon’s stock fell over 7% after hours despite 13% revenue growth, as AWS cloud growth lagged rivals.
August 1, 2025
Big Tech’s AI Blowout Fuels $500 Billion Stock Surge – Global Roundup (July 30–31, 2025)
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Big Tech’s AI Blowout Fuels $500 Billion Stock Surge – Global Roundup (July 30–31, 2025)

Microsoft and Meta shares jumped 8% and 9% after hours on July 30, adding nearly $440 billion in market value as AI investments fueled strong earnings. Microsoft Azure cloud revenue climbed 39%, beating forecasts, and Copilot users topped 100 million. Meta projected Q3 revenue above estimates, citing AI-powered ad tools. Palo Alto Networks announced a $25 billion deal to buy CyberArk Software to expand in AI security.
July 31, 2025
Crypto Chaos: Fed Jitters, Altcoin Revival, NFT Breakthroughs – July 30–31, 2025 Roundup
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Crypto Chaos: Fed Jitters, Altcoin Revival, NFT Breakthroughs – July 30–31, 2025 Roundup

The Federal Reserve held rates at 4.25% with two officials dissenting for a cut, sending Bitcoin briefly below $116,000 before it rebounded above $118,000. Ethereum marked its 10th anniversary trading above $3,800, up 23% in recent weeks, as spot ETH ETFs saw 18 straight days of net inflows. The Justice Department seized $225 million from crypto scams, its largest haul to date. Solana unveiled an ACE roadmap targeting over 10,000 TPS.
July 31, 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
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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