Technology 26 July 2025 - 28 July 2025

Credo Technology stock jumps as Broadcom backs copper over optical links in AI data centers
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Credo Technology stock jumps as Broadcom backs copper over optical links in AI data centers

Credo Technology shares surged 11.9% to $114.74 after Broadcom said AI-chip customers would likely keep using direct-attached copper inside data center racks. Credo’s fiscal Q3 revenue jumped 201.5% to $407 million. Lumentum and Coherent shares fell after earlier gains from Nvidia’s $2 billion investments. Broadcom projected over $100 billion in AI chip revenue for 2027.
March 6, 2026
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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