Mateusz Ługowik

AI Stock Frenzy: Record Highs, Bold Bets, and Backlash in Late July 2025
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AI akciová horečka: rekordní maxima, odvážné sázky a odpor na konci července 2025

Nvidia shares hit a record high after news of a 300,000-unit H20 chip order for China, adding to an existing 700,000-chip stockpile. HSBC raised its rating and target price on AMD after tests showed its MI350 GPU can rival Nvidia’s Blackwell chips. Alphabet reported Q2 2025 revenue up 14% year-on-year and raised 2025 capital spending to $85 billion. Palantir secured over $1 billion in U.S. government AI contracts in H1 2025.
30 července, 2025
Bitcoin Whale Dumps $9B, PayPal Opens Crypto Floodgates – Crypto’s Wild 48 Hours (July 28–29, 2025)
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Bitcoinová velryba prodává za 9 miliard dolarů, PayPal otevírá stavidla kryptoměn – Divokých 48 hodin krypta (28.–29. července 2025)

Over 80,000 BTC worth $9 billion, dormant since 2011, were sold OTC last week via Galaxy Digital. Bitcoin fell 0.4% to $117,948 by July 28; Ethereum slipped below $3,800. Marathon Digital raised $940 million from convertible bonds and now holds 50,000 BTC. The SEC delayed decisions on several crypto ETFs, with new approvals paused under Chair Paul Atkins.
29 července, 2025
AI Stock Frenzy: Tesla’s $16.5B Chip Pact, OpenAI’s $40B Bet Spark Market Moves
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AI akciová horečka: Teslina dohoda na čipy za 16,5 miliardy dolarů a sázka OpenAI na 40 miliard dolarů hýbou trhem

Tesla agreed with Samsung to produce next-generation AI6 chips worth $16.5 billion at Samsung’s new Texas plant, with production expected from 2027–2028. OpenAI secured up to $40 billion in funding led by SoftBank, raising its valuation to $300 billion, pending regulatory approval for a public-benefit structure. The U.S. eased some Nvidia AI chip export restrictions to China. Alibaba unveiled Quark AI glasses; shares rose 1.5% premarket.
29 července, 2025
Crypto Whales, ETF Hype and Hacks – Late July 2025 News Roundup
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Krypto velryby, ETF horečka a hacky – přehled zpráv z konce července 2025

A Bitcoin whale sold 80,000 BTC ($9 billion) in one transaction, briefly pushing BTC below $115,000 before a rebound. Ethereum ETFs saw $4.6 billion in July inflows, with BlackRock’s ETH ETF reaching $10 billion AUM. XRP hit $3.60 after a partial Ripple court win, then dropped 14% following a large transfer by co-founder Chris Larsen. President Trump signed the GENIUS Act, introducing federal stablecoin rules.
28 července, 2025
AI Stocks Skyrocket to Record Highs as CEO Shakeups, $4 Trillion Milestones, and Big Tech Bets Stun Wall Street
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Akcie AI vystřelily na rekordní maxima: výměny CEO, milníky 4 biliony dolarů a sázky velkých technologických firem šokují Wall Street

C3.ai shares fell 11% Thursday after CEO Thomas Siebel resigned due to illness, fueling takeover speculation. SoundHound AI closed Friday at $11.71, down 50% from last year’s high, as profitability remains elusive despite rapid revenue growth. BigBear.ai stock has surged 82% in 2025, driven by defense sector demand and speculation over its battlefield AI capabilities.
27 července, 2025
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