Technologie 27 Červenec 2025 - 3 Srpen 2025

AI Stocks Weekly: Earnings Surprises, Big Deals & Bold Predictions in Tech’s Hottest Sector
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AI akcie týdne: Překvapení ve výsledcích, velké obchody a odvážné předpovědi v nejžhavějším technologickém sektoru

Microsoft Azure revenue jumped 39% year-over-year, beating estimates by about 5 points, while total revenue rose 18%. Alphabet’s search ad revenue climbed 12% and cloud revenue 32%, but shares fell 1.9% after raising 2025 capex by $10 billion. Amazon’s Q2 sales rose 13%, AWS up 17%, but shares dropped 7%. Apple shares fell 2.5% after results; Tim Cook called AI a key priority.
3 srpna, 2025
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 akciová horečka: Microsoft překonal 4 biliony dolarů, Meta vzrostla o 11 % a Palantir získal armádní zakázku za 10 miliard dolarů – přehled 31. července/1. srpna

Microsoft briefly surpassed a $4 trillion market cap on July 31 and will spend a record $30 billion on data centers this quarter. Azure earned $75 billion last year, and Copilot has over 100 million users. Meta shares jumped 11.3% to a record high after strong Q2 results, raising its 2025 capital spending target to $72 billion. Alphabet increased its annual investment goal to $85 billion.
1 srpna, 2025
Big Tech’s AI Blowout Fuels $500 Billion Stock Surge – Global Roundup (July 30–31, 2025)
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Raketový růst AI u velkých technologických firem žene akcie vzhůru o 500 miliard dolarů – Globální přehled (30.–31. července 2025)

Microsoft and Meta shares jumped 8% and 9% after hours, adding nearly $440 billion in market value. Microsoft’s Azure cloud revenue rose 39%, beating estimates, and Copilot reached over 100 million monthly users. Meta forecast third-quarter revenue well above consensus, citing strong demand for AI ad tools. AI giants gained about $500 billion in value during the day.
31 července, 2025
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
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
AI Stock Frenzy: Tech Giants’ Blowout Earnings Fuel Record Rally as Wall Street Bets Big on AI
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AI akciová horečka: Ohromující zisky technologických gigantů pohánějí rekordní rally, Wall Street masivně sází na AI

Alphabet will raise 2025 capital spending by $10 billion to $85 billion, focusing on AI chips and data centers. Q2 profit beat forecasts, driving cloud revenue and a 3% intraday stock jump. Tesla fell 8.2% after Elon Musk warned of tough quarters ahead. Nvidia hit a record high, surpassing $4.23 trillion in market value.
27 července, 2025
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Stock Market Today

  • Gluten-free food costs burden families as South Yorkshire cuts prescriptions
    May 24, 2026, 6:52 AM EDT. A Sheffield mum highlighted the 'diabolical' costs of gluten-free food after her daughter was diagnosed with coeliac disease, a condition requiring a strict gluten-free diet to avoid immune system reactions. Since the South Yorkshire Integrated Care Board ended most gluten-free prescriptions in 2025 due to financial pressures, families face soaring expenses, with gluten-free bread and pasta costing up to three times more than regular variants. The ICB spent nearly £444,000 on prescriptions in 2025 before the cuts. Coeliac UK reports gluten-free groceries are on average 35% more expensive, and eight in ten people struggle to afford them. The NHS defended the decision as balancing clinical need and budget constraints amid a tough financial climate. Calls grow for government support or price parity to ease the economic impact on affected families.