Umělá inteligence 27 Červenec 2025 - 6 Srpen 2025

Oracle stock price slides 5% after OpenAI’s $600 billion compute plan surfaces; ORCL traders eye Nvidia next
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Cena akcií Oracle klesá o 5 % po zveřejnění plánu OpenAI na výpočetní výkon za 600 miliard dolarů; obchodníci s ORCL sledují další krok Nvidie

Oracle shares fell 5.4% to $148.08 in after-hours trading Friday, underperforming the broader U.S. market. OpenAI plans to spend $600 billion on computing by 2030, with Nvidia reportedly ready to invest $30 billion. Investors await Oracle’s 2026 financing details and Nvidia’s earnings on February 25. Oracle launched new AI and healthcare products this week.
21 února, 2026
AI Stock Frenzy: Tech Titans Soar as Palantir’s $1B Blowout and OpenAI’s $300B Buzz Fuel Rally
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AI akciová horečka: technologičtí giganti letí vzhůru díky Palantirovu úspěchu za 1 miliardu dolarů a humbuku kolem OpenAI za 300 miliard

Nvidia jumped nearly 4% to around $180 per share on August 4, 2025, after reports of a possible Alphabet investment in Vast Data. Nasdaq rose about 2%, S&P 500 gained 1.5%. Alphabet and Meta climbed roughly 3%, Microsoft and Tesla added 2%, while Amazon slipped 1%. OpenAI raised $8.3 billion at a $300 billion valuation and now has 5 million paying business customers.
6 srpna, 2025
AI Stocks Frenzy: Big Tech Earnings, Billion-Dollar Deals & New AI Launches (Aug 3-4, 2025)
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Šílenství kolem akcií AI: Výsledky velkých technologických firem, miliardové obchody a nové AI novinky (3.–4. srpna 2025)

Microsoft briefly surpassed a $4 trillion market cap last week, rising 4%. Nvidia shares fell 2.3% and Alphabet dropped 1.4% Friday after tariff news. S&P 500 is up about 6% year-to-date, with 81% of reporting companies beating earnings estimates. Palo Alto Networks agreed to buy CyberArk Software for $25 billion, its largest deal to date.
4 srpna, 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: 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
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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