News 27 július 2025 - 31 július 2025

Nvidia received a 300,000-unit order for H20 AI chips to China, adding to an existing 700,000-chip stockpile. AMD shares hit a 52-week high in July after HSBC raised its target to $200. Alphabet increased AI infrastructure spending by $85 billion for 2025, while Google Cloud AI sales rose 32% in Q2. Meta plans $60–70 billion in AI infrastructure investment for 2025 as ad revenue per user rose 11%.

Tesla signed a $16.5 billion deal with Samsung for next-gen AI chip production in Texas; Samsung shares rose 6.8% in Seoul, Tesla gained 4.2%. Alibaba unveiled its Quark AI smart glasses, lifting its U.S.-listed shares 1.5%. NICE Ltd. announced a $955 million acquisition of Cognigy GmbH, sending NICE shares up 7–8%. Alphabet reported Q2 revenue up 14% to $96.4 billion, driven by AI and cloud.

C3.ai shares fell 11% after CEO Thomas Siebel resigned for health reasons, spotlighting the company as a takeover target. SoundHound AI closed Friday at $11.71, down 50% from its 2023 peak, despite 151% year-over-year revenue growth. BigBear.ai stock has surged 82% in 2025, driven by defense sector demand and speculation over future battlefield AI profits.

Alphabet will raise 2025 capital spending by $10 billion to $85 billion, focusing on AI chips and data centers after stronger-than-expected Q2 earnings and surging cloud revenue. Shares rose over 3% intraday, closing up about 1%, as at least 27 Wall Street firms raised price targets. Nvidia and AMD shares also climbed. Tesla fell 8.2% after Elon Musk warned of a "tough quarter."