News 27 július 2025 - 31 július 2025

Glencore plc Faces New Mount Isa Test as Jervois Copper Project May Bypass Smelter
···

A Glencore plc újabb Mount Isa-próbával néz szembe, mivel a Jervois rézprojekt megkerülheti az olvasztót

Glencore faces new challenges at its Mount Isa copper smelter as the Jervois project team considers refining options that bypass the site, according to the Australian Financial Review. KGL Resources, which leads Jervois, last week announced a $300 million streaming deal with Wheaton Precious Metals and is in talks with international buyers. Treatment and refining charges have dropped to record lows amid global oversupply.
április 7, 2026
AI Stock Frenzy: Record Highs, Bold Bets, and Backlash in Late July 2025
·

Mesterséges Intelligencia Részvényőrület: Rekordmagas Szintek, Merész Fogadások és Visszacsapás 2025. Július Végén

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%.
július 31, 2025
AI Stock Frenzy: Tesla’s $16.5B Chip Pact, OpenAI’s $40B Bet Spark Market Moves
·

Mesterséges Intelligencia Részvényőrület: A Tesla 16,5 milliárd dolláros chipmegállapodása és az OpenAI 40 milliárdos fogadása mozgatja a piacot

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.
július 30, 2025
AI Stocks Skyrocket to Record Highs as CEO Shakeups, $4 Trillion Milestones, and Big Tech Bets Stun Wall Street
·

Az AI részvények rekordmagasságokba szöknek: vezérigazgató-cserék, 4 billió dolláros mérföldkövek és a techóriások nagy tétjei döbbentik meg a Wall Streetet

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.
július 28, 2025
AI Stock Frenzy: Tech Giants’ Blowout Earnings Fuel Record Rally as Wall Street Bets Big on AI
·

Mesterséges intelligencia részvényőrület: A technológiai óriások kiemelkedő eredményei rekordrallyt indítanak, ahogy a Wall Street nagyot fogad az AI-ra

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."
július 27, 2025
1 … 11 12 13