Technológia 27 július 2025 - 5 augusztus 2025

Microsoft briefly surpassed $4 trillion in market value last week as its shares rose 4%. Meta Platforms jumped 11.3% in one day, adding about $200 billion in value. Nvidia and Alphabet fell Friday, but the S&P 500 remains up 6% this year, driven by mega-cap AI stocks. Microsoft announced $30 billion in AI-cloud spending this quarter; Alphabet raised its 2025 AI infrastructure budget to $85 billion.

Nvidia’s market value briefly topped $4.4 trillion, the first company to cross $4 trillion. Microsoft closed a record quarter, projected $30 billion in capital spending, and its market cap passed $4 trillion. Meta’s Q3 revenue forecast beat estimates on AI-driven ads; shares jumped 11% after hours. Amazon AWS revenue rose 17.5%, but shares fell 7% as it announced $31.4 billion in capital spending.

Bitcoin fell below $116,000 on August 1 as the global crypto market lost 6.6% in value. Trump’s new 15–20% tariffs on countries without U.S. trade deals took effect the same day, triggering $629 million in crypto liquidations within 24 hours. Ethereum briefly dipped under $3,600, with $115.8 million in long positions liquidated. Hong Kong introduced a licensing regime for stablecoins with a six-month transition period.

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."