Environnement Nouvelles: 12 août 2025 - 29 août 2025

November 18, 2025, 8:08 PM EST. U.S. stocks fell and global markets retreated amid growing concern that AI and tech valuations may be inflated, with attention focused on Nvidia as it prepares to report earnings. Nvidia, the world world's most valuable public company, trades under a cloud of fears that the AI rally may be overextended, and that a correction could ripple across the S&P 500, Dow, and Nasdaq. Analysts warn that even a mild miss could trigger further selling. A December rate cut by the Fed faces renewed scrutiny after Powell warned a cut isn't guaranteed, while Boston Fed President Susan Collins signaled rates may stay higher longer. The FedWatch tally puts the odds of a December cut near 47%, as traders await delayed U.S. jobs data and other releases.

November 18, 2025, 8:06 PM EST. Motorola Razr Ultra 2025 just hit an all-time low of $899.99 on Amazon as an early Black Friday deal, down from its $1,299.99 launch price. Equipped with a Snapdragon 8 Elite processor, 16GB RAM, and 512GB storage, it keeps pace with flagship slabs. The folding display is a 7-inch AMOLED at 165Hz, paired with a capable 4-inch cover screen. Design shines with Pantone finishes and a sturdier titanium hinge, plus a 4,700mAh battery with 68W wired and 30W wireless charging. This discount makes a premium folding phone more accessible, though stock is limited.

November 18, 2025, 8:04 PM EST. Tesla (TSLA) edged higher after institutional investors expanded their positions in the third quarter according to new 13F filings. Nomura Asset Management raised its stake to about 1.17 million shares (~$373.6 million), placing Tesla as its tenth-largest position. Others adding to holdings include Brighton Jones, Revolve Wealth Partners, Bison Wealth, and AMG National Trust Bank, while ARK Invest added more than 512,000 shares. Despite softer vehicle sales and the expiry of the $7,500 federal tax credit, funds still view Tesla as a diversified tech and energy company with growth potential in energy storage, Full Self-Driving software, the planned Robotaxi service, and its humanoid robotics program. Some investors trimmed exposure (e.g., Peter Thiel's fund), but institutional ownership rose to about 66% of outstanding shares.

November 18, 2025, 8:02 PM EST. Regulatory filings show Thiel's hedge fund exited its entire Nvidia stake in Q3, selling about 537,742 shares worth roughly $100 million at quarter-end. The move fuels concerns that the current surge in AI valuations may be nearing a peak, joining earlier exits by SoftBank and trims by other hedge funds in big tech. With Nvidia again serving as a barometer for AI demand because its chips power data centers and servers, investors will scrutinize the upcoming Q3 results for signs that spending on AI infrastructure remains robust. The developments add to a growing narrative that lofty prices tied to AI hype could face a cooldown, even as demand remains a core driver for Nvidia's business.

November 18, 2025, 7:58 PM EST. Cloudflare, the invisible backbone of much of the web, faced a disruption Tuesday that knocked popular services offline. The outage hit high-profile platforms such as X and ChatGPT, with widespread login issues and 500 errors reported as customers navigated an affected network. Cloudflare, a cloud infrastructure provider used by roughly 20% of sites, offers DDoS protection, performance optimization, and the ubiquitous Are you a human checks. By about 6 a.m. Eastern, the company acknowledged an issue and began remediation. By 9:42 a.m. Eastern, it said a fix was implemented and the incident was likely resolved, though operators continued monitoring. The exact cause remains unclear, underscoring how a single vendor outage can ripple across the internet and into everyday online experiences.