Befektetések Hírek: 31 július 2025

AI Stocks Weekly: Earnings Surprises, Big Deals & Bold Predictions in Tech’s Hottest Sector

Mesterséges Intelligencia Részvények Heti Összefoglaló: Kiemelkedő Nyereségek, Nagy Üzletek és Merész Előrejelzések a Technológia Legforróbb Szektorában

A Microsoft Azure bevételei 39%-kal nőttek éves szinten, ami körülbelül 5 százalékponttal haladta meg az előrejelzéseket, hozzájárulva a negyedéves összbevétel 18%-os növekedéséhez, miközben az MSFT részvények mintegy 1,8%-ot estek augusztus 1-jén. A Google anyavállalata, az Alphabet a második negyedévben felülmúlta a várakozásokat:
szeptember 20, 2025
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 2025 júliusában 300 000 darabos megrendelést kapott H20 MI chipjeire Kínába, amely a meglévő kb. 700 000 chipes készlethez adódik és segíti a szállítások újraindítását. AMD MI300/MI350 gyorsítók iránti optimizmus júliusban 52 hét csúcsot hozott, a részvény körülbelül 177 USD körül
július 31, 2025

Technology News

  • Microsoft Unleashes Full Screen Experience to All Windows 11 Gaming Handhelds
    November 23, 2025, 1:06 AM EST. Microsoft has expanded the Full Screen Experience (FSE) from the Asus ROG Xbox Ally X to all current Windows 11 gaming handhelds, including the Lenovo Legion Go, MSI Claw 8 AI+, and AYANEO devices. The feature, which streamlines Windows for gaming by booting into a consolidated interface that gathers titles from stores like Windows Store, Steam, Epic Games, and Battle.net, can be tested via the Xbox/Windows Insider program. Early users can expect a streamlined UI, faster access to games, and reduced reliance on the Start menu. While some enthusiasts previously forced enablement via registry tweaks on version 25H2, the official expansion marks a broader adoption. The move mirrors concepts like Big Picture Mode and may pave the way for broader form-factor testing beyond handhelds, including home theater PCs.
  • Could Windows 11 Phone Shell Be Next? Xbox XFSE, Widgets, and ARM Windows
    November 23, 2025, 1:04 AM EST. Is the dream of a Windows 11 Phone Full Screen Experience really crazy? The article revisits the Xbox Full Screen Experience (XFSE) and nostalgia for Windows Media Center, and asks whether Windows 11 could become a sofa-friendly, TV-like UI controlled by an Xbox controller or remote. It notes that XFSE sits atop Windows, with limited apps today, but hints at future quick access to Netflix and web apps within the Xbox shell. The piece imagines a Start Menu Full Screen Experience, an expanded Windows 11 Widgets surface, and a more open mobile launcher concept. It also ties this to Windows on Arm, Copilot+ on PC, and the Snapdragon X Elite era, arguing that ARM-native Windows could power a new generation of Windows-powered devices. Not crazy, just plausible.
  • Ceva Stock Slumps on Dilution Fears After $19.50 Secondary Offering
    November 23, 2025, 1:00 AM EST. Shares of Ceva fell as the company priced a secondary offering, raising concerns about dilution. After hours, Ceva announced plans to float 3 million new Ceva shares at $19.50 each, with underwriters including JPMorgan Chase and UBS holding an option for up to 450,000 more. The purpose cited is to increase financial flexibility, raise capital, and lift the public float, with potential for acquisitions or share repurchases. The move triggered a sharp weekly drop, with the stock down more than 22% week-to-date. The article notes the risk of dilution to the existing float of about 27 million shares. The writer sees some AI market potential but urges caution until proceeds are deployed.
  • IRS Deploys AI Agents Across Tax Divisions via Salesforce Agentforce
    November 23, 2025, 12:56 AM EST. Months after cuts to its workforce, the IRS is deploying AI agents for the first time across several divisions, powered by Salesforce's Agentforce platform. The new bots will assist the Office of Chief Counsel, Taxpayer Advocate Services, and the Office of Appeals by tasks such as generating case summaries and searching documents. Salesforce stresses the work will augment-not replace-human staff, noting that a human reviewer remains involved. The move signals a broader push to use automation in tax administration, even as critics question reliance on AI for sensitive taxpayer work. The article notes the IRS has faced significant staffing reductions and stresses that the policy and budget context could influence how extensively AI is adopted, including impacts on traditional filing programs.
  • Amazon Fire Tablet Black Friday Deals: Save on Fire HD 10, Fire Max 11 and More
    November 23, 2025, 12:54 AM EST. Amazon's Black Friday sale is underway with significant price cuts on its own Fire tablets. Deals start as low as $54.99 / £39.99, making entry to a compact media tablet more affordable. The lineup features the Fire HD 10 on sale for $69.99 (was $139.99) in the US and the Fire Max 11 for £129.99 in the UK (was £249.99). While not the most powerful tablets, they excel at media consumption, web browsing, and serving as budget-friendly secondary devices. The article also links to regional roundups for the best UK and US Fire tablet promos and cautions about premium options like iPads. Other Black Friday savings from major retailers are listed for context.