News 29 iulie 2025 - 31 iulie 2025

Broadcom stock (AVGO) holds near $333 after Citi trims target; AI chip rivalry back in view
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Acțiunile Broadcom (AVGO) se mențin aproape de 333 de dolari după ce Citi reduce ținta; rivalitatea pe cipuri AI revine în prim-plan

Broadcom shares rose 0.3% to $333.51 Wednesday, despite Citi cutting its price target to $458 ahead of March 4 earnings. Meta signed a multi-year AI hardware deal with Nvidia, agreeing to deploy millions of Nvidia chips. Investors weighed Broadcom’s software risks and competition from Google’s TPU chips.
februarie 19, 2026
AI Stock Frenzy: Record Highs, Bold Bets, and Backlash in Late July 2025
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Frenezia acțiunilor AI: Recorduri istorice, pariuri îndrăznețe și reacții negative la sfârșitul lui iulie 2025

Nvidia received a 300,000-unit order for H20 AI chips from China after the April export ban was reversed, adding to an existing stockpile of 700,000 units. AMD hit a 52-week high near $177 as HSBC raised its rating to "Buy" with a $200 target, citing strong MI350 test results against Nvidia's Blackwell chips. Alphabet reported Q2 revenue up 14% year-on-year and raised 2025 capital spending to $85 billion. Palantir secured over $1 billion in US government AI contracts.
iulie 31, 2025
AI Stock Frenzy: Tesla’s $16.5B Chip Pact, OpenAI’s $40B Bet Spark Market Moves
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Frenezia acțiunilor AI: Acordul de 16,5 miliarde $ al Tesla pentru cipuri și pariul de 40 miliarde $ al OpenAI agită piețele

Tesla signed a $16.5 billion deal with Samsung for AI6 chips for autonomous driving, with production set for Taylor, Texas; Tesla shares rose 4.2%, Samsung 6.8%. OpenAI announced up to $40 billion in new funding led by SoftBank, valuing it at $300 billion, as ChatGPT reached 500 million weekly users. Nvidia secured U.S. approval to export AI chips to China and ordered 300,000 H20 GPUs from TSMC.
iulie 30, 2025
AI Stocks Skyrocket to Record Highs as CEO Shakeups, $4 Trillion Milestones, and Big Tech Bets Stun Wall Street
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Acțiunile AI ating niveluri record pe fondul schimbărilor de CEO, pragului de 4 trilioane de dolari și pariurilor marilor companii tech care uimesc Wall Street-ul

C3.ai shares fell 11% Thursday after CEO Thomas Siebel announced his resignation due to health issues; Siebel will remain executive chairman. SoundHound AI stock closed at $11.71, down 50% from last year’s high, despite 151% revenue growth in Q1 2025. BigBear.ai shares have surged 82% in 2025, trading near $8, as the company expands in defense AI under new CEO Kevin McAleenan.
iulie 29, 2025
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