CoreWeave, Inc.

CoreWeave's stock price volatility could jump on Aug. 14, when early investors will have the right to sell shares that have gone up in value

"Demand is booming": the hype around AI has led CoreWeave to a multiple of losses

NVIDIA Corporation

Advanced Micro Devices, Inc.

Cambricon Technologies Corporation Limited

In addition to Nvidia, AMD's AI gas pedals are also subject to the restrictions

China has urged companies not to use Nvidia chips. How will this affect their exports?

Rumble Inc.

Northern Data AG

Video-sharing platform and cloud services provider Rumble, which <a href="https://www.reuters.com/business/truth-social-host-rumble-weighs-near-12-billion-deal-northern-data-2025-08-11/">hosts</a>&nbsp;Trump-founded Truth Social,&nbsp;<a href="https://s3.amazonaws.com/b2icontent.irpass.cc/2730/rl153736.pdf">plans</a>&nbsp;to buy German data-infrastructure company Northern Data Group. The result would be a player worth about $4.5 billion. The market reaction was mixed: shares of Rumble <a href="https://finance.yahoo.com/quote/RUM/">jumped</a>&nbsp;3% yesterday, August 11, while Northern Data&nbsp;<a href="https://finance.yahoo.com/quote/NB2.DE/">plunged</a>&nbsp;more than 19%.

'Conservative YouTube' Rumble looks to bolster cloud business with $4.5 bln merger

Since the end of 2022, the markets have been euphoric: each new generation of AI models causes bouts of optimism, and the quotations of AI-related technology companies are growing by tens and hundreds of percent. But beyond the hype and flashy headlines in the media and investor communities, there is another, more objective indicator - the behavior of the government and corporate bond market. Economist Denis Elakhovsky has studied the research and found out that after the releases of the largest AI models, long-term rates are falling - as if investors are laying down not for accelerated growth, but for risks and stagnation.

Artificial intelligence and economic growth: market reaction to the release of new AI models

Apple Inc.

Tesla, Inc.

Musk, who owns ChatGPT's rival chatbot Grok, threatened Apple with "legal action"

Musk accused Apple of unfairly promoting ChatGPT on the iPhone

Intel Corporation

Donald Trump has toned down his rhetoric against Intel CEO Lip-Bu Tan, whom he previously suspected of having ties to China. Elon Musk, in a continuation of his feud with OpenAI, accused Apple of antitrust violations over its promotion of ChatGPT in the App Store and threatened a lawsuit. On the stock market, ticket marketplace StubHub, which previously suspended its offering due to fare turbulence, decided to go public on the New York Stock Exchange in September in an effort to strengthen its position in a competitive industry. On these and other topics - in the review of key events by the morning of August 12.

Micron Technology, Inc.

AI chip memory market will grow at an average annual rate of 30% through 2030, manufacturers estimate

"A slap in the face to all the bears": Mizuho raises Micron target after improved outlook

The company's shares jumped almost 7% after that, and the investment bank's target price is already below current quotes

JPMorgan doubled its target on CoreWeave ahead of its report. But optimism is cautious

C3.ai, Inc.

In trading on August 11, the company's value collapsed by a third - to the lowest in 2.5 years

'Catastrophic' report: analyst advised to sell shares of AI company C3.ai

Shares of both chipmakers fell in trading on Aug. 11

'Undercover racket': what Wall Street is saying about Nvidia and AMD's deal with the US

Alphabet Inc.

Shuanglin Co., Ltd.

Zhejiang Changsheng Sliding Bearings Co., Ltd.

In early August, Chinese startup Unitree unveiled its new robot - A2 Stellar Hunter. The "robot dog" <a href="https://x.com/UnitreeRobotics/status/1952672597558309136">demonstrates</a> incredible tricks, from dancing on one leg to confidently traversing difficult terrain off-road. Almost simultaneously, Google's Deepmind lab announced the <a href="https://x.com/GoogleDeepMind/status/1952732150928724043">development of</a> Genie 3, its new AI capable of generating not just videos, but entire three-dimensional worlds that can be freely explored. Why, out of all the huge stream of news, do these two seem the most interesting to me? They demonstrate two vectors of technology development that, when combined, are capable of turning the world upside down.

Zuckerberg's mistake: metaverses are more necessary for robots than for humans

Nvidia and AMD made a deal with the U.S. government and agreed to give 15% of the proceeds from sales of certain chips in China in exchange for export licenses. Nvidia has been at the center of a conflict with China over allegations that its H20 AI chips are unsafe, which the company categorically denies. At the same time, hedge funds in the energy sector changed their long-term strategy: they started to actively short oil stocks and cut their bets against solar energy. These and other topics are discussed in the review of key events by the morning of August 11.

Artificial intelligence (AI)