Late summer and early fall in the U.S. (and not only) is often a time of financial turmoil - it was August-October that saw the most high-profile crises of the last decades. Today, new sources of risk are being added to this season of turbulence: a boom in investment in AI infrastructure and a growing confrontation between the White House and the Federal Reserve.&nbsp; What makes August especially dangerous for investors, whether the economy is in danger of a "data center bubble" and whether Donald Trump has his own strategy in monetary policy, or whether his attacks on the Fed are just a political calculation?

Crisis season, AI and the timing of Trump's attacks on the Fed: highlights from economists' blogs

Nebius Group N.V.

Palantir Technologies Inc.

Intel Corporation

Apple Inc.

AI and fintech are surging in the U.S. market. OpenAI is preparing an employee stock deal that could raise the company's valuation to $500 billion - higher than SpaceX. Apple joined Donald Trump in announcing a $100 billion increase in investments in the U.S., including $2.5 billion in iPhone glass manufacturing. Palantir surpassed $1 billion in revenue for the first time, Nebius Group shares soared 28% after a seven-fold increase in revenue and an increase in guidance. The main events of August 4-8 are in our review;

Highlights of the week: Trump and duties, Palantir breaks records, OpenAI catches up with SpaceX


Tesla, Inc.

Advanced Micro Devices, Inc.

NVIDIA Corporation

It is unwise for a company to spend resources on two different AI chips at the same time, its CEO Ilon Musk has said

Wells Fargo names two beneficiaries of Tesla's refusal to develop its own AI chips

Tesla quotes in OTC trading went down after two days of growth

Tesla has shut down the Dojo supercomputer project. Who benefits from it?

The cloud provider backed by chipmaker Nvidia raised its forecast for annual revenue pace - to about $1 billion

Volozha's Nebuis increased revenue sevenfold year over year. Shares soared 19% after the report

Alphabet Inc.

Sam Altman called the development an important step toward general artificial intelligence (AGI)

"A team of experts with doctoral degrees": OpenAI showed a new AI model of GPT-5

Microsoft Corporation

At least 20 Google employees have moved to Microsoft in recent months

Microsoft has begun poaching Google's AI talent, using Meta tactics - WSJ

Meta Platforms, Inc.

Analysts emphasized that the fourth industrial revolution is still in its early stages

Nvidia, Microsoft, Palantir: Wedbush named its favorites in AI for the rest of the year

Microsoft, Google, and Meta have cheerfully reported revenue and profit growth, not failing to emphasize the contribution of AI technologies to their successes. Individual AI startups also continue to energetically attract investment.&nbsp; So what is the AI race: a financial bubble or a new economy? It's an unprecedented question that worries both private investors and CEOs of major tech companies that have invested billions in AI. Let's try to figure out what's going on.

AI is starting to pay the bills: why the dot-com bubble story won't repeat itself


Oracle Corporation

Oracle Cloud Infrastructure platform could be among the top 4 largest global cloud providers, analyst says

Bernstein advises buying Oracle stock and expects it to grow 22%. What is the reason for the forecast?

Palantir shares jumped nearly 10% to a new all-time high in trading on August 5


Palantir stock is already up 130% so far this year. What do analysts expect after the report?


CommScope Holding Company, Inc.

Amphenol Corporation

Shares of mid-cap network infrastructure provider  CommScope <a href="https://finance.yahoo.com/quote/COMM/">soared</a> more than 86% to a four-year high yesterday, Aug. 4. Its broadband connectivity and cable TV division will be bought by fiber-optic cable maker  Amphenol for more than triple the market capitalization of all of CommScope. The deal is an example of how AI is turning data-center components into one of the hottest areas of the market, <a href="https://www.barrons.com/articles/commscope-stock-amphenol-ai-data-center-4bac39e5?mod=RTA">writes</a>&nbsp;<i>Barron's</i>.

Artificial intelligence (AI)