AI Stocks Frenzy: Big Tech Earnings, Billion-Dollar Deals & New AI Launches (Aug 3-4, 2025)

Market Sentiment & Stock Performance Wall Street’s AI-fueled rally showed no signs of cooling as investors “bought the dip” on Monday after last week’s sell-off reuters.com. U.S. and European futures edged higher following a tariff-induced tumble on Friday that saw AI-heavyweights like Nvidia and Alphabet slide 2.3% and 1.4%, respectively reuters.com. Despite short-term volatility, the S&P 500 remains near record highs (up ~6% year-to-date) thanks to outsized gains in mega-cap tech/AI names reuters.com reuters.com. “Overall it has been mega caps, growth/technology/AI that is driving a lot of the results,” noted Tim Ghriskey of Ingalls & Snyder, emphasizing that the “AI

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Georgia is a culture and design enthusiast with a background in media production. She explores how innovation intersects with creativity, writing about everything from digital art to the evolution of online storytelling.