Anthropic website for Friday, August 22, 2025.
Gabby Jones Bloomberg | Getty Images
While money continues to flow into artificial intelligence companies, it is flowing out of AI stocks.
Again, it looks like a scenario where the left hand scratches the right hand; microsoft and Nvidia plans to invest a total of $15 billion in Anthropic, while OpenAI’s competitors have committed to purchasing computing power from two new stakeholders. At the moment, it seems like most of the AI news can be summarized as “company X invests in company Y, and company Y buys from company X.”
Okay, that’s unfair. In the world of AI, there are many developments that are aimed at development rather than investment. google announced the third version of its AI model, Gemini, and Demis Hassabis, CEO of Google’s AI arm DeepMind, said it “takes over platitudes and flattery to get real insights” (though I still want an AI chatbot to compliment my curiosity when I ask how to cut a pear, so I’m not sure if that’s a pro for me).
However, investors remain skeptical about AI. Major companies such as Nvidia, Amazon and microsoft US time Tuesday, the S&P 500 index fell for the fourth straight session in the red, its longest decline since August.
And if NVIDIA, which Sam Stovall, CFRA’s chief investment strategist, calls “a top company in a top industry in a top sector,” fails to meet investors’ expectations with its earnings report on Wednesday, the S&P 500’s decline could be even wider.
What you need to know today
The S&P 500 has fallen for the fourth day in a row. Other major indexes also fell in the state on Tuesday. Bitcoin Prices fell below $90,000 before recovering. regions of europe Stocks 600 The stock fell 1.72%, hitting its lowest level in a month.
Anthropic’s signature deals with Microsoft and Nvidia. Microsoft announced Tuesday that it will invest up to $5 billion in the startup, and Nvidia will invest up to $10 billion. Anthropic is valued at about $350 billion, according to people familiar with the matter.
Google has announced its latest AI model Gemini 3. Alphabet CEO Sundar Pichai said Tuesday that “fewer prompts” are needed to get the desired answer. The update comes eight months after Google introduced Gemini 2.5 and is expected to roll out in the coming weeks.
US senators have called for an investigation into virtual currency companies linked to Trump. World Liberty Finance, which is heavily owned and operated by the Trump family, sold tokens to North Korean hacking organizations and Iranian cryptocurrency exchanges, according to corporate watchdog groups.
(PRO) AI A potentially resilient stock even in a recession. Strategists told CNBC that global equities and non-equity assets have the potential to weather the recent turmoil in U.S. tech companies.
And finally…
Oleksiy Liskoni | iStock | Getty Images
Diplomatic standoff between Tokyo and Beijing threatens Japan’s already fragile economy
China, angered by Japanese Prime Minister Sanae Takaichi’s comments about Taiwan, advised its citizens on Friday to refrain from traveling to the country. Japan’s tourism stocks fell in response to the warning, but experts warned that the impact could be long-lasting and even more severe.
Tohide Kiuchi, executive economist at Nomura Research Institute, said tensions between Asia’s two superpowers could reduce Japan’s GDP by 1.79 trillion yen in one year, which could reduce Japan’s GDP by 0.29%.
— Lim Huijie
