Key Facts In-Depth Report Massive Deals and Surging AI Stocks The week kicked off with a blockbuster deal underscoring the insatiable appetite for AI computing power. Nebius Group, an Amsterdam-based cloud provider born from Russia’s Yandex, announced it will provide Microsoft with dedicated GPU infrastructure in a 5-year deal worth $17.4 billion (potentially expanding to $19.4 B)…
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Key Facts In-Depth Report Space & Telecom: Historic Reusability and the Satellite Internet Race SpaceX’s 500th Landing: SpaceX achieved a new reusability milestone on Sept. 5 by successfully landing an orbital booster for the 500th time space.com. A Falcon 9 rocket lifted 28 Starlink satellites from Kennedy Space Center, then its first-stage booster touched down ~8½ minutes later…
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Key Facts Summary Authors vs. AI: $1.5 Billion Settlement and New Copyright Battles Content creators scored a major victory against AI firms. Anthropic – maker of the Claude chatbot – agreed to pay $1.5 billion to settle a class-action lawsuit by authors who alleged the startup illegally downloaded millions of pirated books to train its AI bloomberg.com.…
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Key Takeaways Broadcom Rallies on AI Chip Windfall Chip designer Broadcom (AVGO) emerged as a major winner this week, riding the AI hardware boom to new heights. On Sept. 4, Broadcom reported robust earnings and signaled that demand for its AI-focused semiconductors is exceeding expectations. Third-quarter revenue came in at $15.95 billion (topping forecasts of $15.83 B)…
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Generative AI Breakthroughs and New Tools OpenAI’s GPT-5 launch took center stage, arriving as the company’s first major model upgrade since GPT-4. Announced in August and now rolling out broadly, GPT-5 is described as OpenAI’s “smartest, fastest, most useful model yet” openai.com. It integrates a novel “thinking” mode that allows longer reasoning when needed, giving…
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Key Facts Company (Ticker) Market Cap (Sept 2025) TTM Revenue TTM Net Income 1‑Year Stock Return NVIDIA (NVDA) $4.23 trillion investopedia.com $165.2 billion investopedia.com $86.6 billion investopedia.com +48% investopedia.com Microsoft (MSFT) $3.77 trillion investopedia.com $281.7 billion investopedia.com $101.8 billion investopedia.com +26% investopedia.com Apple (AAPL) $3.45 trillion investopedia.com $408.6 billion investopedia.com $99.3 billion investopedia.com +32% investopedia.com NVIDIA’s Stock Soars to Trillion-Dollar Heights NVIDIA’s stock market performance…
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Google Dodges Antitrust Breakup, Shares Soar Alphabet, Google’s parent company, won a major reprieve in its landmark U.S. antitrust case. On Sept 2, Judge Amit Mehta ruled against breaking up Google, allowing it to retain control of Android and Chrome reuters.com. The decision lifted a huge cloud of uncertainty: Alphabet stock rocketed over 9% in one…
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Microsoft Launches In-House AI Models, Signaling Independence Microsoft announced it has built two powerful homegrown AI foundation models after years of relying on OpenAI. The company introduced MAI-Voice-1, a lightning-fast speech generator, and MAI-1-preview, a text model for its Copilot assistant semafor.com semafor.com. Mustafa Suleyman, now CEO of the Microsoft AI division, said this marks…
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Key Facts Market Overview: AI Stocks Face September Reality Check The week opened with a notable cool-down in the red-hot AI trade, as investors returned from summer break and took profits in crowded tech positions. On September 2, U.S. indices fell roughly 0.7–0.8%, led by the previously high-flying “AI beneficiary” stocks reuters.com. This pullback followed…
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Key Facts Industry Overview and Historical Context (A Decade of Transformation) Just 10–15 years ago, the satellite industry was a relatively stable domain dominated by government programs and a handful of commercial players focused on geostationary communications satellites. In 2010 the global space economy was around $277 billion thespacereport.org, heavily driven by broadcasting (satellite TV) and…
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