Today: 14 May 2026
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NASDAQ:MSFT 18 September 2025 - 27 September 2025

AI Stocks Rally Amid Bold Bets and Breakthroughs: Nvidia’s $100B Play, Tesla’s $1T Robotaxi Dream & More

AI Stocks Rally Amid Bold Bets and Breakthroughs: Nvidia’s $100B Play, Tesla’s $1T Robotaxi Dream & More

Nvidia’s potential $100 billion investment in OpenAI triggered a tech equity rally and analyst forecasts of $400 billion in added revenue. Microsoft will integrate Anthropic’s Claude into Copilot, while Meta is testing new AI video and ad tools. U.S. equity funds saw $12 billion in inflows after Nvidia’s news. A federal judge approved a $1.5 billion copyright settlement for authors suing Anthropic.
Nasdaq’s Wild Week: AI Mega-Deal Hype, Tariff Turmoil, and Tech Titans on Edge

Nasdaq’s Wild Week: AI Mega-Deal Hype, Tariff Turmoil, and Tech Titans on Edge

The Nasdaq snapped a three-week win streak despite a Friday rebound, closing at 22,484, down 0.6% for the week. Trump announced new tariffs on trucks, pharma, and furniture, sending Paccar up 5.2% and RH down 4%. Nvidia signaled a $100 billion OpenAI investment, fueling a semiconductor rally. Core inflation matched forecasts at 2.7% year-on-year in August.
Forza Horizon 6 Speeds Into Japan – Release Window, New Features & Everything We Know

Forza Horizon 6 Goes Full Send: Japan Setting, 2026 Launch, ‘Biggest Map Yet,’ PS5 Post‑Launch—All the Breaking News From Sept 25–26, 2025

Forza Horizon 6 was revealed at Xbox’s Tokyo Game Show 2025 broadcast, confirming Japan as the setting and a 2026 release. The game launches first on Xbox Series X|S and PC, with PS5 to follow. Game Pass subscribers get day-one access. Early Instagram ads leaked the Japan location and release window hours before the official stream.
26 September 2025
AI Stocks on a Rollercoaster: Mega-Deals, Soaring Valuations & Bubble Jitters (Sept 25–26 Roundup)

AI Stocks on a Rollercoaster: Mega-Deals, Soaring Valuations & Bubble Jitters (Sept 25–26 Roundup)

Nvidia plans up to $100 billion in investments and chip supplies for OpenAI, fueling speculation of $500 billion in future sales. Oracle secured a $300 billion cloud contract with OpenAI and raised $18 billion in debt, but its stock fell 5% amid profit-taking. Major AI stocks, including Nvidia and Tesla, dropped as investors grew cautious. CoreWeave and Scale AI landed multi-billion dollar deals; Intel received $2 billion from SoftBank.
AI Stock Frenzy: Nvidia’s $100B OpenAI Bet and Major Tech AI Moves Send Shares Surging (Sept 24–25, 2025)

AI Stock Frenzy: Nvidia’s $100B OpenAI Bet and Major Tech AI Moves Send Shares Surging (Sept 24–25, 2025)

Nvidia announced up to $100 billion investment in OpenAI, sending its market value above $4.2 trillion and shares to record highs. Microsoft added Anthropic’s AI models to Copilot and signed a $17.4 billion GPU deal with Nebius. Alibaba surged 10% after unveiling a 1-trillion-parameter AI model and new data center plans. Fed comments on high equity valuations briefly cooled tech stocks, while California advanced AI regulation.
PlayStation State of Play Sept 2025 – Xbox Exclusive Lands on PS5, Classic Comebacks & More Shocks

PlayStation State of Play Sept 2025 – Xbox Exclusive Lands on PS5, Classic Comebacks & More Shocks

Housemarque’s Saros debuted with five minutes of gameplay and a March 20, 2026 release date. Microsoft Flight Simulator 2024 arrives on PS5 December 8, 2025, with possible PS VR2 support. Deus Ex Remastered and Dynasty Warriors 3 remaster are set for early 2026. Nioh 3, Code Vein 2, and Let It Die: Inferno received firm release dates.
Nasdaq’s Wild 48 Hours: Fed Jitters, Tech Tumbles & Surprise Rallies – Sept 23–24 Roundup

Nasdaq’s Wild 48 Hours: Fed Jitters, Tech Tumbles & Surprise Rallies – Sept 23–24 Roundup

The Nasdaq fell nearly 1% on Sept. 23 after Fed Chair Jerome Powell warned stocks look “fairly highly valued,” ending a three-day record streak. Tech shares dropped sharply, with Nvidia and Amazon each losing about 3%. Powell gave no signal on further rate cuts, disappointing investors. Amazon said it will close all 19 UK Fresh stores, while Boeing shares rose on a $8 billion Uzbekistan Airways order.
NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $100 Billion OpenAI Power Play Sparks Antitrust Showdown

Nvidia will invest up to $100 billion in OpenAI, securing a long-term deal to supply chips for next-generation AI models. The alliance, announced September 22, aims to deploy 10 gigawatts of AI supercomputing capacity. U.S. regulators have opened antitrust inquiries, citing concerns the partnership could stifle competition and limit access to AI hardware.
Hideo Kojima’s New Xbox Horror ‘OD’ Trailer Is Giving P.T. Vibes – Everything We Know

Hideo Kojima’s New Xbox Horror ‘OD’ Trailer Is Giving P.T. Vibes – Everything We Know

Hideo Kojima revealed a new trailer for “OD: Knock,” an Xbox-exclusive horror game, during Kojima Productions’ 10th anniversary event on September 23, 2025. The trailer features Sophia Lillis exploring a candle-lit room as disturbing imagery unfolds. Jordan Peele is collaborating on the project, which uses Unreal Engine 5 and MetaHuman tech for lifelike visuals. Xbox is providing technical support, including cloud gaming integration.
23 September 2025
NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $100 Billion Bet on OpenAI: Inside the 10 Gigawatt AI Supercomputer Alliance

Nvidia will invest up to $100 billion in OpenAI to build AI data centers totaling at least 10 gigawatts, among the largest infrastructure deals in the sector. The first 1 GW phase is set to launch in the second half of 2026 using Nvidia’s new Vera Rubin platform. The partnership gives OpenAI priority access to Nvidia hardware and a financial stake for Nvidia. News of the deal sent Nvidia shares to record highs.
Battle of AI Titans: ChatGPT vs Google Gemini – The Ultimate 2025 Showdown

Clash of the AI Titans: Google Gemini 2.5 vs. OpenAI ChatGPT‑5 (GPT‑5) in 2025

OpenAI launched ChatGPT-5, powered by GPT-5, on August 7, 2025, featuring a dual-mode system for faster responses and deeper reasoning. Google’s Gemini 2.5, released in 2024–2025, offers multimodal input and a “Deep Think” mode. Both models lead benchmarks in coding, math, and reasoning. ChatGPT-5 is available via ChatGPT and Microsoft Copilot; Gemini 2.5 powers Google’s chatbot, Android Assistant, and Workspace.
Windows vs Linux in 2025: The Epic OS Showdown Reveals Surprising Facts

Windows vs Linux in 2025: The Epic OS Showdown Reveals Surprising Facts

Windows powers about 71% of desktops worldwide, while Linux holds 4%, but Linux runs 63% of servers. Windows dominates gaming, with 95% of Steam users, though Linux use on Steam hit record highs in 2025. Linux is free and open-source, while Windows requires paid licenses and newer hardware. Windows offers broader software compatibility and a familiar interface; Linux is more customizable but has a steeper learning curve.
22 September 2025
Tech Shockwaves: iPhone 17 Frenzy, Xbox Price Hike, Google Breakup Call & More (Sept 19–20, 2025)

Tech Shockwaves: iPhone 17 Frenzy, Xbox Price Hike, Google Breakup Call & More (Sept 19–20, 2025)

Apple’s iPhone 17 launch triggered record demand in India, with top models selling out and first-week sales up 19% from last year. Microsoft raised U.S. Xbox Series X prices to about $650, citing tariffs and costs. Germany’s culture minister called for Google’s breakup over low tax payments and nearly €10 billion in EU fines. SpaceX completed its 117th Falcon 9 launch of 2025, mostly for Starlink satellites.
Trump’s Shocking $100,000 H‑1B Visa Fee Plan Sparks Tech Industry Uproar and Talent Exodus Fears

Trump’s Shocking $100,000 H‑1B Visa Fee Plan Sparks Tech Industry Uproar and Talent Exodus Fears

Donald Trump has ordered a $100,000 annual fee on each H-1B skilled worker visa, up from several thousand dollars. The tech industry warned employees to stay in the U.S. or return quickly, citing fears of job losses and offshoring. Immigration lawyers say Trump lacks legal authority for the fee and expect court challenges. India, source of most H-1B holders, is reviewing the impact.
US Utility’s Fusion Moonshot: Betting Billions on “Star Power” to Fuel the AI Era

US Utility’s Fusion Moonshot: Betting Billions on “Star Power” to Fuel the AI Era

The Tennessee Valley Authority plans to build a 350 MW nuclear fusion plant at a retired coal site in Tennessee, using stellarator technology from Type One Energy. The project targets rising electricity demand from AI and tech industries and is backed by Bill Gates’s Breakthrough Energy Ventures. TVA also signed a deal to deploy six small modular fission reactors. No fusion plant has yet produced net-electricity output.
The AI Titans of 2025: Inside the Power Index Rankings and Global Race for AI Dominance

The AI Titans of 2025: Inside the Power Index Rankings and Global Race for AI Dominance

OpenAI CEO Sam Altman ranks first on Observer’s 2025 A.I. Power Index, followed by Nvidia’s Jensen Huang and Anthropic’s Dario and Daniela Amodei. The list features 100 influential figures, including Elon Musk, Larry Ellison, and Google’s Sundar Pichai. Observer cites both technological impact and policy influence. The ranking appears as global AI investment and regulatory debates intensify.
AI Gold Rush or Bubble? Tech’s Trillion-Dollar Question

AI Gold Rush or Bubble? Tech’s Trillion-Dollar Question

Nvidia became the world’s first $4 trillion company in 2025 as AI-driven stock market gains pushed the “Magnificent Seven” tech firms to over one-third of S&P 500 value, surpassing dot-com era concentration. Corporate AI investment hit $252 billion in 2024, but 95% of firms report no financial return from generative AI, and many projects fail to deliver value.
10X Faster Than Any Supercomputer: Inside Microsoft’s AI Mega-Datacenter

10X Faster Than Any Supercomputer: Inside Microsoft’s AI Mega-Datacenter

Microsoft has announced Fairwater, a 315-acre AI datacenter campus in Mt. Pleasant, Wisconsin, its largest AI facility to date. The site will house over 1.2 million sq. ft. of buildings packed with NVIDIA Blackwell GPUs, forming a supercomputer ten times faster than current leaders. Microsoft is investing over $7 billion in the project, creating about 800 permanent tech jobs and 10,000 construction jobs. The facility will support OpenAI models and Azure AI services.
Massive $39B UK–US Tech Alliance Unites Microsoft, Google & NVIDIA in AI and Quantum Power Play

Massive $39B UK–US Tech Alliance Unites Microsoft, Google & NVIDIA in AI and Quantum Power Play

The UK and US announced a “Tech Prosperity Deal” in 2025, backed by £31 billion in mostly private investment from firms including Microsoft, Google, and NVIDIA. Microsoft will invest $30 billion to expand UK cloud and AI infrastructure, while NVIDIA will deploy 120,000 GPUs for new AI projects. The pact focuses on AI and quantum computing, with joint initiatives targeting healthcare, defense, and energy.
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Stock Market Today

  • Gift Nifty Signals Gap-Up; Analysts Recommend Stocks to Buy on May 14, 2026
    May 13, 2026, 10:56 PM EDT. The Indian stock market is set for a positive start Monday, with Gift Nifty indicating a gap-up opening amid improving global sentiment. Wall Street's technology-led rebound and easing crude prices bolstered risk appetite after recent volatility. Asian markets, including Japan's Nikkei and South Korea's Kospi, also gained. Vaishali Parekh of Prabhudas Lilladher advises buying Hindustan Copper, Confidence Petroleum, and Muthoot Finance, emphasizing the need for Nifty 50 to stay above 23,000 to maintain bullish momentum. Sumeet Bagadia recommends MedPlus Health Services and Tata Steel among others, noting indecisiveness between support and resistance levels in Nifty and Bank Nifty. Market watchers remain cautious as the benchmark index hovers near critical zones, with potential selling pressure if support breaks.

Latest articles

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

14 May 2026
Enovix shares dropped 12.9% to $6.35 after hours Wednesday despite beating first-quarter revenue and adjusted-loss estimates. The decline followed news that smartphone battery qualification remains unfinished, with the company passing 72 of 75 customer tests. Revenue rose 49% to $7.6 million. Enovix cited progress in defense, industrial, and smart-eyewear sales.
Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

14 May 2026
Lightwave Logic reported Q1 revenue up 27% to $29,000 and a net loss widening to $6.3 million. Shares rose 14% after the company said it is negotiating a supply and licensing deal for high-volume production in 2027. Four Fortune 500 customers are now in Stage 3 prototyping. Cash and equivalents totaled about $100 million as of May 11.
USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

14 May 2026
USA Rare Earth reported Q1 revenue of $5.7 million and a net loss of $67 million, ending March with $1.75 billion in cash after a $1.5 billion PIPE. The company expects to sign documents this month for $1.6 billion in U.S. Commerce Department funding. Texas awarded a $14.18 million grant for the Round Top project. USA Rare Earth agreed in April to acquire Brazil’s Serra Verde for $2.8 billion.
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