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NASDAQ:MSFT 19 September 2025 - 27 September 2025

Trump DEMANDS Microsoft FIRE Ex-Biden DOJ Star as “National Security Menace” – All the Facts

Trump DEMANDS Microsoft FIRE Ex-Biden DOJ Star as “National Security Menace” – All the Facts

In sum, Trump’s public demand to oust Lisa Monaco is part of a broader pattern of his second term: insisting that Fortune 500 companies demonstrate loyalty to his administration. It adds tension to Microsoft’s efforts to balance relationships with the White House while also pushing its global security and AI agenda. As Axios commented, under Trump “everything has a cost” for businesses axios.com. Microsoft’s likely response – quietly ignoring the demand while maintaining bipartisan outreach – will be watched closely.
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

AI-related equities continued their blistering run in late September. After weeks of outflows, U.S. stock funds drew fresh cash – about $12.1 billion in the week to Sept. 24 – as Nvidia’s OpenAI deal rekindled investor appetite reuters.com. Barclays’ Ajay Rajadhyaksha commented that the “AI revolution, Fed cuts and fading tariff uncertainty will all support growth”, suggesting AI mega-cap stocks could keep outperforming bonds and the broader market reuters.com. Supporting this, a Reuters analysis noted that a select “AI basket” of giants has climbed ~30% so far this year versus only 8% for the rest of the S&P 500 reuters.com. Tech indexes flirted with record highs as investors bid up names tied to generative AI, despite concerns about elevated valuations. For example, Nvidia’s 10-year gain is roughly 350×, and Oracle’s recent cloud-forecast surge added some $250B to its market value reuters.com – evidence of an “AI frenzy” that some analysts liken to a bubble reuters.com reuters.com.
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

After charging to all-time highs on Monday, U.S. tech stocks hit some turbulence to end the week. The Nasdaq Composite Index gained +0.44% on Friday to close around 22,484 reuters.com, helped by a relief rally on in-line inflation data. That advance broke a three-day losing streak for stocks latimes.com. Even so, the Nasdaq Composite fell ~0.7% for the week, while the S&P 500 and Dow also logged modest weekly declines reuters.com reuters.com. This marked the end of a three-week run of gains for the Nasdaq and S&P reuters.com. The Nasdaq-100 index of top-tier tech shares showed a similar pattern – rebounding Friday but finishing slightly lower week-over-week.
Forza Horizon 6 Speeds Into Japan – Release Window, New Features & Everything We Know

Forza Horizon 6 Speeds Into Japan – Release Window, New Features & Everything We Know

After months of rumors, Microsoft officially unveiled Forza Horizon 6 at Tokyo Game Show 2025, confirming that the open-world racing series will make its long-awaited leap to Japan Xbox. Playground Games returns as the developer, with publishing by Xbox Game Studios, continuing the partnership that’s made Forza Horizon a genre-leading franchise. The announcement included a short cinematic teaser that dropped tantalizing clues – a beckoning maneki-neko cat, a butterfly revealing the Japanese word for “Legend,” and a distant Mt. Fuji – before the FH6 logo slammed onto the screen Windowscentral Windowscentral. It’s now official: Forza’s next festival is headed to the Land of the Rising Sun.
25 September 2025
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)

US and global indices treaded water after the blistering tech rally. On Sept. 24 the S&P 500 and Nasdaq slipped about 0.3–0.5% investopedia.com, as profit-taking hit “Magnificent 7” stocks and AI names. A key factor was Fed Chair Powell’s commentary on Sept. 23, warning that tech valuations were high. Post Powell, the S&P tech sector dipped and Nasdaq futures fell modestly investopedia.com. Tech giants cooled: Oracle and Nvidia fell 1.7% and 0.8% investopedia.com; Amazon slid 0.2% investopedia.com. Energy stocks bucked the trend amid rising oil. But AI–focused stocks bucked that overall trend: Alibaba jumped 8–10% investopedia.com reuters.com, Baidu climbed ~6% ainvest.com, and GPU/cloud plays like Marvell and Intel also rallied on AI spending news investopedia.com.
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

Sony kicked off the event with a bang by showcasing Housemarque’s new PS5 exclusive, Saros. This title, from the makers of Returnal, delivered on Sony’s promise of an “extended look” at gameplay tomsguide.com. The nearly five-minute demo of Saros highlighted its fast-paced third-person combat and vivid sci-fi world. Players take on the role of hero Arjun Devraj, equipped with high-tech weaponry and unique abilities gamespot.com. One standout feature is the Soltari Shield, which lets Arjun absorb incoming projectiles and then unleash them back at enemies using a charged Power Weapon attack gamespot.com gamesradar.com. This mechanic, along with adaptive trigger effects, adds a new strategic layer to the frenetic combat.
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

Wall Street’s bull run hit turbulence on Tuesday, Sept. 23, after Fed Chair Jerome Powell struck a balanced but cautious tone in his remarks. Speaking six days after the Fed’s first rate cut of 2025, Powell emphasized the “no risk-free path”forward – the central bank must tame inflation without unduly harming the now-weakening job market. Notably, he warned that equity valuations appeared “fairly highly valued,” a signal that the recent surge in stocks may have outpaced fundamentals. This lack of a clear green light on further rate relief rattled investors who had been banking on more easy money. Powell “left the door open for another rate cut” but gave “really no hint of when and how much” it might be, explained Peter Cardillo of Spartan Capital. That ambiguity “began to sell off” the overheated market, which was “ripe for some sort of a pullback,” Cardillo noted.
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’s foray back into horror with OD is a significant moment in gaming. Kojima, famous for the Metal Gear Solid series and the genre-defying Death Stranding, hasn’t released a horror game before – his last attempt, the much-hyped Silent Hills project with Konami, was canceled amid Kojima’s split from Konami windowscentral.com. The eerie P.T. demo became legendary for its psychological terror, and its cancellation left horror fans lamenting what could have been windowscentral.com. Now, a decade later, Kojima is effectively reviving that horror ambition with a new IP. He first revealed in 2022 that he was partnering with Xbox Game Studios on an innovative project leveraging cloud technology windowscentral.com. This project was code-named OD, and a brief concept teaser shown at The Game Awards 2023 introduced the title and cast without giving much away theverge.com.
23 September 2025
Nvidia’s $100 Billion Bet on OpenAI: Inside the 10 Gigawatt AI Supercomputer Alliance

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

On September 22, 2025, OpenAI and Nvidia announced an unprecedented strategic partnership to build out a massive new AI computing infrastructure openai.com. Under a letter of intent, Nvidia will supply OpenAI with at least 10 GW worth of AI systems – powered by its latest GPUs – and invest up to $100 billion in OpenAI as these data centers come online openai.com. The goal is to dramatically expand OpenAI’s capacity to train and deploy advanced AI models, including future iterations of GPT and other AI systems “on the path to deploying superintelligence” openai.com. In practical terms, 10 GW of computing is enormous: on the order of millions of AI chips and equivalent to the output of about ten large power plants techcrunch.com. “Nvidia and OpenAI have pushed each other for a decade… This investment and infrastructure partnership mark the next leap forward – deploying 10 gigawatts to power the next era of intelligence,” said Nvidia CEO Jensen Huang openai.com.
Clash of the AI Titans: Google Gemini 2.5 vs. OpenAI ChatGPT‑5 (GPT‑5) in 2025

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

ChatGPT-5: OpenAI’s ChatGPT-5 is powered by the GPT-5 model, which was released on August 7, 2025 as the successor to GPT-4. GPT-5 is a multimodal large language model natively trained on both text and images, enabling it to understand and generate text with visual context seamlessly. At launch, it achieved state-of-the-art performance on a broad range of benchmarks in coding, mathematics, finance, and vision tasks. OpenAI reported major improvements in GPT-5’s abilities: faster responses, more accurate and detailed answers, stronger coding and writing skills, and significantly lower rates of hallucination compared to GPT-4. Notably, GPT-5 was designed to handle potentially harmful or sensitive prompts with “safe completions” – providing high-level, safe answers where possible instead of simply refusing queries. This reflects an updated alignment approach, aiming to be helpful yet avoid misuse. Another update is that ChatGPT-5’s style is less superficially agreeable – it’s more willing to provide critical or dissenting answers when appropriate rather than always saying “yes,” an adjustment to reduce sycophantic behavior.
Windows vs Linux in 2025: The Epic OS Showdown Reveals Surprising Facts

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

In the Windows vs. Linux showdown of 2025, there is no one-size-fits-all winner – each OS excels in different arenas. Windows offers ease of use, broad app compatibility, and a familiar environment that’s ideal for mainstream personal and business use. Linux shines in flexibility, security, cost efficiency, and power-user/developer features, and it utterly dominates the server and cloud world. As one IT consultant put it, transitioning to Linux has evolved from a fringe idea to “a full-fledged enterprise strategy”, thanks to its benefits in security, cost control, and technological independence bluefoxconsultant.com. For casual users and gamers, Windows still holds many advantages, but Linux has eroded several of them. Ultimately, the choice in 2025 comes down to your needs and values: convenience and plug-and-play support versus control and freedom. The good news is that both systems are better than ever – and with virtualization and dual-booting, many people happily use both side by side. The competition has clearly benefited everyone, driving innovation on both platforms. Whether you stick with Windows, switch to Linux, or use a bit of each, 2025 is a great year to be a PC user.
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 latest iPhone 17 series officially hit stores worldwide on September 19, drawing long queues from New York to Mumbai apple.com. In India, crowds lined up outside Apple’s new flagship stores as the base iPhone 17, new “iPhone Air,” and high-end 17 Pro/Max models sold out instantly livemint.com. Pre-orders in India were about 10% higher than last year’s, and analysts say Apple is poised to surpass 5 million iPhones sold in Q3 2025, marking the 15th straight record quarter for iPhone sales in the country livemint.com livemint.com. “Apple, with its aspirational brand, is successfully riding the premiumization trend in India,” observed Tarun Pathak of Counterpoint Research, noting first-week demand for the iPhone 17 series ran 19% higher than the iPhone 16 last year livemint.com. He credits Apple’s strategy – including larger base storage and zero-interest financing – with drawing more upgraders livemint.com. Globally, the iPhone 17 lineup introduces new chips and designs, and despite a $100 price increase on the Pro models facebook.com facebook.com, Apple appears to have no shortage of eager buyers.
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

In September 2025, President Trump signed a proclamation overhauling the H‑1B visa program by imposing an unprecedented $100,000 fee for each H‑1B visa bloomberg.com whitehouse.gov. Under the new directive, any employer petitioning for an H‑1B work visa must pay $100,000 per year of the visa’s duration – effectively up to $300,000 for a typical 3-year H-1B term reuters.com. This enormous fee would be on top of existing application costs, which until now were only a few thousand dollars in total reuters.com.
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 TVA’s plan marks an unprecedented move by a US utility: building, owning and operating a fusion power plant rather than just buying fusion power from a third party. In September 2025, TVA issued a letter of intent to Type One Energy, signaling its interest in deploying the company’s fusion reactor at TVA’s former Bull Run Fossil Plant site near Oak Ridge, Tennessee Typeoneenergy. Bull Run was a coal-fired power station retired in 2023 – now its grounds may host a cutting-edge fusion facility, symbolically transitioning from fossil fuels to futuristic clean energy.
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

Observer’s 2025 A.I. Power Index is a curated ranking of the 100 most influential individuals steering the future of artificial intelligence. According to the Observer, the list spans “CEOs, researchers, policymakers to investors shaping the future of artificial intelligence” Observer. Unlike lists that focus solely on company metrics or academic citations, the Power Index takes a broad view of “power” in AI, blending technical impact with business and policy influence. Selections were made by the Observer’s editorial team to capture those “shaping the future of AI” in 2025 Observer.
AI Gold Rush or Bubble? Tech’s Trillion-Dollar Question

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

The rise of generative AI has unleashed a wave of innovation and investor euphoria not seen in decades. Breakthroughs like OpenAI’s ChatGPT triggered a stampede of capital and countless startups, as well as ambitious AI initiatives at nearly every major tech company. By 2023–2025, headlines touting AI’s revolutionary potential were everywhere, and any business even tangentially tied to artificial intelligence saw its stock soar. This AI gold rush has drawn comparisons to past tech frenzies – from the dot-com boom of the late 1990s to the cryptocurrency craze of the 2010s – raising the question: are we in the midst of an AI bubble?
10X Faster Than Any Supercomputer: Inside Microsoft’s AI Mega-Datacenter

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

In summary, Microsoft’s new AI datacenter in Wisconsin – billed as the world’s most powerful – embodies the scale and ambition of today’s AI era. It merges cutting-edge silicon, novel cooling and networking, and massive cloud integration to enable “frontier” AI models that were previously impossible. By tightly coupling hundreds of thousands of GPUs into one system, Microsoft is effectively launching a cloud-based supercomputer for AI, boosting both its Azure platform and partners like OpenAI. This effort is a cornerstone of Microsoft’s strategy to democratize AI – delivering advanced AI services globally via Azure’s network of 400+ datacenters. At the same time, it’s a high-stakes bet in a broader race: Amazon, Google, Meta, and Oracle are all scaling their own “AI factories,” each with unique tactics but a common goal of leading the next wave of computing.
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Today’s highest-ranked model selections.

#1 STRONG BUY

Xylem

NYSE: XYL 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
#4 TACTICAL BUY

Chevron

NYSE: CVX 87 / 100
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UPS

NYSE: UPS 84 / 100
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