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NASDAQ:NVDA News 24 September 2025 - 29 September 2025

Tech Headlines Shakeup: AI Booms, Space Rockets & Green Power (Sept 28–29, 2025)

Tech Headlines Shakeup: AI Booms, Space Rockets & Green Power (Sept 28–29, 2025)

Each of these stories reflects how fast-moving the tech world remains. We’ve linked to reporters’ accounts and company releases for all items above openai.com reuters.com reuters.com reuters.com abcnews.go.com theguardian.com, with quotes from experts illustrating the stakes (“*we’re not diagnosing but… federal regulation is needed,” APA’s Vaile Wright on AI therapy abcnews.go.com, and benchmarks like Qualcomm’s “Guardian” feature reuters.com). Industry analysts predict that AI integration, continued space innovation, and green energy solutions will accelerate next year, so stay tuned as these trends evolve. Sources: Official reports and news from Reuters, Apple/Google/Microsoft press, TechCrunch, Space.com, Snap Inc., AP/ABC News, and others openai.com
29 September 2025
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AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

Wall Street’s AI Frenzy: Nvidia Skyrockets, Oracle Tanking – Top Analyst Moves Explained

In the past week analysts have swung between bullish upgrades and bearish downgrades in tech, all tied to the generative AI boom. Barclays boosted Nvidia on the view that AI datacenter demand will create a “very large TAM” – O’Malley estimates $2 trillion of planned AI spending on ~40GW of power in the pipeline investing.com – while Morgan Stanley sees Microsoft’s Azure+AI momentum powering sustained growth investing.com reuters.com. Databricks, for example, just teamed up with OpenAI to embed GPT‑5 into its enterprise data platform, a deal expected to generate $100 million in revenue reuters.com reuters.com. Databricks CEO Ali Ghodsi notes there
28 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $100B AI Gambit: Brilliant Empire-Building or Dot-Com Déjà Vu?

The $100B Bet on OpenAI On September 22, 2025 Nvidia and OpenAI unveiled a historic infrastructure partnership. Under the agreement, OpenAI will deploy 10 gigawatts of Nvidia’s latest AI systems – roughly 4–5 million GPUs – in new data centers for training and inference nasdaq.com. Nvidia will progressively fund up to $100 billion of this build-out, providing cash injections as each gigawatt of capacity is completed reuters.com. In practice, this means Nvidia puts up the capital for OpenAI’s growth, which is then spent on Nvidia’s own chips and platforms. OpenAI’s CEO Sam Altman hailed the deal: “There’s no partner but NVIDIA that
28 September 2025
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AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

The late-September surge left US indexes near record highs on renewed AI optimism. “There needs to be a catalyst for stocks to move materially higher,” notes Oliver Pursche of Wealthspire Advisors, warning that stretched valuations mean markets may be ignoring potential headwinds reuters.com. Dan Moczulski of eToro cautions retail investors: “The risk comes when people treat generic models like ChatGPT or Gemini as crystal balls” reuters.com. Even OpenAI’s CEO Sam Altman has admitted the AI industry faces “bubble fear” despite explosive revenue growth nasdaq.com. In short, AI-focused stocks and funds have drawn massive investor attention and flows, driven by big
28 September 2025
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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

Market Momentum & Sentiment 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 (Alphabet, Amazon, Broadcom, Meta, Microsoft, Nvidia, Oracle, Palantir) has climbed ~30% so far this
27 September 2025
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Tech’s Big Week: TikTok’s $14B Sale Twist, Nvidia’s $100B AI Bet & 6G on the Horizon

Tech’s Big Week: TikTok’s $14B Sale Twist, Nvidia’s $100B AI Bet & 6G on the Horizon

Key Facts Full Report Artificial Intelligence: Massive Investments and Partnerships Artificial intelligence dominated tech headlines this week, as industry leaders forged unprecedented deals to secure their edge. Nvidia’s blockbuster commitment to invest up to $100 billion in OpenAI made waves across Silicon Valley reuters.com. Under the proposed arrangement, Nvidia will pour cash into OpenAI in exchange for OpenAI purchasing Nvidia’s cutting-edge GPUs for its AI data centers reuters.com reuters.com. Essentially, OpenAI gets the state-of-the-art chips it desperately needs to train advanced AI models, and Nvidia gains a stake in AI’s hottest startup (and a guaranteed buyer for its chips). “Everything starts
26 September 2025
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Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia (NVDA) Stock Soars on AI Mega-Deals – What’s Driving the Chip Giant in 2025?

NVDA Stock Price & Recent Movement (September 2025) Nvidia’s stock has been on a tear in 2025, reaching fresh highs on the back of the AI frenzy. On September 22, 2025, NVDA jumped about 3.9% in a single session to a record intraday high after announcing a massive OpenAI partnership reuters.com. That rally lifted Nvidia to roughly $184 per share – its highest level ever, and more than double its 52-week low stockanalysis.com. The surge crowned a multi-day run that pushed the major indexes to new records, with Nvidia leading the charge amid renewed tech euphoria. However, the stock saw
25 September 2025
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Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba’s $53 Billion AI Blitz: Stock Soars on Nvidia Pact and Global Cloud Push

Alibaba Stock Soars on Massive AI Spending Plan Alibaba’s latest pivot to artificial intelligence has ignited its stock and signaled to the market that the Chinese tech giant is “all in” on AI. At its annual Apsara Conference (Sep 2025), CEO Eddie Wu underscored that AI industry growth “far exceeded our expectations”, with demand for AI infrastructure outpacing what Alibaba had anticipated reuters.com. In response, Wu announced Alibaba will boost its investment in AI beyond the hefty ¥380 billion (about $53 billion) three-year budget it set earlier this year reuters.com. While he didn’t put a new number on the commitment, the message was
25 September 2025
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Fed Warning and AI ‘Bubble’ Fears Hit Wall Street: NYSE Roundup (Sept 24–25, 2025)

Fed Warning and AI ‘Bubble’ Fears Hit Wall Street: NYSE Roundup (Sept 24–25, 2025)

Key Facts Market Overview & Sector Trends After a blistering summer rally, Wall Street’s momentum hit a speed bump mid-week. On Wednesday (Sept. 24), the S&P 500 fell about 0.3%, the Dow Jones Industrial Average lost 0.4%, and the Nasdaq Composite slipped 0.3% smdailyjournal.com. It was the second straight down day after all three indices had notched record highs on Monday. By Thursday, stocks continued to drift in search of direction – trading was choppier and largely flat, as investors digested the week’s events and awaited fresh catalysts. Profit-taking was a major theme: with indexes still near all-time highs, many
25 September 2025
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From OpenAI’s $500B AI Bet to Instagram’s 3B Users – Inside Tech’s Wild 48 Hours

From OpenAI’s $500B AI Bet to Instagram’s 3B Users – Inside Tech’s Wild 48 Hours

Key Facts Artificial Intelligence & Big Tech OpenAI’s $500 Billion Supercomputer Push: In a massive scale-up, OpenAI (with partners Oracle and SoftBank) unveiled plans for five new AI mega–data centers across the U.S., bringing its Stargate infrastructure to 7 GW capacity and over $400 billion invested openai.com. This puts OpenAI ahead of schedule toward a $500 billion, 10 GW goal by end of 2025 openai.com openai.com. “AI can only fulfill its promise if we build the compute to power it,” CEO Sam Altman said, framing compute as the key to future breakthroughs openai.com. Nvidia, which earlier this week agreed to invest up to $100 billion in
25 September 2025
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Nasdaq’s 48-Hour Whiplash: AI Mega-Deals, Fed Curveballs & Record Highs

Nasdaq’s 48-Hour Whiplash: AI Mega-Deals, Fed Curveballs & Record Highs

Key Facts Record Highs Meet Fed Jitters Wall Street began the week in celebration mode – by Monday’s close (Sept. 22), the Nasdaq Composite, S&P 500, and Dow had all notched record-high closes, extending a rally fueled by hopes of looser monetary policy and tech sector strength. The Nasdaq ended that session at 22,788.98, its third straight record, as investors piled into big tech nasdaq.com. The spark came from the Federal Reserve’s surprise pivot: on Sept. 17 the Fed delivered its first interest rate cut of the year, a 25 bps trim to 4.00–4.25% nasdaq.com. Hopes for easier borrowing costs
24 September 2025
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