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NASDAQ:NVDA 19 September 2025 - 28 September 2025

Billion-Dollar AI Bets and Biotech Breakthroughs: Top Tech News (Sept 27–28, 2025)

Billion-Dollar AI Bets and Biotech Breakthroughs: Top Tech News (Sept 27–28, 2025)

Nvidia will invest up to $100 billion to build 10 gigawatts of AI data centers for OpenAI, with the first 1 GW due by late 2026. The US cybersecurity agency issued an emergency directive after hackers breached at least one federal agency via Cisco firewall flaws, affecting hundreds of devices. The FDA approved Eli Lilly’s new breast cancer drug Inluriyo. The SEC loosened ETF rules, opening the door for new crypto ETFs.
28 September 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Susquehanna projects Nvidia’s AI-accelerator market share will drop from about 80% to 67% by 2030, with Broadcom rising to 14% and AMD to just over 4%. Broadcom says deployments by three hyperscale customers could generate $60–$90 billion in AI-chip revenue by FY2027. Nvidia plans to invest up to $100 billion in OpenAI and supply systems for at least 10 GW of compute from 2026. Google and AWS are expanding in-house chip development.
27 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

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.
27 September 2025
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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.
26 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

President Trump ordered TikTok’s U.S. operations sold to American investors for $14 billion, with Oracle and Silver Lake set to take about 50% ownership. Intel secured $10 billion in federal funding and a $2 billion SoftBank investment, and is in talks with Apple after Nvidia bought a 4% stake. Nvidia plans to invest up to $100 billion in OpenAI for non-voting equity. EU regulators are preparing the first Digital Markets Act antitrust fine against Google.
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?

Nvidia shares hit a record intraday high near $184 in September 2025 after announcing a $100 billion partnership with OpenAI and a $5 billion investment in Intel. Quarterly revenue jumped 56% to $46.7 billion, with annual sales doubling to $130.5 billion. Wall Street targets NVDA stock 15–25% higher, citing dominance in AI chips despite some concerns over customer funding. Nvidia remains far ahead of rivals AMD and Intel in cloud AI computing.
25 September 2025
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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.
25 September 2025
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Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

The Nasdaq Composite fell 0.3% on Sept. 24, ending a three-day record streak as tech shares retreated after Fed Chair Jerome Powell warned equity prices are “fairly highly valued.” Nvidia, Oracle, and Micron dropped, while Alibaba surged 8% and Intel rose 6% on Apple stake reports. U.S. crude hit a seven-week high, boosting energy stocks. New home sales jumped 20.5% in August, but Treasury yields edged higher.
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)

U.S. stocks slipped after hitting record highs, with the S&P 500, Dow, and Nasdaq all easing as investors took profits and Fed officials warned of high valuations. Tech shares, including NVIDIA and Micron, fell on valuation concerns, while energy stocks rose as oil hit a seven-week high. Materials lagged, dragged by Freeport-McMoRan’s 17% drop after halting its Indonesian mine. Intel jumped 6% on reports of Apple investment talks.
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

OpenAI will invest over $400 billion in five new U.S. data centers under its Stargate project, with Nvidia pledging up to $100 billion in support. Instagram’s monthly users surpassed 3 billion, now generating more than half of Meta’s U.S. ad revenue. Apple urged the EU to repeal the Digital Markets Act, but officials refused. Britain’s Co-op reported an £80 million cyberattack loss; a ransomware attack hit Collins Aerospace airline software.
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

The Nasdaq Composite fell about 1% on Sept. 23 after Fed Chair Jerome Powell called stock valuations “fairly highly valued” and gave no timeline for more rate cuts. Nvidia shares hit a record high after announcing up to $100 billion investment in OpenAI, while Alibaba’s U.S. shares surged 9% on increased AI spending. U.S. Treasury yields dropped midweek, and gold reached a new all-time high near $3,764 an ounce.
24 September 2025
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Wall Street Roiled: Fed Warning Cools Rally as AI Frenzy Ignites Stocks and Crash Fears

Wall Street Roiled: Fed Warning Cools Rally as AI Frenzy Ignites Stocks and Crash Fears

U.S. stocks ended a three-day record streak Tuesday after Fed Chair Jerome Powell warned asset prices are “fairly highly valued,” sending the S&P 500 down 0.6%. President Trump canceled budget talks with Democrats, raising shutdown risks. Nvidia fell 3% while Alibaba jumped 9% on AI news. Lithium Americas soared 89% after reports of possible U.S. investment. Oil prices hit three-week highs as inventories dropped.
24 September 2025
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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.
24 September 2025
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NYSE Rollercoaster: Fed Caution Halts Tech Rally, Mega-Deals & Gold Spike in Wild 48 Hours

NYSE Rollercoaster: Fed Caution Halts Tech Rally, Mega-Deals & Gold Spike in Wild 48 Hours

Wall Street’s AI-fueled rally stalled Sept. 23 as the Nasdaq fell 0.95% and S&P 500 dropped 0.6% after Fed Chair Jerome Powell warned on rates and valuations. Tech stocks led declines, with Nvidia down 3% and Oracle off 4%. Gold hit a record near $3,764/oz as investors sought safety. Micron jumped 3% after strong earnings and an upbeat AI outlook.
24 September 2025
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AI Stocks Skyrocket Globally as $100B Nvidia-OpenAI Deal and Alibaba’s Mega AI Push Ignite Market (Sept 23–24, 2025)

AI Stocks Skyrocket Globally as $100B Nvidia-OpenAI Deal and Alibaba’s Mega AI Push Ignite Market (Sept 23–24, 2025)

Nvidia said it will invest up to $100 billion in OpenAI and supply advanced chips, driving its shares to record highs and raising antitrust questions. Alibaba’s Hong Kong shares jumped 8% after unveiling a trillion-parameter AI model and pledging over $53 billion in AI spending. U.S. markets paused after recent AI-driven gains, with Nvidia falling 2.8% and the S&P 500 and Nasdaq slipping up to 1%.
24 September 2025
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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.
23 September 2025
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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.
22 September 2025
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NVIDIA and Abu Dhabi Unite to Launch Middle East’s First AI & Robotics Lab – A New Era for Tech in the UAE

NVIDIA and Abu Dhabi Unite to Launch Middle East’s First AI & Robotics Lab – A New Era for Tech in the UAE

NVIDIA and Abu Dhabi’s Technology Innovation Institute have opened the Middle East’s first joint AI and robotics lab, the TII-NVIDIA AI Technology Center. The lab gives TII access to NVIDIA’s latest chips, including the “Thor” superchip, for research on autonomous systems and real-time AI. This marks NVIDIA’s first AI center in the region and supports the UAE’s national AI strategy.
22 September 2025
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Nvidia vs. Intel vs. AMD: Epic AI Chip Stock Showdown 2025 🚀💰

Nvidia vs. Intel vs. AMD: Epic AI Chip Stock Showdown 2025 🚀💰

Nvidia and AMD shares have each climbed about 30% in 2025, while Intel has surged nearly 48% from last year’s lows. Nvidia’s market cap topped $4 trillion as its GPUs captured 94% of the graphics processor market. AMD posted 32% year-over-year Q2 revenue growth and gained CPU share from Intel. Intel rebounded with government backing and a new partnership with Nvidia.
21 September 2025
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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.
19 September 2025
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