Today: 23 June 2026
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NASDAQ:NVDA 24 September 2025 - 30 September 2025

Nvidia closed Monday down 0.97% at $208.65, as large tech stocks weighed on the Nasdaq Composite, which fell 1.3%, while the S&P 500 dropped 0.4% and the Dow gained 0.3%. The VanEck Semiconductor ETF saw $6.93 billion in net inflows in a single day, accounting for 8.78% of its assets and about 32% of all U.S. technology sector fund inflows. Nvidia traded 0.5% lower in premarket after a 3% jump on Thursday, with the decline attributed to broader market factors like U.S.-Iran talks, lower Brent crude prices, and rising yields. AI stocks continued to rise, and SK Hynix surpassed Samsung as South Korea’s largest listed company, driven by memory chip demand. GE Vernova, Vertiv, and Eaton posted strong weekly gains, while Nvidia rose 2.7%. U.S. regulators gave regional grid operators 60 days to review rules for connecting large electricity users. Flex is set to join the S&P 500, closing at $147.61 after heavy trading. Last week, the S&P 500 gained 0.93%, Nasdaq 2.43%, and Dow 0.71%. Upcoming catalysts include May PCE inflation data and Micron’s earnings report. Trump’s financial disclosures revealed large transactions in Nvidia, Apple, and an S&P 500 index fund, and family holdings in Trump Media and American Bitcoin. Congressional filings showed significant stakes in major tech companies and recent options activity. Intel closed up 10.64% after Trump announced Apple would work with Intel on U.S. chip design and manufacturing, though Apple and Intel had not confirmed details.
Wall Street Surges: Tech Stocks Rally and Big Deals Outshine Shutdown Fears

Wall Street Surges: Tech Stocks Rally and Big Deals Outshine Shutdown Fears

The Nasdaq rose 0.5%, S&P 500 0.3%, and Dow 0.15% on Monday as investors shrugged off U.S. shutdown fears and gold hit a record $3,860/oz. Tech stocks led gains, with Nvidia up 2% and EA surging 15% on a $55 billion buyout. The SEC advanced a proposal to end quarterly earnings reports. Goldman Sachs raised its S&P 500 year-end target to 6,800.
Explosive Tech Blitz: AI Bubble Warning, Amazon’s Echo Refresh, Starlink Launch & More (Sept 29–30, 2025)

Explosive Tech Blitz: AI Bubble Warning, Amazon’s Echo Refresh, Starlink Launch & More (Sept 29–30, 2025)

Investors warn the AI-driven stock rally may be overheating, with Carthage Capital’s Stephen Wu urging caution as tech giants trade at 22× revenue. OpenAI launched new ChatGPT safety features, including parental controls and a “GPT-5” safety model, after reports of harmful chatbot behavior. California enacted SB 53, requiring AI developers to share technical details and risk assessments.
AI Stocks Frenzy: Nvidia’s $100B Bet & Other Big Moves Ignite Markets (Sept 28–29, 2025)

AI Stocks Frenzy: Nvidia’s $100B Bet & Other Big Moves Ignite Markets (Sept 28–29, 2025)

NVIDIA said it plans to invest up to $100 billion in OpenAI, sending its shares to record highs and sparking antitrust warnings. Alphabet reached a $3 trillion valuation after a key court win, while Alibaba stock surged 10% on new AI initiatives. U.S. and EU regulators stepped up scrutiny, and Asian chip stocks fell on U.S. export curbs. Major indexes stayed near highs as AI optimism and fiscal stimulus fueled gains.
Nasdaq Sizzles on Tech Mania as Shutdown and Fed Drama Unfold – Will the Rally Last?

Nasdaq Sizzles on Tech Mania as Shutdown and Fed Drama Unfold – Will the Rally Last?

Nasdaq futures rose 0.4% early Monday after the index closed Friday at 22,484.07, up 0.44% but still down 0.7% for the week. Electronic Arts jumped 15% on a reported $50 billion buyout offer, while Intel rallied on talks with Apple. Asian markets climbed and gold hit a record $3,800/oz. U.S. investors watched for a possible government shutdown and awaited the September jobs report.
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)

OpenAI launched ChatGPT Pulse for personalized updates, while Meta introduced “Vibes,” an AI video feed, and Perplexity unveiled a real-time Search API. Google Cloud partnered with Bryson DeChambeau on an AI golf coaching tool. SpaceX added 28 Starlink satellites, surpassing 8,500 in orbit. British retailer Co-op faces $161 million in losses after a hack, and Jaguar Land Rover restored systems post-ransomware attack.
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

Nvidia shares hit record highs after Barclays raised its price target to $240 and the company agreed to invest up to $100 billion in OpenAI, supplying advanced chips. Morgan Stanley named Microsoft its top large-cap software pick, lifting the target to $625. Oracle stock fell sharply after Redburn initiated coverage with a Sell rating, citing overestimated cloud value. Alibaba’s target rose to $195 as it announced major AI investments and new global data centers.
Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now

OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites, aiming for 7 GW capacity in a $500 billion program, with Nvidia joining as supplier and investor. PJM warned AI data center power demand is outpacing grid additions; the White House moved to fast-track power projects. Samsung passed Nvidia’s HBM3E memory qualification, intensifying competition with SK hynix and Micron. Microsoft and Meta raised capex guidance as data center spending surges.
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?

Nvidia said in September 2025 it will invest up to $100 billion in OpenAI, supplying millions of GPUs for OpenAI’s new data centers. The deal ties Nvidia’s funding to hardware purchases, locking OpenAI into Nvidia chips. Nvidia also signed a $6.3 billion capacity backstop with CoreWeave and invested heavily in other AI infrastructure firms. Analysts warn the strategy could expose Nvidia to risk if demand slows.
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?

Nvidia jumped after announcing a $100 billion OpenAI investment, while Microsoft beat Q2 forecasts and pledged $30 billion for UK AI. Alibaba surged nearly 10% on a new AI model and Nvidia partnership. U.S. equity funds saw $12 billion in inflows, led by AI-focused ETFs. Analysts warn AI spending may outpace returns, with Bain estimating $500 billion/year needed for data centers by 2030.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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Stock Market Today

  • Methode Electronics Q1 Earnings Preview: Revenue Decline Expected Amid Peer Growth
    June 23, 2026, 12:54 AM EDT. Methode Electronics (NYSE:MEI) is set to report Q1 earnings Wednesday after market close, with analysts forecasting a 7.2% year-on-year revenue decline. The company previously missed revenue and EBITDA estimates, raising concerns ahead of this quarter's report. Peers in the electrical equipment sector, including Thermon and Keysight, showed strong Q1 revenue growth, highlighting challenges for Methode. Despite recent stock gains of 19.8%, Methode trades above the average analyst price target of $9.25. Investors will watch closely to see if the company can reverse its downward trend amid positive sector sentiment, where shares have risen 3.7% on average over the past month.

Latest articles

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

23 June 2026
Amazon shares plunged 4.75% to $232.79 as investors questioned whether the company’s massive AI and cloud spending will pay off quickly enough, just ahead of Prime Day—a key test of U.S. consumer demand—with Bank of America projecting $21.6 billion in sales for the event and analysts warning that profit quality could disappoint if shoppers focus on lower-margin essentials.
Keel Shares Hit Record—What’s Next for the Stock

Keel Shares Hit Record—What’s Next for the Stock

23 June 2026
Keel Infrastructure Corp. surged 5.9% to a 52-week high as investors bet its power sites can be converted to AI data-center leases, with shares ending at $6.66 on heavy volume; the stock’s rally now hinges on permits, construction, and landing customer contracts, while upcoming Russell 3000 index inclusion and recent $458 million convertible note financing add both opportunity and dilution risk.
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