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NASDAQ:NVDA 27 September 2025 - 2 October 2025

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Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
Fortnite Servers Go Dark for v37.31 Update: New Daft Punk Experience, Modes and Fixes — What Went Down on Oct 2 2025

Fortnite Servers Go Dark for v37.31 Update: New Daft Punk Experience, Modes and Fixes — What Went Down on Oct 2 2025

Epic Games scheduled maintenance for the v37.31 update on Oct 2 2025. According to the company’s public‑status page, the maintenance was set for 08:00–09:30 UTC, and matchmaking was disabled 30 minutes earlier status.epicgames.com. The status board listed Fortnite’s core services — game services, login and matchmaking — as under maintenance during this window status.epicgames.com, indicating that players would be unable to log in or join matches. Epic urged players to keep an eye on the @FortniteStatus feed for updates.
2 October 2025
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NVIDIA’s Stock Skyrockets to Historic Highs: AI Frenzy Sends Market Cap Soaring

NVIDIA’s Stock Skyrockets to Historic Highs: AI Frenzy Sends Market Cap Soaring

By early October 2025, NVIDIA has become the poster child of the AI-fueled stock surge. In late September, the Fed’s first rate cut in years sparked a broad tech rally reuters.com, but NVIDIA’s gains were driven by its own news flow. On Sept 22 the company announced a shock $100 billion partnership with OpenAI – NVIDIA taking an equity stake and supplying state-of-the-art data-center GPUs – and the stock promptly jumped about 4% reuters.com. A week earlier, NVDA had unveiled a $5 billion investment in Intel reuters.com; that news powered Intel up 23% and added to NVDA’s momentum. Wall Street promptly hammered home the impact: eMarketer’s Gadjo Sevilla called the Intel deal “a massive game-changer for Intel” that “resets its position” in AI infrastructure reuters.com.
2 October 2025
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NVIDIA Stock Hits $4.5 Trillion Market Cap: Is the AI Boom Unstoppable?

NVIDIA Stock Hits $4.5 Trillion Market Cap: Is the AI Boom Unstoppable?

NVIDIA’s stock has been on a tear in 2025. After reporting blowout Q2 earnings in late August – $46.7 B revenue and $1.05 EPS nvidianews.nvidia.com marketbeat.com – the company set aggressive guidance. CEO Jensen Huang crowed that the new Blackwell AI chips “deliver an exceptional generational leap” with “extraordinary” demand nvidianews.nvidia.com. In Q2 alone NVIDIA returned $24.3 B to shareholders and got another $60 B buyback boost in late Aug. nvidianews.nvidia.com. The company’s flagship GPUs and NVLink interconnect have locked in major AI customers 247wallst.com.
1 October 2025
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Tech News Tsunami (Sept 30–Oct 1, 2025): Amazon’s Alexa+, NASA Radar Images, AI Deals and More

Tech News Tsunami (Sept 30–Oct 1, 2025): Amazon’s Alexa+, NASA Radar Images, AI Deals and More

Governments and industry continue to pour resources into AI. The U.S. Energy Department and NNSA issued requests for proposals to build federally powered AI data centers at sites like Savannah River, citing new AI leadership and energy policies energy.gov energy.gov. NNSA Administrator Brandon Williams praised this effort as “a great example of public-private partnership that accelerates scientific research… and strengthens U.S. leadership in AI and energy infrastructure” energy.gov. Meanwhile, healthcare saw a boost: HHS announced it is doubling funding for AI-backed childhood cancer research【0†L?】. Tech giants also jockey: Meta reportedly discussed using Google’s Gemini AI models to improve Facebook’s ad targeting reuters.com.
1 October 2025
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AI’s “iPhone Moment” Arrives — Nvidia CEO Jensen Huang Explains What It Means

AI’s “iPhone Moment” Arrives — Nvidia CEO Jensen Huang Explains What It Means

Huang’s “iPhone moment” analogy captures the idea that generative AI has suddenly become a consumer and enterprise phenomenon. Just as the iPhone in 2007 turned smartphones into a mass-market platform, ChatGPT and related AI tools in 2022-2023 have made AI easy and compelling for ordinary users. “Startups are racing to build disruptive products and business models,” Huang said at Nvidia’s 2023 GTC conference, “and incumbents are looking to respond.” nvidianews.nvidia.com. The implication: we’re entering a phase where AI moves out of niche labs and into everyday applications, triggering a rapid wave of innovation.
1 October 2025
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Meta’s $2B AI Chip Bet: Acquiring Rivos to Challenge Nvidia’s Dominance?

Meta’s $2B AI Chip Bet: Acquiring Rivos to Challenge Nvidia’s Dominance?

Meta’s move to acquire Rivos comes amid a major push by Big Tech to own the chips that power AI. The Santa Clara–based startup Rivos is a “stealth” AI-chip developer whose founders include former Apple and AMD engineers reuters.com waldencatalyst.com. Rivos’ CEO Puneet Kumar explains the company’s strategy: by targeting smaller installations, Rivos can offer cost-effective AI chips “where Nvidia might seem like an overkill from a cost perspective,” providing a solution “that works well enough and can compete quite well” waldencatalyst.com. In practice, Rivos is designing its chip around software for large-scale AI models. As Kumar told Reuters, “usually chip companies do it the other way: build the silicon, and then build the software on top... We decided… that we should first look at software” reuters.com.
30 September 2025
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AI Stocks Soar as $100B Nvidia-OpenAI Deal Sparks Frenzy – But Investors Eye Bubble

AI Stocks Soar as $100B Nvidia-OpenAI Deal Sparks Frenzy – But Investors Eye Bubble

Wall Street’s late-Sept surge was led by big-tech on AI expectations. The Nasdaq rose ~0.5% on Sept. 29 as investors looked past US fiscal jitters and focused on growth. Nvidia was a standout: after Monday’s $100B OpenAI announcement reuters.com, NVDA shares reached all-time highs. The stock then pulled back slightly but rebounded +2% on Sept. 29 reuters.com reuters.com. Other “Magnificent Seven” names also rose: Microsoft gained +0.6% and Amazon +1.1% on the day michigansthumb.com reuters.com. Even smaller AI plays like AppLovin and Lam Research climbed on investor enthusiasm reuters.com. In sum, strategists observed that “technology provided the biggest boost as investors bet on growth from AI” reuters.com.
30 September 2025
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Nasdaq Rally Amid Tech Frenzy: Markets Brush Off Shutdown Fears in Late September 2025

Nasdaq Rally Amid Tech Frenzy: Markets Brush Off Shutdown Fears in Late September 2025

On Monday Sept. 29, U.S. stocks closed solidly higher, with the Nasdaq Composite up ~0.48% to 22,591.15 and the S&P 500 +0.26% reuters.com reuters.com. Tech shares drove the rally: investors continued “to buy heavyweight technology stocks” reuters.com. The Dow Jones rose ~0.15% on the session reuters.com. Futures for Tuesday’s open were essentially flat, as traders awaited the government funding deadline and key data tipranks.com.
30 September 2025
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Wall Street Surges: Tech Stocks Rally and Big Deals Outshine Shutdown Fears

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

Key Developments: Major U.S. stock indexes rallied into the last week of September, with the Nasdaq Composite +0.5%, S&P 500 +0.3% and Dow +0.15% on Monday reuters.com investopedia.com. Investors largely brushed off worries about a looming U.S. government shutdown, focusing instead on resilient economic data and a hoped-for Fed rate cut reuters.com reuters.com. Safe-havens like gold spiked to all-time highs investopedia.com, and the dollar and yields retreated as traders hedged into bonds investopedia.com reuters.com. Tech and growth sectors led gains investopedia.com, while blockbuster deals energized M&A sentiment: videogame maker Electronic Arts agreed to a $55B go-private buyout reuters.com, and Jefferies reported record advisory fees on a dealmaking boom reuters.com. On the policy front, the SEC fast-tracked a proposal to scrap quarterly earnings reports reuters.com, and analysts noted broadly bullish forecasts – Goldman Sachs boosted its S&P 500 year-end target to 6,800 reuters.com, while most traders still see Fed rate cuts by year-end reuters.com reuters.com. Below is a detailed recap of market moves, corporate news, economic data and expert views.
30 September 2025
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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)

AI headlines dominated the late-September news. A Technology Magazine analysis warns that the spectacular rally in AI-related stocks is concentrated in a few giants and “could unravel quickly” if top players falter technologymagazine.com. Carthage Capital’s Stephen Wu urges investors to “take profits, trim risk and avoid leverage” in this high-risk environment technologymagazine.com. At the same time, startups are exploring novel AI uses: ComplexChaos – founded by Tomy Lorsch – is prototyping an AI “consensus builder” to help negotiators find common ground. Lorsch told TechCrunch, “What if we use [AI] as a facilitator to help people understand each other and find common ground?” techcrunch.com. Their team has already tested an LLM in UN climate drill talks, to speed up agreement.
30 September 2025
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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)

Global market action: By late September, Asian and U.S. markets were buoyant on continued AI optimism. Reuters reported Asian stocks mostly climbed Sept. 29 despite U.S. political risks reuters.com. Tokyo’s Nikkei dipped slightly but remained ~5% above its August close reuters.com. South Korea’s index jumped ~1.5%, China’s CSI300 gained ~0.7% ahead of holidays reuters.com. U.S. futures were up as investors awaited data amid a looming government funding stalemate reuters.com reuters.com.
29 September 2025
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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?

Last week ended with Nasdaq near recent highs but under pressure from rotating profit-taking. On Thursday, the Nasdaq Composite fell 0.5% nasdaq.com amid “growing concerns over the record-high valuations of AI and tech stocks” nasdaq.com. Firms like Oracle and Tesla led the declines as investors questioned whether the AI investment spree was priced in nasdaq.com. By Friday, buyers returned: major indexes all finished modestly higher, leaving Nasdaq up ~0.4% on the day reuters.com.
29 September 2025
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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. Industry analysts predict that AI integration, continued space innovation, and green energy solutions will accelerate next year, so stay tuned as these trends evolve.
29 September 2025
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Wall Street’s AI Frenzy: Nvidia Skyrockets, Oracle Tanking – Top Analyst Moves Explained

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 is “overwhelming demand” from businesses for bespoke AI agents on their data reuters.com, reflecting the same trend.
28 September 2025
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AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now

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

What’s happening. Frontier models, agents and video‑native AI are pushing demand from chips to power, cooling, memory and networking. The Stargate program alone is racing toward multi‑gigawatt campuses; Nvidia committed up to $100B in supply/investment to OpenAI, underscoring how intertwined vendors and model labs have become. Reuters+1
28 September 2025
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Nvidia’s $100B AI Gambit: Brilliant Empire-Building or Dot-Com Déjà Vu?

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

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.
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.
28 September 2025
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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–OpenAI Partnership: Nvidia announced a landmark collaboration with OpenAI to deploy at least 10 gigawatts of AI computing power. Under the plan, Nvidia will invest up to $100 billion as each gigawatt of NVIDIA systems is deployed nvidianews.nvidia.com. The first 1 GW is slated for late 2026 on Nvidia’s new “Vera Rubin” supercomputer. CEO Jensen Huang said this marks “the next leap forward — deploying 10 gigawatts to power the next era of intelligence” nvidianews.nvidia.com. OpenAI’s Sam Altman emphasized that “everything starts with compute,” and the new chips will fuel AI breakthroughs. This deal comes amid massive demand for AI chips – Nvidia will continue to serve all customers, but the investment ties OpenAI and Nvidia closely together nvidianews.nvidia.com nvidianews.nvidia.com.
28 September 2025
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Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

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

Nvidia still commands the AI-accelerator market, but the demand curve is so steep that second-source and custom solutions are economically inevitable. Even Nvidia is leaning in with customers: the company plans up to $100B in OpenAI, delivering systems beginning in late 2026 to help build ≥10 GW of capacity. Reuters framed it as a tie-up that “intensifies the AI datacenter race.” Reuters
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

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.
27 September 2025
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AerCap Holdings

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Uber Technologies

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