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 (~0.3% S&P, ~0.4% Nasdaq) as investors awaited data amid a looming government funding stalemate reuters.com reuters.com. AI chipmakers lead headlines: Nvidia continues to dominate the story. In a blockbuster Sept. 22 announcement, NVIDIA will pump up to $100 billion into OpenAI – providing