Micron Technology, Inc.

Micron has become one of the main beneficiaries of the investment boom in the AI sphere

Micron improved its outlook due to demand for AI memory. Will the stock rally continue?

Palantir Technologies Inc.

The Boeing Company

Since the beginning of the year, Palantir's market value has risen 141% against the S&amp;P 500's 13% climb

BofA raised its target price on Palantir shares. The bank saw two reasons for their upside of 18%

Meta Platforms, Inc.

Bumble Inc.

Match Group, Inc.

The main trump card of Facebook's dating service is its free nature

Facebook has launched an AI matchmaker, challenging Bumble and Tinder

NVIDIA Corporation

Kenvue Inc.

Nvidia announced the largest AI project in history with investments of up to $100 billion in OpenAI and the launch of 10 GW of computing power comparable to millions of GPUs. Against this backdrop, Bain &amp; Co. forecasts an $800 billion revenue shortfall for the industry by 2030: to cover infrastructure costs, companies must generate $2 trillion a year, but so far monetization of services has lagged behind costs. These and other topics are covered in our review of key events for the morning of September 23.

Highlights for the morning: Nvidia's megaproject, AI industry shortages and Tylenol issues

<a href="https://oninvest.com/issuers/nvda?from=data&amp;section=overview">Nvidia</a>, the world's largest artificial intelligence processor manufacturer, is investing up to $100 billion in OpenAI, which created the ChatGPT artificial intelligence. The companies <a href="https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems">announced</a> the strategic <a href="https://openai.com/index/openai-nvidia-systems-partnership/">partnership</a>, planning to deploy at least 10 gigawatts of Nvidia's computing power for OpenAI's next generation of AI models.

Nvidia to invest up to $100 billion in ChatGPT creator. The stock has gone from down to up

Seagate Technology Holdings plc

Western Digital Corporation

In 2025, the unexpected favorites of the US stock market are the "old" technology companies - Seagate, Western Digital and Micron, whose shares soared by at least 90% amid the hype around AI. Their products - hard disks and memory - although they look boring to investors, are critical for training large language models that require huge amounts of data. Now these securities remain relatively undervalued by multiples, and Wall Street is generally optimistic about them, although the growth rate of quotations is ahead of analysts' forecasts. At the same time, some experts advise to fix profits and warn of risks: the rally, according to them, may be a reflection of market overheating and a possible bubble.

"Boring" IT stocks have suddenly become growth leaders. Why is the advice to sell sounding?

How to invest in pharmaceutical and biotech companies? Why, despite many scientific breakthroughs and sales hits such as Ozempic or Wegovy, does the pharmaceutical sector lag behind the technology sector in capitalization growth? What companies and products should an average investor follow and what mistakes should he avoid - these and other questions were answered by Ilya Yasny, co-founder of LanceBio Ventures, a fund specializing in biotechnology and investments in the pharmaceutical industry, in a video interview for the program "Oninvest: What's Next".

Ilya Yasny: "It is easy to lose a lot of money on investments in biotech companies"

Baidu, Inc.

Alibaba Group Holding Limited

Tencent Holdings Limited

Semiconductor Manufacturing International Corporation

Cambricon Technologies Corporation Limited

Advances in the development of artificial intelligence and the production of proprietary chips for it have triggered a large-scale rally in the market of technology companies in China. But you should approach investments in the Chinese market with caution, experts warn: you never know where the wind from Beijing will blow.

The Great Chinese Technorally: What risks investors need to be aware of

Oracle Corporation

Meta may become Oracle's largest customer after OpenAI

Oracle is negotiating a $20 billion contract with Meta. How will this affect the stock?

Apple Inc.

ChatGPT developer OpenAI has signed a contract with Chinese company Luxshare - which assembles Apple devices - to create some sort of custom gadget with AI, sources told The Information. This could open up new markets and give OpenAI an entry point into the consumer electronics space, which is now dominated by Apple, Samsung and Google.

OpenAI has reached a deal with an Apple supplier to release an AI gadget

Tesla, Inc.

Baird predicts that Tesla's market value could reach $5.5 trillion by 2035, and $12 trillion in a bullish scenario, too

Analyst advised to buy Tesla stock and raised target by 70%. Is the crisis over?

Caterpillar Inc.

Cisco Systems, Inc.

GE Vernova Inc.

The surge in demand for AI computing power is playing into the hands of the entire data center supply chain

Artificial intelligence (AI)