Vertiv Holdings Co

The bank conceded that even its most optimistic outlook may not be bullish enough

Deutsche Bank bet on an AI stock that soared 1,600% in three years

NVIDIA Corporation

Microsoft Corporation

World leader in artificial intelligence processors Nvidia, one of the leading AI companies Microsoft and Elon Musk's AI startup xAI were among a group of investors who will spend $40 billion to buy 100% of data center owner Aligned Data Centers. This follows the <a href="https://www.businesswire.com/news/home/20251015016099/en/Macquarie-Asset-Management-to-Lead-Sale-of-Aligned-Data-Centers-at-an-Enterprise-Value-of-%24US40-Billion">announcement</a> of the deal. It involves, among others, the AI Infrastructure Partnership (AIP) consortium, which <a href="https://news.microsoft.com/source/2024/09/17/blackrock-global-infrastructure-partners-microsoft-and-mgx-launch-new-ai-partnership-to-invest-in-data-centers-and-supporting-power-infrastructure/">was formed in</a> September 2024 with participation from Microsoft, BlackRock and UAE-based investment firm MGX. Nvidia and xAI <a href="https://www.reuters.com/technology/artificial-intelligence/nvidia-xai-join-microsoft-blackrock-develop-ai-infrastructure-2025-03-19/">joined</a> it in March 2025.

Nvidia and Microsoft are part of the "largest data center deal ever" at $40 billion

Microsoft's Azure cloud platform<a href="https://azure.microsoft.com/en-us/blog/microsoft-azure-delivers-the-first-large-scale-cluster-with-nvidia-gb300-nvl72-for-openai-workloads/"> has launched the</a> first major cluster based on Nvidia GB300 systems, including more than 4,600 Blackwell Ultra GPUs, the company's most advanced AI chips. The new cluster provides 37 terabytes of fast memory and high performance, forming the unified computing environment needed to run reasoning models, agent systems and multimodal generative AI applications. Such systems will reduce the training time of AI models from months to weeks, Microsoft said.

Microsoft and Nvidia launch the world's first production cluster for OpenAI workloads

Oracle Corporation

Wall Street's consensus price target implies the stock is up 21% from its current value

Mizuho thinks Microsoft stock is like "free money." Is it worth buying them?

Micron Technology, Inc.

Broadcom Inc.

Microsoft will get about 30% stake in OpenAI's commercial division once its restructuring is complete

From Microsoft to Seagate: who stands to gain from ChatGPT owner's valuation rising to $500 billion?

Nebius Group N.V.

Microsoft needs the deal with Arkady Volozh's startup to free up its own commercial capacities

"In the active expansion phase": Bloomberg named the target of the Microsoft and Nebius deal

U.S. medical device maker Medline may launch the largest IPO of 2025 in the U.S. in November. A typhoon that hit Hong Kong forced gold miner Zijin Gold to postpone its $3.2 billion listing. Shares of digital Noba Bank soared almost 30% at its debut trading in Stockholm. The main IPO market events of the week are in our selection.

Chery debut, typhoon disrupts listing: highlights of IPO by Sept. 28 

Since the beginning of the year, the market value of the Magnificent Seven player has already risen by more than 20%

"Switzerland" in the cloud market: Morgan Stanley expects Microsoft shares to rise 22%

Alphabet Inc.

Google remains "the benchmark in generative AI search" and is "no longer cautious," assured analyst firm MoffettNathanson

Alphabet could become the world's most valuable company, says analyst. What are the chances?

Microsoft has started using artificial intelligence from rival OpenAI, the maker of chat bot ChatGPT, in its products. The company <a href="https://www.microsoft.com/en-us/microsoft-copilot/blog/copilot-studio/anthropic-joins-the-multi-model-lineup-in-microsoft-copilot-studio/">announced on</a> September 24 that its AI assistant Copilot will now use the startup Anthropic's models along with those from OpenAI to answer some of its queries.

Microsoft taps ChatGPT competitor for AI assistant. Is the relationship with OpenAI deteriorating?

Oracle has returned to a "two-headed" management structure after six years

Oracle shares are up 97% this year. Are they still worth buying after the CEO change?

The catalyst for recovery could be Microsoft's next quarterly earnings report, says Ben Reitzes of Melius Research