NVIDIA Corporation


Emirates to buy more than a million Nvidia processors by 2027

Nvidia faces delay in multibillion-dollar deal to supply chips to UAE - WSJ

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?

Advanced Micro Devices, Inc.

Investments in OpenAI and ecosystem may become Nvidia's strategic growth driver, experts say

Melius saw Nvidia's investment as a breakout, not a bubble. Will the stock rally continue?

SK hynix Inc.

Samsung Electronics Co., Ltd.

OpenAI promises to supply two South Korean companies with demand for memory chips at twice the current global capacity 

Samsung shares hit 4-year high, SK Hynix hits record after OpenAI deal

Alphabet Inc.

Berkshire Hathaway Inc.

The first shutdown in years has begun in the USA: the publication of macroeconomic statistics has been halted, and civil servants have been sent on forced leave en masse. Berkshire Hathaway is preparing to buy OxyChem for $10 billion - one of the largest in recent years. Nvidia broke a record, raising its capitalization above $4.5 trillion thanks to deals with OpenAI and growing spending on AI infrastructure. These and other topics are in our review of the key events for the morning of October 1.

Nvidia became the first company in history with a capitalization of $4.5 trillion

Oracle Corporation

Alibaba Group Holding Limited

Intel Corporation

Nvidia announced a strategic partnership with OpenAI and plans to invest up to $100 billion to create an "AI factory." Intel is in talks with Apple and TSMC to invest in its production. Oracle has placed $18 billion in bonds to cover the costs associated with the AI boom. US President Donald Trump imposed duties of 100% on drugs and approved a deal to sell TikTok to a pool of investors. About the main events from September 22 to 26 - in our review.

Highlights of the week: US gets TikTok, Intel seeks partners, Nvidia and OpenAI alliance

Taiwan Semiconductor Manufacturing Company Limited

Intel shares have risen 16% over the past two days

WSJ: Intel has approached TSMC with an investment or partnership proposal

Analysts at the bank dismissed their skepticism about the Nvidia CEO's forecast for capital expenditure in the sector

Barclays has raised its target on Nvidia shares by 20%. Why does he believe in its leadership in AI?

A "breakthrough" that could strengthen Intel's position as a key chip maker in the U.S., or a "goodwill gesture" and a political move by Apple to curry favor with the authorities? Wall Street analysts are divided on Apple's potential deal at Intel. On Wednesday, September 24, Bloomberg sources <a href="https://oninvest.com/article/intel-predlozil-apple-investirovat-v-svoe-proizvodstvo-bloomberg-akcii-podskocili">reported</a> that Intel has approached the iPhone maker with an investment proposal, but talks are at an early stage and may not result in a deal.

A breakthrough or a goodwill gesture? What Wall Street is saying about a possible Intel-Apple deal

Alibaba shares on the New York Stock Exchange hit a four-year high

Alibaba will increase investment in AI and partner with Nvidia. Shares soared

Cohu, Inc.

Cyclerion Therapeutics, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.