NVIDIA Corporation

The scale of Nvidia's new commitment could attract the attention of antitrust regulators

"Investor of last resort": analysts saw bubble risks in Nvidia and OpenAI deal

Micron Technology, Inc.

Micron reported earnings above expectations and gave a strong outlook, citing demand for high-speed memory for AI chips. Tether is preparing a record $15-20 billion round that could value the issuer of the largest stablecoin at $500 billion - on par with OpenAI and SpaceX. In the US, Donald Trump's plans to charge $100,000 for each H-1B visa application have alarmed the startup community. These and other topics are covered in our review of key events on the morning of September 24.

Highlights for this morning: Tether rushes to $500 billion, Micron breaks record, US startups on alert

CoreWeave, Inc.

The company's quotes will be supported by both the recent agreement with Nvidia and the chipmaker's deal with OpenAI

Two more analysts now recommend buying CoreWeave stock. What does this have to do with Nvidia? 

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

Apple Inc.

Amazon.com, Inc.

Companies' spending on human resources may increase due to a more than 10-fold increase in visa fees for foreigners, but the market has so far reacted with restraint to this risk

Trump has made it harder to grant visas to talented foreigners. How might this affect bigtech?

Tesla, Inc.

BYD Company Limited

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

Morning in New York: Fed rhetoric will determine stock market sentiment

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

Intel Corporation

The US Federal Reserve has cut its policy rate by 25 bps to 4-4.25% for the first time in 2025 and forecasts further monetary easing. Nvidia will invest $5 billion in Intel and become its largest shareholder. Alphabet broke the $3 trillion capitalization bar amid an antitrust victory and optimism around the Gemini platform. Donald Trump and Xi Jinping discussed the fate of TikTok in the U.S. by phone and agreed to meet. The main events from September 15 to 19 - in our review<b>. </b>

Highlights of the week: Fed rate, Alphabet grows to $3 trillion, Nvidia and Intel alliance

Advanced Micro Devices, Inc.

Intel's $5bn deal with Nvidia is "symbolic in nature", says Financial Times

Intel stock got a downgrade from Citi. Partnership with Nvidia won't help?

ASML Holding N.V.

Bank of America believes that shares of Dutch chip equipment manufacturer ASML may become the main beneficiary of the deal between Nvidia and Intel for $5 billion. The bank's analyst raised the target price of the company's securities and retained the advice to buy them. BofA is convinced: strengthening of Intel's positions in the market of data centers and PCs will be a favorable factor for companies producing equipment for chip production.

BofA names the beneficiary of the Intel and Nvidia deal. Why could its stock rise 16%?

The main party affected by the deal could be contract chipmaker TSMC if Nvidia shifts some orders to Intel's factories