NVIDIA Corporation

Tesla, Inc.

Tens of billions of dollars in infusions have become the norm for the AI industry

Nvidia to fund chips for Musk's xAI as part of $20 billion deal - Bloomberg

Astera Labs, Inc.

Advanced Micro Devices, Inc.

Astera Labs stock has been assigned the highest target price on Wall Street by investment bank analysts

Citi names beneficiary of AMD and OpenAI deal, whose shares could rise 30%

International Business Machines Corporation

Tech company plans to integrate AI startup Anthropic's neural networks into its products

IBM shares hit a record after announcing a partnership with rival OpenAI

Jefferies sees the alliance with OpenAI as a driver for AMD's near-term growth and long-term leadership in the AI chip segment

Jefferies analysts expect AMD to surge 47%. A new leader in the AI market?

Gold.com, Inc.

OpenAI has announced that it's turning its ChatGPT artificial intelligence into a full-fledged digital hub where users can interact directly with apps like Spotify, Zillow and Expedia, and developers can create native AI agents through its new AgentKit platform. Tesla, in a bid to regain lost sales, is likely preparing a more affordable version of the Model Y priced below $30,000. Meanwhile, Donald Trump announced a 25% duty on imports of medium and heavy trucks. On these and other topics - in our review of key events for the morning of October 7.

Figma

Uber Technologies, Inc.

Salesforce, Inc.

ChatGPT will integrate partner applications 

"We're at the bubble stage": Figma and other stocks jumped from mention at OpenAI forum

OpenAI is preparing to hold its annual DevDay for developers on October 6, which may become the main event of the week for the technology sector. Investors are waiting for signals from the company about new products and development directions, while its announcements are increasingly reflected in the stock market. Against the backdrop of the growing influence of OpenAI, whose valuation has exceeded $500 billion, the conference may cause a wave of quotation movements - from chip manufacturers to other companies whose businesses are affected by the spread of artificial intelligence.

OpenAI is holding a developer day. How it can affect the shares of public companies

This is one of the largest agreements in the AI industry 

The OpenAI and AMD deal sent the chipmaker's stock to a one-year high. What does it change?

Developer ChatGPT plans to purchase 6 GW of chips - that's like all of Singapore's power consumption

OpenAI could get 10% in AMD as part of chip deal. Shares soared

Microsoft Corporation

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?

Alibaba Group Holding Limited

BlackRock, Inc.

Hitachi, Ltd.

Hitachi's stock price soared by almost 10% after the announcement of its partnership with OpenAI. OpenAI's Sora 2 app instantly broke into the top of the App Store and reignited the debate about the safety of AI innovations. Stock managers see potential for a further Alibaba rally. These and other topics are covered in our review of key events on the morning of October 3.

Highlights for the morning: Alibaba rally, Hitachi's partnership with OpenAI and a $40 billion deal

Micron Technology, Inc.

Broadcom Inc.

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

Open AI