CoreWeave, Inc.

NVIDIA Corporation

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.

Oracle Corporation

In the US, Donald Trump's administration is preparing a high-profile announcement about a possible link between Tylenol and autism risk in children, which has hit shares of the Kenvue manufacturer. In parallel, the White House is pushing a restructuring deal for TikTok involving Oracle, Fox Corp., Silver Lake and Andreessen Horowitz, where U.S. investors would gain control and key powers. China has kept rates on hold amid signs of a slowing economy despite the Fed's recent rate cut. On these and other topics, our roundup of key developments for the morning of Sept. 22.

Highlights for the morning: OpenAI and Luxshare vs. Apple, China kept betting, Tylenol dispute

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

Meta Platforms, Inc.

Meta may become Oracle's largest customer after OpenAI

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

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

Alphabet Inc.

If Gemini becomes a mainstream consumer AI app, the consequences for OpenAI would be "catastrophic," experts say

Nano Banana feature puts Gemini at the top of iPhone apps. What will happen to ChatGPT?

Microsoft Corporation

The week of September 8-12 was rich in big deals. Nebius signed a contract with Microsoft for $17.4 billion and raised $3.75 billion in funding, Oracle signed an agreement with OpenAI for $300 billion, and ASML invested €1.3 billion in French startup Mistral AI - the deal raised its valuation to €11.7 billion. At the same time, investors were not impressed by Apple's new products, and Kering postponed the buyout of fashion house Valentino until 2028. The main events of the week are in our review.

Highlights of the week: new iPhone, Nebius deal, Oracle takes off

Adobe Inc.

Super Micro Computer, Inc.

Delta Air Lines, Inc.

Broadcom Inc.

The Boeing Company

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: investors wait for signals from consumers

Gemini Space Station

Microsoft and OpenAI announced a tentative agreement that will allow the AI startup to transform itself into a commercial company and attract billions in new investment. Oracle, on the other hand, has seen its shares come under pressure following reports that the growth of its cloud business relies heavily on a single customer, OpenAI. In the crypto sector, Winklevoss Brothers' Gemini IPO priced at $28 per share, generating a valuation of $3.3 billion despite continuing losses. On these and other topics - in our review of key events by the morning of September 12.

Highlights for the morning: Microsoft and OpenAI deal, crypto-IPO Gemini and rally in Asia

Oracle shares have nearly doubled in price since the start of 2025

Open AI