Oracle Corporation

JPMorgan Chase & Co.

OpenAI leased $300 billion worth of computing power from Oracle in September

Banks will make the largest loan ever to build data centers. What does this have to do with Oracle?

Alphabet Inc.

Intel Corporation

US President Donald Trump has escalated relations with Canada, halting trade talks in the wake of the Ronald Reagan "fake" voiceover ad scandal. Intel reported revenue and profit growth with multi-billion dollar US support and investment from Nvidia, while OpenAI continues to expand with the purchase of Mac AI developer Sky. These and other topics are covered in our review of key events for the morning of October 24.

Freedom and money: how AI is going to use erotic content

The new browser could tug some of the users of Google Chrome, which is Alphabet's main source of revenue

OpenAI unveiled its own browser. Shares of Google's parent company fell

Advanced Micro Devices, Inc.

NVIDIA Corporation

It wasn't AMD that made Lisa Su famous. It was Lisa Su who made AMD what we know today.

Lisa Su's Big Bet: How AMD's CEO changed the AI market

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

BYD Company Limited

LVMH returned to growth, which was a sign of recovering demand for luxury goods. Gold once again became the main safe haven for investors, displacing bitcoin. Walmart agreed with OpenAI to integrate shopping into ChatGPT. Oracle and AMD announced an AI deal challenging Nvidia's leadership, and Microsoft, Nvidia and xAI are investing $40 billion in Aligned data centers. The main events of October 13-17 are in our review.

Highlights of the week: luxury rises, gold overtakes bitcoin, Walmart and OpenAI deal

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

Walmart Inc.

Of the 11 companies with a capitalization of over $1 trillion, only Berkshire Hathaway and Saudi Aramco are not in the technology sector

Walmart could reach $1 trillion capitalization through integration with ChatGPT - Mizuho

OpenAI seeks new revenue streams and partnerships to cover trillion-dollar costs and relaxes content policy to allow adult erotic material. The gold price hit a record $4185 per ounce, reflecting rising tensions between the US and China and expectations of a Fed rate cut. On these and other topics - in our review of key events for the morning of October 15.

Main by morning: OpenAI relaxes erotica policy and seeks money for $1 trillion spending spree

The collaboration with Walmart was a new episode in a series of OpenAI business agreements

Walmart will launch shopping directly in ChatGPT. The stock has a record, but what are the risks?

Broadcom Inc.

Melius Research analyst Ben Reitzes believes that the agreement with OpenAI will bring a significant increase in revenue for chip developer Broadcom. The project was announced on Monday, October 13. And while its margins may be lower than other Broadcom businesses, the potential revenue and profit growth outweighs those risks, the analyst said.

Melius analyst estimates Broadcom's benefit from the OpenAI deal at $40 billion a year

Samsung Electronics Co., Ltd.

SK hynix Inc.

The company reported its highest quarterly profit in more than three years

Open AI