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

Advanced Micro Devices, Inc.

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

NVIDIA Corporation

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?

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

Fermi Inc.

Elon Musk became the first whose fortune reached $500 billion. At the same time, his company SpaceX lost to OpenAI, which received a valuation of a similar amount - $500 billion - after the secondary sale of employee shares for $6.6 billion. Now the ChatGPT developer is the most expensive private company in the world. Thanks to the partnership with OpenAI, the quotes of South Korean Samsung and SK Hynix jumped up. These and other topics are in our review of the key events for the morning of October 2.

Top story for the morning: Musk's fortune hits $500 billion, OpenAI beats SpaceX in valuation

Amazon.com, Inc.

Meta Platforms, Inc.

Apple Inc.

To truly become a leader in AI devices, Amazon needs a technological breakthrough, according to Bloomberg.

Amazon showed off its updated AI devices. Will it be able to compete with Apple and Meta? 

Tesla, Inc.

There has been a wave of resignations in the business empire of the world's richest man 

"He's burning out deputies fast": FT has learned of the exodus of employees from Musk's companies

Electronic Arts Inc.

Robinhood Markets, Inc.

Donald Trump announced new duties on wood, furniture, pharmaceuticals and movies. OpenAI is booming revenue growth - $4.3 billion for the first half of 2025 - but is spending billions on AI development. In the U.S., Wealthfront, one of the pioneers of the robo-advisory market, is preparing for an IPO, and was never sold to UBS in 2022. These and other topics - in our review of key events for the morning of September 30.

Highlights for this morning: Trump's duties, OpenAI growth, Wealthfront going public

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.

Open AI