Oracle Corporation

Oracle's cloud business model is different from what the other leaders - Amazon, Microsoft and Google - are doing

Analyst advises selling Oracle shares against its AI deals. The stock collapsed by 6%

Alphabet Inc.

Microsoft Corporation

Google remains "the benchmark in generative AI search" and is "no longer cautious," assured analyst firm MoffettNathanson

Alphabet could become the world's most valuable company, says analyst. What are the chances?

CoreWeave, Inc.

Cloud provider CoreWeave <a href="https://www.coreweave.com/news/coreweave-expands-agreement-with-openai-by-up-to-6-5b">said</a> it has signed a new $6.5 billion agreement with OpenAI, expanding its existing partnership with the ChatGPT developer. CoreWeave announced in March that it would provide OpenAI with data centers and AI technology for five years under the $11.9 billion agreement. In May, the amount was increased. now the total contract volume has reached $22.5 billion.

CoreWeave announced a new $6.5 billion agreement with OpenAI

NVIDIA Corporation

Microsoft has started using artificial intelligence from rival OpenAI, the maker of chat bot ChatGPT, in its products. The company <a href="https://www.microsoft.com/en-us/microsoft-copilot/blog/copilot-studio/anthropic-joins-the-multi-model-lineup-in-microsoft-copilot-studio/">announced on</a> September 24 that its AI assistant Copilot will now use the startup Anthropic's models along with those from OpenAI to answer some of its queries.

Microsoft taps ChatGPT competitor for AI assistant. Is the relationship with OpenAI deteriorating?

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

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.

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

Open AI