Oracle Corporation

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?

Apple Inc.

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

Oracle's stock has soared to record highs. Wall Street thinks this is just the beginning

The amount of the deal is many times the current revenue of the owner of ChatGPT

Oracle signs one of the largest cloud contracts in history with OpenAI - WSJ

The cloud provider entered into an unprecedented agreement with OpenAI this summer, reserving 4.5 gigawatts of data center capacity for the partner

Oracle forecasts aggressive revenue growth for its cloud business. Shares soared 28%

Investment Bank raised its target price on shares of Google's holding company by 25% 

ChatGPT is not a hindrance: Evercore named Alphabet stock a favorite among blue chips

NVIDIA Corporation

Donald Trump signed an agreement with Japan, imposing duties of 15% on most imported goods and obliging Tokyo to invest $550 billion in US projects. The US president also threatened "substantial" semiconductor tariffs on companies that do not localize production in the US. OpenAI, together with Broadcom and TSMC, is preparing to release its own AI chip to reduce dependence on Nvidia. These and other topics - in our review of key events by the morning of September 5.

Highlights for this morning: US-Japan deal, Trump presses on duties, OpenAI prepares its chip

A U.S. court stopped short of forcing Google to sell Chrome and Android, and allowed it to continue paying Apple for using its default search in its products. Gold hit a record high, rising above $3600 an ounce amid expectations of a Fed rate cut and active central bank buying. OpenAI continues its expansion: the company bought the startup Statsig for $1.1 billion. These and other topics - in our review of key events for the morning of September 3.

Open AI