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

'No one expected these profits'. How the AI boom drove Samsung's stock to a record high

Meta Platforms will have to invest in new technology to avoid losing out on the AI video market: it will hit margins

OpenAI's new app has alarmed Wall Street. Whose stocks are at risk?

OpenAI has also struck major agreements with Nvidia, Oracle and AMD in recent weeks

Broadcom said it is developing AI processors with OpenAI. Shares soared

The papers of South Korean SK Hynix and Samsung - two of the largest memory chip manufacturers - set new records at the first trading in South Korea after a week of holidays. Recent large deals in the field of artificial intelligence contributed to the jump in quotations.

Shares of Samsung and Hynix soared to a record after a trading halt. What's the reason?

Microsoft Corporation

NVIDIA Corporation

Microsoft's Azure cloud platform<a href="https://azure.microsoft.com/en-us/blog/microsoft-azure-delivers-the-first-large-scale-cluster-with-nvidia-gb300-nvl72-for-openai-workloads/"> has launched the</a> first major cluster based on Nvidia GB300 systems, including more than 4,600 Blackwell Ultra GPUs, the company's most advanced AI chips. The new cluster provides 37 terabytes of fast memory and high performance, forming the unified computing environment needed to run reasoning models, agent systems and multimodal generative AI applications. Such systems will reduce the training time of AI models from months to weeks, Microsoft said.

Microsoft and Nvidia launch the world's first production cluster for OpenAI workloads

Advanced Micro Devices, Inc.

Oracle Corporation

This fall was marked by a flurry of news about the premier artificial intelligence developer, OpenAI. Who would have thought that a small nonprofit company founded in 2015 would command hundreds of billions of dollars 10 years later? Yet that's exactly what has happened to OpenAI - its CEO Sam Altman has not only driven its value to $500 billion, making it the world's most <a href="https://finance.yahoo.com/news/openai-now-worth-500-billion-195534705.html">expensive</a> startup, but he's also making deals that impact the stocks of major tech companies. However, what is he doing, in a strategic sense?

What is OpenAI head Sam Altman digging: an economic moat or a grave?

HSBC Holdings plc

HSBC buys out Hang Seng Bank for $37 billion, strengthening its position in Asia. AMD is surging after a deal with OpenAI, which could get up to 10% of the chipmaker's shares. Nvidia, for its part, has received US authorization to export chips to the UAE. About these and other topics - in our review of key events by the morning of October 9.

Open AI