Taiwan Semiconductor Manufacturing Company Limited

Broadcom Inc.

Oracle Corporation

Identifying a new group of leading stocks is complicated by the fact that several key beneficiaries of the AI boom are not publicly traded

Bloomberg called the "Magnificent Seven" obsolete. Which stocks to pay attention to?

Alibaba Group Holding Limited

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.

Highlights of the week: US gets TikTok, Intel seeks partners, Nvidia and OpenAI alliance

Strong employment data and revised estimates of US GDP growth for the second quarter cooled investor optimism a bit

'Markets a little tired': US stocks break three-week streak of gains

U.S. President Donald Trump signed an executive order on September 25 approving a deal to sell part of the TikTok video service's U.S. business to American and global companies. The video broadcast <a href="https://www.whitehouse.gov/live/">was carried out</a> on the White House website.

Trump has approved a deal to sell part of TikTok in the US. The business was valued at $14 billion

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%

Bloom Energy Corporation

Oracle deal was driver of rally, but analyst warns of risks

Bloom Energy shares are up 580% for the year. Jefferies believes it is time to sell them

Oracle is planning a large-scale borrowing - the company plans to raise $15 billion by placing corporate bonds, Bloomberg wrote, citing sources. The money may be used to finance cloud projects and other expenses related to large cloud contracts with <a href="https://oninvest.com/article/oracle-podpisal-c-openai-odin-iz-krupnejsih-oblacnyh-kontraktov-v-istorii-wsj">OpenAI</a> and Meta. Oracle shares fell nearly 3% amid rising debt and - for the first time since 1992 - negative cash flow.

Oracle to borrow $15 billion in the market amid rising costs - Bloomberg. Shares fell

Oracle has returned to a "two-headed" management structure after six years

Oracle shares are up 97% this year. Are they still worth buying after the CEO change?

NVIDIA Corporation

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

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

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

#Oracle: 50