Oracle Corporation

Oracle shares ended trading on October 7 with a 2.5% decline. Investors reacted nervously to The Information's report that the profitability of the company's cloud business was lower than expected due to high costs of renting processors from Nvidia. Since the beginning of the year, Oracle securities have risen in price by about 70%, but most Wall Street analysts still recommend investors to buy them.

Investors have started selling Oracle stock after the leak. What are they worried about?

Microsoft 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?

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

Taiwan Semiconductor Manufacturing Company Limited

Broadcom Inc.

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.