Micron Technology, Inc.

NVIDIA Corporation

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

Telomir Pharmaceuticals, Inc.

Jupiter Neurosciences, Inc.

In mid-September, the startup Retro Biosciences, supported by OpenAI CEO Sam Altman, <a href="https://www.businessinsider.com/retro-biosciences-sam-altman-antiaging-brain-pill-longevity-healthspan-2025-9">announced</a> that this year it would begin clinical trials of its first development - a pill to "clean" the brain and fight Alzheimer's disease. Achieving longevity or even immortality is one of mankind's oldest aspirations, which is still relevant today. Silicon Valley techno-investors are pouring billions into researching ways to extend life. What are they betting on?

Silicon Valley tycoons are betting on rejuvenation. Is it possible to make money on it? 

Apple Inc.

Musk's AI startup has not publicly provided evidence that Apple is giving any advantage to the ChatGPT creator in its App Store

Elon Musk's startup xAI has accused Apple and OpenAI of monopoly collusion

Tesla, Inc.

Meta Platforms, Inc.

Tesla and xAI CEO Elon Musk earlier this year offered Meta CEO Mark Zuckerberg a stake in a $97.4 billion buyout of OpenAI, court filings show, Seeking Alpha <a href="https://seekingalpha.com/news/4488208-elon-musk-openai-bid-meta-mark-zuckerberg">writes.</a>

Musk discussed $97 billion takeover of OpenAI with Zuckerberg - court documents

Microsoft Corporation

Speculative capital is channeled into companies with only perceived potential, which can lead to the formation of localized overheating in the market, analysts said

The head of OpenAI warned of an AI bubble. Does Wall Street agree with him?

Alphabet Inc.

Intel Corporation

UnitedHealth Group Incorporated

Berkshire Hathaway Inc.

US and Russian Presidents Donald Trump and Vladimir Putin held talks on Ukraine in Alaska on Friday. On his way to Anchorage, Trump told reporters that duties on chip imports could reach 300%. Earlier in the week, USA stock markets rose to new records amid expectations of a Fed rate cut. Perplexity unexpectedly offered to buy Google's Chrome browser, and the US administration is exploring buying a stake in Intel. Sam Altman is preparing to launch a startup that will become a competitor of Elon Musk's Neuralink - the rivalry between them is intensifying. The main events of August 11-15 are in our review.

Highlights of the week: US-Russia summit, White House and Intel stake, buyer for Chrome

Circle Internet Group

CoreWeave, Inc.

The main US S&amp;P 500 index ended trading above 6,400 points for the first time, with tech leaders and artificial intelligence-related companies largely responsible for the gains. Stablecoin issuer USDC Circle lost more than 5% in the post-market after it announced it was selling 10 million shares after rising 425% since its IPO, despite strong earnings and USDC's 90% year-to-date growth. Meanwhile, OpenAI CEO Sam Altman is launching Merge Labs, a brain-computer interface startup that could be a competitor to Elon Musk's Neuralink. These and other topics are covered in our review of key events for the morning of August 13.

Highlights for the morning: the S&amp;P 500's record AI rally, Circle's fall and Altman's new startup

Musk, who owns ChatGPT's rival chatbot Grok, threatened Apple with "legal action"

Musk accused Apple of unfairly promoting ChatGPT on the iPhone

Shuanglin Co., Ltd.

Zhejiang Changsheng Sliding Bearings Co., Ltd.

In early August, Chinese startup Unitree unveiled its new robot - A2 Stellar Hunter. The "robot dog" <a href="https://x.com/UnitreeRobotics/status/1952672597558309136">demonstrates</a> incredible tricks, from dancing on one leg to confidently traversing difficult terrain off-road. Almost simultaneously, Google's Deepmind lab announced the <a href="https://x.com/GoogleDeepMind/status/1952732150928724043">development of</a> Genie 3, its new AI capable of generating not just videos, but entire three-dimensional worlds that can be freely explored. Why, out of all the huge stream of news, do these two seem the most interesting to me? They demonstrate two vectors of technology development that, when combined, are capable of turning the world upside down.

Zuckerberg's mistake: metaverses are more necessary for robots than for humans

Microsoft, Google, and Meta have cheerfully reported revenue and profit growth, not failing to emphasize the contribution of AI technologies to their successes. Individual AI startups also continue to energetically attract investment.&nbsp; So what is the AI race: a financial bubble or a new economy? It's an unprecedented question that worries both private investors and CEOs of major tech companies that have invested billions in AI. Let's try to figure out what's going on.

AI is starting to pay the bills: why the dot-com bubble story won't repeat itself


Mira Murati - former CTO of OpenAI and co-founder of startup Thinking Machines Lab - raised $2 billion from investors in July. As <a href="https://techcrunch.com/2025/07/15/mira-muratis-thinking-machines-lab-is-worth-12b-in-seed-round/">noted</a> by TechCrunch, this is one of the largest seed rounds of funding in Silicon Valley history. Thinking Machines Lab's total valuation has reached $12 billion - the company is <a href="https://www.linkedin.com/in/mira-murati-4b39a066/">less than a year old</a>, it hasn't brought a single product to market yet, and Murati hasn't even <a href="https://x.com/miramurati/status/1891918876029616494">told</a> much about what it's going to do yet, other than that it will be a new AI. Still,&nbsp; Thinking Machines Lab is one of the few startups that investors see as a real threat to leading AI modelers like OpenAI, Anthropic and Google DeepMind. Thinking Machines Lab is a level of credibility that many startups can only dream of. Let's try to understand how Albania-born Mira Murati achieved this and what she is going to shake up the market with.

Star on trust: how Mira Murati attracts investment in a startup without a product


SailPoint, Inc.

Qualys, Inc.

SentinelOne, Inc.

While AI has become a powerful tool for attackers, it dramatically strengthens cyber defenses as well

#Sam Altman: 15