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Tesla Poised for a Q3 “Delivery & Stock Price” Double Win as Wall Street Turns Bullish
TradingKey - Whether measured by stock price or vehicle deliveries, Tesla is staging a strong comeback in the third quarter — a sharp reversal from its earlier struggles this year. Following Goldman Sachs, both UBS and Wolfe Research have now raised their Q3 delivery forecasts.
TradingKey
Thu, Sep 25
Following Nvidia's $5B and SoftBank's $2B, Intel seeks investment from Apple: A Path to Recovery?
TradingKey - According to sources familiar with the matter, chipmaker Intel is in talks with Apple to seek investment support for its turnaround plan and to explore deeper collaboration.
TradingKey
Thu, Sep 25
TSMC is using AI software from Cadence and Synopsys to design energy-efficient AI chips.
TSMC rolled out a new AI-based chip design method on Wednesday in Silicon Valley, aiming to cut the power demands of AI chips by up to tenfold. The company, which manufactures chips for Nvidia and other tech giants, says this change is necessary as current systems burn too much electricity.Cryptopolitan
Thu, Sep 25
OpenAI’s $100 billion deal with Nvidia is structured as cash payments
OpenAI isn’t spending $100 billion to buy chips, it’s paying cash to lease them. The whole deal with Nvidia is built on spreading costs over time, and not dropping billions upfront. The artificial intelligence company wants to access Nvidia’s top-tier GPUs, but instead of buying them outright, it’sCryptopolitan
Thu, Sep 25
Wall Street Divided on Nvidia-OpenAI Alliance: AI Ecosystem Masterstroke vs. Next Cisco Bubble?
TradingKey - Since September, a series of cross-investments and partnerships among major AI tech giants have unveiled a capital game that is as exciting as it is puzzling: OpenAI buys cloud capacity, Oracle buys chips, and Nvidia reinvests in OpenAI — forming an almost perfect “AI Circle.”
TradingKey
Thu, Sep 25
Rate Hike Countdown for October? Former BOJ Board Member Says “Inflation-Focused BOJ Can Act at Any Time”
TradingKey - Following the two dissenting votes at the September Bank of Japan (BOJ) meeting and a slightly hawkish tone from BOJ Governor Kazuo Ueda, a former BOJ board member has now publicly backed a potential October rate hike — the second increase in 2025 — signaling that Japan’s push toward
TradingKey
Thu, Sep 25
Tesla Stock Jumps as China Registrations Ramp and Expectations Rise for EV Giant's Q3 Global Deliveries
Tesla announces global third-quarter deliveries next week and the EV giant just posted its strongest weekly China vehicle registrations of the quarter, signaling a big improvement compared to Q2 but still lagging behind last year.Tiger News
Thu, Sep 25
Intel'S stock rose 7% after asking Apple to invest in its turnaround efforts
Intel’s stock popped 7% after the company went straight to Apple asking for a financial lifeline, according to Bloomberg. The chipmaker, once the king of semiconductors, is now crawling its way through a rough patch.
Cryptopolitan
Thu, Sep 25
Alibaba stock rose 8% after CEO Eddie Wu said AI spending will exceed its $53B plan
Alibaba raised its bet on artificial intelligence around twenty-four hours ago, and the company’s stock surged by 8% to close, hitting a level not seen in nearly four years, after CEO Eddie Wu said on stage in Hangzhou that the company is spending more than the $53 billion it had previously...Cryptopolitan
Thu, Sep 25
European Software Giant SAP Teams Up with OpenAI to Launch “OpenAI for Germany”
German enterprise software leader SAP and OpenAI announced a strategic partnership to develop “OpenAI for Germany,” an AI initiative designed to deliver secure, sovereign AI services tailored for Germany’s public sector.
TradingKey
Wed, Sep 24
Alibaba Upgrades Full-Stack AI, Joins NVIDIA to Develop Physical AI
September 24, 2025, at the Apsara Conference 2025, Alibaba announced a strategic collaboration with NVIDIA. Alibaba Cloud’s AI platform, PAI, will integrate NVIDIA’s Physical AI software stack to accelerate development cycles for embodied intelligence, advanced driver-assistance systems (ADAS), and
TradingKey
Wed, Sep 24
Is the Worst Over for UnitedHealth Group Stock?
The problem with trying to buy a stock at its low is that you'll only know whether it has bottomed out after it has done so. When it's in the midst of a sell-off, it's impossible to know how low it'll end up going, until well after it has hit a low and has stabilized.The Motley Fool
Wed, Sep 24
Japan to cut ultra-long bond supply by ¥100 billion in October, December auctions
Japan is cutting back on its ultra-long bond supply in October and December by ¥100 billion ($675 million) at each auction, trimming the amount offered to ¥250 billion from ¥350 billion, the Ministry of Finance announced after meeting with primary dealers on Wednesday.Cryptopolitan
Wed, Sep 24
Inflation forecasts, Treasury yields stable despite Trump Fed takeover threats
Donald Trump is steadily bulldozing the Federal Reserve, but Wall Street’s inflation radars aren’t even twitching. Despite months of attacks on the Fed’s independence, investors aren’t betting on any future price surge. The bond market just doesn’t care. Inflation breakevens? Flat. Long-term expectCryptopolitan
Wed, Sep 24
“Stargate” Expands Again! Five New AI Data Centers to Be Built in the U.S.
TradingKey - On Tuesday (U.S. Eastern Time), OpenAI, cloud provider Oracle, and investment giant SoftBank jointly announced plans to build five new AI data centers in the United States as part of the expanded “Stargate” infrastructure initiative.TradingKey
Wed, Sep 24
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