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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
Cathie Wood's Ark Invest Rebuilds Alibaba Position Amid Renewed AI Momentum
Shortly after Cathie Wood's Ark Invest re-established its position, Alibaba’s stock surged 9%, fueled by major advancements in its AI strategy, including a full-stack AI upgrade and a new partnership with Nvidia.TradingKey
Wed, Sep 24
US Antimony Corp Jumps 22% After Securing $245 Million Sole-Source Defense Deal
TradingKey - United States Antimony Corporation (USAC) announced Tuesday that it has signed a five-year, sole-source contract with the U.S. Defense Logistics Agency (DLA) worth up to $245 million to supply antimony metal ingots to the U.S. National Defense Stockpile.
TradingKey
Wed, Sep 24
Biggest Cloud Provider Amazon’s AI Lag Makes It the Magnificent Seven’s Most Vulnerable in 2025
TradingKey - Despite remaining the leader in cloud computing, Amazon has struggled to convince investors with a clear AI growth narrative, and its dominance in the cloud may be at risk. Amazon’s stock has risen just 0.60% this year, making it the weakest performer among the U.S. tech Magnificent
TradingKey
Wed, Sep 24
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SK Hynix Denies Acquiring Intel US Fab, Shares Fall Below $1,347 Level
IBM Stock Steady at $213 Before Wednesday Earnings — 7% Options Swing
Intel Job Cuts Reported Ahead of Earnings: Why AI Recovery Still Can’t Stop Data Center Unit From Shrinking Again?
SpaceX Stock Price Prediction: Can Starship, Starlink and Space AI Support SpaceX’s Long-Term Valuation? Can the Stock Price Still Rise?
Alphabet Q2 Earnings Preview: $190 Billion AI Gamble Faces Major Test, Can Google Cloud Still Sustain the Growth Myth?
