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- 💰 Nvidia Invests $100B in Open AI
💰 Nvidia Invests $100B in Open AI
PLUS: Why Apple is up 4%
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Market Performance
S&P 500: 6,693.75 ⬆️ 0.44%
Nasdaq: 22,788.98 ⬆️ 0.70%
Dow Jones: 46,381.54 ⬆️ 0.14%
Nvidia’s $100 Billion OpenAI Investment
Nvidia (NVDA) announced it will invest up to $100 billion in OpenAI to build massive AI data centers powered by its chips.
The numbers are staggering. OpenAI plans to deploy Nvidia systems requiring 10 gigawatts of power, equivalent to 4-5 million GPUs.
To put that in perspective, that's what Nvidia ships in an entire year and twice what they delivered last year.
CEO Jensen Huang called it "monumental in size," and frankly, that's an understatement.
What makes this deal brilliant is its circular nature: Nvidia invests $100 billion in OpenAI, which then uses that money to buy Nvidia's chips and systems.
It's a self-reinforcing cycle that practically guarantees massive revenue growth for Nvidia, while providing OpenAI with the infrastructure it desperately needs to serve its 700 million weekly users.
Nvidia's stock jumped nearly 4%, adding $170 billion to its market cap in a single day.
Nvidia currently has a Ziggma Stock Score of 100, despite ranking in the bottom half percentile for valuation.
Our Takeaway
This partnership solidifies Nvidia's dominance in AI infrastructure while generating a predictable and substantial revenue stream.
It's the kind of strategic move that could drive earnings growth well into 2026 and beyond.
The Real Traders Aren't on CNBC
Your current options for finding stock trades:
Option 1: Spend 4 hours daily reading everything online
Option 2: Pay $500/month for paywalled newsletters and pray
Option 3: Get yesterday's news from mainstream financial media
All three keep you broke.
Here's where the actual edge lives:
Twitter traders sharing real setups (not TV personalities)
Crowdfunding opportunities before they go mainstream
IPO alerts with actual timing
Reddit communities spotting trends early
Crypto insider takes (not corporate PR)
The problem? You'd need to be terminally online to track it all.
Stocks & Income monitors every corner where real money gets made. We send you only the actionable opportunities. No fluff, no yesterday's headlines.
Five minutes daily. Walk away with stock insights you can actually act on every time.
Stocks & Income is for informational purposes only and is not intended to be used as investment advice. Do your own research.
Market Overview 📈
All three major indices closed at record highs on Monday, with AI-related stocks leading the charge.
Despite starting the day lower, markets recovered strongly as investors embraced the narrative of AI growth.
However, the growing risk of a government shutdown is creating some uncertainty, as the funding deadline approaches on September 30th.
Additionally, Treasury yields continue to climb, with technical analysts warning that this could be the biggest risk to the current rally.
The 10-year yield has risen 10 basis points since last week's Fed rate cut, echoing the pattern of last year when yields surged 100 basis points after the September rate cut.
Fed officials remain divided on future policy, with newly appointed Governor Stephen Miran advocating for aggressive rate cuts while St. Louis Fed President Musalem warns of "limited room" for further easing.
Stock Moves Deciphered 📈
Oracle (ORCL) rose over 6% after the tech behemoth shook up its leadership structure by promoting Clay Magouyrk and Mike Sicilia to co-CEOs while moving current CEO Safra Catz to executive vice chair.
The two executives will jointly lead the software giant as it continues expanding its AI and cloud capabilities.
Apple (AAPL) rose over 4% after strong iPhone 17 demand signals drove shares higher as global wait times exceeded last year's levels.
JPMorgan reported 26-day lead times, compared to 17 days for the iPhone 16 launch, with particularly strong 37-day waits in China.
T-Mobile CEO confirmed this was their biggest iPhone weekend ever.
Teradyne (TER) gained over 12% after Susquehanna upgraded the stock, raising its price target to $200 from $133, citing an undervalued collaboration with Taiwan Semiconductor for GPU wafer sort testing.
The semiconductor testing equipment maker is gaining significant traction in AI chip testing, which is not reflected in its current valuation.
Headlines You Can't Miss 👀
🏥 Pfizer acquired weight-loss drugmaker Metsera for $4.9 billion in cash, propelling the healthcare giant to enter the lucrative obesity treatment market.
🏠 Compass announced plans to acquire rival brokerage Anywhere (parent of Century 21 and Coldwell Banker) for $1.6 billion in an all-stock deal.
🇦🇷 Argentine stocks surged 6.5% after Treasury Secretary Scott Bessent announced that the U.S. would help stabilize the peso amid growing economic concerns.
🥤 Molson Coors named Rahul Goyal as CEO, replacing retiring Gavin Hattersley. Shares fell 2% following the news of the leadership transition.
💰 Gold hit a new record high of $3,763.10 per ounce as Fed rate cut expectations and safe-haven demand drove precious metals higher.
🔧 Helmerich and Payne received a Barclays upgrade to "overweight" with 22% upside potential, as the recovery in the drilling industry appears imminent.
💊 Sarepta Therapeutics jumped 6% after BMO upgraded the stock to "outperform," forecasting that the biotech company's shares would more than double in value.
🏛️ Government shutdown risk increases as Senate rejected both Republican and Democratic funding proposals, deadline approaches September 30th.
Trending Stocks 📊
Match Group (MTCH) stock declined after Meta announced new features for its competing dating platform, sparking concerns about increased competition and potential market share loss for the online dating giant in an already challenging environment.
Kenvue (KVUE) shares fell following reports that the Trump administration plans to link Tylenol use during pregnancy to autism.
The consumer health company strongly disagreed with the unproven claims, citing independent scientific studies that demonstrate the safety of acetaminophen.
Constellation Energy (CEG) climbed after Scotiabank initiated coverage with a favorable rating.
The clean energy company benefited from a positive outlook on infrastructure spending and growing demand for carbon-free electricity solutions.
What’s Next?
Key earnings and macro news 👇
September historically ranks as the worst month for equities, with the S&P 500 averaging 4.2% declines over the past five years.
Historically, the weakest week for the S&P 500 based on seasonal patterns.
Rising Treasury yields pose the biggest risk to current rally momentum.
Personal Consumption Expenditures (PCE) inflation data, which is the Fed's preferred inflation measure.
Government shutdown negotiations intensify with the September 30th deadline approaching.
Continued earnings from smaller companies as the Q3 season begins winding down.
Chart of the Day
Source: Carbon Finance
Meme of the Day
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