Amit Kukreja
NVIDIA IS INVESTING $100B INTO OPENAI | MARKET CLOSE
9/22/2025, 9:55:27 PM
Economic Summary
- S&P 500 reaches all-time high 6670
- Goldman upgrades S&P target to 7200
- AI sector driving large-cap tech momentum
- Crypto market slides impacting related equities
Bullish
- NVIDIA invests $100B into OpenAI for massive AI infrastructure
- OpenAI projected trillion-dollar IPO with GPU scale-up
- Oracle up 7% on new AI partnerships
- SMCI and AMD rise on NVIDIA announcement
- S&P 500 hits new all-time high
Bearish
- Concerns NVIDIA-OpenAI deal may be circular money flow
- Skepticism AI demand may be overestimated, forming a bubble
- Bitmine down 10% as Ethereum slides
- Crypto weakness hurting derivative plays like Coinbase and Circle
Bullish tickers
NVDAORCLSMCIAMDHOODNEBIUSCYPHER
Bearish tickers
BITMINECOINCIRCLEMETABROADCOM
People mentioned
Donald TrumpJensen HuangSam AltmanGreg BrockmanJimmy KimmelSteveTannerJerome PowellJay BhattacharyaMarty McCaryMehmet OzDorothy FinkBobby Kennedy