$NVDA - NVIDIA CEO: OPENAI DEAL IS LARGEST COMPUTING PROJECT EVER
Nvidia CEO Jensen Huang called the OpenAI partnership “the largest computing project in history,” citing soaring demand from ChatGPT. He said the effort will build AI infrastructure to move technology from labs to the real world, marking the start of an “AI industrial revolution.”
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MATCH, BUMBLE DOWN AS META SAYS FACEBOOK DATING ADDS FEATURES
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META: TODAY, WE’RE INTRODUCING DATING ASSISTANT AND MEET CUTE, 2 NEW FACEBOOK DATING FEATURES
META: DATING ASSISTANT WILL BEGIN ROLLING OUT GRADUALLY IN US & CANADA - WEBSITE
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BRAZIL'S GOVERNMENT: U.S. MOVE AN ATTACK ON BRAZIL'S SOVEREIGNTY; COUNTRY 'WILL NOT BEND TO YET ANOTHER AGGRESSION'
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WHITE HOUSE: TRUMP TO SIGN TIKTOK DEAL LATER THIS WEEK
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$NVDA - DA DAVIDSON ON NVIDIA-OPENAI DEAL: CONCERNS DESPITE BUY RATING
DA Davidson kept a Buy rating and $210 target on NVIDIA after its $100B investment pledge and 10 GW system deal with OpenAI. While supportive for OpenAI, the firm warns NVIDIA risks acting as the “investor of last resort” to cover OpenAI’s heavy commitments.
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WHITE HOUSE: PRESIDENT INTENDS TO SIGN ORDER DESIGNATING ANTIFA AS TERRORIST ORGANIZATION AS SOON AS TODAY
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WHITE HOUSE: CAN EXPECT FURTHER ACTION AGAINST LEFT-WING GROUPS SOON
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🚨 WHITE HOUSE: TRUMP WILL GIVE MAJOR SPEECH TOMORROW MORNING
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SPOT GOLD RISES ABOVE $3,740/OZ
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$NVDA - NVIDIA'S EQUITY INVESTMENT IN OPENAI DOES NOT CONFER CONTROL RIGHTS - SOURCE SAYS
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$NVDA - *NVIDIA TO INVEST FIRST 10% IN OPENAI WHEN 1 GIGAWATT DEPLOYED
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*HAMMACK: IF FED CUTS TOO QUICKLY, COULD START OVERHEATING AGAIN
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NVIDIA SHARES EXTEND GAINS TO 2.6%
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*MIRAN: APPROPRIATE FED FUNDS RATE IS ROUGHLY 2% TO 2.5%
*MIRAN: MULTIPLE TRUMP POLICIES ARE LOWERING NEUTRAL RATE
*FED’S MIRAN SAYS CURRENT INTEREST RATES ’VERY RESTRICTIVE’
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$AAPL - WEDBUSH: STRONG IPHONE 17 DEMAND SIGNALS UPGRADE CYCLE
Wedbush raised Apple’s target to $310 from $270, citing iPhone 17 sales tracking 10–15% above iPhone 16, with strong Pro demand and surprising interest in iPhone Air. China remains key as Apple faces tough competition from Huawei and Xiaomi.
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*US SEEKING TO MAKE OIL, GAS DEALS AT CLIMATE WEEK, UNGA: AXIOS
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$MSFT $NVDA - NVIDIA DEAL DOESN’T CHANGE ANY OF OPENAI’S COMPUTE PLANS, INCLUDING PARTNERSHIP WITH MICROSOFT OR ITS EFFORTS TO BUILD ITS OWN CHIPS, SOURCE SAYS
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WHITE HOUSE: TRUMP AWARE OF RUSSIA'S NEW START TREATY OFFER
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WHITE HOUSE ON BORDER CZAR HOMAN: HOMAN NEVER TOOK $50,000 PAYMENT
WHITE HOUSE: TRUMP STANDS BY HOMAN
WHITE HOUSE ON BORDER CZAR HOMAN: FBI FOUND NO EVIDENCE OF WRONGDOING OR CRIMINAL ACTIVITY
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TRUMP ON TRUTH SOCIAL: KAZAKHSTAN HAS 'SIGNED THE LARGEST RAILROAD EQUIPMENT PURCHASE IN HISTORY'
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WHITE HOUSE: TRUMP SECURED 9 TRILLION USD IN INVESTMENT; EXPECT THE NUMBER TO GO UP TO 15 TRILLION SOON
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*GAVIN NEWSOM ELIMINATES A 25% TAX INCREASE ON CANNABIS INDUSTRY
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GOVERNOR GAVIN NEWSOM: SIGNED LEGISLATION THAT ELIMINATES A 25% TAX INCREASE ON CALIFORNIA’S LEGAL CANNABIS INDUSTRY
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$NVDA - NVIDIA SHARES HIT INTRADAY RECORD HIGH, LAST UP 4.1%
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MIRAN: TRUMP HAS NEVER ASKED ME TO PURSUE A SPECIFIC POLICY
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MIRAN: AFTER STEEP CUTS, 'A LITTLE' MORE CUTTING IN 2026, 2027
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HAMMACK: I EXPECT ANOTHER WAVE OF PRICE PRESSURES EARLY NEXT YEAR
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$NVDA - NVIDIA CORP - TO INVEST UP TO $100 BLN IN OPENAI
NVIDIA CORP - FIRST GIGAWATT OF NVIDIA SYSTEMS TO DEPLOY IN 2026
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TRUMP: VENEZUELAN MILITIA TRAINING IS 'VERY SERIOUS THREAT
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