The Rundown Nvidia to Invest $100B into OpenAI, Disney Revives Jimmy Kimmel’s Late Night Show
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Sep 23, 2025 The stock market hits record highs, fueled by Apple's surge. A major highlight is NVIDIA's ambitious $100 billion investment in OpenAI, reshaping the landscape for AI infrastructure. Disney makes waves by bringing back Jimmy Kimmel amid regulatory tensions. Plus, insights into AI data centers and the evolving resale value of Tesla's original Roadster. It's a dynamic mix of tech, entertainment, and finance!
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September Rally Defies History
- Stocks have started September strong, with the S&P 500 and NASDAQ hitting record highs despite historical weakness in the month.
- Optimism about future rate cuts, AI, and corporate earnings is driving investor confidence this month.
Prepare For Upcoming Earnings
- Prepare for Q3 earnings season which begins in about three weeks and can move markets significantly.
- Stay informed and monitor earnings reports to adjust positions ahead of Q4.
NVIDIA’s Massive Bet On OpenAI
- NVIDIA committed up to $100 billion to OpenAI to fund data centers powered by NVIDIA chips, paid in $10B installments per gigawatt online.
- The deal gives NVIDIA equity and likely secures OpenAI as a major NVIDIA customer, raising questions about circular economics.