Stock Movers Strategy Higher, Broadcom Surges, Lululemon Tumbles
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Sep 5, 2025 Crypto stocks are on the rise, thanks to increasing Bitcoin and Ether prices, boosting MicroStrategy’s share potential. Broadcom celebrates a stock surge after teaming up with OpenAI to create an AI accelerator, stepping into a lucrative market. Meanwhile, Lululemon faces turmoil, slashing its outlook due to weakening consumer demand and trade policy impacts, leading to significant projected losses. Tune in for insights on the shifting landscape of tech and retail stocks!
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MicroStrategy Could Join The S&P 500
- MicroStrategy's large unrealized crypto gains could make it S&P 500 eligible despite its bitcoin-focused strategy.
- Inclusion would force passive funds to buy huge blocks, amplifying crypto exposure in index portfolios.
Broadcom Enters AI Accelerator Race
- Broadcom will help OpenAI design an AI accelerator that ships in 2026, challenging NVIDIA's dominance.
- The accelerator orders exceed $10 billion and sparked Broadcom's largest rally since April.
OpenAI Broadens Hardware Partnerships
- OpenAI is broadening hardware partners beyond Microsoft to Oracle, CoreWeave and Google to ease capacity shortages.
- That diversification is creating billion-dollar ordering opportunities across chip suppliers.