The Rundown OpenAI Reveals Partnership with Broadcom, Beyond Meat Shares Crater 50%
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Oct 13, 2025 Today's market analysis dives into the fallout from Trump's tariff announcements, wiping nearly $2 trillion in value. OpenAI's partnership with Broadcom for custom chip development has sparked interest, while Beyond Meat faces a tumbling stock after a debt-for-equity swap. Discover how viral Bulldog noodles are boosting Samyang's stock this year. J.P. Morgan's massive $1.5 trillion initiative targeting various sectors also makes headlines, alongside updates on rising energy solutions with Bloom Energy's new deal.
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Tariff Threats Still Move Markets
- Tariff threats from political leaders still trigger large market sell-offs, especially involving China.
- Markets can rebound quickly if leaders publicly walk back threats, creating volatile short-term swings.
OpenAI's Multi‑Vendor Chip Strategy
- OpenAI is rapidly diversifying chip partnerships to scale compute capacity quickly.
- Its multi-vendor strategy has led to deals totaling 26 gigawatts so far and plans for much more.
Compute Ambitions Imply Huge Costs
- OpenAI's 2033 target of 250 gigawatts implies astronomical capital needs far beyond current revenue.
- Scaling to that level will require major fundraising, debt, or large external financing partners.