September 10, 2025
AI-fueled stock rally lifts S&P 500 and Nasdaq to record highs
U.S. stock indexes closed at record levels as investor excitement around artificial intelligence pushed up technology shares. Oracle’s market value surged following strong demand for its AI-oriented cloud services, while chip makers like Nvidia also gained. The rally reflects expectations that AI-related products will drive corporate earnings and investor sentiment in the months ahead. Why it matters: The surge underscores how optimism about AI’s commercial potential is increasingly influencing broad market indices and shaping investment strategies.
Source: Reuters
Nebius raises $3 billion to expand AI cloud and signs huge Microsoft deal
Cloud provider Nebius announced a $3 billion capital raise to expand its AI-focused infrastructure, shortly after a $17.4 billion contract to supply GPU capacity to Microsoft. Funds go into compute, hardware and new data-center sites. Why it matters: Large-scale funding and long-term contracts show how cloud providers are betting heavily on AI infrastructure, intensifying competition for computing resources.
Source: Reuters
Senator Cruz proposes federal ‘AI sandbox’ to relax regulations
U.S. Senator Ted Cruz introduced the SANDBOX Act to let AI firms apply for temporary regulatory waivers overseen by federal agencies, with preemption of conflicting state rules. Critics warn it would weaken oversight. Why it matters: It spotlights U.S. debates over how much freedom AI developers should have versus consumer protection.
Source: The Verge
Commentary: Apple’s ultra-thin Air laptop signals on-device AI ambitions
A Reuters commentary argues Apple’s push for an ultra-thin ‘Air’ and new silicon points to heavier on-device AI, reducing reliance on cloud inference. Apple explores partnerships for generative features while researchers warn of hallucinations. Why it matters: Hints at a future where key AI tasks run locally on consumer hardware.
Source: Reuters
Oracle’s share surge shows AI trade’s sway over stock market
Oracle jumped 36% after touting AI-driven cloud contracts; analysts note outsized AI concentration in the S&P 500 and trading activity dominated by AI names. Why it matters: Raises questions about concentration risk and whether earnings can sustain valuations.
Source: Reuters
AI agents used to simulate a Federal Reserve meeting highlight governance issues
A CEPR study used AI agents to simulate a Fed policy meeting; exposure to political pressure drove agents to more extreme positions. Authors argue the work informs how AI might be used in governance—but with careful oversight. Why it matters: Shows both the promise and the pitfalls of AI in policy processes.
Source: Reuters
September 11, 2025
FTC opens inquiry into generative AI chatbots over safety and business practices
The FTC sent information requests to Alphabet, Meta, OpenAI, Character.AI, Snap and xAI about safety risks, misinformation controls, and monetization/data practices in their chatbots. Why it matters: Signals escalating federal scrutiny of generative AI safety and privacy.
Source: Reuters
September 12, 2025
Apple’s top AI and search executive Robby Walker to leave the company
Apple confirmed plans for Robby Walker, who oversaw Answers/Information/Knowledge and previously Siri, to depart amid the roll-out of ‘Apple Intelligence’. Why it matters: Departure of a key AI leader could slow Apple’s generative integration and reflects fierce talent competition.
Source: Reuters
OpenAI to reduce revenue share paid to Microsoft and partners, boosting its own take
OpenAI projects partner revenue-share near 8% by decade-end (from ~20%), per The Information, implying tens of billions more retained by OpenAI; talks with Microsoft include lowering server-rental fees. Why it matters: Shows OpenAI’s intent to capture more value and recalibrate partner dynamics.
Source: Reuters
Investors remain bullish on Chinese AI chipmaker Cambricon despite index rebalancing
Analysts said passive outflows from a reweighting could pull roughly 8 billion yuan, yet sentiment remains strong as Beijing backs domestic AI hardware; shares had soared and traded at lofty multiples. Why it matters: Reflects confidence in China’s push for indigenous AI chips despite valuation risks.
Source: Reuters
September 13, 2025
Rolling Stone owner Penske Media sues Google over AI summaries
Penske Media (Rolling Stone, Billboard, Variety) sued Google, alleging unauthorized use of articles to power AI overviews that suppress clicks and ad revenue. Google says overviews help users and licensing is separate from rankings. Why it matters: Early big test case on how platforms use publisher content for AI features.
Source: Reuters
‘Grief tech’ lets people chat with AI replicas of deceased loved ones
Feature on AI tools that clone voices/avatars of the deceased so families can converse with them; raises consent and emotional-impact questions. Why it matters: AI is entering sensitive human domains, demanding robust safeguards.
Source: Reuters
UK and US to sign tech alliance covering AI, semiconductors and quantum computing
UK and U.S. announced a multi-sector tech agreement during a presidential visit, covering AI, chips, telecoms and quantum; includes industry tie-ups and data-center investment pledges. Why it matters: Signals deeper trans-Atlantic cooperation on strategic tech.
Source: Reuters
September 16, 2025
Nvidia’s new RTX6000D chip for China sees little demand amid export controls
Nvidia rolled out the RTX6000D for China after U.S. export rules; major Chinese firms showed little interest, citing price/performance gaps and waiting for more capable options. Why it matters: Geopolitics are reshaping AI hardware demand and supply chains.
Source: Reuters
September 17, 2025
WTO report says AI could boost trade 34–37% but warns of widening divides
A WTO report projects AI could lift global trade 34–37% and world GDP 12–13% by 2040, while warning gains won’t be evenly distributed without inclusive policies and infrastructure. Why it matters: Big upside, but only if countries invest in skills, infrastructure and predictable rules.
Source: Reuters
YouTube unveils more than 30 AI-powered tools for creators at ‘Made on YouTube’ event
YouTube introduced a suite of AI tools (auto-editing, AI video for podcasts, speech-to-song) and stressed it augments creators; it has paid over $100 billion to creators in four years. Why it matters: Mainstream platforms are baking generative AI into creator workflows.
Source: Reuters
Nvidia CEO notes U.S.–China chip tensions amid regulator pushback
Jensen Huang said the U.S. and China have bigger agendas beyond chips as Chinese regulators press local firms on Nvidia purchases amid U.S. export limits. Why it matters: Highlights the complexity of operating across tightening U.S.–China controls.
Source: Reuters
Google and PayPal forge partnership using AI to improve online payments
Multiyear partnership: PayPal will process payments across Google services and integrate Hyperwallet/payouts; Google applies AI to security and efficiency. Why it matters: AI is becoming integral to payments; cloud and fintech lines blur.
Source: Reuters
Moody’s warns about Oracle’s reliance on huge AI infrastructure contracts
Moody’s cautioned that Oracle’s reported mega AI-infra contracts (incl. a vast OpenAI deal) heighten counterparty and leverage risks and could weigh on free cash flow. Why it matters: Reminds investors that the AI infra boom carries balance-sheet risks.
Source: Reuters
September 23, 2025
Companies commit billions of dollars to AI infrastructure, signaling potential bubble
Reuters tallied a wave of massive AI chip/cloud deals—Nvidia/OpenAI, Oracle/OpenAI & Meta, CoreWeave/Nvidia & OpenAI, Nebius/Microsoft, and the $500 billion ‘Stargate’ project—raising bubble concerns and pointing to circular financing in places. Why it matters: Shows the arms race for AI compute—and potential overbuild/bubble risk.
Source: Reuters
September 25, 2025
Retail investors turn to AI chatbots amid surge in robo-advisory market
About 10% of retail investors are using AI chatbots to pick stocks; robo-advisory market projected to reach ~$470.9 billion by 2029. Experts warn general chatbots can misjudge risk and get facts wrong. Why it matters: Growing reliance on AI for investing meets hard limits of data access and risk modelling.
Source: Reuters
Databricks and OpenAI partner to deliver enterprise AI models and agents
Databricks will integrate OpenAI models into its Data Intelligence Platform/Agent Bricks, extending OpenAI’s enterprise reach beyond Azure. Why it matters: Underscores intensifying competition to host frontier models for enterprises.
Source: Reuters
September 30, 2025
CoreWeave signs $14.2 billion deal to supply AI computing power to Meta
CoreWeave agreed to provide Meta with AI computing power worth ~$14.2 billion through 2031 (option to extend), giving Meta access to Nvidia’s latest systems. Part of a surge in multi-billion AI infra deals. Why it matters: Underscores ravenous GPU demand and concerns about cross-financing froth.
Source: Reuters
October 3, 2025
OpenAI grants rights holders more control over Sora AI video app and promises revenue sharing
OpenAI said Sora will give rights holders new controls over character/IP usage and plans revenue-sharing for authorized use; one major studio (Disney) will not participate. Why it matters: A pragmatic attempt to balance innovation with IP rights in generative video.
Source: Reuters
Brazilian scammers use deepfake Gisele Bundchen ads to defraud victims
Brazilian police arrested four suspects who used AI-generated deepfake videos of Gisele Bündchen in Instagram ads to lure victims into a fraudulent scheme; accounts were frozen and assets seized. Meta says it removes deceptive ads and invests in detection. Why it matters: Deepfake misuse for financial fraud is scaling—platform enforcement is critical.
Source: Reuters
AI chip startup Cerebras withdraws U.S. IPO after new funding round
Cerebras requested to withdraw its planned U.S. IPO after raising $1.1 billion at an $8.1 billion valuation. CEO Andrew Feldman says going public remains the plan later. Why it matters: Private capital is still ample for AI hardware; cross-border investments face scrutiny.
Source: Reuters
U.S. Army memo flags security risks in Anduril and Palantir’s battlefield AI communications platform
An internal Army review rated the NGC2 battlefield communications system as very high risk due to security shortcomings; Anduril says the memo is outdated and issues were fixed; Palantir disputes the characterization. Why it matters: Security flaws in battlefield AI systems could jeopardize operations.
Source: Reuters
AI hardware veteran Naveen Rao raises $1 billion for a new computing startup
TechCrunch reports ex-Nervana/MosaicML co-founder Naveen Rao is raising about $1 billion for ‘Unconventional’ to build an AI computer with custom silicon, networking and servers; round led by a16z with Lightspeed, Lux and Databricks involved. Why it matters: Signals continued appetite for alternative AI compute architectures beyond Nvidia.The most important news and trends