Nvidia stock gains as Rosenblatt reiterates Buy rating on OpenAI partnership

Investing.comTuesday, September 23, 2025 at 11:53:14 AM
Nvidia stock gains as Rosenblatt reiterates Buy rating on OpenAI partnership
Nvidia's stock has seen a boost following Rosenblatt's reaffirmation of a Buy rating, largely attributed to its partnership with OpenAI. This collaboration is significant as it positions Nvidia at the forefront of AI technology, which is rapidly growing and attracting investor interest. The positive outlook from analysts reflects confidence in Nvidia's ability to leverage this partnership for future growth.
— Curated by the World Pulse Now AI Editorial System

Was this article worth reading? Share it

Recommended Readings
Analysis-More questions than answers in Nvidia’s $100 billion OpenAI deal
NeutralFinancial Markets
Nvidia's recent $100 billion deal with OpenAI has sparked a flurry of questions regarding its implications for the tech industry. While the partnership promises to enhance AI capabilities, analysts are left pondering the long-term effects on competition and innovation. This deal is significant as it highlights the growing importance of AI in various sectors and Nvidia's strategic positioning in the market.
Nvidia Powered Diligent Robotics Is Optimizing “Last-Mile” Tasks In Healthcare
PositiveFinancial Markets
Nvidia-powered Diligent Robotics is making waves in the healthcare sector with its innovative robot, Moxi, which has successfully returned over half a million clinical hours to healthcare teams. This achievement not only highlights the efficiency of robotic assistance in 'last-mile' tasks but also underscores the potential for technology to alleviate the burden on healthcare professionals, allowing them to focus more on patient care. As healthcare systems continue to face challenges, advancements like Moxi could play a crucial role in optimizing operations and improving service delivery.
Nvidia, OpenAI and the $100B deal: Key FAQs explained
PositiveFinancial Markets
Nvidia and OpenAI are making headlines with a groundbreaking $100 billion deal that could reshape the landscape of artificial intelligence. This partnership not only signifies a massive investment in AI technology but also highlights the growing importance of collaboration between tech giants to drive innovation. As AI continues to evolve, this deal could lead to significant advancements in various sectors, making it a pivotal moment for both companies and the industry as a whole.
Why Nvidia Is Spending So Much Money
NeutralFinancial Markets
Nvidia is facing a dilemma with its increasing cash reserves, as it seeks to invest wisely. With mergers and acquisitions seemingly off the table, the company is exploring other avenues to utilize its funds effectively. This situation is significant as it highlights Nvidia's strategic planning in a competitive tech landscape, potentially impacting its future growth and innovation.
Nvidia invests $100 billion in OpenAI in major tech deal
PositiveFinancial Markets
Nvidia's announcement of a $100 billion investment in OpenAI marks a significant step in advancing AI technology and infrastructure. This deal not only highlights Nvidia's commitment to leading the AI sector but also promises to enhance innovation and development in the industry, which is crucial for future advancements. As AI continues to shape various sectors, this investment could lead to groundbreaking developments that benefit society as a whole.
Nvidia Makes a $100 Billion Bet on OpenAI’s Future – Here’s What We Know
PositiveFinancial Markets
Nvidia has made a groundbreaking $100 billion investment in OpenAI, signaling a strong belief in the future of artificial intelligence. This partnership is set to enhance AI capabilities and drive innovation in the tech industry, making it a significant development for both companies and the broader market. As AI continues to evolve, this collaboration could lead to advancements that reshape various sectors, highlighting the importance of strategic investments in technology.
Nvidia suppliers TSMC, Foxconn shares jump on $100 bln OpenAI deal cheer
PositiveFinancial Markets
Shares of Nvidia's suppliers, TSMC and Foxconn, have surged following the announcement of a massive $100 billion deal with OpenAI. This significant investment highlights the growing confidence in AI technologies and the role these companies play in the semiconductor supply chain. As AI continues to evolve, the collaboration between these tech giants could lead to groundbreaking advancements, making this deal a pivotal moment for the industry.
Evercore lifts Nvidia target on OpenAI deal, reaffirms stock as top pick
PositiveFinancial Markets
Evercore has raised its price target for Nvidia following the company's strategic deal with OpenAI, reaffirming its position as a top stock pick. This move highlights the growing confidence in Nvidia's potential to leverage AI advancements, which could significantly boost its market performance. Investors are likely to view this as a positive signal for Nvidia's future growth, especially in the competitive tech landscape.
Nvidia to invest up to $100 billion in OpenAI, linking two artificial intelligence titans
PositiveFinancial Markets
Nvidia has announced plans to invest up to $100 billion in OpenAI, marking a significant partnership between two giants in the artificial intelligence sector. This investment not only underscores Nvidia's commitment to advancing AI technology but also highlights the growing importance of collaboration in the tech industry. As AI continues to evolve, this partnership could lead to groundbreaking innovations that benefit various sectors, making it a pivotal moment for both companies and the future of AI.
Presight CEO: NVIDIA’s Investment in OpenAI Exciting
PositiveFinancial Markets
NVIDIA's decision to invest up to $100 billion in OpenAI is generating excitement in the tech world, especially as it aims to bolster AI infrastructure. This investment comes alongside the launch of a new $100 million fund by Presight and Shorooq in Abu Dhabi, targeting next-generation AI innovations. Thomas Pramotedham, CEO of Presight, shared insights on these developments during an interview with Bloomberg, highlighting the significance of these investments for the future of AI technology.
Apple supplier Luxshare surges on report of OpenAI hardware deal
PositiveFinancial Markets
Luxshare, a key supplier for Apple, has seen its stock prices soar following reports of a potential hardware deal with OpenAI. This partnership could significantly enhance Luxshare's market position and drive innovation in AI technology, making it a noteworthy development in the tech industry.
What to Know About Nvidia, OpenAI's $100 Billion Deal
PositiveFinancial Markets
Nvidia's monumental investment of up to $100 billion in OpenAI marks a significant step in the advancement of artificial intelligence infrastructure. This deal not only highlights Nvidia's commitment to AI but also underscores the growing importance of robust data centers in supporting innovative technologies. As AI continues to evolve, this partnership could lead to groundbreaking developments that impact various industries, making it a crucial moment for tech enthusiasts and investors alike.
Latest from Financial Markets
Fed's Bostic Concerned There's More Inflation Ahead
NegativeFinancial Markets
Federal Reserve Bank of Atlanta President Raphael Bostic has expressed concerns about the potential for rising inflation, emphasizing the need for vigilance ahead of a live recording of the Macro Musings podcast. This is significant as it highlights ongoing worries about economic stability and the Fed's role in managing inflation, which can impact interest rates and overall economic growth.
Trump’s $100,000 H-1B Visa Fee Puts Many Tech Start-Ups in a Bind
NegativeFinancial Markets
The recent decision to impose a $100,000 fee on H-1B visas by the Trump administration has left many tech start-ups struggling to cope. This hefty fee could deter innovation and growth in the tech sector, as smaller companies often rely on these visas to attract skilled talent from abroad. The implications of this policy could stifle competition and hinder the ability of start-ups to thrive in an already challenging economic landscape.
U.S. Mid-Atlantic Factory Activity Declines More Severely as Fed Cuts Rates
NegativeFinancial Markets
The latest report from the Richmond Fed reveals a concerning decline in factory activity in the Mid-Atlantic region, with the manufacturing index dropping significantly from minus seven in August to minus 17 in September. This sharp decline highlights the challenges facing manufacturers and raises questions about the overall economic outlook, especially as the Federal Reserve cuts rates. Understanding these trends is crucial for businesses and policymakers alike, as they navigate the complexities of a changing economic landscape.
Meet Erika Kirk, the 36-year-old CEO of Turning Point USA, who has three degrees, two kids, and a clothing brand
PositiveFinancial Markets
Erika Kirk, at just 36, has stepped into the role of CEO at Turning Point USA, a significant conservative organization, following the tragic assassination of her husband, Charlie Kirk. With three degrees and two children, she embodies resilience and determination. Her leadership is crucial not only for the organization but also for the conservative movement in America, as she brings fresh perspectives and a personal commitment to its mission.
Sonos stock hits 52-week high at $15.92
PositiveFinancial Markets
Sonos stock has reached a 52-week high of $15.92, reflecting strong investor confidence and positive market trends for the company. This milestone is significant as it indicates a recovery and growth potential for Sonos, which has been working to innovate and expand its product offerings. Investors are likely to view this upward trend as a promising sign for future performance.
Fed’s Bowman: Fed needs to be decisive in fending off job market risks
NeutralFinancial Markets
Federal Reserve Governor Michelle Bowman emphasized the importance of the Fed being decisive in addressing potential risks to the job market. Her comments highlight the ongoing challenges the economy faces, particularly in maintaining employment levels amid various uncertainties. This is crucial as it affects not only job seekers but also the overall economic stability.