Bank of America Securities analyst reassures that fears about vendor financing in the semiconductor industry are exaggerated.

OpenAI (OPAI.PVT) has signed a total of $1 trillion worth of deals this year. The world's most valuable private company is partnering with names like AMD (AMD), Nvidia (NVDA), Microsoft (MSFT), Alphabet (GOOG,

Despite this recent rise, the stock has shown considerable long-term growth, skyrocketing over 500% since early 2023. This remarkable long-term increase is

OpenAI CEO Sam Altman said new AI features will initially be paywalled due to high compute costs but vowed to make them cheaper over time.

Broadcom recently reported record third-quarter results, highlighted by strong growth in AI-related revenue and a multi-billion-dollar custom AI chip contract, reportedly with OpenAI, along with a new partnership with Lloyds Banking Group and several new fixed income offerings to optimize its debt structure.

Nvidia(NASDAQ: NVDA) hit an all-time high on Sept. 22 in response to a $100 billion strategic partnership with OpenAI. Nvidia is helping OpenAI achieve its goal of building at least 10 gigawatts (GW) of data centers purpose-built for artificial intelligence (AI) by investing in data centers progressively as each GW is deployed.

Jefferies upgraded its rating on Advanced Micro Devices (AMD) to Buy from Hold following the massive infrastructure deal the semiconductor firm reached with Microsoft-backed (MSFT) OpenAI.

Middle Coast Investing, an investment advisor firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.