Feng Huang Wang·2025-09-22 22:19Group 1: Market Performance - The Dow Jones index rose by 0.14% to close at 46,381.54 points, the S&P 500 increased by 0.44% to 6,693.75 points, and the Nasdaq index gained 0.70% to reach 22,788.98 points [2] - Nvidia's stock surged by 3.9%, reaching a historical high with a market capitalization approaching $450 billion [2] - Oracle's stock increased by 6% following the announcement of new co-CEOs, contributing to a cumulative rise of 45% for the month [3][12] Group 2: Major Company Announcements - Nvidia announced a partnership with OpenAI, involving an investment of up to $100 billion to build and deploy at least 10 gigawatts of AI data centers, equivalent to the electricity consumption of 8 million U.S. households [6][7] - Apple saw a stock increase of over 4% due to strong sales of the iPhone 17, with Wedbush raising its target price for Apple from $270 to $310, indicating a potential "real upgrade cycle" [8] - Pfizer is reportedly close to acquiring Metsera for $7.3 billion, with the stock of Metsera rising by 60.8% following the news [9][11] Group 3: Economic and Political Context - The U.S. government shutdown risk is still affecting market performance, as the Senate rejected temporary funding proposals [3][4] - CFRA Research's chief investment strategist indicated that AI-related trading could continue to drive earnings per share (EPS) and stock price growth until 2026 or beyond [2]