Xin Lang Cai Jing·2025-09-23 00:47Group 1 - Nvidia announced an investment of up to $100 billion in OpenAI for computing power development, which has significantly boosted its stock price by nearly 4%, bringing its market capitalization close to $4.5 trillion [1][3][16] - OpenAI will utilize Nvidia's systems to build and deploy at least 10 gigawatts (GW) of AI data centers, equivalent to the electricity consumption of 8 million American households [3][16] - The collaboration is expected to drive earnings per share (EPS) and stock price growth in the AI sector until at least 2026 [5] Group 2 - Apple shares surged over 4% due to strong demand for the iPhone 17 series, prompting Wedbush to raise its target price from $270 to $310, indicating a potential "real upgrade cycle" after years of low product launches [1][17] - The stock performance of other tech giants, such as Oracle, also saw significant gains, with Oracle's stock rising 6% following the announcement of new co-CEOs [1][5] Group 3 - The cryptocurrency market experienced a significant downturn, with over $1.5 billion in long positions being liquidated, leading to a drop of over 2% in Bitcoin and nearly 7% in Ethereum [1][20] - This market correction is attributed to excessive leverage and the recent overheating of altcoins, marking the end of a brief "altcoin season" [20]