Inside Yahoo Finance Invest 2025: AI stock bubble, Trump tariff realities, a Fed under siege, and another crypto boom

Core Insights - The recent Fed rate cut has led to significant market movements, with stocks and cryptocurrencies reaching new highs and gold prices exceeding $4,000 per ounce [1] - Oracle's recent guidance highlights its pivotal role in AI development and the financial implications for major tech companies [2] - The US government's stake in Intel and Nvidia, along with OpenAI's substantial deals, indicates a transformative period for the tech industry [3] Company and Industry Summaries - The partnership between OpenAI and AMD is expected to generate billions in sales for AMD as it supplies AI chips, with OpenAI potentially acquiring a 10% stake in AMD [4] - AMD's CEO emphasizes the importance of bold investments in AI technology, countering concerns about overspending and underscoring the potential of AI to drive future growth [5] - AI-related deals are positively influencing market sentiment, as evidenced by Dell's increased long-term revenue growth outlook due to optimism surrounding AI [5]