#ai #usa #investment - OpenAI is reportedly preparing to go public, but is it worth $1 trillion? Yahoo Finance

30 October 2025

OpenAI (OPAI.PVT) is gearing up for a potential IPO in 2026, according to Reuters reporting, which could give the artificial intelligence developer a market cap of $1 trillion. This headline comes after OpenAI agreed to new partnership terms with Microsoft (MSFT) that now value the latter's 27% stake at $135 billion.

Crossmark Global Investments Chief Market Strategist Victoria Fernandez and Yahoo Finance senior reporter Ines Ferré discuss whether OpenAI is worth such a valuation in comparison to tech giants Apple (AAPL) and Nvidia (NVDA), which just became the first company in history to reach a market cap of $5 trillion.

#ai #openai

Also catch Intelligent Alpha founder Doug Clinton explain why investing in Microsoft is the best way to gain exposure to OpenAI.

#china #rareearth #energy: China & U.S. "Truce:" Rare Earth Stocks & Energy Take Focus: Schwab Network

30 October 2025

China is reopening rare earth exports in what Kevin Green calls a "mixed" meeting between President Trump and Chinese President Xi Jinping.

He urges investors to keep an eye on rare earth stocks like MP Materials (MP), USA Rare Earth (USAR), and Critical Metals Corp. (CRML) as volatility hits the space yet again.

Kevin later points to energy futures as geopolitical moves impact prices at home.

AI-Powered Stock Picking

danelfin - smart investing made easy

#china #rareearth #energy

#Spain #Investment - BBVA bate un récord de beneficios tras el fracaso de la opa: Expansión

30 Octobre 2025

BBVA obtuvo un beneficio neto atribuido de 7.978 millones de euros en el conjunto de los primeros nueve meses de 2025. Esto supone un incremento del 4,7% en comparación con las ganancias contabilizadas en el mismo periodo del año anterior.

Así lo asegura el banco en las cuentas trimestrales que ha remitido a la CNMV.

AI-Powered Stock Picking

danelfin - smart investing made easy

#bbva #banca #resultadosbanca

IBEX 35

#ai #usa #investment - AI Spending Worry: Meta, Microsoft Shares Fall on Data Center Investment Plans: Bloomberg Television

30 October 2025

Meta Platforms and Microsoft Corporation shares fell in after-hours trading on Wednesday after the tech giants disclosed spending on AI data centers filled with humming servers.

Meta warned that 2026 outlays would be “notably larger” than in 2025, but CEO Mark Zuckerberg, said he wasn’t worried about overspending on AI infrastructure.

Matt Bloxham of Bloomberg Intelligence explains.