Stocks finished at fresh records after Nvidia said it will pour up to $100B into OpenAI data centers, a move that instantly recharged the AI trade. 

The S&P 500 closed up 0.44% at 6,693.75, the Nasdaq gained 0.70% to 22,788.98, and the Dow edged 0.14% higher to 46,381.54 — all new highs. 

Nvidia jumped nearly 4%, while TSMC climbed and Broadcom slipped as investors started sketching out supply-chain winners and losers from the deal.

This isn’t just a chipmaker story anymore. By underwriting 10 gigawatts of OpenAI systems, Nvidia is planting a flag as full-stack AI infrastructure, not just silicon.

Treasury yields were steady, with the 10-year closing near 4.14–4.16%. Gold, meanwhile, notched yet another record, settling in the mid-$3,700s as traders kept hedges on in case the Fed’s easing stokes inflation again.

Crypto Slips on Rotation

Bitcoin briefly slipped under $112K as flows rotated toward mega-cap AI names. 

The takeaway: traders are treating crypto less as a hedge and more as dry powder when equity leadership looks clear.

Global Angle: Visa Shock Hits Indian IT

Indian IT stocks sold off after Washington’s proposal to slap a $100,000 fee on new H-1B visas. The potential hit to offshore talent pipelines is forcing investors to rethink margin assumptions across major outsourcing firms.

Investor Signal

AI dealflow is running the show. Nvidia’s $100B bet gave equities fresh legs, but the undercurrent is still caution with gold at records, yields sticky, and crypto sidelined. 

The next pivot comes tomorrow, when Powell takes the mic. Traders want reassurance that cuts won’t reawaken inflation; without it, hedges will stay in vogue even as the AI trade dominates headlines.

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China has cemented its lead in renewables, installing 277 GW of wind and solar in the first seven months of 2025, four times what the U.S. expects to add across all power sources this year. 

Chinese firms now control over 75% of the global battery and solar-module markets, and nearly half of all new cars sold at home are plug-ins.

The U.S. is moving in the opposite direction. Trump’s tax bill is winding down $400B in clean-energy subsidies, halting offshore wind projects, and steering billions back into fossil fuel infrastructure. 

The result: U.S. clean-electricity investment plunged 51% last quarter, with more than $22B in projects delayed or canceled.

Reality Check

China’s dominance in renewables is no longer just about climate. It’s becoming a geopolitical lever in the AI era, where data centers are expected to drive double-digit growth in power demand. Europe, caught between dependence on Chinese technology and fear of supply-chain exposure, now faces the sharpest test of balancing speed with security.

After weeks of speculation, Jimmy Kimmel is headed back to ABC’s late-night lineup starting Tuesday. Disney reversed course under mounting pressure, as rival networks shuffled their rosters and advertisers pushed for stability heading into the fall season.

The decision underscores a simple media truth: in an industry wrestling with streaming losses and political crosswinds, familiar personalities remain anchor points for ad dollars.

Investor Signal

Disney isn’t just betting on laughs, it’s betting on predictability. Proven talent gives networks a steadier base to sell against, even as linear TV continues to shrink. For investors, the signal is that legacy media will keep leaning on known quantities while they buy time to fix their streaming economics.

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Nvidia is committing $100B to build data centers for OpenAI, marking one of the largest investments ever in AI infrastructure. The move pushes Nvidia beyond its identity as a chipmaker and into the full stack of computing, networking, and energy. 

By taking on the backbone of AI itself, Nvidia is positioning to be the platform others build on, not just the supplier they buy from.

The partnership puts Nvidia at the heart of the AI arms race, but it also raises the stakes. Wall Street will be watching whether demand for next-gen models justifies the capex, and whether regulators see a monopoly forming around the AI supply chain.

The Bigger Picture

Union Pacific’s $71.5B takeover of Norfolk Southern could hand Bank of America an unprecedented $130M advisory fee, the largest ever disclosed for a single bank. Morgan Stanley and Wells Fargo also share in the spoils, each slated to receive $52.5M.

The megadeal would create America’s first coast-to-coast railroad, but investors will be waiting years to see it through. Regulators aren’t expected to weigh in until at least 2027, underscoring how long the road is from headline to integration.

For Wall Street, the payday comes right away. M&A activity is up more than 30% this year, fueled by cheaper borrowing and stronger balance sheets.

Investor Signal

Big deals fatten banks before they prove themselves for buyers. History shows acquirers often lag after blockbuster mergers, and Union Pacific shares have already slipped since July. The tension remains the same: Wall Street wins on fees today, while investors wait years to find out if the deal creates lasting value.

A federal judge has lifted the Trump administration’s stop-work order on Ørsted’s $1.5B Revolution Wind project off Rhode Island, clearing the way for construction to resume. The project is already 80% complete, and Ørsted shares rallied nearly 10% on the news.

Investor Signal

Offshore wind is still politically charged, but this ruling lowers execution risk for Ørsted and its partners. It also signals that courts may act as a counterweight to federal pushback, giving renewables more room to advance even in a hostile policy environment.

Monday closed with contrasts. Nvidia’s $100B OpenAI bet pushed stocks to fresh highs, while gold and cash reminded everyone that hedging isn’t going out of style. Washington’s visa plan rattled global talent flows, Kimmel’s return showed media leaning on old anchors, and record deal fees underscored Wall Street’s knack for getting paid up front.

The bigger arc? China is pulling further ahead in clean energy even as the U.S. leans back into fossil fuels, and Ørsted’s court win shows the fight over renewables isn’t over on American shores.

Tomorrow, Powell breaks his silence. The question is simple but decisive: can the Fed keep markets confident that easing means momentum, not risk? The answer will set the tone for how long today’s highs hold.