Another day, another signal — and we’ve got the highlights.

Nvidia is planning to invest $100B in OpenAI, to expand data centers for the application of AI. News from September 22nd, 2025, also shares that shares jumped over 4%, making the stock its best performance this past Monday in the Dow, Nasdaq, and S&P 500.

With Nvidia solidifying its position in AI and indicating accelerated growth in AI infrastructure, it begs the question, what further developments and opportunities lay ahead for the AI hardware and software marketplace?

In today’s financial recap:

  • Nvidia invests $100B in OpenAI for AI infrastructure

  • Oracle appoints co-CEOs amid AI cloud expansion and TikTok pursuit

  • China cracks down on real-world asset tokenization in Hong Kong

  • AVAX and BNB gain institutional support

Nvidia’s $100B Bet on OpenAI Ignites AI Infrastructure Boom

The TradeWatch: Nvidia plans to invest up to $100 billion in OpenAI, aiming to expand data centers for AI applications, highlighting Nvidia’s central role in AI and signaling growth in AI infrastructure.

Unpacked:

  • Nvidia shares jumped over 4% following the news, making the stock one of the best performers in the Dow, Nasdaq, and S&P 500 Monday afternoon.

  • Nvidia CEO Jensen Huang said the first of those 10 gigawatts is expected to be deployed in the second half of next year, on its next-generation Vera Rubin platform.

  • Several Nvidia partners, including Super Micro Computer and Micron Technology, saw their shares rise along with companies that make equipment to manufacture chips, boosting the tech sector.

Bottom line: This investment solidifies Nvidia’s position as a leader in AI hardware and indicates accelerated growth in AI infrastructure. Such a large capital allocation could drive major AI breakthroughs and transform the computing landscape.

Oracle’s AI Cloud Push: New Co-CEOs and TikTok US Deal

The TradeWatch: Oracle has appointed two co-CEOs, Clay Magouyrk and Mike Sicilia, replacing Safra Catz, as it doubles down on AI cloud infrastructure and becomes part of the U.S. consortium acquiring TikTok’s operations.

Unpacked:

  • Oracle named Clay Magouyrk and Mike Sicilia as co-CEOs, signaling a strategic shift towards its cloud and AI business as Safra Catz transitions to executive vice chair; read more on how Oracle named the new co-CEOs.

  • The leadership change comes as Oracle’s cloud business accelerates with multibillion-dollar deals, with the company recently reporting that its backlog swelled to $455 billion.

  • Oracle is also nearing a deal with U.S. backers for taking control of TikTok’s U.S. operations, further intertwining its future with AI and geopolitical tech strategies.

Bottom line: This leadership shift underscores Oracle’s commitment to becoming a dominant player in AI cloud infrastructure. These moves reflect its strategy to capitalize on the growing demand for AI computing and navigate complex geopolitical landscapes.

China’s RWA Tokenization Crackdown

The TradeWatch: Chinese regulators are urging brokerages to halt real-world asset tokenization business in Hong Kong, signaling increased scrutiny and risk. This move highlights regulatory risks for tokenized asset markets aiming to integrate traditional finance.

Unpacked:

  • China’s CSRC has informally advised brokerages to pause RWA tokenization in Hong Kong, reflecting concerns over risk exposure, according to Reuters.

  • Hong Kong has been positioning itself as a digital asset hub, attracting firms to launch virtual asset platforms and tokenized products.

  • Despite China’s cautious stance, interest in tokenized real-world assets remains strong, with projections estimating the market could reach $16 trillion by 2030.

Bottom line: Beijing’s move introduces uncertainty for Hong Kong’s fintech ambitions and the broader RWA tokenization trend. This regulatory tension underscores the need for clear frameworks as tokenization bridges traditional finance and digital assets.

AVAX and BNB Attract Major Institutional Support

The TradeWatch: Two altcoins, Avalanche (AVAX) and Binance Coin (BNB), are seeing increased institutional support through major capital raises and public market vehicles, signaling growing maturity and interest in crypto treasuries and token accumulation strategies.

Unpacked:

  • AgriFORCE Growing Systems Ltd plans to rebrand as AVAX One, becoming the first NASDAQ-listed company dedicated to Avalanche.

  • AVAX One’s vision aims to build the “Berkshire Hathaway of the onchain financial economy,” according to Hivemind Capital founder Matt Zhang.

  • Since BNC began its treasury program, BNB has surged 35.6%, contributing to a 47.5% year‑to-date gain.

Bottom line: These developments signal growing confidence in the utility tokens fueling decentralized finance, as publicly listed companies are beginning to build crypto treasury plans. This further validates the role of altcoins within traditional financial markets and investment portfolios.

The Shortlist

  • Bitcoin ETFs attracted $1.9B in assets last week as optimism grows around potential rate cuts.

  • Oura raises $875M in Series E funding, boosting its valuation to $11B as wearable tech demand rises.

  • Jefferies lowers its price target for Array Technologies (ARRY) to $10 while maintaining a ‘Buy’ rating amidst margin pressures.

  • Lockton appoints Ed Le Flufy as global head of cyber to further strengthen its international cyber team.

Cheers,

— Michael & the TradeWatch.io editorial team