Happy Monday! Nvidia is doubling down on AI’s future, fiercely defending the company’s staggering $100 billion commitment to OpenAI and calling it a “once-in-a-generation opportunity.” But not everyone is buying the hype.

Also, copper’s recent price surge is capturing investor interest like never before, fueled by unexpected supply disruptions and soaring demand. Discover the top four copper plays that could redefine your portfolio before year-end.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• MARKET HISTORY

• ONE FOR THE ROAD

Jensen Huang Defends $100B Partnership, Calls OpenAI The Next Multi-Trillion-Dollar Hyperscaler — But Is It?

Nvidia CEO Jensen Huang is doubling down on AI’s future, fiercely defending the company’s staggering $100 billion commitment to OpenAI and calling it a “once-in-a-generation opportunity” as it helps build the next multi-trillion-dollar hyperscaler.

But not everyone is buying the hype. Read on to see why Wall Street is paying so much attention to this and why it could be the investment of the decade, or the makings of a bubble that will soon burst.

Where Fintech’s Future Takes Shape

The industry’s sharpest minds and boldest voices are gathering at Benzinga's Fintech Day this fall. We're thrilled to give you an early look at some of the leaders who will discuss the latest trends and insights that will drive your investment decisions for 2026.

From high-stakes investment conversations to hearing from groundbreaking startups, this is where innovators are shaping the future of finance. Click here to learn about our 2025 speaker lineup and be sure to join us to help build your strategy for the year ahead.

Use your exclusive discount “REVEALNEWS20" for 20% off your ticket price now through October 2, 2025. Secure your spot now before ticket prices increase.

Last Week: U.S. indexes bounced back from a three-day losing streak on Friday, but it wasn’t enough to offset the losses, with all major indexes finishing in the negative for the week for the first time in more than a month. August’s core PCE index, the Fed’s preferred inflation gauge, rose 2.9% on an annualized basis, matching forecasts. Broader inflation also came in as expected, with a 0.3% monthly increase. Markets continued to anticipate two quarter-point Fed rate cuts, even as solid job numbers and an upward GDP revision to 3.8% suggested persistent economic strength. The U.S. dollar weakened, while oil prices climbed following Russian fuel-export cuts.

On Our Radar: Analysts will be watching pending home sales data, as well as several speeches from Fed members (Waller, Hammack, Bostic). On the earnings front, all eyes will be on Vail Resorts (MTN) which will report results after the market close today.

Shares of Intel (INTC), Paccar (PCAR) and Domino’s Pizza (DPZ) were flying high on Friday, while Super Micro (SMCI), Costco (COST) and Oracle (ORCL) fell. But those weren’t the only companies making big moves. Here’s a look at some of the biggest winners and losers on Friday.

Discover how the market is moving with our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.

We're Collaborating With Mark Halperin's Two Way For A Limited Series Around Markets This Tuesday!

Two Way removes the limitations of traditional media platforms by creating spaces where genuine two-way conversations can flourish.

Come join the conversation with your favorite Benzinga reporters and editors and bring your burning questions about the hottest topics of the day. Alternatively, just absorb the diverse perspectives of pundits and a respectful audience alike in a refreshing way to consume news and analysis.

Date: Tuesday, September 30, at 10:00 a.m. ET.

On This Day In 2023…

Blue Apron made headlines when it agreed to be acquired by Wonder Group in a cash deal valuing the company at about $103 million, or $13.00 per share. That per‑share offer represented a 137 % premium over Blue Apron’s closing price from the prior day. The company went public in 2017 at $10 a share, and had a valuation of $1.89 billion at the time. The $103 million acquisition represents a 94% fall from its IPO price, which is a great example of how high-flying IPOs can fall dramatically in the public markets.

QUOTE OF THE DAY

“Experience is making mistakes and learning from them.“

— Bill Ackman

4 Copper Stocks To Consider Buying For The Late 2025 Rally

As copper prices continue to climb, investors are starting to pay attention to the often-overlooked metal that powers the future. In addition, a major production halt at one of the world’s largest copper mines has put upward pressure on prices at a time when demand is surging.

All of this brings plenty of opportunities in the market. Read on for the full breakdown of which four copper stocks are best positioned to capitalize on this late-year surge.

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