Market News and Analysis by TrendPro

A historic deal has been struck between Amazon Web Services (AWS) and OpenAI, marking one of the largest technology partnerships in the AI era. The agreement, worth $38 billion.

US stocks closed sharply lower on Thursday (Oct 31, 2025), with the Nasdaq down 1.57%, driven by a sell-off in big tech after Meta and Microsoft reported earnings that reignited investor concerns over rising AI and infrastructure costs.

Jensen Huang, CEO of NVIDIA, has warned that U.S. restrictions on exporting AI chips to China could “backfire,” hurting the U.S. more than China itself — as nearly half of the world’s AI developers are Chinese.

NVIDIA has announced a $1 billion investment for a 2.9% stake in NOKIA, marking the beginning of a historic partnership to develop AI-Native Networks and next-generation 6G infrastructure.

The International Monetary Fund (IMF) warns that global equity valuations appear significantly elevated compared to fundamentals—raising the likelihood of what it calls “disorderly corrections” if adverse shocks arise.

Major U.S. indexes — Dow Jones, S&P 500, and Nasdaq — all climbed more than 1%, approaching record highs. Asian markets followed the rally, with Japan and Hong Kong posting strong gains.

In just 90 minutes, global brands get massive exposure worth billions, and every camera shot on those logos could translate to market sentiment and trading momentum.

Tokyo, Oct 8 – Reuters reports that Japan’s SoftBank Group has agreed to acquire ABB’s industrial robotics business for $5.38 billion, marking one of the largest tech deals of 2025 and signaling Masayoshi Son’s renewed ambition to merge artificial intelligence with robotics.

The U.S. stock market turned red-hot as Advanced Micro Devices (AMD) announced a major partnership with OpenAI to supply and co-develop high-performance AI processors. Shares of AMD soared over 24% in a single day, signaling a major boost for global tech and semiconductor stocks.