AI Infrastructure Expansion
According to Reuters, “OpenAI, Oracle, SoftBank plan five new AI data centers for $500 billion Stargate project”, a massive U.S.-centric buildout to add gigawatt-scale capacity and lock supply chains for advanced, cloud-scale AI computing — this signals accelerated national and global competition for AI compute. [Reuters](https://www.reuters.com/business/media-telecom/openai-oracle-softbank-plan-five-new-ai-data-centers-500-billion-stargate-2025-09-23/)
Meta’s Wearables Push
According to Reuters, “Meta launches smart glasses with built-in display, reaching for ‘superintelligence'”, Meta showcased in‑lens displays, a neural wristband and new Ray‑Ban/Oakley models that push AR into consumer markets while renewing debates over privacy and demo reliability; the event foregrounds AR as a strategic front. [Reuters](https://www.reuters.com/business/media-telecom/meta-launches-smart-glasses-with-built-in-display-reaching-superintelligence-2025-09-18/)
Intel Funding Moves
According to Reuters, “Intel seeks investment from Apple, Bloomberg News reports”, Intel is courting strategic capital as it restructures to compete in next‑generation CHIPS and x86 roadmaps — a potential Apple tie-up would reshape supplier dynamics and U.S.-global semiconductor strategy. [Reuters](https://www.reuters.com/business/intel-seeks-investment-apple-bloomberg-news-reports-2025-09-24/)
According to Reuters, “Equities end lower as valuation concerns creep in” as Federal Reserve Chair Jerome Powell warned asset prices looked stretched, prompting profit-taking in stocks after a record-setting rally. [Reuters](https://www.reuters.com/business/sp-500-nasdaq-futures-tick-up-investors-weigh-powells-remarks-2025-09-24/)
According to Reuters, “Trump asks US Supreme Court to allow firing of Fed Governor Lisa Cook” as the administration seeks emergency review in a case that threatens Fed independence and could unsettle financial markets. [Reuters](https://www.reuters.com/world/trump-asks-us-supreme-court-allow-firing-fed-governor-lisa-cook-2025-09-18/)
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