📈 Stocks / Finance

Nvidia jumps on $100B OpenAI deal, eyes record revenue

Yahoo Finance

Nvidia rose 4% after announcing a $100B investment to power OpenAI’s next-gen models with 10GW of compute. Analysts estimate the deal could drive up to $500B in revenue. Shares neared record highs, reinforcing Nvidia’s $4T valuation as AI infrastructure demand surges.

Boeing stock climbs on $8B Uzbekistan Airways order

Investopedia

Boeing shares rose 3% after securing a deal to sell up to 22 Dreamliners to Uzbekistan Airways, valued over $8B. The deal may support 35,000 U.S. jobs and comes as talks advance on a larger Boeing order from China, potentially linked to trade negotiations.

Plug Power stock spikes on hydrogen milestone, then fizzles

Yahoo Finance

Plug Power shares jumped 19% after announcing record green hydrogen output at its Georgia plant but gave up gains by midday. The facility’s projected $31M annual revenue adds <5% to Plug’s top line, prompting investor skepticism amid $2B in annual losses.

🪙 Crypto

Morgan Stanley to offer crypto trading via E-Trade in 2026

CNBC

Morgan Stanley plans to launch retail crypto trading through E-Trade by mid-2026, starting with bitcoin, ether, and solana. The firm is also developing a digital asset wallet and sees tokenized assets as a major disruptor for wealth management.

🌎 Global Economy

OECD cuts global growth forecast amid trade and policy risks

OECD

OECD projects global GDP growth slowing to 3.2% in 2025 and 2.9% in 2026. High tariffs, policy uncertainty, and weak investment are weighing on demand. US growth is forecast at 1.8% in 2025, with inflation easing but fiscal and financial stability risks remaining elevated.