CNBC Daily Open: It's a boom, it's a bubble, it's still not enough for investors: It's AI

CNBC October 28, 2025
Yeo Boon Ping

Key Points

– Nvidia takes a $1 billion stake in Nokia, which the latter will deploy for its AI plans.

– OpenAI completes its restructuring, making Microsoft’s stake in it worth $135 billion.

– SK Hynix’s profit surges to a record on strong AI-fueled memory demand.

– U.S. indexes hit fresh records, fueled by gains in tech

– Gold enters correction territory — here’s where analysts think it could go.

Investors can’t get enough of artificial intelligence, despite worries over the sector’s excessively high valuations.

The S&P 500, Dow Jones Industrial Average and Nasdaq Composite rose Tuesday stateside, with all three notching new intraday highs. The major averages were juiced by gains in tech. Nvidia popped nearly 5%, while Microsoft...

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