TheDrop Market Analysis, 09/22/25
- Alexangel Ventura
- Sep 22
- 2 min read
Stocks rose as Nvidia and OpenAI signed off a monumental AI infrastructure deal on Monday.
The S&P 500 index rose 0.44%, the Dow Jones Industrial Average index rose 0.14%, the Nasdaq composite rose 0.7% (fueled by AI gains), and the Russell 2000 index rose 0.59%, not significantly behind the large tech pioneers for AI.
Cryptocurrency, however, saw falls in valuation in the aftermath of the Federal Reserve's 25 basis point interest rate cut, which has weakened commodities all across the market, including the U.S. Dollar. Bitcoin fell 2.28% and XRP fell 4.23%, respectively. However, two commodities that managed to attract attention were gold and silver, as a result of the gradual investor retreat from holding fiat currency and switching to the more fixed precious metals.
The USD did weaken, however it made marginal gains against the Euro, as uncertainly over Europe's economic independence loom as a result of Russia's drone mobilization in Poland and Estonia. Crude oil flatlined. But, the Japanese Nikkei rallied by just under 1% as it recovers from its losses on Friday.
Stocks generally rose as a result of Nvidia and OpenAI's pivotal $100 billion investment into AI infrastructure, as both tech giants share the common goal of improving their respective artificial intelligence frameworks.
The Magnificent Seven stocks, especially those leading AI with the exception of Google, rose by large options (Nvidia and Apple). However, Google and Microsoft fell as Nvidia's investment posed a major challenge to their own AI market influence. Nvidia in particular rose 4%.
Intel, which has been greatly aided by investments from the Trump administration and Nvidia, fell 2.8% as it's oversaturation becomes more apparent.
