$6.5B CoreWeave deal, who actually gets paid, and the AI watchlist.

In partnership with

Happy Sunday!

This is Money American - your weekly cheat sheet on the hottest AI stocks, top moves, market sentiment, and a curated watchlist to help you ride the upside while managing the risks.

Stop Drowning in Market News. Focus On Making Money.

Every day: 847 financial headlines, 2,300 Reddit stock mentions, 156 Twitter trading threads, 12 IPO updates, 94 crypto developments.

Your problem isn't lack of information; you have too much.

While you're scanning headlines wondering what matters, profitable trades slip by. The signal gets buried in noise.

What if someone did the heavy lifting for you?

Stocks & Income reads everything:

• Twitter traders

• Reddit buzz

• IPO announcements

• Crypto insider takes

• Crowdfunding opportunities

• Market news

Then we send you only what can actually move your portfolio.

No fluff. No useless news. Just actionable stock insights in 5 minutes.

We track every source so you don't have to. You get the 3-5 opportunities worth your time, delivered daily.

Stop wasting time on useless “investing news” and start thinking critically about real opportunities in the stock market.

Subscribe to Stocks & Income

_{Stocks & Income is for informational purposes only and is not intended to be used as investment advice. Do your own research.}

🔍 Big Themes

• Oracle–OpenAI cloud mega-spend keeps rippling. Reuters recapped fresh reporting that Oracle is in talks with Meta on a $20B AI cloud deal — one week after WSJ said OpenAI agreed to buy $300B of Oracle compute over ~5 years (Reuters summary is free). Translation: hyperscaler AI capex isn’t slowing. Read more

• CoreWeave expands its OpenAI pact (again). New $6.5B contract takes 2025 CoreWeave–OpenAI deals to $22.4B, tied to the “Stargate” build-out targeting 10 GW of compute (up to $500B total investment). Nvidia sits in the middle of this web. Read more

• China AI momentum: Alibaba leads with a trillion-param model. Qwen3-Max launched; Alibaba said it will increase its ~$53B multi-year AI/cloud investment. Shares surged on the news. Read More

• Macro/positioning: Fed cuts + “AI isn’t a bubble (yet)” takes persist, but strategists warn about over-investment risk. Expect chop; manage exposure. Read More

📈 Company & Stock Moves

• Oracle (ORCL) — Cloud land-grab, part II. In talks with Meta for a $20B AI compute deal; follows last week’s WSJ report of a $300B OpenAI contract (Reuters write-up). High beta to AI demand, big upside if capacity gets filled. Read More

• OpenAI / CoreWeave / Nvidia (NVDA) — New $6.5B CoreWeave contract with OpenAI; Nvidia’s hardware sits at the center of these capacity deals. Bullish for AI supply chain utilization. Read More

• Alphabet (GOOGL) — Entered the $3T club on Sep 15; still screens comparatively “cheap” vs. peers on P/E. Not this week, but key context for mega-cap AI leadership. Read More

• Alibaba (BABA) — Unveiled Qwen3-Max (>1T params) and signaled bigger AI capex; stock jumped on the announcements. China AI is not asleep. Read More

• Intel (INTC) — New this week: Seeking strategic investments (Apple, TSMC) as part of a broader turnaround; context: Nvidia’s $5B stake was Sep 18 (just outside 7-day window). Read More

• C3.ai (AI) — Fresh bearish note (2 days ago): revenue decline and leadership changes keep volatility high. Speculative only. Read More

⚠️ Market Sentiment

• Over-investment watch: Jefferies’ Chris Wood warns the AI build-out risks a “massive overinvestment bust.” It’s not consensus, but you ignore it at your peril. The Economic Times

• “Not a bubble… yet” takes: Powell flagged “fairly highly valued” equities; multiple strategists still see support for AI on earnings/cash-flow. Translation: selective, not spray-and-pray. Investopedia

📊 MoneyAmerica AI Watchlist

• Alphabet (GOOGL) — AI everywhere (search, Gemini, cloud). Valuation still below some mega-cap peers; $3T milestone underscores durability. Reuters

• Microsoft (MSFT) — Azure + OpenAI distribution machine; lag vs. NVDA YTD could be opportunity if Copilot/AI Server growth re-accelerates. Investopedia

• Oracle (ORCL) — AI compute vendor with multi-year tailwinds if OpenAI/Meta capacity ramps; execution + power build-outs are the swing factors. Reuters

• Nvidia (NVDA) — Still the infrastructure king; benefits from circular capacity deals (CoreWeave/OpenAI). Volatility ≠ thesis break. Reuters

• Micron (MU) — AI servers gorge on HBM/HBM-adjacent memory; levered to data-center demand through the cycle. (Use as semi-beta with more manageable valuation vs. NVDA.) Investopedia

• Broadcom (AVGO) — AI accelerators/custom silicon + networking; diversified cash-flow helps cushion downside. (Context from recent coverage; free sources limited this week.)

• Palantir (PLTR) — Sticky gov + expanding commercial AI deployments; operational leverage is the tell. (Watch contract cadence vs. expectations.)

• Stretch/Speculative bucket: C3.ai (AI) — Only for high-risk traders; deteriorating fundamentals keep risk elevated. simplywall.st

(High-risk traders may keep an eye on C3.ai (AI), but volatility and earnings weakness make it speculative.)

🧭 What to Watch Next Week

• Capacity contracts: Any new disclosures around Oracle/OpenAI/Meta capacity (power, sites, delivery schedules). Reuters

• China AI: Follow-through after Alibaba’s Qwen3-Max reveal; signs of Baidu/Tencent AI monetization vs. headlines. Reuters

• Macro tape: If the “fairly highly valued” narrative bites again, AI-beta names will swing more. Size accordingly. Investopedia

💡 Bottom Line

AI is still the hottest trade in the market. But not every stock is created equal. Stick with mega-caps and infrastructure players for stability. Take smaller positions in SaaS names or pure plays only if you can stomach volatility.