Closing Bell: Nvidia’s Power Move 9/22/25

Closing Bell

CNBC

News, Business

4.4 • 139 Ratings

🗓️ 22 September 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

OpenAI and Nvidia announced a strategic partnership. CNBC’s Jon Fortt caught up with Nvidia CEO Jensen Huang. We run you through all the big highlights. Plus, we discuss what is next for markets with the S&P hits new highs with Solus’ Dan Greenhaus, Neuberger Berman’s Shannon Saccocia and HSBC’s Max Kettner. Plus, star analyst Erik Woodring gives us his early read on new sales of the iPhone. And, Chris Toomey – Morgan Stanley’s Managing Director of Private Wealth Management – tells us where he sees the rally headed from here.

Transcript

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0:00.0	Brian, thanks so much. Welcome to closing bell. I'm Scott Wapner live on Post 9 here at the New York Stock Exchange.
0:04.7	This maker breakout begins with this AI-powered bull run and why some suggest it's far from finished.
0:10.1	The latest example of that news made on CNBC earlier today. Invita, investing $100 billion into OpenAI as that company continues to build out its computing power.
0:21.0	We'll have more on that in a moment with Nvidia shares hitting an all-time intraday high today.
0:25.6	Take a look at the majors too with 60 to go in regulation.
0:28.6	NASDAQ and maybe no surprise, the clear winner.
0:30.6	Aside from Nvidia, Dell, Oracle and several of the other power names in AI are shooting higher today.
0:36.6	Apple shares, they're higher on early indications of strong demand for the new iPhone.
0:41.0	We do have Morgan Stanley's Earth.
0:42.3	Woodring coming up in just a bit.
0:43.5	We're looking forward to that.
0:44.7	But we do begin with our talk of the tape.
0:46.6	NVIDIA's Power Move.
0:48.4	CNBC's John Fort, joining us now from the company's headquarters out in Santa Clara with more on that news that was made
0:55.1	today, John. Yeah, Scott, right? In your earlier show in halftime, we were here at
1:01.9	NVIDIA campus, headquarters where I still am, with NVIDIA CEO Jensen Wong, OpenAI,
1:08.9	CEO Sam Altman, and the president, Greg Broughtman over at OpenAI.
1:13.4	And I asked Jensen Wong, the CEO of Invidia, specifically about where this fits into this broader realm of announcements we've heard.
1:21.9	Stargate was earlier in January. That was a big Open AI infrastructure project.
1:27.0	Was this part of that or was this something new?
1:29.8	He said it's definitely something new.
1:33.9	This is additive.
	...

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