Closing Bell Overtime: NVIDIA’s OpenAI Bet; Chinese Retail Rally; and Global Market Drivers 9/22/25
Closing Bell
CNBC
4.4 • 139 Ratings
🗓️ 22 September 2025
⏱️ 43 minutes
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| 0:00.0 | That's the end of regulation. The president of Panama ringing the closing bell at the New York Stock Exchange. Zenta Group doing the honors at the NASDAQ. Another record day for the markets. The Dow, the NASDAQ, the S&P 500 all closing at record highs. You can see right there on your screen. The big news of the day, though, Nvidia hitting another record high as it expands its partnership with Open AI. |
| 0:22.0 | We've got much more on that coming up. |
| 0:24.2 | We also have our eyes on Apple, the stock turning positive for the year, continuing its phone launch rally. |
| 0:30.7 | Bond yields slightly higher today, gold rising to a new all-time high once again. |
| 0:35.7 | But crypto taking a hit, especially Ether. |
| 0:38.8 | That's the scorecard on Wall Street. Welcome to closing bell overtime. I'm Morgan Brennan. |
| 0:44.0 | And I'm John Ford in San Francisco. Winner stay late. So welcome. Early I spoke with |
| 0:49.4 | NVIDIA CEO, OpenAI CEO, Sam Altman, and OpenAI's president, Greg Brockman, about the partnership |
| 0:56.5 | between those companies. |
| 0:58.3 | InVIDIA investing up to $100 billion in OpenAI for its infrastructure buildout. |
| 1:04.4 | We're going to have some of that exclusive interview coming up. |
| 1:08.7 | But let's start with the market reaction to the deal. Christina Parts of Nevelas |
| 1:12.0 | is at the NASDAQ forest. Christina. |
| 1:14.7 | John, there's just really this consistent wave of headlines reinforcing that AI demand is |
| 1:19.1 | just still so much alive. And it does remain the driving force behind why you saw the NASDAQ |
| 1:23.9 | hit record territory once again. So, NVIDIA shares did hit an all-time high |
| 1:27.9 | earlier today after announcing what CEO Jensen Wong calls the biggest AI infrastructure |
| 1:32.0 | project ever. The company says this should be all, quote, additive, meaning the deal wasn't |
| 1:36.7 | priced into estimates. That's why you saw the stock close almost 4% higher. Invidia added |
| 1:41.0 | almost $145 billion in market cap, roughly the size of a capital |
| 1:45.6 | one in terms of market cap. Open AI named NVIDIA, quote, the preferred compute partner, |
| 1:50.8 | which maybe felt like a little dig at rival AMD, but even AMD shares closed over one and a half |
... |
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