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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 9 Oct 2025 - - - #### The United States has approved several billion dollars worth of Nvidia’s chip exports to the UAE, as per Bloomberg. Nvidia is hitting all time highs. Source: The National News, it@amitisinvesting [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![The United States has approved several billion dollars worth of Nvidia’s chip exports to the UAE, as per Bloomberg.](https://blog.syzgroup.com/hubfs/8-Oct-09-2025-03-08-20-8488-PM.jpg) ![The United States has approved several billion dollars worth of Nvidia’s chip exports to the UAE, as per Bloomberg.](https://blog.syzgroup.com/hubfs/8-Oct-09-2025-03-08-20-8488-PM.jpg) 8 Oct 2025 - - - #### NVIDIA now has a greater market cap than the entire German stock market and the entire Italian stock market… Combined. Source: Peter Mallouk @PeterMallouk [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![NVIDIA now has a greater market cap than the entire German stock market and the entire Italian stock market…](https://blog.syzgroup.com/hubfs/10-Oct-08-2025-02-06-11-6466-PM.jpg) ![NVIDIA now has a greater market cap than the entire German stock market and the entire Italian stock market…](https://blog.syzgroup.com/hubfs/10-Oct-08-2025-02-06-11-6466-PM.jpg) 7 Oct 2025 - - - #### $MSFT is following the path of $GOOGL This translates to around $340,000 for every citizen, making it one of the richest countries per capita. Source: Massimo @Rainmaker1973, Quartr [#nvidia|](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) [#microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) ![$MSFT is following the path of $GOOGL](https://blog.syzgroup.com/hubfs/9-Oct-07-2025-12-22-31-5649-PM.jpg) ![$MSFT is following the path of $GOOGL](https://blog.syzgroup.com/hubfs/9-Oct-07-2025-12-22-31-5649-PM.jpg) 29 Sep 2025 - - - #### On September 30, 2025, Nvidia will file its 13F form. This report will list the companies Nvidia has invested in. Here are Nvidia’s current investment stakes: Source: graniteshares [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![On September 30, 2025, Nvidia will file its 13F form.](https://blog.syzgroup.com/hubfs/3-Sep-29-2025-12-35-03-4600-PM.jpg) ![On September 30, 2025, Nvidia will file its 13F form.](https://blog.syzgroup.com/hubfs/3-Sep-29-2025-12-35-03-4600-PM.jpg) 23 Sep 2025 - - - #### Germany versus Nvidia The German stock market keeps lagging in the AI era. The entire German market is valued at ~$3tn, well below Nvidia’s nearly $4.5tn market cap. Germany-to-Nvidia now stands at 0.67, near an all-time low. Source: HolgerZ, Bloomberg [#europe|](https://blog.syzgroup.com/syz-the-moment/tag/europe) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Germany versus Nvidia](https://blog.syzgroup.com/hubfs/13-Sep-23-2025-03-50-37-1391-PM.jpg) ![Germany versus Nvidia](https://blog.syzgroup.com/hubfs/13-Sep-23-2025-03-50-37-1391-PM.jpg) 23 Sep 2025 - - - #### $NVDA Nvidia is investing $100bn into OpenAI OpenAI can then buy chips from Nvidia. OpenAI can then buy chips from Nvidia. And rent capacity from cloud providers who buy chips from Nvidia? Sounds a bit like the new circular AI economy... Source: Wasteland Capital [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![$NVDA Nvidia is investing $100bn into OpenAI OpenAI can then buy chips from Nvidia.](https://blog.syzgroup.com/hubfs/8-Sep-23-2025-12-44-13-9098-PM.jpg) ![$NVDA Nvidia is investing $100bn into OpenAI OpenAI can then buy chips from Nvidia.](https://blog.syzgroup.com/hubfs/8-Sep-23-2025-12-44-13-9098-PM.jpg) 19 Sep 2025 - - - #### Intel $INTC stock just had its best day since OCTOBER 1987 Nvidia said it will invest $5 billion in Intel as part of a deal to co-develop data center and PC chips with the troubled chipmaker. The Trump administration brokered a 10% stake in the chipmaker in August. The investment, which is subject to regulatory approvals, does not appear to include the manufacturing of Nvidia chips with Intel's foundry. Source. CNBC [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Intel $INTC stock just had its best day since OCTOBER 1987](https://blog.syzgroup.com/hubfs/2-Sep-19-2025-12-55-17-8713-PM.jpg) ![Intel $INTC stock just had its best day since OCTOBER 1987](https://blog.syzgroup.com/hubfs/2-Sep-19-2025-12-55-17-8713-PM.jpg) 11 Sep 2025 - - - #### Oracle is expecting its “Cloud Infrastructure” revenue to rise to an eye-watering $144 billion in its fiscal year 2030. That’s up more than 14x on last fiscal year’s ~$10 billion haul If, and it is an if, the company hits that forecast, it will have shades of another AI enabler’s meteoric rise: Nvidia’s data center business, which saw its revenue increase from $6.7 billion in FY 2021 to $115 billion in FY 2025, with analysts anticipating more than $184 billion in data center revenue this fiscal year. Source: Chartr [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Oracle is expecting its “Cloud Infrastructure” revenue to rise to an eye-watering $144 billion in its fiscal year 2030. That’s up more than 14x on last fiscal year’s ~$10 billion haul](https://blog.syzgroup.com/hubfs/3-Sep-11-2025-11-35-12-1444-AM.jpg) ![Oracle is expecting its “Cloud Infrastructure” revenue to rise to an eye-watering $144 billion in its fiscal year 2030. That’s up more than 14x on last fiscal year’s ~$10 billion haul](https://blog.syzgroup.com/hubfs/3-Sep-11-2025-11-35-12-1444-AM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/7) [6](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/7) [8](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/8) [9](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/9) [10](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/10) [❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/9) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/34?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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