Inside Yahoo Finance Invest 2025: AI stock bubble, Trump tariff realities, a Fed under siege, and another crypto boom

There have been a lot of special moments in the markets this year.

The first Fed rate cut in more than a year is one of them. Since that September cut, investors have sent stocks and cryptocurrencies ripping to new highs, while gold prices have passed $4,000 an ounce. Think full-on market melt-up!

April’s “Liberation Day” stock market massacre is not to be forgotten, though the Trump administration has since dialed back some of the more eye-popping tariffs on key trading partners, at least for now.

Then there was Oracle’s (ORCL) mind-blowing guidance a couple of weeks back. Talk about a reminder to the world that 1) Oracle’s billionaire founder, Larry Ellison, is a major player in the future of AI and 2) the AI buildout is having far-reaching financial implications for giant tech companies.

Meanwhile, the US government has taken a stake in the embattled chip player Intel (INTC) — and so has Nvidia (NVDA). Tesla (TSLA) CEO Elon Musk snagged a proposed $1 trillion pay package. All this surely wasn’t on my bingo card coming into 2025. Meanwhile, money-losing OpenAI (OPAI.PVT) has inked $1 trillion in deals this year for computing power.

I think the deal between OpenAI and AMD (AMD) last week is another one of these special market moments.

The tie-up will result in AMD adding billions of dollars in sales from OpenAI over the next few years as it buys up its latest AI chips. OpenAI may also eventually own 10% of AMD, a decision AMD CEO Lisa Su told me she didn’t take lightly.

Why is this deal special?

First, it crushes the AI bears who have loved saying we are near the peak of the AI infrastructure build-out and have questioned if future demand will warrant all the investment.

“I would say that’s probably thinking too small,” Su told me about concerns of AI overspending. “You have to really look at what the power of this technology can do for the world.”

AMD is “investing at the right pace because we want to accelerate,” Su said. “This is a place where, when companies and partners make bold moves, it will be rewarded.”

Second, AI deals like this are supporting the broader market. They are signaling to investors that AI will help unlock real earnings power and justify higher valuations for stocks. Just check out Dell (DELL) last week: It lifted its long-term revenue growth outlook to 7% to 9% from 3% to 4% due to its bullish view on AI.

Against this backdrop, enter Invest, Yahoo Finance’s annual marquee event for a passionate global investing community.

The Yahoo Finance team proudly presents the next chapter of Invest. The team decided early on that we wanted to reinvent Invest, moving to a true global digital event. It leans into our competitive advantages rather than loading up a conference venue and adding some fruit and coffee to a buffet table.

Every month, Yahoo Finance reaches over 150 million investors around the world. Readers use the platform to consume investing and business content, from videos and podcasts to written stories, and use our incredible data to better their financial lives. We wake up every day trying to help this audience.

So we’re starting live at 8 a.m. ET on Nov. 13 with Invest, right from our New York City studio headquarters. Invest will take over Yahoo Finance homepages globally, our app, our social and streaming channels, and broadcast.

A small sampling of what you will see from us:

• Invest will be streamed live on Yahoo Finance UK, Yahoo Finance Australia, Yahoo Finance Taiwan, and Yahoo Finance Canada.

• A mix of headliner interviews, including everyone from Pfizer (PFE) CEO Albert Bourla and Starboard Value CEO Jeff Smith to former Federal Reserve Vice Chair Lael Brainard and Robinhood (HOOD) co-founder and CEO Vlad Tenev.

• We will also feature a mix of in-depth panels focused on AI, crypto, and the outlook for the markets. The current guest lineup can be found here, with a few surprise add-ons coming soon.

• An early afternoon investing education seminar.

• Live interaction with the Yahoo Finance community across Yahoo Finance and our social channels.

• Special announcements from Yahoo Finance.

Every place where you can watch us is listed here. You can also watch us on desktop and on the Yahoo Finance app.

I am blown away by what our teams have been able to execute with Invest while continuing to operate a first-class platform each day. I thank them for all their amazing efforts, and thank you, as always, for the support. Both mean a lot.

Save the date, Nov. 13, for Invest. I assure you this team will be bringing it for YOU!

Brian Sozzi is Yahoo Finance’s Executive Editor and a member of Yahoo Finance’s editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinance.com.

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