NVIDIA’s OpenAI Deal Fueled Stocks to Fresh Records

/ By / META

The stock market rose on Monday, driven by NVIDIA (NVDA) after it revealed a deal with OpenAI which fueled investors’ optimism on the future of AI. The company announced that it would invest $100 billion in OpenAI in the coming years.

Overall, S&P 500 was up 0.4% to 6,694, while NASDAQ increased 0.7% to 22,789.

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Here is the one-year chart of Meta Platforms (META) as of August 31, 2025, when the stock was at $739.

Meta Platforms leaned on AI and “superintelligence” to power five big growth drivers last quarter:

  • Improved advertising: Advertising delivered 21% revenue growth driven by 11% rise in impressions and a 9% increase in ad pricing. AI systems like Andromeda and GEM lifted ad conversions by 5% on Instagram and 3% on Facebook, while click-to-message ads grew more than 40% in the US.
  • More engaging experiences: User engagement strengthened, with time spent up 5% on Facebook and 6% on Instagram. Video watch time rose more than 20% year-over-year, and two-thirds of recommended Instagram content in the US came from original posts.
  • Business messaging: This showed progress, particularly on WhatsApp with its 1.5 billion daily users. US click-to-message ad revenue increased more than 40% year-over-year, driven by greater adoption of website-to-message ads that moved users into direct chats.
  • Meta AI: It surpassed 1 billion monthly active users. People used it for tasks like search, homework help, and image generation, while new translation and dubbing tools broadened its global reach as the latest Llama models improved performance.
  • AI Devices: This also gained traction, with Ray-Ban Meta glasses sales accelerating despite supply shortages. Meta launched Oakley Meta HSTNs with better battery life and camera features, while the Quest 3S Xbox edition drove record demand in cloud gaming.

Each of these is a long-term investment that builds on Meta Platforms’ development of general intelligence and leading AI models and infrastructure. Management stated even with significant spending, the company does not need every initiative to succeed in order to see a strong return. However, Mark Zuckerberg concluded that if multiple areas do succeed, Meta Platforms believes the payoff will be exceptionally rewarding.

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