Market Sentiment Soars as Intel, Oklo, and Paramount Lead Gains
september 20, 2025 - Investor optimism fueled a strong week for the market, with significant gains led by Intel, Oklo, and Paramount Global. A strategic partnership between tech giants NVIDIA and Intel, coupled with positive developments in media consolidation and advancements in nuclear technology, drove market enthusiasm.
Intel Receives Boost from NVIDIA Partnership
A landmark collaboration between NVIDIA and Intel has sparked renewed confidence in the chipmaker. NVIDIA’s AI and accelerated computing stack will be tightly integrated with Intel’s CPUs and the x86 ecosystem. NVIDIA Founder and CEO Jensen Huang stated, “This historic collaboration tightly couples NVIDIA’s AI and accelerated computing stack with Intel’s CPUs and the vast x86 ecosystem – a fusion of two world-class platforms.Together, we will expand our ecosystems and lay the foundation for the next era of computing.”
Following the declaration, NVIDIA became one of Intel’s largest shareholders, acquiring a 4% stake. Benchmark upgraded Intel to Buy from Hold and raised its price target to $43, citing the deal as a “significant essential tipping point” in Intel’s competitive positioning.
Paramount Global Experiences Renewed Surge Amid Takeover talks
Paramount Global saw a resurgence in its stock price, becoming a top S&P performer on Friday with a 5.8% increase at closing. This followed initial volatility surrounding a potential takeover bid for Warner Bros. Discovery. CNBC’s David Faber reported Paramount Skydance could offer Warner Bros. $22-$24 per share, with at least 70% in cash. Support from Larry Ellison, co-founder of Oracle, further bolstered investor confidence in both companies. david Ellison, CEO of Paramount Skydance, aims to resolve Warner Bros. Discovery’s debt stemming from its 2022 merger.
Oklo soars on Nuclear Fuel Recycling Plans
Oklo, a California-based nuclear technology company, experienced a remarkable 28.8% surge after announcing plans to build and operate a fuel recycling facility in Tennessee. This facility represents the first step in Oklo’s broader vision to establish an advanced fuel center.
The company’s stock reached a new 52-week high of $136.5, a significant increase from its September 2024 low of $6.4. Year-to-date, Oklo has gained 536.98%. The $1.68 billion Tennessee center is projected to create over 800 jobs and will be the first of its kind nuclear fuel recycling center. Oklo also benefits from the recent multibillion-pound nuclear deal between the U.S. and the U.K., facilitated by the Atlantic Partnership for Advanced Nuclear Energy, which aims to expand nuclear power and strengthen Oklo’s position in the clean energy transition.
