The company behind Chatgpt, OpenAI She has already shown that she has the golden touch on working with other technology companies for the development of her artificial intelligence products. However, its power to affect the shares It spreads rapidly to companies with which it is even discussing cooperation briefly.
Openai held the annual event event on Monday (6.10.2025), and the mere report of other listed companies from the presenters caused a rapid rise in their shares. Most were named as partners whose applications are incorporated into Chatgpt, the artificial intelligence bot that has about 800 million users a week.
The company’s growth from the circulation of Chatgpt in 2022 was unprecedented, with revenue being launched to about $ 13 billion annually.
Although these integration is far short of the 5 -year -old dollars’ worth of the 5 -year deal announced yesterday by Advanced Micro Devices and Openai, with the aim of manufacturing and operating state -of -the -art artificial intelligence centers based on AMD processors.
This deal showed retailers and momentum traders how important such a move can be: AMD’s shares rose 24%, adding $ 63 billion to the company’s market value.
Among the notable changes: Figma rose 7.4%, Hubspot rose 2.6%and SalesForce won 2.3%. Online travel companies have also made brief increases, with the Expedia Group and TripAdvisor rising at least 7% before they limited their profits. Even the shares of the Mattel toy manufacturing company rose almost 6%, although they were virtually unchanged.
“This is a dynamic market where anything related to Openai affects the shares and people ignore fundamental sizes,” said analyst Joe Saluzzi, a partner of Themis Trading.
Other analysts were more positive about the effects of the event. Anug Rana of Bloomberg Intelligence wrote that “he highlighted new possible use cases and even helping these software providers to attract new users” and that expansion of partnerships between Openai and other businesses could contribute to the softening of “fears for a large disturbance in the field”.
Monday’s moves were reminiscent of those observed in the shares of companies mentioned by Nvidia CEO Jensen Huang at the GTC conference last year. The shares of SYNOPSYS, Cadence Design Systems and Ansys have been uploaded after Huang’s announcement that companies would use new Blackwell processors to integrate more artificial intelligence improvements in their products.
It should be noted that in September, NVIDIA had announced its own investment of up to $ 100 billion to build new 10 gigavat data centers, equivalent to the maximum energy consumption of New York.
Openai recently completed an agreement to help employees sell shares, which resulted in the company’s assessment of $ 500 billion, making it the largest startup in the world. This valuation, coupled with the scale of artificial intelligence movements, has led to growing concerns that the growth and movements of the shares are not viable.
Discussions about an artificial intelligence bubble have intensified in recent months, with some investors likening such transactions to the euphoria of Dot-com.
“Obviously we do not know the impact on revenue from anything mentioned by Openai, but while this kind of moves may be of concern, there is a lot of money earned and spent on artificial intelligence,” Saluzzi said. “We’re not talking about Pets.com. Everyone realizes that we are in a bubble phase. The problem is that no one knows if we are in the beginning or close to the end. “
Sam Altman, Managing Director of Openai, was asked today (7.10.2025) about the impact of the company on other shares during a press conference at the event. “It’s strange that started to happen,” he said. “We try to understand how to adapt to this kind of world, but it’s strange.”