AI Mega-Deals, $GOOGL Investment Case, $KMX Insider Buy, $AMD–OpenAI Partnership and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- AI Mega-Deals of Fall 2025: The Breakdown
- SaltLight Capital: Alphabet ($GOOGL) Investment Case
- Insider Confidence at CarMax Despite Market Weakness
- Trending Tickers: $AMD OpenAI Deal, $TMQ U.S. Investment, $ASTS Verizon Partnership
Need a reminder of why BBAE? We have one goal: to provide you with exclusive content and data to help you make informed investing decisions. Explore a wealth of market insights and potential investing opportunities that you can’t find anywhere else.
AI Mega-Deals of Fall 2025: The Breakdown
The fall of 2025 marked a historic surge in artificial intelligence investments and partnerships, reshaping both the tech and financial landscapes. Over just two months, companies like OpenAI, AMD, Nvidia, Broadcom, Oracle, and Meta announced deals and funding rounds collectively worth trillions of dollars. OpenAI secured massive GPU supply agreements with AMD and Nvidia, while Broadcom landed a $10 billion custom AI chip order. Oracle and Meta made equally bold moves, committing hundreds of billions to cloud and data center expansion. Backed by major global investors such as SoftBank and Middle Eastern sovereign funds, these developments underscore how AI has become the centerpiece of global capital allocation. Read the full article here.
SaltLight Capital: Alphabet ($GOOGL) Investment Case
SaltLight Capital’s 2Q 2025 letter introduces their recent investment in Google (Alphabet) as a strategic position to navigate the AI revolution’s uncertainties. The firm views Google as facing a critical Innovator’s Dilemma: protecting its $200 billion search business while embracing AI technology that threatens to disrupt it. Despite acknowledging significant risks and an anticipated “air pocket” of volatility through 2030, SaltLight sees compelling upside at current valuations based on three key factors: Google’s competitive foundational LLM development (demonstrated by Veo 3 and Genie 3 releases showing real-world physics understanding), cost advantages through custom TPU chips that reduce operational costs by 20-30% versus NVIDIA GPUs, and unmatched distribution through seven platforms each with two billion monthly active users. The investment thesis centers on Google’s ability to transition from traditional search (guiding users to websites) to an AI-agent model that keeps users within Google’s ecosystem, creating new revenue streams through transaction cuts while leveraging its privileged position in web indexing to deliver superior AI-powered search responses. Read the full article here.
Insider Confidence at CarMax Despite Market Weakness
Mark F. O’Neil, Director at CarMax ($KMX), purchased 10,816 shares at about $46.21 each (~$499,807 total), increasing his holdings by 78% — his largest buy to date and the second insider purchase this month. The move came after CarMax shares fell nearly 23% following a revenue decline and disappointing quarterly results. The stock is down about 38% over the past year amid continued weakness in the used-car market. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $AMD OpenAI Deal, $TMQ U.S. Investment, $ASTS Verizon Partnership
This week, several stocks attracted attention due to major developments. Here’s a breakdown:
- AMD ($AMD): AMD announced a multi-year partnership with OpenAI to supply up to 6 gigawatts of GPU power for next-generation AI systems. The deal, potentially worth tens of billions, includes co-development of future chips and software and a performance-based equity component for OpenAI.
- Trilogy Metals ($TMQ): Trilogy secured a $35.6 million investment from the U.S. Department of War to accelerate development of its Alaska critical minerals project, marking one of the strongest federal endorsements yet for domestic resource security.
- AST SpaceMobile ($ASTS): AST SpaceMobile signed a definitive commercial agreement with Verizon to launch satellite-to-cellular broadband across the continental U.S. by 2026, enabling standard smartphones to connect via space-based networks in remote areas.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
