In crypto, when 80% of the altcoins are bleeding out in the streets, it’s a full-blown “SBF let Caroline Ellison gamble away the treasury” kind of day… everyone’s down bad.

But when 400 of the 500 S&P 500 stocks are getting yeeted lower… like what happened today… and the index still ends up green? Yeah, something wild must have went down.

And if you’re thinking “this must have something to do with AI…” you would be 100% right.

Because just when the market looked down for the count, two YUGE figures pulled it back in. Forget Taylor and Travis… the real power couple of 2025 is Sam Altman and Jeff Bezos.

This morning, Sam Altman scribbled his John Hancock on a $38 billion deal with Amazon Web Services, officially making Jeff Bezos his new cloud daddy. The partnership gives OpenAI access to roughly 300,000 Nvidia GPUs… one of the largest AI compute allocations ever.

For OpenAI, this is far more than another compute upgrade… it’s diversification. Until now, Altman’s entire empire has lived on Microsoft’s Azure, which sounds fine until your biggest investor also happens to be your infrastructure landlord and your competitor. This deal with AWS gives OpenAI breathing room, negotiating leverage, and a clear path to scale its models globally without relying on one corporate gatekeeper. It also hints that OpenAI’s quietly gearing up for life as a standalone giant… possibly even an IPO.

For Amazon, it’s the comeback it needed. After missing most of the early AI spotlight, AWS just landed the world’s most-hyped startup as a client. The deal will likely funnel billions in recurring revenue through its data centers and reestablish Amazon as the beating heart of the AI supply chain.

As you’d expect, the AI goons lost their pants for the move. Amazon shares spiked 4%, and the ripple effect hit the entire chip sector like a defibrillator. Nvidia gained 2%, Micron popped 5%, and Iren, an Italian data-center operator that just landed a $9.7 billion deal with Microsoft, jumped a ridiculous 12% as well.

Speaking of Microsoft, they weren’t about to let Bezos have the whole spotlight. The company announced it snagged export licenses from the Trump administration to ship Nvidia chips to the UAE… part of a $15.2 billion investment through 2029. (Somewhere in Dubai, a royal prince just asked if the Nvidia chips come in “rose gold”).

Outside the AI bubble (which floated the Nasdaq up 0.46%), things were downright tragic. The Dow dropped 0.4%, led by UnitedHealth, which did everything short of lighting its headquarters on fire… pausing guidance, blaming rising medical costs, and losing its CEO Andrew Witty all before lunch. The stock tanked, and healthcare stocks followed it straight into the emergency room.

Lastly, our Stock Prophet Watchlist actually had a pulse today… unlike most of the market.

RNTX ripped 30% right after our alert went out, PHIO gave us a 75% jump, and THAR tacked on another 64% to round out the top three. Not a bad day at the office.

Let’s see if we can keep that same energy tomorrow… because if this momentum keeps up, the only thing overheating more than AI chips might be our watchlist.

If you read all of this, congrats for having a 10 second attention span (better than me). As always, here’s our heatmap for today.

At the time of publishing this article, Stocks.News holds positions in Amazon and Microsoft as mentioned in the article.