Jim Cramer questioned OpenAI's CFO Sarah Friar about potential slowdowns in AI infrastructure spending due to safety concerns. Friar emphasized that OpenAI will continue investing based on strong returns, signaling ongoing spending that benefits companies like NVIDIA, AMD, Broadcom, Arista Networks, Vertiv, and Eaton. NVIDIA and AMD are leading beneficiaries with significant revenue growth tied to OpenAI's AI compute needs. The CFO also highlighted OpenAI's rapid ad revenue growth and pricing strategies that boost demand. Continued investment depends on ROI, with delays potentially signaling reduced spending for these tech firms.
As of Sep 18, 2026 02:31 WIB, key AI-related tech stocks show positive momentum on Pluang. Nvidia (NVDA) leads with a 2.75% gain, trading at USD 219.79 and a market cap of $5.17T, reflecting strong investor interest. Broadcom (AVGO) and Eaton (ETN) also rise by 2.58% and 3.04% respectively, with Eaton seeing 100% buy activity on Pluang. The notable 3.04% increase in Eaton highlights continued confidence in AI infrastructure-linked companies amid ongoing investment discussions.
Nvidia CEO Jensen Huang dismissed extreme fears about AI as unscientific and emphasized the responsibility of AI companies to develop technology safely, advising to hold back AI if it's not ready. This comes ahead of a state dinner hosted by Presiden...
Lucid Group's shares rose 9% following a deal with European ride-hailing platform Bolt to deploy at least 25,000 autonomous robotaxis across major European cities. The vehicles will use Lucid's midsize platform combined with Nvidia's Hyperion autonom...
Baby Boomers showed discipline by holding Bitcoin ETFs despite a 54% price crash over the past year. However, while they stayed loyal to Bitcoin ETFs, the S&P 500 ETF rose 15.5%, meaning they missed out on the best broad-market gains in a decade. The...
AMD shares surged 7% as semiconductor stocks rallied for a third consecutive session, outpacing peers like Broadcom and NVIDIA. This rise reflects a sector-wide rebound rather than company-specific news, although AMD announced work with SiFive on AI ...
Nebius Group NV announced price increases for its on-demand GPU cloud services starting October 1. Prices for Nvidia H100 GPU instances will rise by about 17%, and the newer Nvidia B300 GPU rates will increase by about 21%. Additionally, AMD EPYC Gen...
