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's stock price has fallen significantly since peaking just over a month ago, pushing it down toward its 52-week lows amid recent market turbulence. Despite this decline, Nvidia remains the second-largest company in the S&P 500, trailing only Ap...
Elon Musk responded positively to a call from financial blog Zerohedge to hire Nvidia CEO Jensen Huang, saying it would be an honor. This comes as Nvidia's board reportedly prepares to discuss ousting Huang following revelations of his affair with Al...
Nvidia CEO Jensen Huang is at risk of being removed following revelations of an extramarital affair, with uncertainty about who was involved. Despite his role in building Nvidia into a leading tech company, the scandal has put his leadership in jeopa...
Megaspeed International, a Singapore-based cloud computing firm, is under US national security investigation for allegedly facilitating billions of dollars of restricted Nvidia chip exports to China. The probe centers on Alice Huang, Megaspeed's foun...
Nvidia CEO Jensen Huang is under investigation by the company's board following revelations of extramarital affairs, including one with a senior executive. Huang admitted to infidelity and pledged cooperation with the probe, which found no evidence o...
