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 market value dropped by $200 billion following OpenAI's revenue run rate announcement, which came in $18 billion below expectations. This significant shortfall has sparked concerns among investors about the growth prospects of AI-related com...
CoreWeave has seen a significant drop in valuation due to worries about its debt-financed AI infrastructure expansion. Despite this, the company holds over $100 billion in revenue backlog and strong demand for GPU capacity, indicating solid business ...
The SOXX semiconductor ETF experienced a 15% correction, reflecting a market reset after rapid AI-driven gains. Investors are reassessing risks, favoring quality AI ecosystem leaders like Microsoft, Nvidia, and Meta, which benefit from strong demand ...
CoreWeave's shares plunged 27.5% to a 52-week low due to concerns over its massive $51.6 billion debt and negative cash flow, despite the company's rapid growth in AI cloud infrastructure. Credit markets showed distress with bond prices falling and c...
Nvidia and Apple each contributed $25 million to support the construction of a new White House ballroom named after Donald Trump, with funds routed through the Trust for the National Mall. This move highlights both companies' efforts to maintain favo...
