A $20 billion discrepancy in OpenAI's reported revenue caused a sharp market value drop of about $170 billion for Nvidia and declines for other chip suppliers on October 8, 2026. The gap arose because OpenAI excludes sales made through cloud partners from its revenue, unlike competitors like Anthropic, leading to differing revenue figures despite no actual sales loss. Nvidia's valuation remains strong with high demand, and the market awaits OpenAI's IPO and audited financials for clarity. This incident highlights investor skepticism about AI spending sustainability but does not reflect a real decline in business.
Despite the reported $170 billion market value drop, Nvidia shares on Pluang are up 1.65% at USD 234.28, showing resilience in the technology sector. The stock's market cap stands at $5.57 trillion with a 66% buy order activity, indicating continued investor interest. These figures are as of Oct 09, 2026 18:32 WIB.
The Vanguard S&P 500 Growth ETF (VOOG) offers focused exposure to growth stocks but consistently underperforms the Invesco QQQ Trust (QQQ) across all major timeframes. VOOG is highly concentrated, with nearly 60% of its assets in the top 10 holdings ...
Arm Holdings' stock price has risen 143% in 2026, outpacing the semiconductor sector and major chipmakers like NVIDIA and Broadcom. This surge is largely due to growing royalties from AI data center chips, as royalty revenue recently surpassed licens...
Investors heavily bought put options in the semiconductor sector, especially in Micron and Nvidia, indicating bearish sentiment. Over 180,000 puts traded in the SMH semiconductor ETF by midday, nearly four times the call volume, with $46 million prem...
CoreWeave carries $35.6 billion in debt and has negative free cash flow, but strong demand for its AI computing capacity and pricing power justify continued investment. The company reported a 46% increase in revenue backlog to $104 billion and 112.3%...
Nvidia shares have surged dramatically over the past decade, driven by its expansion from gaming graphics cards to AI data center products like the Vera CPU and Rubin GPU. Analysts now see nearly 39% upside with an average price target of $327.70, su...
