Xin Lang Cai Jing·2026-02-03 22:05Core Viewpoint - Nvidia's investment plan in OpenAI is reportedly stalled due to internal doubts about OpenAI's business model and competitive landscape, despite CEO Jensen Huang stating that the investment is still progressing as planned [1][11][12]. Group 1: Nvidia - Nvidia's stock fell by 2.84%, with a trading volume of $36.381 billion, marking its third consecutive day of decline [1][12]. - CEO Jensen Huang confirmed that Nvidia is still willing to collaborate with OpenAI and plans to participate in its next funding round, which he claims will be the largest private financing in history [12]. - Nvidia's investment plan of $100 billion in OpenAI is facing internal skepticism regarding the long-term viability of OpenAI's business model [11][12]. Group 2: Microsoft - Microsoft's stock decreased by 2.87%, with a trading volume of $24.746 billion, continuing a four-day decline and a year-to-date drop of approximately 15% [2][12]. - The company recently reported fourth-quarter earnings that exceeded market expectations in both revenue and profit, yet the stock price fell significantly post-announcement [12]. Group 3: Tesla - Tesla's stock rose slightly by 0.04%, with a trading volume of $23.697 billion [3][12]. - French authorities are investigating the operations of X, a social media platform owned by Elon Musk, which may impact Tesla's public perception [3][12]. Group 4: Palantir - Palantir's stock increased by 6.85%, with a trading volume of $17.701 billion, as the company reported strong fourth-quarter results and a positive outlook for 2026 [4][12]. - The company achieved a revenue growth of approximately 70% year-over-year and expects over 60% growth in the 2026 fiscal year, significantly above market expectations [4][14]. - Analysts view Palantir as a core beneficiary of AI, although concerns about its high valuation persist, with a price-to-sales ratio of about 50 and an operating profit multiple of 90 [14]. Group 5: Other Companies - SanDisk's stock rose by 4.55%, with a trading volume of $20.726 billion, continuing a strong performance in the storage sector [3][12]. - Western Digital's stock increased by 7.40%, reaching a historical high with a trading volume of $4.374 billion, driven by surging demand for storage chips in AI servers [16][17]. - Oracle's stock fell by 3.37%, with a trading volume of $6.651 billion, as the company announced plans to issue up to $20 billion in common stock [15][16].