On a daily, you get a sense that many stocks have indeed gotten ahead of themselves after very strong rally. When you've had major run and companies report terrific quarters, yet their stocks go down. That tells you something is wrong with those stocks, not with the companies themselves.A broken stock and a broken company are two very different things. And there are plenty of stocks today that broke with the Dow tumbling 334 points, SB sinking 0.53% and the NASDAQ losing 0.99% 93% although we did climb out ...

RT Levi (@LeviGMI)Easy shares why he is currently betting against 75% odds on the Open AI Browser release https://t.co/uzHeEDXfMW ...

RT Bloomberg Live (@BloombergLive)@mcmiller00 "Open AI has even shared explicitly that they collect all this information - you may not want some of that information leaving your organisation," Evantic Capital's @mcmiller00 at #BloombergTech⏯️ https://t.co/nnRX4STmti https://t.co/hVBrZ5cByo ...

And the chart tells its own story. You don't need words to tell you what that chart means for where the stock has gone yet. You're Malcolm uh trimming it today.Tell me more. Uh yeah, so this had a lot more to do with how fast the share price has moved in relation to our uh clients basis in the stock versus the company itself. So I think to Josh's point, Oracle's doing a great job of improving the margins of its customers, its core clients.However, the margins Oracle seeing itself as it leans further and fur ...

[Music] [Music] [Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra and San Francisco.Other people, my friends. I'm just trying to make a little money. My job is not just to entertain, but to put it in context.So, call me at 1800 743 CBC. How about tweeting me at Jim Kramer. Maybe our brains are too small.Could that be the reason why we can't get our silly little heads around the need to spend fortunes out the data centers for artificial intelligence. That's what I'm trying to comprehend as I do m ...

Welcome back. The president meeting yesterday with Javier Mle, the president of Argentina. The US Treasury recently announcing a $20 billion currency swap with that country.Our Sarah Eisen spoke with MLE last night and joins us with some details. Hey Sarah. >> Hi again, Carl.President Mille has been a longtime supporter of President Trump since the first administration. Mille was actually the first foreign leader to meet with the president at Mara Lago after Trump's most recent election win. I started my co ...

I like remember when Wealthfront, which was like one of the early fintech companies, like wouldn't let you buy stocks, right. You they would only let you buy these like broad-based index funds because they were like, "This is, you know, you should not be buying stocks." That's that that is like even like Erade, I think, was that the first time you could just go in without a broker and just buy a stock. the idea of just like throwing that all out the window and being like, not only should is it is it totally ...

Market Power & Influence - Open AI possesses significant leverage due to its user base, despite financial losses [1] - Sam Oldman understands power dynamics and secured 10% ownership in a company for sales privileges [1] Financial Performance & Strategy - Nvidia is generating substantial profits [1] - Industry suggests focusing on large, obvious trends to maximize profitability [2] - Attempting to complicate deals leads to financial losses [2]

Shares of Coreweave jumping more than 8% yesterday. The AI cloud provider announcing new tools to help programmers develop AI agents. In an interview on Mad Money, the company's CEO brushed off concerns about those circular deals in the AI sector.The largest uh tech companies in the world are purchasing this infrastructure because they have demand. There's nothing circular about that. It's a fundamental uh infrastructure buildout that's taking place.And when you have such a massive scale investment in infra ...

Core Insights - The release of Sora 2.0 marks an expansion in the monetization pathways for AI applications, with new social attributes expected to enhance user growth, thereby increasing demands on upstream computing infrastructure [1][3] - Open AI's partnerships with Samsung, SK Hynix, and AMD solidify the certainty of growing AI infrastructure demand, as these companies will support Open AI's global data center and projects [2][3] Group 1: Sora 2.0 Release - Sora 2.0 introduces significant advancements in physical realism, audio-video synchronization, and multi-camera storytelling compared to its predecessor, enhancing Open AI's position in the social media space and potentially opening new advertising revenue channels [1][3] - The launch of the Sora APP allows users to generate short videos from text and create AI digital avatars, further broadening the commercial monetization avenues for AI applications [1] Group 2: AI Infrastructure Demand - Open AI's collaborations with Samsung and SK Hynix ensure a monthly supply of 900,000 DRAM and HBM wafers, reinforcing the infrastructure needed for AI applications [2] - The strategic partnership with AMD involves deploying 6GW of AMD GPU computing power, with the first phase of 1GW set to begin in the second half of 2026, indicating a strong commitment to enhancing AI infrastructure [2] Group 3: Investment Opportunities - Recommended stocks include wafer manufacturing companies like SMIC and Hua Hong, wafer testing firms such as Tongfu Microelectronics and Changdian Technology, AI GPU producers like Cambricon and Haiguang Information, and storage companies including Zhaoyi Innovation and Jiangbolong [4]