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Oracle shares fall on report the company is struggling to make money renting out Nvidia chips
Youtube· 2025-10-07 17:04
Let's pull up shares of Oracle because it's a it's an interesting developing story uh as we have this conversation and you could see a little while ago these shares took a dip by about 5%. The information is out with a story today uh which says the following. I'm quoting directly from this story and this is the reason why the stock is lower.Uh internal documents show the fast growing cloud business has had razor thin gross profit margins in the past year or so, lower than what many equity analysts have esti ...
OpenAI’s golden touch spreads as stocks soar
BusinessLine· 2025-10-07 11:23
OpenAI has already proved it has a golden touch when it comes to partnering with other tech firms to deploy its artificial intelligence products. Its power to move shares, though, is rapidly spreading to companies it even briefly discusses teaming up with.The company behind ChatGPT held its annual developers event Monday, and mere mentions of other publicly traded firms by presenters sent those shares soaring. Among notable movers: Figma Inc. climbed 7.4%, HubSpot Inc. added 2.6% and Salesforce Inc. gained ...
Is The Giant OpenAI-AMD Deal Another Sign of an AI Bubble?
Forbes· 2025-10-06 21:22
Group 1 - OpenAI and SoftBank have formed a partnership to establish a joint venture for AI services in Japan, highlighting the growing collaboration in the AI sector [2] - The AI economy is experiencing significant growth, with major deals such as AMD's 30% stock surge following its multibillion-dollar agreement with OpenAI, indicating a strong market performance [3] - There are concerns about the sustainability of the AI market, with early signs suggesting it may be entering a bubble phase reminiscent of the dot-com era [4][5] Group 2 - Companies like Friend, which has raised $7 million primarily for advertising, exemplify the potential pitfalls of the AI sector, as they struggle to deliver viable products and profitability [5] - OpenAI's revenue model relies on subscriptions, enterprise contracts, and API licensing, but it faces challenges in covering its substantial funding and operational costs, estimated at nearly $60 billion raised [5] - The potential bursting of the AI bubble could negatively impact the stock market and hinder the U.S.'s competitive edge in the global AI landscape, especially against China's ambitions [7][8] Group 3 - The future of AI may see it integrated into everyday technology, similar to how social networks evolved post-dot-com bubble, suggesting a shift in how AI is perceived and utilized [9] - Newly wealthy individuals in the AI sector may face financial adjustments, but many are likely to continue pursuing entrepreneurial ventures [10]
OpenAI’s Golden Touch Spreads as Stocks Soar
Yahoo Finance· 2025-10-06 20:47
(Bloomberg) — OpenAI (OPAI.PVT) has already proved it has a golden touch when it comes to partnering with other tech firms to deploy its artificial intelligence products. Its power to move shares, though, is rapidly spreading to companies it even briefly discusses teaming up with. The company behind ChatGPT held its annual developers event Monday, and mere mentions of other publicly traded firms by presenters sent those shares soaring. Among notable movers: Figma Inc. climbed 7.4%, HubSpot Inc. added 2.6% ...
Top 10 Trending Stocks as Famous Billionaire Predicts Massive AI Stock Rally Before Bubble Burst
Insider Monkey· 2025-10-06 20:26
Group 1: AI Market Insights - Experts are warning about a potential AI bubble burst, but some believe major AI stocks still have room for growth before a correction occurs [1][2] - Billionaire hedge fund manager Paul Tudor Jones likens the current market conditions to 1999, suggesting a significant surge in stock prices is likely before any downturn [1][2] Group 2: Stock Recommendations - CoreWeave Inc (NASDAQ:CRWV) is highlighted as a stock poised to benefit from rising AI infrastructure demand, with a price target set at $175 [6][7] - The VanEck Gold Miners ETF (NYSEARCA:GDX) is receiving bullish sentiment due to strong free cash yields, indicating a shift from defensive to offensive positioning for gold miners [8] - Pfizer Inc (NYSE:PFE) is viewed positively due to its recent acquisition of Metsera, which positions it well in the obesity treatment market, despite some concerns about its product pipeline [10][11] - Nike Inc (NYSE:NKE) has an increased price target of $100, with analysts noting a shift in company dynamics and potential for revenue growth [12][13] - Merck & Co Inc (NYSE:MRK) is identified as having upside potential, with expectations of a 10-15% increase based on bullish price volume correlation [14] - Netflix Inc (NASDAQ:NFLX) is facing scrutiny due to external controversies, but analysts believe the impact on subscriptions may be mitigated, and growth momentum is expected to continue [15][16][17]
Is AI mania a bubble? Here's what experts have to say
CNBC Television· 2025-10-06 17:04
Let's go to the markets. We have a mixed picture on this Monday. NASDAQ's the winner.Uh no surprise because obviously what's happening in the tech and the chip space today more specifically. So stocks record high, Bitcoin record high, gold record high. Uh Joe Edardenni raises his price target back to 7,000.He'll be with us on closing bell today, so you can hear directly from him. He says the odds of another meltup are at 30%. Up from 25.He reduced his base case uh for a sustainable bull market, i.e. without ...
AMD stock rockets higher on multibillion-dollar OpenAI deal
Yahoo Finance· 2025-10-06 12:55
Shares of chipmaker AMD (AMD) soared in early trading on Monday after the company announced a multibillion-dollar deal with OpenAI (OPAI.PVT). The move will see AMD provide upward of 6 gigawatts of GPUs to the AI juggernaut over several generations, starting with its MI450 chips in the second half of 2026. As part of the deal, OpenAI will take a stake in AMD worth up to 160 million shares, or roughly 10% of the company. Shares will vest in tranches as AMD hits specific milestones. The tranche will vest wh ...
AMD stock rockets more than 35% on OpenAI deal
Yahoo Finance· 2025-10-06 12:55
Shares of chipmaker AMD (AMD) soared in pre-market trading on Monday after the company announced a multi-billion deal with OpenAI (OPAI.PVT). The move will see AMD provide upwards of 6 gigawatts of GPUs to the AI juggernaut over several generations starting with its MI450 chips in the second half of 2026. As part of the deal, OpenAI will take a stake in AMD worth up to 160 million shares, or roughly 10% of the company. Shares will vest in traunches as AMD hits specific milestones. The traunch will vest wh ...
Market Rally: AMD/OpenAI Deal, MU Upgrade
Youtube· 2025-10-06 12:36
Market Overview - The market continues to rally, reaching all-time highs despite the ongoing government shutdown, which historically has not had a major negative impact on market performance [2][3][5] - The S&P 500 and Dow have settled at record highs, with sectors like utilities, industrials, and information technology also hitting new highs [5][12] - The CBOE volatility index (VIX) has firmed up due to the shutdown, but this has not negatively impacted risk-on assets, including equities [3][12] Government Shutdown Impact - The current government shutdown is not expected to significantly affect market sentiment, as investors are focusing on individual company stories rather than macroeconomic data [13][14] - The lack of economic data, such as the September jobs report, has lent support to the ongoing market rally [15][16] Technology Sector Developments - AMD has announced a significant multi-year deal with OpenAI to supply chips, leading to a pre-market surge of over 25% in AMD's stock [18][23] - This partnership is expected to generate substantial revenue, potentially in the billions, amid increasing demand for computing power [23] - Micron has received an upgrade from Morgan Stanley, raising its price target to $220, following strong earnings and guidance [25][26] Cryptocurrency and Precious Metals - Bitcoin is experiencing a rally, likened to gold, which is also hitting record highs, indicating a broader trend of rising asset prices [6][10][12] - Gold is being viewed as a hedge against inflation and economic uncertainty, with prices approaching $4,000 [6][10]
Billionaire Stanley Druckenmiller Sold His Fund's Stakes in Nvidia and Palantir, and Has Piled Into These 2 Phenomenal Stocks for 4 Straight Quarters
The Motley Fool· 2025-10-06 07:06
Duquesne Family Office's billionaire boss bid adieu to Wall Street's hottest AI stocks in favor of another trillion-dollar company and a long-awaited turnaround story in the healthcare sector.For a lot of investors, earnings season is the highlight of every quarter. It's the roughly six-week period where most S&P 500 components report their operating results and give investors an inside look at how "healthy" corporate America really is.But earnings season is far from the only important event each quarter fo ...