Jim Cramer is urging Amazon investors to remain patient and trust the cloud and e-commerce company's massive spending strategy despite the evident risks it poses to profits. "I have total faith," Jim said on Friday's "Squawk on the Street." "[Amazon CEO Andy Jassy] knows how to do this. So, I believe, and I'm not bolting." Amazon shares fell 5.6% on Friday to $210 each after management issued the evening before a 2026 capital expenditures guide of $200 billion, compared to the $146.6 billion expected. The c ...

The tech industry's surging capital expenditures for AI infrastructure is justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday on CNBC's "Halftime Report.""The reason for that is because all of these companies' cash flows are going to start rising," Huang said. Nvidia shares were up 7% during trading on Friday. Huang's comments come after key Nvidia customers Meta, Amazon, Google and Microsoft reported their latest earnings over the past two weeks. These companies told their investors ...

Tech is the worst performing sector so far this year. Is this just a pause or a crack in the AI trade. Let's bring in Dan Ives, managing director and senior equity research analyst at Wedbish Securities to discuss.Dan, always good to have you. I know you're well known for saying the AI party is just getting started, but it feels like the party is getting broken up here. Did someone call the cops.Is the AI trade actually cracking. >> Look, I mean, there's some glass in the dance floor right now. Maybe the DJ ...

Core Insights - Nvidia has emerged as a leading success in the stock market, driven by the demand for its chips due to trends in blockchain technology and artificial intelligence [1] - The company is now the largest by market capitalization, with expectations of continued growth [1][2] Group 1: Financial Performance and Market Position - Nvidia has experienced significant sales and profit growth due to high demand from hyperscalers and tech first-adopters [3] - The company has transitioned from producing solid gains to remarkable financial success in recent years [2] Group 2: Growth Drivers and Future Outlook - Nvidia identifies three key platform shifts that will sustain demand: accelerated computing, the need for powerful AI models, and the rise of agentic AI applications [4] - AI infrastructure spending is projected to increase from nearly $1 trillion to between $3 trillion and $4 trillion by 2030, indicating substantial growth potential for Nvidia [5] - The rapid growth of generative AI and its applications, along with the concept of physical AI, suggests a bright future for the company [5]

US stock futures rose on Tuesday following a broad rally to kick off the new month on Wall Street. S&P 500 futures (ES=F) moved up 0.3%, while those on the tech-heavy Nasdaq 100 (NQ=F) climbed roughly 0.7%. Meanwhile, Dow Jones Industrial Average futures (YM=F) were little changed, after the blue-chip benchmark led gains on Monday with a 500-point advance. AI-related infrastructure names including Sandisk (SNDK) finished the day in positive territory. Nvidia (NVDA), however, slid by nearly 3% amid news ...

Joining us, Niles Investment Management founder and portfolio manager, Dan Niles. See what I did there, Dan. You're welcome.Um, let's get to the the real the big story right now obviously potentially is Nvidia and this may not happen. I want to make that very clear. It was a journal story over the weekend.If Nvidia were to pull back or out of that 100 billion OpenAI investment, what would it mean if anything. Well, I mean, I think it shows you how the world has changed from September, but we kind of know th ...

For months, the OpenAI number that’s been floating around has sounded like a single, cinematic act: $100 billion, said like it’s a wire transfer and not a multiyear construction project. Over the weekend, Huang did what CEOs do when a number gets too loud: He turned it back into a process. He told reporters in Taipei the proposed $100 billion investment was “never a commitment,” and described OpenAI’s ask as an invitation to invest “up to $100 billion,” with Nvidia taking it “one step at a time.”Put these t ...

Nvidia is not just a leader in artificial intelligence chipmaking. It is also a key investor, whose backing is often a major reason a stock attracts market interest. That is now playing out with CoreWeave. The company has become Nvidia’s largest disclosed holding, accounting for 86.4% of its portfolio as of the end of the third quarter of 2025. CoreWeave (CRWV) is a cloud infrastructure company focused on GPU-powered computing for AI and machine learning workloads. Its data centers run on Nvidia chips, a ...

Group 1 - Nvidia's CEO Jensen Huang stated that the proposed $100 billion investment in OpenAI was "never a commitment" and emphasized a cautious approach to investment [1][3] - The initial letter of intent signed in September indicated Nvidia's intention to invest up to $100 billion to support OpenAI in building data centers and AI infrastructure using Nvidia chips [2] - Huang expressed concerns about OpenAI's business discipline and competition, which contributed to doubts within Nvidia regarding the investment [3] Group 2 - Huang affirmed his belief in OpenAI's work, calling it "incredible" and one of the most consequential companies of the time, while stating that Nvidia would still invest significantly [4] - OpenAI is reportedly accelerating plans for a potential initial public offering (IPO) that could occur as soon as the fourth quarter [4] - The investment landscape is being closely monitored as it will test investor appetite for large-scale AI growth stories that require substantial spending on chips and infrastructure [5] Group 3 - Recent research indicates that OpenAI's ChatGPT leads in consumer usage at 83%, significantly ahead of Google's and Microsoft's chatbots at 48% and 30% respectively [6] - The data reflects initial exposure to AI platforms rather than sustained engagement, suggesting that the first platform users encounter often becomes the reference point for the category [7]

U.S. stock indexes ticked higher Monday, while other markets made louder moves, including another record-breaking rush for the price of gold.The S&P 500 rose 0.5% and won back its losses from last week’s dip. The Dow Jones Industrial Average climbed 313 points, or 0.6%, and the Nasdaq composite added 0.4%.Baker Hughes helped lead the way and rose 4.4% after delivering a stronger profit for the latest quarter than analysts expected. The energy technology company said it’s benefiting from strong momentum in d ...