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Nvidia's big OpenAI investment lifted the whole market. It's raising red flags about a bubble for many
Some veteran market watchers warn the deal is essentially vendor financing — Nvidia giving OpenAI money so OpenAI can turn around and spend it on Nvidia chips
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Timeline cronologica
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Nvidia's $100 billion investment in OpenAI shows just how early we are in the AI trade
The scale of the opportunity described in this partnership is incredible.
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CNBC Daily Open: When you're good to Nvidia, Nvidia's good to you
Rarely in life do you get a win-win scenario, but Nvidia seems to have conjured one in its partnership with OpenAI.
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CNBC Daily Open: A virtuous cycle for Nvidia and OpenAI
Rarely in life do you get a win-win scenario, but Nvidia seems to have conjured one in its partnership with OpenAI.
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The top 10 things we're watching in the stock market Tuesday
Nvidia shares were modestly lower this morning after closing at a record high on the OpenAI announcement.
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Nvidia's big OpenAI investment lifted the whole market. It's raising red flags about a bubble for many
Some veteran market watchers warn the deal is essentially vendor financing — Nvidia giving OpenAI money so OpenAI can turn around and spend it on Nvidia chips
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Santoli's Tuesday market wrap-up: S&P 500 pulls back from record highs as investors rethink the AI trade
Stocks took a hit as investors questioned the Nvidia-OpenAI partnership, wondering about overcapacity and overlapping partnerships and vendor relationships.