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An analyst worries OpenAI will miss its 'extravagant' spending commitments. These stocks would be the most vulnerable
D.A. Davidson analyst Gil Luria pointed to a handful of AI stocks at risk if OpenAI proves incapable of following through on its deals.
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cnbc.com
The stocks set to win from soaring AI spend, according to analysts
While Big Tech deals draw eyeballs, opportunities lie in those flying under the radar but supporting the AI supply chain.
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An analyst worries OpenAI will miss its 'extravagant' spending commitments. These stocks would be the most vulnerable
D.A. Davidson analyst Gil Luria pointed to a handful of AI stocks at risk if OpenAI proves incapable of following through on its deals.
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theguardian.com
Sam Altman’s bet: Can OpenAI’s profits keep pace with industry’s soaring costs?
As investor jitters grow, the loss-making ChatGPT firm’s vast spending commitments test the limits of Silicon Valley optimism