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Arm Holdings (ARM) shares tumble over 8% as reports of OpenAI missing revenue targets spark fears of a cooling AI spending cycle.
Cramer calls the WSJ report on OpenAI a well-timed "hitjob" as AI-tied stocks slide.
AMD shares slide over 5% as reports of slowing growth at OpenAI spark fears of an AI spending pullback. See why enterprise AI adoption and "edge" computing remain long-term bullish drivers ahead of AMD's May 5 earnings report.
https://blogs.nvidia.com/blog/nemotron-3-nano-omni-multimodal-ai-agents/
-SEC Filing
GPT-5.5 launched to good reviews, but Polymarket gives OpenAI only a 32% chance of an IPO this year as the Musk trial opens in Oakland federal court.
NVIDIA Corp (NASDAQ:NVDA) shares are falling Tuesday along with semis after OpenAI reportedly missed internal revenue and growth projections.
Nvidia, AMD and Broadcom slip as SOXX's near 50% rally since March cools, with pre-market weakness signaling profit-taking in chip stocks.
Micron (MU) shares slide 4% as reports of OpenAI missing revenue targets spark fears of an AI spending slowdown. See why analysts still predict 41% upside and a $700 price target as memory demand remains in its "early innings".