OpenAI needs to bring back sor-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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04-29 11:03

OpenAI needs to bring back sora, on paid only subscription model.

Nvidia Stock Drops. Why Chip Stocks Keep Getting Hit

AI chip stocks, including Nvidia, AMD, and Broadcom, slipped due to OpenAI spending concerns.

Nvidia Stock Drops. Why Chip Stocks Keep Getting Hit

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Why Chip Stocks Keep Getting Hit","url":"https://stock-news.laohu8.com/highlight/detail?id=2630308217","media":"Dow Jones","summary":"AI chip stocks, including Nvidia, AMD, and Broadcom, slipped due to OpenAI spending concerns.","content":"<html><head></head><body><p style=\"text-align: start;\">Investors looking for an excuse to take profit on semiconductor stocks might have just got one. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and other processor companies dropped on Tuesday amid worries about whether ChatGPT-developer OpenAI can meet all its spending commitments.</p><p>OpenAI has recently missed its own targets for new users and revenue, leading to concerns among executives about whether it will be able to fulfill its commitments, The Wall Street Journal reported late Monday, citing people familiar with the matter.</p><p>Nvidia shares dropped 1.6% to $213.17 on Tuesday. The stock rose 4% on Monday, closing at a record high, having recently broken out of a monthslong trading range of between $165 and $195.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> on Tuesday fell 3.4% and <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> declined 4.4%.</p><p>Meanwhile, the Journal article also weighed on <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, with shares dropping 4.1%.</p><p style=\"text-align: start;\">Chip stocks have been on a remarkable run recently with the Philadelphia Semiconductor index, a sector benchmark, rising 40% from its March 30 trough. However, ultimately they depend on massive spending on infrastructure by big artificial-intelligence companies such as OpenAI.</p><p style=\"text-align: start;\">OpenAI CFO Sarah Friar has told other company leaders that the company may not be able to pay for future computing contracts if revenue does not grow fast enough, while OpenAI’s board of directors is now looking more closely at its data center deals to secure more computing power despite the business slowdown, according to the report.</p><p>OpenAI’s head of business and financial communications called the Journal’s report “clickbait” in an email to <em>Barron’s</em>. “The business is firing on all cylinders,” he said, adding that consumer strength is starting to show up and enterprise business is “in the best place it has ever been.”</p><p style=\"text-align: start;\">The company told the Journal it was “buying as much compute as we can.”</p><p style=\"text-align: start;\">This comes amid increased competition from Google’s Gemini and Anthropic’s Claude, which is eating into OpenAI’s market share, according to Wedbush Securities analyst Dan Ives.</p><p style=\"text-align: start;\">“We believe OpenAI has been tracking very high demand on both the consumer and enterprise front and we strongly disagree with the notion that growth is weakening. We would be buyers of AI driven tech stocks this morning and in particular Oracle on this way overreaction to this WSJ report,” Ives wrote Tuesday.</p><p style=\"text-align: start;\">Nvidia, AMD and Broadcom all have supply deals with OpenAI. Nvidia invested $30 billion in OpenAI’s latest funding round, although it scaled down a previous commitment to put in up to $100 billion.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/INTC\">Intel</a>—which unlike Nvidia, Advanced Micro Devices, and Broadcom doesn’t have supply deals with OpenAI—edged 0.6% lower, paring earlier declines, on Tuesday.</p><p>Chip stocks might have been ripe for a pullback in any case: On Monday, the iShares Semiconductor exchange-traded fund snapped a winning streak which had lasted 18 consecutive trading sessions.</p><p style=\"text-align: start;\">“This morning’s moves in individual stocks indicated some profit-taking across semiconductors, which seems reasonable given their incredible run since the end of March,” wrote David Morrison, senior market analyst at Trade Nation, in a Monday research note.</p><p style=\"text-align: start;\">The move comes just ahead of Big Tech earnings, which are expected to confirm more than $700 billion in capital expenditure this year across the largest U.S. technology companies. Google-parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> will post earnings on Wednesday.</p><p style=\"text-align: start;\">Chip-stock shareholders will be hoping that big capex commitments can bring some cheer back to the sector.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Drops. Why Chip Stocks Keep Getting Hit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Drops. Why Chip Stocks Keep Getting Hit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-29 10:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Investors looking for an excuse to take profit on semiconductor stocks might have just got one. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and other processor companies dropped on Tuesday amid worries about whether ChatGPT-developer OpenAI can meet all its spending commitments.</p><p>OpenAI has recently missed its own targets for new users and revenue, leading to concerns among executives about whether it will be able to fulfill its commitments, The Wall Street Journal reported late Monday, citing people familiar with the matter.</p><p>Nvidia shares dropped 1.6% to $213.17 on Tuesday. The stock rose 4% on Monday, closing at a record high, having recently broken out of a monthslong trading range of between $165 and $195.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> on Tuesday fell 3.4% and <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> declined 4.4%.</p><p>Meanwhile, the Journal article also weighed on <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, with shares dropping 4.1%.</p><p style=\"text-align: start;\">Chip stocks have been on a remarkable run recently with the Philadelphia Semiconductor index, a sector benchmark, rising 40% from its March 30 trough. However, ultimately they depend on massive spending on infrastructure by big artificial-intelligence companies such as OpenAI.</p><p style=\"text-align: start;\">OpenAI CFO Sarah Friar has told other company leaders that the company may not be able to pay for future computing contracts if revenue does not grow fast enough, while OpenAI’s board of directors is now looking more closely at its data center deals to secure more computing power despite the business slowdown, according to the report.</p><p>OpenAI’s head of business and financial communications called the Journal’s report “clickbait” in an email to <em>Barron’s</em>. “The business is firing on all cylinders,” he said, adding that consumer strength is starting to show up and enterprise business is “in the best place it has ever been.”</p><p style=\"text-align: start;\">The company told the Journal it was “buying as much compute as we can.”</p><p style=\"text-align: start;\">This comes amid increased competition from Google’s Gemini and Anthropic’s Claude, which is eating into OpenAI’s market share, according to Wedbush Securities analyst Dan Ives.</p><p style=\"text-align: start;\">“We believe OpenAI has been tracking very high demand on both the consumer and enterprise front and we strongly disagree with the notion that growth is weakening. We would be buyers of AI driven tech stocks this morning and in particular Oracle on this way overreaction to this WSJ report,” Ives wrote Tuesday.</p><p style=\"text-align: start;\">Nvidia, AMD and Broadcom all have supply deals with OpenAI. Nvidia invested $30 billion in OpenAI’s latest funding round, although it scaled down a previous commitment to put in up to $100 billion.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/INTC\">Intel</a>—which unlike Nvidia, Advanced Micro Devices, and Broadcom doesn’t have supply deals with OpenAI—edged 0.6% lower, paring earlier declines, on Tuesday.</p><p>Chip stocks might have been ripe for a pullback in any case: On Monday, the iShares Semiconductor exchange-traded fund snapped a winning streak which had lasted 18 consecutive trading sessions.</p><p style=\"text-align: start;\">“This morning’s moves in individual stocks indicated some profit-taking across semiconductors, which seems reasonable given their incredible run since the end of March,” wrote David Morrison, senior market analyst at Trade Nation, in a Monday research note.</p><p style=\"text-align: start;\">The move comes just ahead of Big Tech earnings, which are expected to confirm more than $700 billion in capital expenditure this year across the largest U.S. technology companies. Google-parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> will post earnings on Wednesday.</p><p style=\"text-align: start;\">Chip-stock shareholders will be hoping that big capex commitments can bring some cheer back to the sector.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","BK4614":"Manus概念股","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","AMD":"美国超微公司","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0320765646.SGD":"FTIF - 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Nvidia and other processor companies dropped on Tuesday amid worries about whether ChatGPT-developer OpenAI can meet all its spending commitments.OpenAI has recently missed its own targets for new users and revenue, leading to concerns among executives about whether it will be able to fulfill its commitments, The Wall Street Journal reported late Monday, citing people familiar with the matter.Nvidia shares dropped 1.6% to $213.17 on Tuesday. The stock rose 4% on Monday, closing at a record high, having recently broken out of a monthslong trading range of between $165 and $195.Among other chip makers, Advanced Micro Devices on Tuesday fell 3.4% and Broadcom declined 4.4%.Meanwhile, the Journal article also weighed on Oracle, with shares dropping 4.1%.Chip stocks have been on a remarkable run recently with the Philadelphia Semiconductor index, a sector benchmark, rising 40% from its March 30 trough. However, ultimately they depend on massive spending on infrastructure by big artificial-intelligence companies such as OpenAI.OpenAI CFO Sarah Friar has told other company leaders that the company may not be able to pay for future computing contracts if revenue does not grow fast enough, while OpenAI’s board of directors is now looking more closely at its data center deals to secure more computing power despite the business slowdown, according to the report.OpenAI’s head of business and financial communications called the Journal’s report “clickbait” in an email to Barron’s. “The business is firing on all cylinders,” he said, adding that consumer strength is starting to show up and enterprise business is “in the best place it has ever been.”The company told the Journal it was “buying as much compute as we can.”This comes amid increased competition from Google’s Gemini and Anthropic’s Claude, which is eating into OpenAI’s market share, according to Wedbush Securities analyst Dan Ives.“We believe OpenAI has been tracking very high demand on both the consumer and enterprise front and we strongly disagree with the notion that growth is weakening. We would be buyers of AI driven tech stocks this morning and in particular Oracle on this way overreaction to this WSJ report,” Ives wrote Tuesday.Nvidia, AMD and Broadcom all have supply deals with OpenAI. Nvidia invested $30 billion in OpenAI’s latest funding round, although it scaled down a previous commitment to put in up to $100 billion.Intel—which unlike Nvidia, Advanced Micro Devices, and Broadcom doesn’t have supply deals with OpenAI—edged 0.6% lower, paring earlier declines, on Tuesday.Chip stocks might have been ripe for a pullback in any case: On Monday, the iShares Semiconductor exchange-traded fund snapped a winning streak which had lasted 18 consecutive trading sessions.“This morning’s moves in individual stocks indicated some profit-taking across semiconductors, which seems reasonable given their incredible run since the end of March,” wrote David Morrison, senior market analyst at Trade Nation, in a Monday research note.The move comes just ahead of Big Tech earnings, which are expected to confirm more than $700 billion in capital expenditure this year across the largest U.S. technology companies. Google-parent Alphabet, Microsoft, Amazon.com, and Meta Platforms will post earnings on Wednesday.Chip-stock shareholders will be hoping that big capex commitments can bring some cheer back to the sector.","news_type":1,"symbols_score_info":{"NVDX":0.6,"AMDU":0.6,"NVDO":0.6,"NVDL":0.6,"AVL":0.6,"AMDW":0.6,"AMD":2.1,"NVIW.SI":0.6,"NVII":0.6,"AVGW":0.6,"NVDY":0.6,"NVDQ":0.6,"SNVD.UK":0.6,"DIPS":0.6,"AVGU":0.6,"NVDS.UK":0.6,"AMDG":0.6,"LINT":0.6,"3NVD.UK":0.6,"ANV":0.6,"INTW":0.6,"NVDW":0.6,"AVGX":0.6,"NVDU":0.6,"NVDD":0.6,"NVDS":0.6,"NVDG":0.6,"DAMD":0.6,"NVDA":2.1,"AVGG":0.6,"AMUU":0.6,"AMDL":0.6,"NVD":0.6,"AMDD":0.6,"NVD3.UK":0.6,"NVDB":0.6,"AVS":0.6,"2NVD.UK":0.6,"NVD2.UK":0.6,"AMDY":0.6,"INTC":2,"AVGO":2.1,"AMYY":0.6}},"isVote":1,"tweetType":1,"viewCount":42,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":55,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}