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re: Nvidia plan to invest 100B in openAI stalled
Posted on 1/31/26 at 4:46 pm to UltimaParadox
Posted on 1/31/26 at 4:46 pm to UltimaParadox
Not a shock. It was obvious all the circular investments done with Open AI in 2025 were simply phantom investments.
1
Posted on 1/31/26 at 5:51 pm to Free888
Between the PM slap and some more jitters on the AI space I can see Monday being a bloodbath.
Posted on 1/31/26 at 9:41 pm to Upperdecker
ok, so no buyback..... how about a special dividend ?? (Im not a CEO)
Posted on 2/1/26 at 7:42 am to GREENHEAD22
quote:
Between the PM slap and some more jitters on the AI space I can see Monday being a bloodbath.
So probably an ATH on Monday.
Seriously though, Monday could be interesting. BTC and the overall market have moved in conjunction with one another and BTC fell hard on Saturday. Between the froth and IRA contributions running things up in January, I could see some pullback in February. But who the hell knows.
Posted on 2/1/26 at 9:26 am to Suntiger
quote:
BTC and the overall market have moved in conjunction with one another and BTC fell hard on Saturday.
General metrics like the S&P500 does not correlate at all with BTC
There does seem to be some correlation with high risk tech and BTC.
But I would not call that the overall market
Posted on 2/1/26 at 10:23 am to lsuconnman
quote:
Given the animosity between Musk and Altman, it’s all but certain Musk is in the background trying to tank OpenAI
Elon certainly wants to curb stomp them but Altman has made so many enemies and burned so many bridges that it’s all just finally crumbling now.
Posted on 2/1/26 at 12:49 pm to UltimaParadox
quote:
General metrics like the S&P500 does not correlate at all with BTC
Agree and disagree because…
quote:
There does seem to be some correlation with high risk tech and BTC.
That’s the MAG7 which makes up over 25% of the S&P500.
I find it odd that stocks and BTC should not correlate, but they pretty much have over the last 12 to 18 months. I find that interesting. Only hypothesis is that fundamentals are not driving the market and current prices are highly built on speculation. But who knows.
Posted on 2/1/26 at 2:05 pm to bigjoe1
quote:
As an aside quite a few analyst are asking just how long before you get reasonable ROI from AI? At some point these companies are going to have to start showing AI is profitable.
I understand that but it seems a solid, going nowhere company who makes most of their money outside of AI would benefit. And isn't MSFT working with OpenAI and letting them spend the big money instead of MSFT?
Google/Alphabet was always the company most likely to win the AI war. It's a bit more complicated with them though. But AI cratering, generally, shouldn't have the same impact on them (as the likely dominant, multi-platform force wherever AI ends up)
I fully admit I'm not a stock analyst and don't pretend to be some expert.
Posted on 2/1/26 at 2:07 pm to Suntiger
Don't forget BTC crashed to $5k in 2020 when Covid shutdowns had the stock market crash.
That ended the theory that BTC was a hedge against that threat, to me.
That ended the theory that BTC was a hedge against that threat, to me.
Posted on 2/2/26 at 5:23 pm to SlowFlowPro
So what happened to NVDA today for it to drop $5?
Any bad news come out?
Any bad news come out?
Posted on 2/3/26 at 12:38 pm to Double Oh
Down again another $5
what the hell is going on here?
what the hell is going on here?
Posted on 2/3/26 at 12:57 pm to Double Oh
Nvidia has a lot of money tied up with openAI. The no investment is definitely a red flag, and numerous red flags are showing for open AI
Posted on 2/3/26 at 1:05 pm to Double Oh
Looks like a general rotation out of tech. Down about $7 and compared to other chip stocks the damn thing is holding up pretty well.
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