Nasdaq 100: Tech Stocks Find Buyers as Dow Holds Firm Premarket

Impact · against what's priced in

The OpenAI revenue figure has triggered a repricing that challenges the growth assumptions for AI infrastructure providers, specifically Nvidia and Oracle. While the broader Nasdaq is attempting a rebound, the news reinforces the market's skepticism regarding the conversion of AI demand into sustainable, high-margin revenue.

NVDA−0.40: Challenges what's priced in
The price assumes: The $1 trillion cumulative revenue projection for Blackwell and Rubin architectures

Nasdaq 100: Tech Stocks Find Buyers as Dow Holds Firm Premarket

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Nasdaq 100: Tech Stocks Find Buyers as Dow Holds Firm Premarket

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Nasdaq 100: Tech Stocks Find Buyers as Dow Holds Firm Premarket

What matters in this story

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Michael Burry Is Betting Against Artificial Intelligence (AI). Here's the Case for and Against, and the One Stock I'd Still Own.

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