Investors Are Acting Like the "OpenAI Bubble" Is Popping As SoftBank and Oracle Stock Continue Slide

The U.S. government is considering allowing Nvidia to sell its H200 chips to China, according to sources. This potential decision comes amid ongoing scrutiny of semiconductor sales to China, particularly in light of national security concerns. The H200 chips are significant for AI applications, and their sale could have implications for U.S.-China relations in the tech sector.

Nvidia CEO Jensen Huang expressed concerns about the company's position amid discussions of an AI bubble, stating that the market did not recognize the company's strong quarterly performance. Huang's comments were revealed in a leaked meeting, highlighting the challenges Nvidia faces despite its recent successes.

The Score is a weekly review highlighting significant stock movements and the news influencing them. This week, notable stocks include Nvidia, Constellation, Eli Lilly, and Gap, with Nvidia's performance particularly impacting market sentiment.

Oracle is emerging as a key indicator of AI-related risks in the credit market, according to experts Leslie Falconio from UBS Global Wealth Management and Jim Schaeffer from Aegon Asset Management. They discussed these potential risks during an appearance on Bloomberg Real Yield, highlighting the growing concern over the implications of AI on credit stability.

Nvidia reported strong earnings, projecting sales of approximately $65 billion for the January quarter, surpassing analysts' expectations. Despite this positive outlook, shares fell as concerns about a potential AI bubble persisted among investors. The company's performance remains a focal point in discussions about the sustainability of AI investments.

Following a brief rally in stocks driven by Nvidia's strong earnings, investor concerns about a potential A.I. bubble have resurfaced, leading to significant market fluctuations. The unease surrounding A.I. spending continues to impact investor sentiment negatively.

Nvidia's investors reacted negatively to the company's strong earnings report, leading to a selloff despite the positive financial results. This occurred as broader market sentiment shifted towards expectations of a potential Federal Reserve rate cut, causing a disconnect between Nvidia's performance and investor behavior.

Larry Page, cofounder of Google, has surpassed Jeff Bezos to become the third richest person in the world, with a net worth of $252 billion following a significant surge in Alphabet's stock. This increase is attributed to positive analyst sentiment surrounding the Gemini 3 AI model, which is gaining traction in the artificial intelligence market.