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Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports
Reuters2h agoneutral
Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports

Nvidia is in talks ‌to invest as ‌much as $3 billion in SB ​Energy, a subsidiary of SoftBank Group and developer of a massive ‌planned ⁠Ohio data center project for OpenAI, ⁠the Information reported on Saturday, citing people ​familiar with ​the ​discussions. The investment ‌is being discussed as part of Nvidia’s negotiations with OpenAI and SB Energy over the ‌chip company ​providing around $100 ​billion ​in credit support ‌for the planned ​Ohio ​data center campus, the report said.

Bill Ackman makes a bold move to answer investors biggest wish
TheStreet3h agoneutral
Bill Ackman makes a bold move to answer investors biggest wish

One of the most common frustrations I hear from everyday investors goes something like this: "I knew SpaceX was going to be huge. I just never got the chance to invest before the IPO." Bill Ackman heard the same thing and decided to do something. The billionaire hedge fund manager put it plainly on ...

Is MongoDB (MDB) Getting Too Rich For Its AI Promise?
Simply Wall St.3h agoneutral
Is MongoDB (MDB) Getting Too Rich For Its AI Promise?

MongoDB stock has delivered a very strong 110.9% return over the past year, yet the valuation checks currently lean expensive rather than pointing to a clear bargain. Over the last 12 months MongoDB has returned 110.9%, which puts extra focus on whether the current price already reflects high expectations. Recent product news around AI focused capabilities such as the Atlas Managed MCP Server and retrieval models can support optimistic growth assumptions, while any disappointment in how...

Can Oscar Health (OSCR) Still Look Cheap After Strong Q2?
Simply Wall St.3h agoneutral
Can Oscar Health (OSCR) Still Look Cheap After Strong Q2?

Oscar Health stock has delivered a very large 3 year return while the broader valuation checks still lean cautious, with a low value score hinting that the recent re rating may not be a simple bargain story. Oscar Health has returned about 3.6x over the past 3 years, which puts a spotlight on whether recent enthusiasm already prices in much of the progress. Recent profitability and revenue growth can support investor expectations for the business, while concerns around medical cost trends...

Jim Cramer reveals 6 AI stocks to watch in 2026
TheStreet4h agoneutral
Jim Cramer reveals 6 AI stocks to watch in 2026

For most of the summer, investors pulled money out of chipmakers and data center names and moved it into health care, banks, and retailers. The AI infrastructure trade led the market for two years. This summer, it underperformed. Jim Cramer says that phase is over. On CNBC's "Mad Money," the ...