Monday, July 27, 2026

"AI Stocks Crash After NVIDIA Plans to Finance $250 Billion OpenAI Buildout Are Reported" (NVDA)

Nvidia is down $10.00 (-4.84%). That's a lot of billions of market capitalization.

From 24/7 Wall Street, July 27: 

NVDA fell 5% and AMD dropped 8% after the WSJ reported NVIDIA may guarantee $250 billion for OpenAI's data-center buildout.

Dell slid 4% on AI-server demand fears while Oracle has fallen 20% over the past month on overlapping data-center exposure.

NVIDIA guides $91 billion in Q2 revenue and AMD's data center revenue grew 57% YoY, keeping the fundamental bull case intact despite today's selloff....

....MUCH MORE

Our post after the WSJ exclusive crossed the tape:

Not Good - "Nvidia in Talks With OpenAI to Guarantee $250 Billion Financing for Data Center"
Not good at all....

Also at 24/7 Wall Street:

SanDisk Sinks 12%, Micron Drops 5%, SK Hynix Falls 8% as China’s CXMT IPO Rattles Memory Stocks

And the earlier:

"China memory chipmaker CXMT skyrockets 470% in Shanghai debut"