Hardware
Absolutely brutal day for AI fantasies: Nvidia NVDA: down 6.2% Broadcom AVGO: down 7.92% Coreweave CRWV: down 7.07% Nebius NBIS: down 12…
Absolutely brutal day for AI fantasies: Nvidia NVDA: down 6.2% Broadcom AVGO: down 7.92% Coreweave CRWV: down 7.07% Nebius NBIS: down 12.27% Oracle $ORCL: down 9.59% Worst of all? OpenAI is rumored to
Absolutely brutal day for AI fantasies: Nvidia NVDA: down 6.2% Broadcom AVGO: down 7.92% Coreweave CRWV: down 7.07% Nebius NBIS: down 12.27% Oracle $ORCL: down 9.59% Worst of all? OpenAI is rumored to be looking for government to invest, a huge sign of weakness. Less than 24 hours after the S&P said no to fast-tracking, things are looking very different. Wow…this is a tell people. There is no path to profitability. They need to socialize losses.
Source: Gary Marcus (X) | 2026-06-05