Several prominent artificial intelligence companies could be at risk if OpenAI does not get a "handout" from the federal government, according to D.A. Davidson analyst Gil Luria. OpenAI's sprawling tech deals have helped power the S & P 500's blockbuster rally this year. But the complex web of financial agreements signed by OpenAI, the owner of the ChatGPT bot, with other technology and chipmaking companies has led some investors to question vendor financing arrangements and the connected nature of the AI ecosystem . Investors are keeping an especially close eye on companies that could be exposed to any weaknesses in AI-related spending, given stocks' elevated valuations and a historically high level of concentration in a handful of giant tech stocks. Luria, D.A. Davidson's head of technol
These stocks are at risk if OpenAI misses its 'extravagant' spending plans
CNBC Investing7 hrs ago
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