CMB Stock News Of The Day 📰🗞️🗞️📈📉

“AI Stocks Linked to OpenAI Lead Market Rebound as Sentiment Shifts” 🚨🚨🚨

After weeks of market action favoring Google-aligned AI plays, the pendulum is swinging back — even if only for a day. The recent theme has been clear: “Long Google, short OpenAI-adjacent names.” Google’s ecosystem has been soaring, while companies closer to OpenAI’s infrastructure and investment network have been trading with noticeable weakness.

Today, that narrative looks different.

Rather than continued divergence, markets are witnessing a reversal led by strength in OpenAI-linked equities, offering a fresh pulse of optimism across the AI landscape. Importantly, this shift is coming from outperformance among OpenAI-exposed stocks, not from a dramatic selloff in Google or its supply chain — a scenario much healthier for market breadth.

Early trading shows a strong bid under the OpenAI cohort:

• Nvidia (NVDA) is higher at $179.70 (+1.06%)

• CoreWeave (CRWV) climbs to $74.39 (+4.35%)

• Oracle (ORCL) rises to $206.41 (+4.76%)

• Advanced Micro Devices (AMD) moves up to $211.36 (+2.54%)

Meanwhile, Google is softer at $318.91 (-1.40%) — a modest pullback rather than a sharp correction. Google-linked semiconductor names are green but trailing today’s leaders, with Broadcom (+1.15%) and Lumentum (+1.62%) up marginally.

The tone across Wall Street remains bullish on the long-term structural demand for AI compute. As Wedbush analyst Dan Ives put it, with trillions in AI spending ahead, multiple tech players will win — but Nvidia remains the undisputed heavyweight in the chip arena.

Today’s rally doesn’t resolve the broader tug-of-war between AI giants, but it signals one thing clearly: OpenAI-linked names aren’t quiet — they just needed a spark.