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Nvidia is important, but OpenAI may be holding up the market right now.
When Nvidia (NVDA 0.88%) signed a $100 billion deal to invest in OpenAI, it opened up a lot of questions about the sustainability of AI demand. In this video, Travis Hoium explains why it's starting to be a concerning trend.
*Stock prices used were end-of-day prices of Sept. 22, 2025. The video was published on Sept. 23, 2025.
Travis Hoium is a contributing Motley Fool stock market analyst covering solar energy, technology, and growth stocks. Before The Motley Fool, Travis was a mechanical engineer at 3M and founded a virtual reality company. He holds a bachelor’s degree in mechanical engineering and a master’s degree in business administration from the University of Minnesota.
Travis Hoium has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Microsoft, Nvidia, and Oracle. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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