Cramer says OpenAI’s problem is funding, not Google

If OpenAI’s internal drama were a Netflix series, CNBC’s Jim Cramer says, it would be a binge-worthy mix of tension, comedy and cliffhangers — and Wall Street would be glued to every episode. On Tuesday, Cramer seized on reporting that CEO Sam Altman recently declared a “code red” inside the company that suggests OpenAI fears…

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Okta Q3 earnings report 2026

Okta on Tuesday topped Wall Street’s third-quarter estimates and issued an upbeat outlook, but shares fell despite the outperformance as investors had high hopes for AI demand. Shares of the identity management provider fell more than 3% in after-hours trading on Tuesday. Here’s how the company did versus LSEG estimates: Earnings per share: 82 cents…

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Why Jim Cramer thinks the AI trade is breaking up

After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC’s Jim Cramer said. “The Google complex cohort roared while the OpenAI complex got hammered. Meanwhile, the hyperscalers with great balance sheets held up much better than the ones with strained balance sheets,”…

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