Today: 28 May 2026
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NASDAQ:SENT 9 December 2025

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  • SpaceX, OpenAI, Anthropic IPOs Pose New Investor Threat to Nvidia
    May 28, 2026, 12:16 AM EDT. Nvidia has led Wall Street's AI chip boom but faces a new challenge-not from rival chipmakers, but from large private AI companies eyeing IPOs. SpaceX, OpenAI, and Anthropic, collectively valued in the hundreds of billions, may soon offer investors stakes directly in AI application layer firms rather than infrastructure suppliers like Nvidia. While these firms boost demand for Nvidia chips, their public listings could compete for fund managers' capital amid limited portfolio space. This shift marks a novel competition for Nvidia, shifting from hardware sales to investment allocation decisions, as AI's investment landscape evolves.

Latest articles

Wall Street After-Hours Signals Following Record Highs

Wall Street After-Hours Signals Following Record Highs

28 May 2026
The Dow, S&P 500, and Nasdaq closed at record highs Wednesday, with the Dow up 182.60 points to 50,644.28. Snowflake shares surged after hours on a raised outlook and a $6 billion AWS deal, while Salesforce fell on a weaker revenue forecast. Oil prices rebounded as U.S.-Iran tensions rose. Major ETFs traded mixed in late action.
ServiceNow Skips Software Drop as Traders Watch

ServiceNow Skips Software Drop as Traders Watch

28 May 2026
ServiceNow shares rose 2.2% to $102.12 Wednesday, outperforming software peers as investors responded to signs of steady enterprise demand. Oppenheimer reaffirmed its Outperform rating and $130 target after a customer survey. The stock remains well below last year’s peak despite the rebound. Roughly 28.5 million shares traded, with a market cap near $106.2 billion.
No Leis for Hawaiian Flight Attendants as Alaska Merger Strain Grows

No Leis for Hawaiian Flight Attendants as Alaska Merger Strain Grows

28 May 2026
About 250 Hawaiian Airlines flight attendants based in Seattle must stop wearing leis, flowers, and aloha shirts on Alaska-branded Boeing 787 flights under new uniform rules. The change comes as Alaska Air Group merges operations and expands long-haul routes from Seattle to cities like Rome and London. Alaska and Hawaiian continue as separate brands but now share systems and a single FAA operating certificate.
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