By Yahoo Finance Video
Publication Date: 2026-01-20 20:47:00
00:06 Speaker A
Now time for some today’s trending tickers. Yahoo Finances is at Brooke De Palma. joining us now for a look at Nvidia, Apple and oil stocks. We will start with Nvidia. those shares under pressure as the pressure turns up a notch on the AI trade. Baron did have a good write up uh Brooke on this. we did have analyst at Deutsche Bank. they point out suggesting 2026 could be a critical one for AI companies.
00:32 Brooke DiPalma
I definitely think that this is kind of like the show me year. I think that in 2025, we were trying to parse through who exactly the winners were going to be here. And now as we make way into 2026, we really need to see actual tangible results. At least that’s what I’m hearing from the street. And when you think about Nvidia’s tie up with Open AI, that was another point that this analyst wrote as well is that Open AI is particularly extended and may be most at risk because it seems to not yet have found a workable business model to cover its reported cash
01:00 Brooke DiPalma
burn of $9 billion last year and likely $17 billion this year. Keep in mind Nvidia is a partner of Open AI and this will definitely be instrumental in moving forward on how exactly Nvidia is seen as this AI darling, this AI leader within this AI revolution.
01:16 Speaker A
Moving over to Apple, also under some pressure as City cuts its price target on that stock from 330 to 315. So this one, uh they did cite margin risk…
