Nvidia's $105B OpenAI Bet Left Trackers' Positions Flat, Not Soaring

The $105B Ohio backstop barely moved NVDA, which closed near $225, down a hair. It's a contingent guarantee, not upfront cash, but investors already pushed Nvidia to shrink an earlier version over balance-sheet risk. Watch the Aug 26 earnings for how this affects Tepper, the AI tracker, and Pelosi.