YouTube's Finance Brain Trust Agrees: AI Capex Is Fine, OpenAI Specifically Is Not
Finance YouTube's biggest voices this week: a Fed farewell tour, an OpenAI reality check, and an oil market that's genuinely on fire

Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| SBUX STARBUCKS CORP | buy | $106.84 | — | — | — |
| BKNG Booking Holdings Inc. | hold | $173.78 | — | — | — |
| ORCL ORACLE CORP | hold | $163.65 | — | — | — |
| CRWV CoreWeave, Inc. | hold | $112.60 | — | — | — |
| STX Seagate Technology Holdings plc | buy | $670.05 | — | — | — |
| CNC CENTENE CORP | buy | $53.23 | — | — | — |
| GM General Motors Co | hold | $76.50 | — | — | — |
| NVDA NVIDIA CORP | buy | $211.37 | — | — | — |
| AMD ADVANCED MICRO DEVICES INC | buy | $328.60 | — | — | — |
| HOOD Robinhood Markets, Inc. | hold | $71.36 | — | — | — |
| DIS Walt Disney Co | hold | $100.75 | — | — | — |
| GOOGL Alphabet Inc. | buy | $352.02 | — | — | — |
| MSFT MICROSOFT CORP | buy | $424.78 | — | — | — |
| META Meta Platforms, Inc. | buy | $671.30 | — | — | — |
| AMZN AMAZON COM INC | buy | $264.29 | — | — | — |