Nokia shares jumped 5.62% to $10.71 after extending its partnership with Microsoft, aiming to deliver trusted network data to telecom operators quickly and accelerate AI-driven automation. Initial use cases include autonomous VoNR assurance and geo-experience combining subscriber, network, and radio-frequency data. Nokia is also running AI-RAN trials with Nvidia across Europe, Asia-Pacific, and the Middle East, and the stock has gained nearly 70% in 2026.
Jim Cramer pressed OpenAI CFO Sarah Friar on whether safety concerns might slow the company's AI buildout. Friar said OpenAI prioritizes safety but will not slow down. She noted OpenAI's advertising business reached $1 billion in seven months and dropped model pricing by 80%, with demand rising tenfold. Cramer highlighted six companies benefiting from OpenAI spending: NVIDIA with a 12-gigawatt commitment, AMD deploying up to two gigawatts of MI450 GPUs with OpenAI and Meta, Broadcom targeting 1.3 gigawatts in 2027 with $230 billion in fiscal 2028 AI semiconductor revenue, plus Arista Networks, Vertiv Holdings, and Eaton.
Anthropic launched Claude Docs, a new AI tool for writing and editing tasks, directly challenging Microsoft's position in the AI productivity space. Meanwhile, OpenAI released a framework for tracking and disclosing model misalignment, including three review tracks and six initial incident reports from RL training, with a policy to disclose misalignment even before it is fully explained or fixed.
Okta CEO Todd McKinnon described AI agents as a powerful new identity type in an interview with Jim Cramer on Sept. 16, 2026, discussing Okta's role in cybersecurity. F5 was named a market shaper in the Gartner Emerging Market Quadrant for AI Application Security, emphasizing protection of agents, APIs, and data at enterprise scale. Elastic launched the Elasticsearch Vector Database, a serverless platform automating embeddings and hybrid vector search, and earned a perfect protection score from AV-Comparatives for the second year running.
Key Takeaways
- Nokia shares rose 5.62% to $10.71 after deepening its Microsoft partnership for AI-driven network automation and is running AI-RAN trials with Nvidia across multiple regions.
- OpenAI CFO Sarah Friar said the company will not slow its AI buildout despite safety concerns, with advertising revenue hitting $1 billion in seven months.
- NVIDIA has a 12-gigawatt commitment tied to OpenAI, while AMD is deploying up to two gigawatts of MI450 GPUs with OpenAI and Meta.
- Broadcom is targeting 1.3 gigawatts in 2027 with $230 billion in fiscal 2028 AI semiconductor revenue projected.
- Anthropic launched Claude Docs, a writing and editing AI tool that directly competes with Microsoft in the AI productivity market.
- OpenAI released a misalignment disclosure framework with three review tracks and six initial incident reports from RL training.
- Okta CEO Todd McKinnon called AI agents a powerful new identity type, highlighting a new category of digital identity in cybersecurity.
- F5 earned market shaper status in the Gartner AI Application Security quadrant, focusing on protecting agents, APIs, and data at enterprise scale.
- Elastic launched the Elasticsearch Vector Database, a serverless platform for large-scale AI applications, and earned top security certification from AV-Comparatives.
- Datavault AI shares rose 10.33% to $0.17 as investors weighed a $100 million purchase order against ongoing litigation and insider sales of 38.1 million shares.
Datavault AI stock rebounds as investors weigh $100M order against lawsuit risk
Datavault AI shares rose 10.33% to $0.17 as investors balanced a $100 million purchase order against ongoing litigation. The deployment uses NYIAX infrastructure acquired Aug. 18 and a NIL framework tied to 21 In Right Inc. CEO Nathaniel Bradley said the strategy aims to authenticate, tokenize and monetize assets. A securities class action alleges misleading statements about partnerships, and insiders sold 38.1 million shares for over $73.8 million. The stock remains well below its major moving averages despite the rebound.
Nokia stock jumps as Microsoft deal deepens its AI network push
Nokia shares rose 5.62% to $10.71 in premarket trading after extending its partnership with Microsoft Corp. The platform aims to deliver trusted network data to telecom operators in minutes and accelerate AI-driven automation. Initial use cases include autonomous VoNR assurance and geo-experience combining subscriber, network and radio-frequency data. Nokia is also running AI-RAN trials with Nvidia Corp. across Europe, Asia-Pacific and the Middle East. The stock has gained nearly 70% in 2026 and is scheduled to report earnings Oct. 22.
Jim Cramer presses OpenAI CFO on AI spending and 6 stocks at stake
Jim Cramer interviewed OpenAI CFO Sarah Friar about whether the company might slow its AI development for safety. Friar said OpenAI prioritizes safety but will not slow down its AI buildout. Cramer highlighted six companies benefiting from OpenAI spending, including NVIDIA, AMD, Broadcom, Arista Networks, Vertiv Holdings and Eaton. Friar said OpenAI's advertising business reached $1 billion in seven months and dropped model pricing by 80%. Cramer framed the ROI logic, noting every gigawatt of compute could generate $30 billion of ARR.
Jim Cramer presses OpenAI CFO on AI spending as 6 stocks ride the outcome
Jim Cramer challenged OpenAI CFO Sarah Friar on whether safety-driven slowdowns could affect billions in AI infrastructure spending. Friar said investment decisions prioritize strong return on investment. Key beneficiaries include NVIDIA with a 12-gigawatt commitment, AMD deploying up to two gigawatts of MI450 GPUs with OpenAI and Meta, and Broadcom targeting 1.3 gigawatts in 2027 with $230 billion in fiscal 2028 AI semiconductor revenue. Arista Networks, Vertiv Holdings and Eaton were also discussed. Friar said OpenAI dropped model pricing by 80% and demand rose tenfold.
Okta CEO says AI agents are a powerful new identity type
Okta Co-Founder and CEO Todd McKinnon joined Mad Money host Jim Cramer to discuss AI agents, quarterly results, the future of cybersecurity and more. McKinnon described AI agents as a powerful new identity type. The conversation covered Okta's role in cybersecurity and how AI agents represent a new category of digital identity. The interview took place on Sept. 16, 2026.
Anthropic launches Claude Docs to challenge Microsoft in AI
Anthropic, founded by former Google and Facebook employees, released a new AI tool called Claude Docs. The tool helps users with writing and editing tasks. This move raises competition with Microsoft, which has been a leader in AI for years. Anthropic's technology aims to be more efficient than traditional methods.
AI helps niche products beat popular ones in the market
Artificial intelligence is helping niche products compete against more popular ones. Companies use machine learning and data analysis to find specific customer needs. This lets small businesses create products for dedicated audiences. Niche products can stand out in crowded markets and build loyal customers.
7 artificial intelligence stocks to watch this week
MarketBeat listed seven artificial intelligence stocks worth watching. The list includes Tempus AI, Hut 8, Fluence Energy, SentinelOne, Absci, SoundHound AI, and Webus International. These companies are involved in developing or using AI technologies. They are considered to be at the forefront of AI innovation.
F5 named a market shaper in Gartner AI security quadrant
F5 was recognized as a market shaper in the Gartner Emerging Market Quadrant for AI Application Security. The recognition highlights F5's ability to secure AI across cloud, on-premises, and air-gapped environments. F5 says AI security needs a comprehensive platform with centralized management. The company also emphasizes protecting agents, APIs, and data at enterprise scale.
OpenAI releases framework to disclose model misalignment
OpenAI released a new framework for tracking and disclosing misalignment in its models. The framework includes 3 review tracks and 6 initial incident reports from RL training. Any employee can flag a misalignment example, and technical staff investigate the findings. OpenAI says it will disclose misalignment even before it is fully explained or fixed.
Elastic launches serverless vector database and earns top security certification
In early September 2026, Elastic launched the Elasticsearch Vector Database, a serverless platform that automates embeddings, indexing, and hybrid vector search for large-scale AI applications. Elastic Security also earned a perfect protection score and Certified Leader status from AV-Comparatives for the second year running. Together, these advances strengthen Elastic's position at the intersection of AI infrastructure and cybersecurity. The developments highlight Elastic's growing AI edge for ESTC.
Sources
- Datavault AI Stock Rebounds as Investors Weigh Big Order Against Lawsuit Risk
- Why Is Nokia Stock Trading Higher Today?
- Jim Cramer Presses OpenAI CFO on AI Spending. 6 Stocks Are Riding on What Happens Next
- Jim Cramer Presses OpenAI CFO on AI Spending. 6 Stocks Are Riding on What Happens Next
- Okta CEO: AI agents are a powerful new identity type
- Anthropic debuts Claude Docs, raising stakes for Microsoft
- AI is making niche products win over popular ones
- Artificial Intelligence Stocks Worth Watching
- F5 Positioned as Market Shaper in the Gartner Emerging Market Quadrant for AI Application Security
- OpenAI Releases a Model Misalignment Disclosure Framework With 3 Review Tracks and 6 Incident Reports From RL Training
- Does Elastic’s New Serverless Vector Database and AV-Certified Security Strengthen Its AI Edge for ESTC?
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