Nvidia stock closed at $226.32 after OpenAI’s $50 billion run rate, bull $296.21, bear $189.15. Is the September gap still in the price?
FinanceFeeds
Picture: FinanceFeeds
Nvidia has not moved on from OpenAI’s September run rate. The discount is still in the share price, and Monday made it wider. Nvidia closed Monday 12 October 2026 at $226.32, down $2.96, or 1.29 percent, from Friday’s $229.28, and $4.16 under Thursday’s $230.48. That Thursday close was 2.94 percent under Wednesday’s $237.47, after CNBC confirmed a roughly $50 billion September run rate against a widely reported $68 billion figure. Monday is also 5.40 percent under the 6 October record close of $239.24. The bull case is $296.21, the base is $233.83, and the bear case is $189.15. The miss is the sessions after the headline. The stock is lower than the close that first absorbed the $50 billion figure.
This report was first published by FinanceFeeds. What you see here is a brief excerpt. The full text is theirs.
Continue reading at FinanceFeeds
