For much of the last two decades, investors enjoyed a powerful but often overlooked tailwind.
Oracle reported extremely high utilization of its data center GPUs in the previous quarter. The company is poised to significantly increase its capex in the current fiscal year.

3 Growth Stocks You Should Buy Instead of SpaceX

09:32am, Wednesday, 17'th Jun 2026
Nvidia remains the focal point of the AI boom, and it just delivered another strong quarter. Meta Platforms' year-to-date share price decline doesn't make much sense in relation to its fundamentals.
Ivan Feinseth talks about stocks he sees as foundational AI companies, including Qualcomm (QCOM), which he expects to play a much larger role in "on-device" AI. He calls Nvidia (NVDA) the "must own" c
Chip makers are trying to recover early on Wednesday, as we are seeing a bit of a recovery with the overall stock markets in general.

Nvidia Gets a China Trade Reprieve

07:57am, Wednesday, 17'th Jun 2026
Nvidia (NVDA) and Chinese tech stocks are in focus after a report said the Trump administration has delayed plans to blacklist DeepSeek, CXMT and more than 100
The U.S. government awarded $500 million on ​Wednesday to startup SandboxAQ to develop new chemicals and materials for domestic semiconductor manufacturing, including alternatives to PFAS and rare �

Nvidia Stock Braced for AI Funding Squeeze

07:00am, Wednesday, 17'th Jun 2026
Nvidia stock is lagging behind the wider semiconductor sector as big customers face pressure to make their AI spending more efficient.
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years.
The $35 billion will be used to facilitate Anthropic's data center capacity expansion. As more money piles into the construction of AI infrastructure, demand for Micron's high-bandwidth memory increas
Nvidia's GPUs dominate the data center GPU market. CEO Jensen Huang has "high confidence" in demand through the end of next year, and the number is a doozy.

CoreWeave: Where Leverage Is The Conviction

11:56pm, Tuesday, 16'th Jun 2026
CoreWeave is rated a Strong Buy, driven by exceptional demand, a $99.4B backlog, and a unique NVIDIA partnership. CRWV's forward EV/S of 6.93 is deeply discounted versus peer Nebius at 17.34, supporti
Wall Street analysts are overwhelmingly bullish on Nvidia, with lofty price targets floating around. It's not for nothing -- Vera Rubin is coming and looks like a tremendous growth catalyst.
Nvidia remains the leader in AI model training and is well-positioned for inference and agentic AI. Alphabet's TPUs have given it an edge in multiple areas.
It could be a great move by the billionaire hedge fund manager.
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