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  • Nvidia remains the primary way to own high-margin AI infrastructure exposure.
  • Shares trade at roughly 23–26x forward earnings after a recent pullback.
  • Recommended long: $205.25 entry, $185 stop, $320 target over a 180-trading-day horizon.
  • Base case expects continued AI-driven secular growth.
  • Unpriced optional upside stems from a potential Nvidia–SpaceX satellite and edge-AI partnership.
  • Trade offers defined risk management and a medium-term risk-on allocation signal.

Latest Articles

iPower Inc. Announces 1-for-9 Reverse Stock Split

iPower Inc. Announces 1-for-9 Reverse Stock Split

iPower Inc. (Nasdaq: IPW), a technology and AI infrastructure-focused company, announced a 1-for-9 reverse stock split effective August 7, 2026. The move aims to increase the stock's trading price to comply with Nasdaq Capital Market minimum bid price requirements. Post-split shares will be automatically adjusted for shareholders, and the company w…

Why Congo’s Current Ebola Wave Is Outpacing Past Outbreaks

Why Congo’s Current Ebola Wave Is Outpacing Past Outbreaks

The Ebola outbreak in eastern Democratic Republic of Congo is spreading at an unusually rapid pace, on track to top 4,000 reported cases this week. Public health officials point to months of undetected transmission, overwhelmed contact tracing, conflict-driven access constraints, funding shortfalls and the absence of licensed vaccines or proven tre…

AI-driven ‘vishing’ campaign targets major Wall Street managers

AI-driven ‘vishing’ campaign targets major Wall Street managers

A recent series of sophisticated cyber intrusions has targeted several large asset managers and private equity firms, employing AI-powered voice-cloning to impersonate executives and coax employees into surrendering sensitive information or granting network access. Firms have moved quickly to counter the attacks, with at least one confirming an att…

What Uber’s Q2 Results Mean for Lyft as Investors Await Its Report

What Uber’s Q2 Results Mean for Lyft as Investors Await Its Report

Uber’s Q2 showed robust demand but a narrow revenue miss and conservative guidance sparked a sizeable share decline. For Lyft shareholders, the takeaway is mixed: core demand appears healthy, yet industry-level guidance caution and autonomous vehicle (AV) investment pressures create tangible uncertainties. Lyft’s lighter-capex AV approach and muted…

SpaceX Q2 Review: Strong Top-Line Growth Meets Historic Insider Unlock

SpaceX Q2 Review: Strong Top-Line Growth Meets Historic Insider Unlock

SpaceX reported a blowout Q2 with $7.8 billion in revenue, up 92% year-over-year, and adjusted EBITDA of $3.5 billion, a 191% increase. Starlink and the AI cloud business drove the gains, but a potential insider share unlock of roughly 911.5 million shares - valued at about $109.2 billion at current prices - is dominating investor focus and pressur…

BlackLine Buy: Platform Pricing and AI Integration Set Up a Re-rating

BlackLine Buy: Platform Pricing and AI Integration Set Up a Re-rating

BlackLine appears to be past the trough in sentiment. The company is translating product investments into higher-value platform pricing, free cash flow remains healthy at $165M, and recent strategic moves (AI acquisition, institutional stake) set up a path to margin expansion. We recommend buying BL with an entry at $29.50, a stop at $26.00 and a t…

IBM Rebound Trade: Yield, Cash Flow and AI Tailwinds vs. Mainframe Drag

IBM Rebound Trade: Yield, Cash Flow and AI Tailwinds vs. Mainframe Drag

IBM ($235.80) looks like a reasonable mid-term (45 trading days) rebound candidate. The company offers a 2.9% yield, $13.8B in free cash flow and a below-peak valuation (P/E ~20.7) after a sharp pullback from the 52-week high. That said, growth is uneven—mainframe and infrastructure weakness has pressured revenue—and the trade requires a tight stop…

Zoox to Start Charging Fares for Autonomous Rides in Las Vegas Next Week

Zoox to Start Charging Fares for Autonomous Rides in Las Vegas Next Week

Zoox, Amazon.com's autonomous vehicle unit, will begin collecting fares from passengers in Las Vegas on August 10. The company will use a fare model that includes a base charge plus fees for distance and trip duration, and will display the full fare to riders before booking. The move follows a temporary NHTSA exemption allowing deployment of up to …

LIV Golf Secures Lead Investor in Deal to Close in September, CEO Says

LIV Golf Secures Lead Investor in Deal to Close in September, CEO Says

LIV Golf has reached an agreement with a lead investor to anchor a financing package expected to close in September, Chief Executive Scott O’Neil said. The deal is intended to replace the league's prior principal funding from Saudi Arabia's Public Investment Fund and sets up a multi-investor ownership structure with players holding majority equity.…

Istanbul bourse edges up as select industrial and chemical names climb

Istanbul bourse edges up as select industrial and chemical names climb

Turkey's main equity gauge closed slightly higher, propelled by gains in chemical, petroleum & plastic, textile & leather and industrial stocks. The BIST 100 finished the session up 0.11% as a handful of large movers pushed prices higher while decliners outpaced advancers across the exchange. Commodity and foreign-exchange moves also accompanied th…

Copenhagen shares retreat as OMX Copenhagen 20 posts 1.81% drop

Copenhagen shares retreat as OMX Copenhagen 20 posts 1.81% drop

Denmark's equity market closed lower Wednesday as sector losses in Healthcare, Oil & Gas and Real Estate pushed the OMX Copenhagen 20 down 1.81%, marking a one-month low. Decliners outnumbered advancers on the exchange, while key commodities and currency pairs moved modestly on the session. Several large-cap names, including Novo Nordisk and Oerste…

Michigan cyclosporiasis tally tops 12,000 as first two deaths reported

Michigan cyclosporiasis tally tops 12,000 as first two deaths reported

Michigan health authorities reported 12,218 cases tied to a cyclosporiasis outbreak and confirmed two deaths, both with serious underlying conditions. The state said case counts rose by 710 in one day and that hospitalizations reached 193 as of July 30. Federal agencies continue investigations into iceberg lettuce served at Taco Bell and sourced fr…

Iran and Oman Agree on Coordinates for Strait of Hormuz Shipping Lane

Iran and Oman Agree on Coordinates for Strait of Hormuz Shipping Lane

Iran's Foreign Ministry spokesperson Esmaeil Baghaei said Iran and Oman have settled on geographic coordinates for a shipping route through the Strait of Hormuz. A joint announcement is nearing completion contingent on no interference from third parties, and Tehran emphasized the agreement alone does not guarantee security in the strategic passage.…

How NVIDIA and SpaceX’s StarMind AI1 Could Reshape Orbital Compute

How NVIDIA and SpaceX’s StarMind AI1 Could Reshape Orbital Compute

SpaceX and NVIDIA announced a partnership to deploy the StarMind AI1 satellite compute payload, putting NVIDIA Rubin GPUs and Vera CPUs into satellites for datacenter-class AI inference in orbit. The move reframes satellites from passive relays to active compute nodes and creates a three-tier investment read-through: core hardware suppliers, compan…

US Services Sector Keeps Expanding in July as Input Costs Surge

US Services Sector Keeps Expanding in July as Input Costs Surge

The Institute for Supply Management's services index rose slightly to 54.1 in July, signaling continued expansion in the US services sector. New orders and business activity strengthened, but input costs climbed sharply to a reading of 70.3 amid higher oil and gasoline prices after a breakdown of a temporary agreement between the US and Iran. Emplo…