Fernando Genzor/iStock via Getty Images Investment Thesis I'm falling short of words to explain just how consequential the GTC26 event held by Nvidia Corporation ( NVDA ) was this week. If investors weren't aware of the pivotal impact Nvidia has over a large section of the AI infrastructure ecosystem, GTC26 should hammer that point home. Nvidia isn’t just important for AI. This company demonstrate...
Fernando Genzor/iStock via Getty Images Investment Thesis I'm falling short of words to explain just how consequential the GTC26 event held by Nvidia Corporation ( NVDA ) was this week. If investors weren't aware of the pivotal impact Nvidia has over a large section of the AI infrastructure ecosystem, GTC26 should hammer that point home. Nvidia isn’t just important for AI. This company demonstrated the power to change aspects of the very AI infrastructure ecosystem it helped create and move how AI capex flows. Funnily enough, markets found reason(s) to sell off shares, which makes it unnerving for many investors, given just how consequential the GTC26 event was for Nvidia for this year and especially for CY27. On one hand, markets are signaling to Nvidia that management must change its views on maximizing shareholder value if it wants their love again. On the other hand is Nvidia’s dirt-cheap valuation , with shares trading at ~21x CY26 EPS or just 16x CY27 EPS. I believe Nvidia’s shares are worth buying at current levels despite market’s irrational demands as stated below. GTC26 Roundup: The Vision Isn’t Just GPUs Anymore As I mentioned at the start of this post, I believe Nvidia’s GTC26 event was truly marvelous. For the simple reason that the company demonstrated how aggressively and intently the company can adapt to the changing demands of its TAM as model inference starts to rapidly capture AI capex share. Right now, Nvidia is prioritizing the demands of its target market vs. some of the demands of the market, as I detailed in my last post on Nvidia . I’ll explain the market's main concern later in this post. For now, I’ll detail 2 important observations that impressed upon me and why those are consequential. The first thing that stood out to me was Nvidia’s razor-sharp pivot to inference. Inference is a catalyst that even Nvidia’s management missed out on, in my opinion, leading to an aggressive $20B takeover of Groq last December . I had broken down the infer...
Jeremy Poland Wall Street's major averages were in the red, with oil sustaining higher prices even as I sraeli Prime Minister Netanyahu said the country is helping to reopen the Strait of Hormuz. The benchmark S&P 500 ( SP500 ) was last -0.5%, while the Nasdaq Composite ( COMP:IND ) was -0.9%, and the blue-chip Dow ( DJI ) was -0.2%. “Remarkable with everything that's going on that the S&P 500 (SP...
Jeremy Poland Wall Street's major averages were in the red, with oil sustaining higher prices even as I sraeli Prime Minister Netanyahu said the country is helping to reopen the Strait of Hormuz. The benchmark S&P 500 ( SP500 ) was last -0.5%, while the Nasdaq Composite ( COMP:IND ) was -0.9%, and the blue-chip Dow ( DJI ) was -0.2%. “Remarkable with everything that's going on that the S&P 500 (SP500) is only down 6% from its high. Market seems to be pricing in a short-lived war, with crude oil crashing back down. This is the hopeful outcome, but is the market always right? No. Far from it,” said Charlie Bilello, chief market strategist at Creative Planning. Over in the bond market, the benchmark 10-year Treasury yield ( US10Y ) was 8 basis points higher at 4.33%, while the 2-year Treasury yield ( US2Y ) rose 10 basis points to 3.90%. Oil prices slipped late on Thursday on the news that Benjamin Netanyahu said Iran no longer has the capacity to enrich uranium or make ballistic missiles. C rude oil futures ( CL1:COM ) were slightly lower at $95.9 on Friday, while Brent futures ( CO1:COM ) were at $108.8 per barrel. “Oil at $150 or $200 isn't the no-brainer it's made out to be. You have to think carefully about what's priced at $110. My best guess is that current levels price half of all oil out of the Gulf being permanently disrupted,” said Robin Brooks, senior fellow at The Brookings Institution. There are no major economic reports slated for the day. More on the markets If Cuba Rebuilds Its Power Grid, Which Companies Could Be Involved? Bears Cross 50% Dow Jones And U.S. Stock Market Outlook - Wall Street Gaps Down, Weak Dip-Buying Attempts AI came up on over 65% of S&P 500 Q4 earnings calls S&P weighs rule change that could speed SpaceX entry into S&P 500 after IPO
Xiaomi Revamps SU7 With Safety Upgrades After Fatal Crashes 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x Lei Jun, chairman of Xiaomi, showcases the new-generation SU7 at a launch event in Beijing on March 19, 2026. Photo: VCG Xiaomi Corp. unveiled a revamped version of its SU7 electric sedan late March 19, emphasizing enhanced safety features after two fatal crashes involving th...
Xiaomi Revamps SU7 With Safety Upgrades After Fatal Crashes 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x Lei Jun, chairman of Xiaomi, showcases the new-generation SU7 at a launch event in Beijing on March 19, 2026. Photo: VCG Xiaomi Corp. unveiled a revamped version of its SU7 electric sedan late March 19, emphasizing enhanced safety features after two fatal crashes involving the original model raised concerns. The update comes nearly two years after the smartphone maker entered the electric-vehicle market. It introduces key hardware upgrades aimed at addressing public worries over the limits of smart-driving systems and electronic door locks, while keeping price increases modest to preserve competitiveness. You've accessed an article available only to subscribers Subscribe today for just $.99. VIEW OPTIONS Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations. Subscribe to both Caixin Global and The Wall Street Journal — for the price of one. Share now and your friends will read it for free!
A man in Devon believes his beloved dog has dug up a key piece of evidence in his back garden connected to a notorious Victorian murder case. Paul Phillips, 49, told reporters that his labrador, Stanley, recovered a blue glass bottle with the words “Not to be taken” written on the side from their home in Clyst Honiton. The discovery brought to mind an article he had read about the murder by poison...
A man in Devon believes his beloved dog has dug up a key piece of evidence in his back garden connected to a notorious Victorian murder case. Paul Phillips, 49, told reporters that his labrador, Stanley, recovered a blue glass bottle with the words “Not to be taken” written on the side from their home in Clyst Honiton. The discovery brought to mind an article he had read about the murder by poisoning of William Ashford by his wife Mary Ann Ashford in 1865 and further research revealed the couple may have lived in a neighbouring property. Mary Ann was reportedly hanged in Exeter in front of 20,000 people and her execution was so bungled – she took minutes to die – that it is said to have turned people off the idea of public executions and set in motion events that would ultimately lead to the end of public hangings in England in the 1860s. Phillips told Devon Live: “I thought it was a really interesting and beautiful thing when I cleaned it up and just remembered something about the murder. “I searched the internet and it came up with Clyst Honiton and Mary Ann’s hanging. I can’t say why it was buried here and a bottle like this would have been very useful for various different things but what possible reason would they have to bury it? It could have been the bottle she used.” Phillips said Stanley repeated returned to the same spot in the garden and despite regularly repairing the damage, Stanley would come back time and again. After his dog recovered the bottle, Phillips said a search of the internet revealed it to be a blue poison bottle that began appearing in the middle of the 19th century. Phillips cited accounts of newspaper reports available online that say it was alleged Mary Ann Ashford had been having an affair with a man 22 years younger than her. She was accused of plotting to kill her husband to steal his inheritance and start a new life. Mary Ann Ashford was convicted of “murder by arsenic poisoning” of her husband, according to reports. Phillips told ...
OpenAI entered 2026 confronting a pattern of broken commitments that had turned some of its closest allies into adversaries and cost the company $11.5 billion in 2025 last quarter. Amid the challenges it faces in 2026, co-founder Elon Musk is heading to trial on fraud charges, and Microsoft (MSFT), OpenAI’s largest shareholder, is reportedly considering legal action over an alleged breach of contr...
OpenAI entered 2026 confronting a pattern of broken commitments that had turned some of its closest allies into adversaries and cost the company $11.5 billion in 2025 last quarter. Amid the challenges it faces in 2026, co-founder Elon Musk is heading to trial on fraud charges, and Microsoft (MSFT), OpenAI’s largest shareholder, is reportedly considering legal action over an alleged breach of contract. Additionally, six months of consumer backlash over model retirements has exposed the artificial intelligence company struggling to honor its own public promises. How OpenAI Built a Pattern of Broken Promises Microsoft invested $13 billion in OpenAI and secured cloud exclusivity for its Azure platform under a binding contract. That commitment was broken on Feb. 27 when OpenAI signed a $50 billion deal with Amazon Web Services (AWS), granting it exclusive hosting rights for Frontier, its AI agent platform. As a result, Microsoft argues that the move breaches its existing agreement and has warned that it is prepared to take legal action if OpenAI does not comply. The pattern extends to OpenAI’s founding. Musk, who contributed roughly $38 million to $45 million in early funding, alleges that CEO Sam Altman and co-founder Greg Brockman steered the company away from its original nonprofit mission, a core condition of his backing. That shift was formalized in Oct. 2025 when OpenAI converted to a for-profit public benefit corporation, which Musk claims breached the founding agreement. His fraud trial is set to begin April 27, 2026, in Oakland, where he is seeking up to $135 billion in damages. The same pattern of broken commitments also extends beyond the boardroom to OpenAI’s user base. In Aug. 2025, after backlash over an earlier attempt to retire GPT-4o, Altman publicly promised users they would receive “plenty of notice” before any future removal. Yet, when OpenAI formally announced GPT-4o’s retirement on Jan. 29, 2026, users were given just 15 days’ notice before its Feb....
The pressure on Trump to deescalate in the Middle East is building. Markets need to be convinced oil is back below $100 forgood before they can rally concertedly.
The pressure on Trump to deescalate in the Middle East is building. Markets need to be convinced oil is back below $100 forgood before they can rally concertedly.
Earlier this month was a preview of the Ubuntu 26.04 performance benefits for NVIDIA Linux gaming while today's article is providing an early look at how the open-source AMD Radeon gaming experience is looking for the upcoming Ubuntu 26.04 LTS release. Today's benchmarks are providing a preview of the Ubuntu 26.04 gaming experience relative to Ubuntu 25.10. The default driver stack was tested on e...
Earlier this month was a preview of the Ubuntu 26.04 performance benefits for NVIDIA Linux gaming while today's article is providing an early look at how the open-source AMD Radeon gaming experience is looking for the upcoming Ubuntu 26.04 LTS release. Today's benchmarks are providing a preview of the Ubuntu 26.04 gaming experience relative to Ubuntu 25.10. The default driver stack was tested on each Ubuntu release: Ubuntu 25.10 uses Linux 6.17 with Mesa 25.2 while Ubuntu 26.04 is currently on Linux 6.19 plus Mesa 26.0. Prior to the Ubuntu 26.04 official release, Linux 7.0 is still expected to power it and thus the potential of some AMDGPU improvements from the Linux 7.0 series. With Ubuntu 26.04 also comes the upgrade from GNOME 49 to GNOME 50 with Mutter optimizations and more. The same hardware was used for all the testing with the AMD Ryzen 9 9950X3D paired with the AMD Radeon RX 9070 XT RDNA4 graphics card. This AMD Linux gaming comparison preview on Ubuntu 25.10 vs. Ubuntu 26.04 is more brief than I would have liked but, unfortunately, still experiencing various stability issues on the latest upstream driver code with AMD Radeon graphics. See December's article AMD RDNA3/RDNA4 Go Down Hard On Linux 6.19, But Here's How The Older AMD GPUs End Out 2025. Unfortunately that issue persists - the situation seems slightly better than before but still throughout the benchmarking process was hitting hard hangs (no remote SSH access, etc) and frustrating enough that I had to limit the game selection tested and just the Radeon RX 9070 XT. In any event, with Ubuntu 26.04 there are some nice performance gains on the horizon for those using the default open-source AMD Radeon graphics driver stack.
Key Points NuScale Power is a leading developer of small modular reactors (SMRs). This nuclear technology could play a key role in scaling AI infrastructure. The growth potential is sizable, but so are the risks in this still-new area. 10 stocks we like better than NuScale Power › NuScale Power (NYSE: SMR) isn't my top growth stock for 2026. But the maker of small nuclear reactors (SMRs) certainly...
Key Points NuScale Power is a leading developer of small modular reactors (SMRs). This nuclear technology could play a key role in scaling AI infrastructure. The growth potential is sizable, but so are the risks in this still-new area. 10 stocks we like better than NuScale Power › NuScale Power (NYSE: SMR) isn't my top growth stock for 2026. But the maker of small nuclear reactors (SMRs) certainly has the potential to deliver big gains this year. That's especially true following the recent correction, which allows new investors to invest at a 40% discount to January's highs. With a market capitalization of just $4 billion, NuScale Power is exactly the type of stock that can deliver truly massive gains. But shares are not without risk. There are two important factors to understand before jumping in. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. AI will drive adoption of nuclear technology The U.S. is the largest producer of nuclear power in the world. Nuclear energy contributes roughly 20% of the nation's electricity needs. But the building of new nuclear facilities flatlined for decades due to high costs, long construction times, safety fears, and falling natural gas prices. This flatlining, however, could soon be a thing of the past. That's in part due to artificial intelligence (AI). AI technologies rely on data centers to deliver the massive amounts of compute and processing power needed to train and deploy the complex models that these technologies need to function. One of the biggest challenges, however, is that data centers require a huge amount of electricity to operate. By tapping into traditional grids, data centers have overwhelmed many regions with electricity demand, often resulting in rising prices for consumers. Limited excess electricity capacity and growing consumer pushback t...
What an awful past year it’s been for those patient shareholders in Qualcomm (NASDAQ:QCOM). The semiconductor stocks have been on a massive multi-year surge, yet here Qualcomm is not only not participating in the big gains enjoyed by just about every other semi firm, but sinking to multi-year depths. Of course, Qualcomm could catch a ... Qualcomm Could Be the Biggest AI Bargain of the Year
What an awful past year it’s been for those patient shareholders in Qualcomm (NASDAQ:QCOM). The semiconductor stocks have been on a massive multi-year surge, yet here Qualcomm is not only not participating in the big gains enjoyed by just about every other semi firm, but sinking to multi-year depths. Of course, Qualcomm could catch a ... Qualcomm Could Be the Biggest AI Bargain of the Year
(RTTNews) - Shares of Co-Diagnostics, Inc. (CODX) are gaining about 32 percent on Friday morning trading over its agreement with CoSara Diagnostics Pvt. Ltd. to significantly expand its commercial and distribution territory across South Asia to now include Bangladesh, Pakistan, Nepal, and Sri Lanka. The company's shares are currently trading at $3.52 on the Nasdaq, up 32.83 percent. The stock open...
(RTTNews) - Shares of Co-Diagnostics, Inc. (CODX) are gaining about 32 percent on Friday morning trading over its agreement with CoSara Diagnostics Pvt. Ltd. to significantly expand its commercial and distribution territory across South Asia to now include Bangladesh, Pakistan, Nepal, and Sri Lanka. The company's shares are currently trading at $3.52 on the Nasdaq, up 32.83 percent. The stock opened at $3.86 and has climbed as high as $3.95 so far in today's session. Over the past year, it has traded in a range of $2.05 to $46.5. The expansion reflects the company's broader strategy of establishing regional infrastructure ahead of product commercialization. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
NicoElNino/iStock via Getty Images Satellogic ( SATL ) stock has lost 16% since my last report , in which I marked the stock a speculative buy, but with a hold rating (we mark speculative opportunities as either buy or hold based on growth visibility). The stock performed rather well, gaining over 60% before a stock offering brought the share prices down again, marking the risk for companies that ...
NicoElNino/iStock via Getty Images Satellogic ( SATL ) stock has lost 16% since my last report , in which I marked the stock a speculative buy, but with a hold rating (we mark speculative opportunities as either buy or hold based on growth visibility). The stock performed rather well, gaining over 60% before a stock offering brought the share prices down again, marking the risk for companies that are in the scaling phase. In this report, I revisit the investment case for Satellogic and update my price target as I upgrade the stock to buy. Earth Observation Provides A Big Opportunity The opportunity to capitalize on earth observation services remains significant, with opportunities in the commercial as well as the national security markets. The war in Ukraine as well as the war that erupted in Iran are just two recent examples of the need for earth observation as part of the intelligence stack for security purposes. The evolving threat environment layers on top of the push for sovereign solutions in Europe, which does benefit U.S.-based companies such as Satellogic. The risk is that Satellogic is definitely not the only company that provides Earth observation solutions, and in Europe we may also see a push for space solutions provided by European companies. So, it is a market with significant growth opportunities but also with competitive forces. Satellogic Is Gaining Momentum As Space-Based Intelligence Demand Increases For the full year, the company reported 38% sales growth to $17.7 million, with 90% of the revenues coming from data & analytics and the remaining 10% coming from space systems sales, as some customers simply elect to purchase a satellite rather than leveraging the CaaS, or Constellation-as-a-Service that Satellogic offers. Nearly 70% of sales were derived from North America, with the remaining 30% primarily attributed to Europe and Asia. I believe that those markets also are where we can expect growing demand for space-based security solutions, give...
Uber Technologies’ UBER aggressive push into robotaxis is not just a buzzword, but may act as a significant growth catalyst. In its latest move on robotaxis, San Francisco-based Uber has decided to invest over a billion dollars in Rivian Automotive RIVN. The collaboration is aimed at advancing the companies’ autonomous vehicle initiatives, with plans to deploy 10,000 fully autonomous R2 robotaxis ...
Uber Technologies’ UBER aggressive push into robotaxis is not just a buzzword, but may act as a significant growth catalyst. In its latest move on robotaxis, San Francisco-based Uber has decided to invest over a billion dollars in Rivian Automotive RIVN. The collaboration is aimed at advancing the companies’ autonomous vehicle initiatives, with plans to deploy 10,000 fully autonomous R2 robotaxis in the initial phase. The rollout is expected to start in San Francisco and Miami in 2028, with expansion to 25 cities by 2031. As part of the agreement, Uber will invest up to $1.25 billion in Rivian through 2031, contingent upon the achievement of specific autonomous development milestones within set timelines. This investment supports the development of a large-scale, fully autonomous fleet of Rivian R2 robotaxis, which will be offered exclusively on the Uber platform. An initial $300 million investment has been committed by the ride-hailing giant following the agreement, pending regulatory approval. If all milestones are met, the companies anticipate deploying thousands of unsupervised Rivian R2 robotaxis across 25 cities in the United States, Canada and Europe by the end of 2031. Additionally, the agreement includes an option to negotiate the purchase of up to 40,000 additional autonomous Rivian R2 vehicles starting in 2030. The robotaxi market presents substantial growth opportunities. The global autonomous vehicle market, valued at $3.36 trillion in 2025, is expected to reach $4.44 trillion in the current year and $41.75 trillion by 2034, at a compound annual growth rate of 32.3% during 2026-2034, according to Fortune Business Insights. Uber aims to establish a strong foothold in the robotaxi space through a partnership-focused approach. By working with third-party autonomous technology developers, the company sidesteps the heavy research and development costs required to build proprietary self-driving systems. The company has signed several strategic partnerships th...
Bloomberg's Caroline Hyde discusses the recent indictments against the co-founder of Super Micro Computer, a Taiwan-based executive, and a contractor, accused of conspiring to illegally divert servers containing Nvidia chips to China. (Source: Bloomberg)
Bloomberg's Caroline Hyde discusses the recent indictments against the co-founder of Super Micro Computer, a Taiwan-based executive, and a contractor, accused of conspiring to illegally divert servers containing Nvidia chips to China. (Source: Bloomberg)