This week, a trio of video game cabinets emblazoned with pixel art of Donald Trump and a number of other government officials' faces suddenly appeared at the DC War Memorial. Looking at the cabinets from a distance, it's easy to get the sense that Operation Epic Furious: Strait to Hell (which you can also play on the web ) is just another monumental joke erected by DC-based art collective, The Sec...
This week, a trio of video game cabinets emblazoned with pixel art of Donald Trump and a number of other government officials' faces suddenly appeared at the DC War Memorial. Looking at the cabinets from a distance, it's easy to get the sense that Operation Epic Furious: Strait to Hell (which you can also play on the web ) is just another monumental joke erected by DC-based art collective, The Secret Handshake. But when I got up close and actually spent some time playing the new game, it became obvious that Operation Epic Furious is a scathing commentary that also happens to be a loving tribute to classic RPGs. In Operation Epic Furious , yo … Read the full story at The Verge.
Can’t stand your friend’s other half? You could be walking into a minefield, warn experts. Here they share advice, from owning jealous feelings to blowing off steam (with the right person) Years ago, my best friend fell in love with a man I disliked. He had a habit of looking over my shoulder when I tried to talk to him, and I thought he was too possessive. He spoke to her using a special high-pit...
Can’t stand your friend’s other half? You could be walking into a minefield, warn experts. Here they share advice, from owning jealous feelings to blowing off steam (with the right person) Years ago, my best friend fell in love with a man I disliked. He had a habit of looking over my shoulder when I tried to talk to him, and I thought he was too possessive. He spoke to her using a special high-pitched baby voice, and the worst thing was that my friend absolutely loved it, and would baby-talk right back. Thinking that our friendship was bound to outlive her infatuation, I made it obvious that I disliked him. I very pointedly made plans without him, and when I was forced to spend time in his presence I made so many private jokes I was essentially talking to my friend in a horrible baby language all of my own. To no one’s surprise but mine, this behaviour didn’t have the desired effect. My friend started avoiding me. Her boyfriend won and eight years later he’s still winning. They are getting married next year, and I am not invited. Continue reading...
Whether it’s sandals comfy enough for walking, linen trousers or timeless sunnies, the secret to great summer style is all about keeping things simple Don’t overthink it. That’s the key to summer style. The best looks are the ones you reach for when you aren’t thinking about clothes, but about the sunny weather, the long evenings, the good times. You’ll already have your summer anchors, the pieces...
Whether it’s sandals comfy enough for walking, linen trousers or timeless sunnies, the secret to great summer style is all about keeping things simple Don’t overthink it. That’s the key to summer style. The best looks are the ones you reach for when you aren’t thinking about clothes, but about the sunny weather, the long evenings, the good times. You’ll already have your summer anchors, the pieces you come back to every year. The sundress that always works. Denim shorts that only get better with age. A breezy linen shirt you can wear open over swimwear or tucked into just about anything. These are your personal treasures, the pieces that never let you down. But it wouldn’t be summer without a bit of personality thrown in. Suddenly there’s room for pieces that might have felt a bit “extra” a few months ago. Stripes, florals, a pop of red – they all work when the sun’s out. Continue reading...
To get Industrial Strength delivered directly to your inbox, sign up here . One of the problems with Honeywell International Inc.’s conglomerate structure was that the company was always trying to tell too many stories at once about its various businesses and therefore struggling to get proper credit for them. But there were also stories it didn’t really tell at all, including being a crucial supp...
To get Industrial Strength delivered directly to your inbox, sign up here . One of the problems with Honeywell International Inc.’s conglomerate structure was that the company was always trying to tell too many stories at once about its various businesses and therefore struggling to get proper credit for them. But there were also stories it didn’t really tell at all, including being a crucial supplier for missiles and munitions. Honeywell is preparing to break up in June, with its aerospace and defense arm set to stand apart from its building and automation assets. The aerospace business has never had much in common with the rest of Honeywell, which will now focus on things like air-conditioner controls, electronic locking systems, gas detection tools and fuel processing equipment. Its headquarters is in Phoenix, for example, across the country from the main Honeywell offices in Charlotte, North Carolina (and Morris Plains, New Jersey, before that). It’s long been considered something of a crown jewel for Honeywell but the aerospace division was constantly competing for attention with the rest of the company — both internally and externally. While Honeywell would talk about aerospace at the headline level, the specifics got a bit lost in the shuffle. In some early meetings with investors and analysts after announcing the spinoff plan last year, it became clear there was “a lack of understanding of what Honeywell Aerospace does and how we’re so embedded in the ecosystem,” Chief Executive Officer Jim Currier said in an interview during a visit to the Phoenix headquarters. Some of the questions were as basic as “‘What exactly do you all do? What parts do you provide?’” he said, even though the business has existed in roughly its current form since the late 1990s. Read More: The Conglomerate Model Works Very Well – Until It Doesn’t Honeywell Aerospace in March announced an agreement with the Pentagon to invest $500 million to expand its manufacturing capacity for “criti...
This is Optimizer , a weekly newsletter sent every Friday from Verge senior reviewer Victoria Song that dissects and discusses the latest gizmos and potions that swear they're going to change your life. Opt in for Optimizer here . A few days ago, my esthetician was smearing hot wax on my face. The two caterpillars I call eyebrows were in desperate need of taming - as was my lady 'stache. I hate th...
This is Optimizer , a weekly newsletter sent every Friday from Verge senior reviewer Victoria Song that dissects and discusses the latest gizmos and potions that swear they're going to change your life. Opt in for Optimizer here . A few days ago, my esthetician was smearing hot wax on my face. The two caterpillars I call eyebrows were in desperate need of taming - as was my lady 'stache. I hate this monthly ritual, but facial hair is a sore spot. Hirsutism is perhaps one of the few visual indicators of a condition that's plagued me for the past decade. Until this week, I've always known it as polycystic ovary syndrome (PCOS). Normally, I sp … Read the full story at The Verge.
PLANO, Texas, May 15, 2026--NTT DATA, a global leader in AI, digital business and IT services, today announced it has signed a definitive agreement to acquire WinWire, an award-winning Microsoft partner specializing in Agentic AI, AI on Azure, data engineering and cloud-native development as foundational capabilities for enterprise AI. The acquisition strengthens NTT DATA’s position as a trusted p...
PLANO, Texas, May 15, 2026--NTT DATA, a global leader in AI, digital business and IT services, today announced it has signed a definitive agreement to acquire WinWire, an award-winning Microsoft partner specializing in Agentic AI, AI on Azure, data engineering and cloud-native development as foundational capabilities for enterprise AI. The acquisition strengthens NTT DATA’s position as a trusted partner to help organizations move beyond experimentation to operationalize AI at scale.
AI video generation startup Runway is betting that video generation is the path to world models. And that being an AI outsider is an advantage, not a liability.
AI video generation startup Runway is betting that video generation is the path to world models. And that being an AI outsider is an advantage, not a liability.
Global Atomic Corporation press release ( GLO:CA ): Q1 Global Atomic received management fees and monthly sales commissions from the Turkish JV of C$0.3 million in Q1 2026 compared to C$0.3 million in Q1 2025. The company's cash balance as of March 31, 2026, was C$59.1 million. More on Global Atomic Corporation Financial information for Global Atomic Corporation
Global Atomic Corporation press release ( GLO:CA ): Q1 Global Atomic received management fees and monthly sales commissions from the Turkish JV of C$0.3 million in Q1 2026 compared to C$0.3 million in Q1 2025. The company's cash balance as of March 31, 2026, was C$59.1 million. More on Global Atomic Corporation Financial information for Global Atomic Corporation
Sintana Energy Inc. press release ( SEI:CA ): Q1 interim net loss of $1.1M, improving from a $2.3M loss in the prior-year quarter, aided by proceeds from the VMM-37 settlement with ExxonMobil. Cash and equivalents stood at $8.2M as of March 31, 2026, versus $10.3M a year earlier; total assets were $60.5M. Galp Energia increased 3C contingent resources at the Mopane discovery offshore Namibia by 57...
Sintana Energy Inc. press release ( SEI:CA ): Q1 interim net loss of $1.1M, improving from a $2.3M loss in the prior-year quarter, aided by proceeds from the VMM-37 settlement with ExxonMobil. Cash and equivalents stood at $8.2M as of March 31, 2026, versus $10.3M a year earlier; total assets were $60.5M. Galp Energia increased 3C contingent resources at the Mopane discovery offshore Namibia by 57% to 1.38B boe gross, while TotalEnergies maintained a 2028 FID target. More on Sintana Energy Inc. Historical earnings data for Sintana Energy Inc. Financial information for Sintana Energy Inc.
josephmok/iStock Unreleased via Getty Images I do not regret selling off my stake in Manulife Financial Corporation ( MFC ). While I waited some weeks after my last piece, found here , to sell off the final shares (which means I no longer have any stock in the company), my rating and price target ("PT") stand. I also view the company's lack of fundamental appeal as confirmed. Not just because of t...
josephmok/iStock Unreleased via Getty Images I do not regret selling off my stake in Manulife Financial Corporation ( MFC ). While I waited some weeks after my last piece, found here , to sell off the final shares (which means I no longer have any stock in the company), my rating and price target ("PT") stand. I also view the company's lack of fundamental appeal as confirmed. Not just because of the underperformance relative to the S&P 500 ( SPY ) in the meantime, but also due to the volatility that we've seen in the company in the meantime. Seeking Alpha MFC RoR The sort of dips that you see above happen, in my view, because the company experiences a valuation or fundamental shock, where the market is uncertain how it should be valued. The fact alone that the company currently trades at about 12x, which, compared to its 8-9x P/E range, is a more than 20% premium, is cause for concern. The fact that it has done so for more than 2 years does not faze me in my bearishness on the company's overall valuation. That is not to say that the company does not have good fundamentals. The company's fundamentals are, in fact, great. Manulife manages a credit rating of A, and despite the things I am saying in this article, the company's forecasts are seeing an upside of at the very least 15% per year in AEPS growth. So where does this leave investors? Does my rating stand? Yes, it does - and I argue that the recent results, posted just yesterday, are actually a confirmation of the challenges and downsides of this company. I will cover this in this article more clearly. I will also cover the industry trends for 2026-2028, and where I see the challenges in insurance, especially L&H, which Manulife mostly is, are likely to be. What I want to make clear in this article above all is that the company is in fact not undervalued, as some would have you believe. Despite an 11-12x P/E, this is not cheap for this sort of company. This is not the case. Let me show you what I mean. Manulife U...
Digi Power X Inc (NASDAQ:DGXX, FRA:1NQ0, NEO:DGX) said its NeoCloudz GPU-as-a-Service platform is now live and generating first revenues, marking a milestone in the company’s expansion into AI infrastructure and colocation services. The initial revenues, recognized in May, came from...
Digi Power X Inc (NASDAQ:DGXX, FRA:1NQ0, NEO:DGX) said its NeoCloudz GPU-as-a-Service platform is now live and generating first revenues, marking a milestone in the company’s expansion into AI infrastructure and colocation services. The initial revenues, recognized in May, came from...
Despite the benchmark S&P 500 ( SP500 ) continuing to rally this week, underlying market breadth has weakened, highlighting a growing divergence beneath the surface of the broader advance. While the index now trades roughly 8% above its 50-day moving average, a larger share of individual components are flashing oversold conditions rather than overbought signals. Current market data shows that 36.8...
Despite the benchmark S&P 500 ( SP500 ) continuing to rally this week, underlying market breadth has weakened, highlighting a growing divergence beneath the surface of the broader advance. While the index now trades roughly 8% above its 50-day moving average, a larger share of individual components are flashing oversold conditions rather than overbought signals. Current market data shows that 36.8% of S&P 500 stocks are considered oversold, compared with just 29.8% categorized as overbought. The imbalance suggests that gains in the benchmark index are being driven by a smaller group of outperforming stocks, while the average constituent has struggled to maintain upward momentum. The disconnect between headline index performance and internal participation may signal narrowing leadership, a trend investors often monitor closely for clues about the durability of broader market strength. Outlined below are the top 10 most oversold S&P 500 stocks according to the RSI indicator: Zoetis ( ZTS ), 15.09 RSI. EPAM Systems ( EPAM ), 20.13 RSI. Tractor Supply ( TSCO ), 20.99 RSI. Cognizant Technology Solutions ( CTSH ), 23.46 RSI. Danaher ( DHR ), 23.77 RSI. Lululemon Athletica ( LULU ), 25.09 RSI. Leidos Holdings ( LDOS ), 25.17 RSI. Pool Corp. ( POOL ), 25.26 RSI. Trimble ( TRMB ), 25.47 RSI. Northrop Grumman ( NOC ), 25.72 RSI. S&P 500 Funds: ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( FXAIX ), ( VFIAX ), ( VFFSX ), and ( SWPPX ). More on markets Dividend Roundup: Chevron, 3M, Lockheed Martin, Carnival Corporation, and more Treasury yields surge toward one-year highs as inflation fears grip Wall Street Top 20 stocks fueling the S&P 500 north of 7,500 Dow crosses 50K and these 10 names have been the index's YTD leaders Fed’s favorite inflation gauge seen running at more than double target rate
Sundry Photography/iStock Editorial via Getty Images Article Thesis Cisco Systems ( CSCO ) has reported strong earnings results, which propelled its stock higher -- continuing a strong upward trend over the last couple of months. While Cisco benefits from AI infrastructure investment tailwinds that should positively impact its growth rate in the foreseeable future, the strong share price gains hav...
Sundry Photography/iStock Editorial via Getty Images Article Thesis Cisco Systems ( CSCO ) has reported strong earnings results, which propelled its stock higher -- continuing a strong upward trend over the last couple of months. While Cisco benefits from AI infrastructure investment tailwinds that should positively impact its growth rate in the foreseeable future, the strong share price gains have made its stock more expensive than it used to be -- so maybe it's not a great investment right now. Past Coverage I have written about Cisco Systems here on Seeking Alpha in the past, most recently in the fall of 2025, when I published this article . I was bullish on CSCO back then and recommended it as a Buy -- so far, this has worked out very well, with CSCO returning 50% in around six months, way more than the broad market's ~10% return over the same time frame. With Cisco Systems reporting its most recent earnings results on Wednesday, and with my most recent coverage being from half a year ago, I want to update my views on CSCO today. What Happened? On Wednesday, Cisco Systems did what many other tech companies did over the last couple of weeks -- it reported stronger-than-expected earnings results . These were the headline numbers: Cisco Systems fiscal Q3 earnings results (Seeking Alpha) As we can see in the above screencap, CSCO beat the analyst consensus on both lines, with a ~2% beat for both its revenues and its earnings per share. The market reacted very positively to that, sending CSCO up by 13% on the day following the earnings release. I believe that this is a little overblown -- results were good, but not so outstanding that a double-digit move on top of an already strong performance in recent weeks was justified. Cisco Systems: AI Infrastructure Spending Beneficiary Let's delve into the company's results. Starting with Cisco's top line, we see a growth rate of 12% compared to one year earlier -- not an outstanding growth rate compared to what some other te...
According to an SEC filing dated May 14, 2026, Lane Generational LLC reported acquiring 182,575 shares of GitLab (NASDAQ:GTLB) in the first quarter. The estimated value of the trade was $5.33 million, calculated using the average closing price during the first quarter of 2026. At quarter-end, the position was valued at $3.95 million, reflecting both the new stake and changes in the share price ove...
According to an SEC filing dated May 14, 2026, Lane Generational LLC reported acquiring 182,575 shares of GitLab (NASDAQ:GTLB) in the first quarter. The estimated value of the trade was $5.33 million, calculated using the average closing price during the first quarter of 2026. At quarter-end, the position was valued at $3.95 million, reflecting both the new stake and changes in the share price over the period. GitLab is a leading provider of DevOps lifecycle software. Its integrated platform streamlines software development and deployment for organizations seeking efficiency and security. The company’s single-application approach enables clients to accelerate innovation and improve visibility across the development process. Continue reading
The VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL) pulls its distribution from dividends paid by large U.S. companies that have screened in for both yield and lower realized volatility. CDL is volatility weighted rather than market-cap weighted (the index methodology pushes back against market-cap concentration risk), which means a handful of regulated ... CDL Delivers Capital...
The VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL) pulls its distribution from dividends paid by large U.S. companies that have screened in for both yield and lower realized volatility. CDL is volatility weighted rather than market-cap weighted (the index methodology pushes back against market-cap concentration risk), which means a handful of regulated ... CDL Delivers Capital Gains Alongside Income as Rates Hover Near 4.4%
Just_Super/E+ via Getty Images Introduction Since I last covered Hims & Hers Health ( HIMS ) in March, two main things have happened: more clarity on peptides and Q1-26 earnings were released after the bell on Monday. There is no shortage of coverage claiming Q1 was "disastrous," but this is objectively not true and simply not rooted in reality. It seems to me that many of the investors making the...
Just_Super/E+ via Getty Images Introduction Since I last covered Hims & Hers Health ( HIMS ) in March, two main things have happened: more clarity on peptides and Q1-26 earnings were released after the bell on Monday. There is no shortage of coverage claiming Q1 was "disastrous," but this is objectively not true and simply not rooted in reality. It seems to me that many of the investors making these claims are reacting emotionally and framing the quarter far more negatively than the underlying results justify, seemingly in hopes that sentiment will reverse and erase recent losses. I have stated many times that the stock market is not for the faint of heart, is unforgiving to those who are impatient, and demands conviction. For the rest of this piece, I only ask of you two things: An open mind An erased memory Specifically, read the piece as if you were not an investor, and most importantly, pretend HIMS has no stock price. Combined, this will allow us to interpret the quarter in reality, without biases or emotion. By the end, I will present the case on why the stock is worth over $100 per share. The Facts and Reality of Q1 2026 Fact 1 : Total revenue grew 4% YoY, a product of international growth masking a domestic decline in sales of 8% YoY. Reality : Q1-26 was the worst quarter in the company's history from a PR perspective—sued by Novo Nordisk ( NVO ), targeted by the FDA, investigated by the DOJ, subject to SEC inquiry, and probably probed by the Lackawanna County Sheriff's office. Okay, the last one's a joke (where are my Office fans?). Q1-25 was a blockbuster quarter as GLP-1s came to the platform and sold like hotcakes. Thus, the YoY comparison is not really fair, as you'd be comparing the best quarter to the worst quarter. I'm not saying Q1-26 was spectacular (it wasn't); I'm just saying we have to put things into perspective. Fact 2 : Margins decreased from roughly 73% to 65%. Reality : The switch in the company's business model from selling compounded GLP-...
Getty Images Olema Pharmaceuticals ( OLMA ) published decent trial results in October last year, but the stock dropped ~30%. Then Roche published its own trial data in November, and the stock more than tripled—only to go down again in March when Roche published data from another trial. Look at the chart below: Seeking Alpha, Author The chart tells the entire endocrine-therapy story quite clearly. ...
Getty Images Olema Pharmaceuticals ( OLMA ) published decent trial results in October last year, but the stock dropped ~30%. Then Roche published its own trial data in November, and the stock more than tripled—only to go down again in March when Roche published data from another trial. Look at the chart below: Seeking Alpha, Author The chart tells the entire endocrine-therapy story quite clearly. Before November 2025, OLMA traded like a largely ignored early-stage oncology company. Avisol, with whom I collaborate, actually wrote an article on Olema whose title – “ interesting but undifferentiated ” – clearly captures the prevailing sentiment about oral SERDs/CERANs. The market was so disinterested that even quite decent data from Palazestrant's phase 1/2 study failed to move the stock out of its torpor. Investors remained skeptical whether another endocrine therapy could outperform existing standards. Roche’s positive lidERA readout on November 18 changed all that. OLMA stock immediately repriced, entering an entirely different valuation range. The debate shifted from whether next-generation ER antagonists worked at all to which companies might win the category. Since palazestrant already had solid Phase 1/2 data, Olema could even more strongly claim its mechanistic differentiation from other SERDs. Using Roche’s game changing data, it could point to its own upcoming pivotal studies as validation for the repricing. Then came the failure of persevERA on March 9, and the sector was brought down to reality. Giredestrant failed to achieve statistically significant PFS improvement in the frontline endocrine-sensitive metastatic setting. That reminded investors that SERD biology is more complicated than a simple “the better SERD shall win” heuristic. There was a sharp decline in OLMA, as if the market now believed it had been wrong in extrapolating lidERA too aggressively across all settings. The current chart actually strengthens a speculative Buy case. It is now more ba...
Pakistan is keen to raise more money from China’s onshore markets this year after the country successfully issued its debut yuan-denominated notes, according to Finance Minister Muhammad Aurangzeb . The South Asian country’s maiden issuance was more than five times oversubscribed, pointing to robust investor appetite for the bonds. The country has successfully raised $258 million from the debt sal...
Pakistan is keen to raise more money from China’s onshore markets this year after the country successfully issued its debut yuan-denominated notes, according to Finance Minister Muhammad Aurangzeb . The South Asian country’s maiden issuance was more than five times oversubscribed, pointing to robust investor appetite for the bonds. The country has successfully raised $258 million from the debt sale, marking its cheapest foreign-currency bond offering ever. “We are very clear that this is not a single event,” he said in an interview on Friday. The overall size of the panda bond program is $1 billion, he said. “We are going to go ahead with the RMB issuances for the next tranche right away.” Pakistan has successfully raised money from international markets this year. It also sold a global bond for the first time in four years in a private placement last month. The country has undertaken economic reforms under programs with the International Monetary Fund, restoring investor confidence after coming close to a default in 2023.
Hispanolistic/E+ via Getty Images Thesis Summary Back in April, I argued that the market had forgotten about NVIDIA Corporation ( NVDA ). At the time, the stock had gone nowhere for months despite AI demand continuing to surge and GPU rental pricing moving higher again. But since then, Nvidia has started to wake up, rallying strongly along with other semiconductor stocks. However, Nvidia still has...
Hispanolistic/E+ via Getty Images Thesis Summary Back in April, I argued that the market had forgotten about NVIDIA Corporation ( NVDA ). At the time, the stock had gone nowhere for months despite AI demand continuing to surge and GPU rental pricing moving higher again. But since then, Nvidia has started to wake up, rallying strongly along with other semiconductor stocks. However, Nvidia still has one major catalyst ahead that could catapult it even further: Q1 earnings AI demand is accelerating, demand from China could return in a big way, and I have high expectations for what Nvidia has in store. This earnings report could remind the market why there is only one Nvidia. Following Up On My Last Nvidia Thesis In my previous article, I argued that Nvidia's stagnation was temporary. NVDA vs Peers (SA) And while the king of GPUs has still lagged competitors like Advanced Micro Devices ( AMD ) and Intel ( INTC ), it's begun to join the rally with force. Importantly, many of the bullish indicators we discussed back then have actually strengthened. GPU rental pricing remains elevated across the market, and AI hyperscaler spending continues to ramp aggressively. We can see proof of this across various earnings reports from companies in the sector, like AMD and Nebius ( NBIS ) Now, NVIDIA has two clear catalysts that should help the stock play catch-up with its competitors. Chinese Demand Is Quietly Returning Perhaps the biggest development ahead of earnings is China. China used to be one of Nvidia's biggest clients, but this changed due to export restrictions. However, there's now a very real possibility that sales to China of the H200 could resume . Nvidia CEO Jensen Huang accompanied Trump to China recently, and it seems like the meeting was quite constructive. Despite all the geopolitical noise, Chinese firms still want Nvidia GPUs because they are arguably the best out there. Let's crunch some numbers. Reuters recently reported that China had approved purchases of over...
Hispanolistic/E+ via Getty Images Thesis Summary Back in April, I argued that the market had forgotten about NVIDIA Corporation ( NVDA ). At the time, the stock had gone nowhere for months despite AI demand continuing to surge and GPU rental pricing moving higher again. But since then, Nvidia has started to wake up, rallying strongly along with other semiconductor stocks. However, Nvidia still has...
Hispanolistic/E+ via Getty Images Thesis Summary Back in April, I argued that the market had forgotten about NVIDIA Corporation ( NVDA ). At the time, the stock had gone nowhere for months despite AI demand continuing to surge and GPU rental pricing moving higher again. But since then, Nvidia has started to wake up, rallying strongly along with other semiconductor stocks. However, Nvidia still has one major catalyst ahead that could catapult it even further: Q1 earnings AI demand is accelerating, demand from China could return in a big way, and I have high expectations for what Nvidia has in store. This earnings report could remind the market why there is only one Nvidia. Following Up On My Last Nvidia Thesis In my previous article, I argued that Nvidia's stagnation was temporary. NVDA vs Peers (SA) And while the king of GPUs has still lagged competitors like Advanced Micro Devices ( AMD ) and Intel ( INTC ), it's begun to join the rally with force. Importantly, many of the bullish indicators we discussed back then have actually strengthened. GPU rental pricing remains elevated across the market, and AI hyperscaler spending continues to ramp aggressively. We can see proof of this across various earnings reports from companies in the sector, like AMD and Nebius ( NBIS ) Now, NVIDIA has two clear catalysts that should help the stock play catch-up with its competitors. Chinese Demand Is Quietly Returning Perhaps the biggest development ahead of earnings is China. China used to be one of Nvidia's biggest clients, but this changed due to export restrictions. However, there's now a very real possibility that sales to China of the H200 could resume . Nvidia CEO Jensen Huang accompanied Trump to China recently, and it seems like the meeting was quite constructive. Despite all the geopolitical noise, Chinese firms still want Nvidia GPUs because they are arguably the best out there. Let's crunch some numbers. Reuters recently reported that China had approved purchases of over...