“What’s going on in AI, what’s going on with Nvidia, is just so good, and you saw that with earnings night”

by Marketing | Aug 28, 2026 | Market Notes, Media Notes

AI & Tech Brief: Nvidia’s financing spree

“While Nvidia’s revenue from other sources, like the automotive industry, is still pretty, pretty small, those sources could eventually lead to “some valuation expansion”

by Marketing | Aug 27, 2026 | Market Notes, Media Notes

 Nvidia’s Profit Doubles to $59.69 Billion Thanks to A.I. Spending

“Nike’s stock has struggled badly as the brand lost ground to nimbler competitors while its own pipeline of breakout new product failed to keep pace”

by Marketing | Aug 26, 2026 | Market Notes, Media Notes

Nike Stock on Pace for Worst Year Since Jordan’s ‘93 Retirement

“Huang’s playbook has always been about aggressive, hypergrowth reinvestment rather than turning Nvidia into a traditional cash-cow income stock”

by Marketing | Aug 25, 2026 | Market Notes, Media Notes

Nvidia makes waves with poolside deal, AI investments

“The size of Microsoft’s moat allows it to connect those [AI] models much more efficiently and CapEx will continue to drive the narrative that has revenue to back it up”

by Marketing | Aug 21, 2026 | Market Notes, Media Notes

David Wagner on MSFT Moat Adding AI Momentum, Azure Backing CapEx Story