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Nvidia Financing Its Own AI Boom

Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…

Peter Boyd
13 Min Read

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Further Analysis & Commentary

Three Hidden Stocks of AI Where The Real Money Could Flow

1. Datadog (Ticker: DDOG) — The Cloud Monitoring Powerhouse A. Business Overview Datadog is a leading cloud-native observability and analytics…

Goldman Sachs Leads Alphabet’s Landmark $90 Billion Private Placement

A Historic Capital Raise in the AI Infrastructure Race On June 2, Alphabet unveiled one of the largest capital-raising initiatives…

Inghams Shares Fell on Bird Flu. The Dip is Not the Bargain It Looks

Our call AVOID THE DIP Price (22 Jun 2026) A$2.01 Consensus target ~A$2.59 Our base case A$1.85 (~8% below) Coverage…

NOVONIX Share Price Fell 25% the Same Week It Cleared Its Biggest Hurdle

Days after NOVONIX delivered the most important sample in its history, NOVONIX share price fell about 25 percent. The company…

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