Nvidia: New Upside Catalysts Emerge And Why I'm Raising My Target
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Read MoreWhich Telecom Stock Has Dominated in 2026: AT&T, Verizon, or T-Mobile? (It’s Not Even Close)
The 2026 telecom sector just produced a shocking reordering, with the stock everyone wrote off surging past both its rivals and the broader market by a margin that demands explanation.
The 2026 telecom leaderboard flipped this year, and the margin is the story. Verizon Communications (NYSE:VZ | VZ Price Prediction),
Infosys, HCL Tech, LTM, Persistent Systems: CLSA picks these 2 stocks; here's why
“We note an improving margin trajectory and sharp increase in revenue per employee (RPE) for most SaaS companies, while RPE for SIs is increasing but gradually. Both product engineering and implementation work around these SaaS platforms for SIs is vulnerable to automation, where SIs need to show more aggression by passing productivity and gaining more volumes,”
Nvidia Stock: Is It Still a Good Buy at $230?
Nvidia (NVDA +0.84%)‘s stock is having another terrific year in 2026, rising by around 24% thus far. Although it was initially off to a poor start, it’s beating the market yet again, as the S&P 500 has risen by a more modest rate of 13%.
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Read MoreSensex Today | Nifty 50 | Stock Market Live Updates: Sensex falls over 400 points, Nifty below 23,700; financial, oil & gas stocks slip
Gold Price today in Delhi
Standard gold (22 carat) prices in Delhi stand at Rs 1,13,152/8 grams while pure gold (24 carat) prices stand at Rs 1,23,432/8 grams.
Gold Price today in Mumbai
Standard gold (22 carat) prices in Mumbai stand at Rs 1,13,032/8 grams while pure gold (24 carat) prices stand at Rs 1,23,312/8 grams.
The Burst
Is Oracle a Buy on the Dip?
Shares surged after the company revealed a massive agreement reportedly worth up to $300 billion to supply computing capacity to OpenAI. But the excitement didn’t last.
Over the past three months, Oracle stock has fallen by over a third, forcing investors to ask a hard question, did the market overreact on the way up,
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Read MoreThe Ivy
Is Meta Having its iPhone Moment?
Meta’s recent launch of AR glasses with an integrated display and built-in AI assistant looked modest on the surface. In reality, it marked the point where experimentation turned into execution.
Meta has been investing in smart glasses for more than seven years, giving it a meaningful head start. That lead is already visible in the data.
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Read MoreThe Spotlight
AMD Is Positioning Itself for the Next Leg of AI Spending
For much of the AI boom, Advanced Micro Devices has played the role of the talented understudy, high potential, often overlooked, and inevitably compared to Nvidia’s runaway success.
Over two years, AMD’s stock has surged more than 3x, yet Nvidia has soared over 12x. The gap speaks less to AMD’s capabilities and more to how dramatically AI data center spending favored Nvidia early on.
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