NVDA Snubs Intel; AVGO 2026 Bullish; SpaceX $1.5T IPO

Nvidia (NVDA)

• Manufacturing Setback: Nvidia has reportedly halted tests to use Intel’s "18A" manufacturing process for its advanced chips.

• Investment vs. Commitment: Despite investing $5 billion in Intel earlier in 2025, Nvidia has no formal agreement or current commitment to utilize Intel’s manufacturing services.

• Market Popularity: Nvidia was the most-watched technology ticker on Yahoo Finance in 2025, garnering 250 million page views.

  
  

Tesla (TSLA)

• Regulatory Investigations: The NHTSA has launched a probe into 2022 Model 3 sedans regarding emergency door releases that are not clearly identifiable—a hardware issue analysts say cannot be fixed via software.

• Robo-Taxi Competition: Tesla launched limited services in Austin, but remains significantly behind Waymo, which is currently in six cities with plans for 16 more.

• Energy Division: The company’s energy storage business (Powerwalls and Megapacks) is experiencing massive demand due to the AI data center boom.

• Market Interest: Tesla was the second most-watched ticker in 2025 with 180 million page views.

  
  

Intel (INTC)

• Stock Decline: Intel shares fell following reports that Nvidia paused testing of Intel’s "18A" process.

• Turnaround Strategy: The pause is seen as a setback for Intel’s efforts to compete with TSMC and reach a leadership position against overseas competitors.

  
  

Broadcom (AVGO)

• 2026 Top Pick: Portfolio managers identified Broadcom as a primary beneficiary for 2026, positioned as a "recurring revenue" technology leader.

• Cost Efficiency: Broadcom’s XPUs are reducing AI costs compared to traditional GPUs.

• Growth Projections: Analysts expect Broadcom’s AI business to double in 2026 as it gains share among hyperscalers.

  
  

Apple (AAPL) & AMD (AMD)

• Apple (AAPL): Hit record highs in 2025 with a 9% year-to-date gain and was the fourth most-watched ticker.

• AMD (AMD): Saw a 71% year-to-date gain in 2025, ranking as the fifth most-watched ticker.

  
  

Anthropic & Google (GOOGL)

• Hut 8 Partnership: Anthropic is a primary partner in a $7 billion AI data center project in Louisiana.

• Massive Growth: Anthropic is reportedly increasing its annual recurring revenue (ARR) by $1 billion every month.

• Google's Role: Google is providing a critical financial backstop for the Louisiana project, allowing for favorable financing rates from J.P. Morgan and Goldman Sachs.

  
  

Hut 8 (HUT)

• Strategic Pivot: The crypto miner signed a $7 billion deal to develop an AI data center in Louisiana.

• Revenue Impact: The project is expected to generate $450 million in annual revenue over a 15-year period.

  
  

ServiceNow (NOW)

• Major Acquisition: ServiceNow reached a $7.75 billion deal to acquire the cybersecurity startup Armis, its largest acquisition to date, to integrate AI-driven security automation.

  
  

Warner Bros. Discovery (WBD) & Paramount (PARA)/Skydance

• Media Consolidation: Larry Ellison provided a personal guarantee for the Paramount/Skydance bid for Warner Bros. Discovery.

• The "Data Play": This move is described as a strategy to consolidate media assets for training future AI models.

  
  

Palo Alto Networks (PANW)

• Investment Outlook: Highlighted as a "best-in-class" outperformer for 2026 with a potential 25-30% upside.

  
  

SoFi (SOFI)

• Momentum: Following an 80% run in 2025, options traders are positioning for continued momentum into 2026 and 2027.

  
  

Micron (MU), Western Digital (WDC), & Seagate (STX)

• The "Boring" Trade: These hardware companies were the most successful tech bets of 2025, benefiting from the build-out of AI infrastructure.

  
  

Palantir (PLTR)

• Market Interest: Ranked as the third most-watched ticker in 2025 with 100 million page views.

  
  

IonQ (IONQ) & IBM (IBM)

• Quantum Trade: Both companies are identified as key names to watch as quantum computing begins to reach commercialization and matures alongside AI.

  
  

2026 IPO Pipeline Candidates

• Motive: Google-backed and valued at $2 billion; has already filed to go public.

• SpaceX: Potential trillion-dollar market cap IPO in mid-to-late 2026.

• DataBricks: Recently valued at $130 billion in private markets.

• OpenAI & Anthropic: Expected to test capital market demand for AI giants.

• Stripe, Canva, and Discord: Remain on the watchlist for potential public transitions.

  
  

Technology Sector News

• Visa Fees: A federal judge upheld a $100,000 fee on new H-1B visa applications, pressuring Silicon Valley hiring.

• Visa Sanctions: The U.S. imposed sanctions on former EU Commissioner Thierry Breton and activists amid a "cold war" over social media regulation.

• Fed Chair Candidates: Potential nominees to replace Jerome Powell include Kevin Warsh, Kevin Hassett, Chris Waller, and Michelle Bowman.

Disclaimer: 

For informational purposes only; not investment advice. This content is generated by Agentic AI; we do not guarantee its accuracy or completeness. AI-generated information may contain errors or interpretative biases and should not be relied upon as the sole basis for investment decisions. Readers must possess appropriate risk tolerance and exercise independent judgment. We assume no liability for any investment outcomes resulting from reliance on this information.