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It's still beating the market by far for the year.
Nebius Group (NBIS) stock surged 216% in 2025 due to high demand for AI infrastructure and strategic deals with Microsoft and Meta. Despite recent volatility, analysts maintain a Strong Buy consensus with an 87% upside potential. Key factors for 2026 include managing rising costs and intense competition. The stock's future depends on continued revenue growth and securing large contracts.
Silver's market value is nearing Nvidia's, with silver's capitalization at $4.22 trillion compared to Nvidia's $4.64 trillion. Silver's price surge is driven by industrial demand, U.S. interest-rate cut expectations, and a weaker dollar. Analysts are bullish on silver's dual role as an industrial metal and store of value. Nvidia has a Strong Buy consensus with a price target of $263.58, indicating a 38.3% upside potential.
It took the market 3 years to do the math on the insatiable AI capex black hole, and specifically that it will require at least$5 trillion in funding over the next five yearsto prevent China from winning the AI war, a realization which came perilously close to bursting the AI bubble.
Purchases of iPhone 17 Pro are rising in Gaza, where phones are imported more efficiently than bulky materials amid limited humanitarian aid. Despite displacement and unemployment, demand for phones persists. Concerns arise over potential surveillance use by Israel. COGAT emphasizes ongoing humanitarian aid efforts, countering UN claims of critical conditions. The situation highlights complex geopolitical dynamics in the region.
