Other editors : AI investors will demand a return sooner or later

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• NVIDIA Deal Highlights Value of Tiny's Early Poolside Investment

  Tiny's original US$250,000 seed investment in Poolside is now ascribed a value of about US$11.1 million (C$15.8 million), roughly 44 times the initial cost, based on NVIDIA's reported financing terms. The deal pairs a US$6 billion technology licence with a US$1 billion investment in Poolside at a US$13 billion post-money valuation. Tiny's estimate applies that valuation to its roughly 0.0854% indirect stake and excludes its separate shares in Poolside Infrastructure Company (PIC), to which no value has been assigned. Tiny says its core strategy remains majority ownership of durable, cash-generating businesses, with Poolside a small, selective minority investment.

  Yahoo Finance·19/10, 21:19▲ NVDANVDAAI investmentPoolside
• Why CoreWeave Struggles Could Weigh Down Nvidia Stock

  CoreWeave (CRWV) shares plunged last week over concerns about rising interest rates and its heavy debt load, and are down well over 20% over the past month. Nvidia (NVDA) is also exposed, having invested billions in CoreWeave and being one of its major customers, though its stock has fallen only about 2% over the past month. With a market cap of around $5.2 trillion, Nvidia trades at a forward P/E of 25 and a PEG of about 0.48, below the 1.0 level the article uses to define a cheap stock, but this valuation rests on expected growth. The article warns that doubts about Nvidia's growth could trigger a steep correction, citing tech firms making their own chips and possible AI spending cuts if interest rates rise.

  aol.com·19/10, 21:15▼ NVDACoreWeaveNVDAinterest rates
• Nvidia Stock Could Be Headed for a Significant Revaluation

  The article argues NVIDIA could reach $400 in 2027, a gain of about 79% from $223.55. Second-quarter fiscal 2027 revenue reached $96.22 billion, up 105.8%, with Data Center sales rising 117% to $89.02 billion. The average analyst target of $328.72 implies about 47% upside, and fiscal 2028 EPS estimates have been revised upward. At $400, shares would trade near 25x forward earnings, versus about 14x today and 21 to 23x for the S&P 500. Key drivers include Vera Rubin orders and top-five hyperscaler capex rising from nearly $800 billion in 2026 to $1.3 trillion in 2027, while risks include memory costs that could push gross margin to 71% to 72%.

  Yahoo Finance·19/10, 16:00▲ NVDANVDAvaluationdata centers
• Semiconductor Sell-Off: 5 Stocks to Buy on the Dip

  The article attributes the semiconductor selloff to investor doubts about the durability of AI infrastructure spending, even as cloud companies report strong demand for AI chips. It highlights five stocks: Nvidia (forward P/E just above 13.5 on fiscal 2028 estimates), Broadcom (custom AI chips, with that revenue expected to quadruple to $230 billion over two years; forward P/E of 11), AMD (riding inference and agentic AI demand), Cerebras Systems (high risk-reward; the company claims 30 times the inference speed of GPUs) and TSMC (forward P/E of 18 on 2027 estimates).

  Yahoo Finance·19/10, 15:20▼ NVDAsemiconductorsAI investmentNVDA
• 1 Obvious Metric That Makes Nvidia a Top Stock to Buy Now

  The author argues the market is not pricing in Nvidia's growth for 2027, using forward price-to-earnings (P/E) as the key metric. Nvidia has said it expects 70% revenue growth next year, and hyperscalers have already locked in capital spending plans, making those estimates more reliable. If Nvidia meets Wall Street earnings estimates and its stock price stays flat, the forward P/E would fall below 14, compared with a trailing P/E of 28. The author says the stock could double if it trades at 28 times earnings at the end of its fiscal year ending January 2028. The author also notes that several cloud providers report hundreds of billions of dollars in demand backlog.

  Yahoo Finance·16/10, 23:04▲ NVDANVDAvaluationAI investment
• AI Capex, Gamble or Jackpot?: Market Snapshot

  Speakers in this market discussion questioned how much AI spending is speculative, noting that some firms spend on AI tokens without clear return on investment, a key driver of recent derating in stocks such as Nvidia and Broadcom. Others argued that companies are adopting AI for ROI and would not spend this much otherwise, but three core questions about ultimate market size, unit economics and potential moats remain unanswered. Growth momentum is slowing, and free cash flow at Alphabet, Amazon and Oracle has turned negative, so investors will watch how these companies finance their large outlays as yields rise. Another speaker said AI can make KYC operations more efficient but raises cybersecurity costs, and the lender is reviewing how AI affects its corporate clients.

  Yahoo Finance·16/10, 07:23• NVDANVDAAI investmentvaluation

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• What Is a Bitcoin-Backed Loan? Borrowing Against BTC Explained

  The article explains that Bitcoin-backed loans let holders pledge BTC as collateral to borrow dollars or stablecoins, keeping their Bitcoin exposure and often avoiding a taxable sale, though rules vary by jurisdiction. Loan-to-value ratios typically range from about 30% to 70%, and borrowers face margin calls or liquidation if Bitcoin's price falls sharply. Lenders are either centralized companies such as Ledn, Strike, Unchained, Nexo and Coinbase, or DeFi protocols such as Aave and Morpho. The market has returned in a more cautious form since Celsius and BlockFi went bankrupt in 2022, with published rates still running from about 5.8% to 14%. Galaxy Research put total crypto-backed loan volume at $56.16 billion in Q2 2026, down 16.8% from the previous quarter.

  Decrypt·21/10, 15:43bitcoincryptostablecoins
• How Ukraine’s drone strikes on Russia crippled the world’s second largest diesel supplier

  Ukraine launched more than 1,000 drones at Russia on Sunday, setting ablaze an oil export terminal in St. Petersburg. According to Kpler, Russia's diesel exports fell more than 75% to 141,000 barrels per day in September from 608,000 a year earlier, as strikes on refineries and oil infrastructure rose to 31 in July from 11 in January. Kpler's Matt Smith said Trump's deal to boost Russian diesel exports is unlikely to work without an energy ceasefire. The national average diesel price reached $6.32 per gallon, nearly 75% above a year earlier according to AAA, while Middle East disruptions have cut global diesel exports by about 1 million barrels per day. The International Energy Agency expects diesel supplies to stay constrained well into 2027.

  CNBC·21/10, 15:35▲ XAU/USDUkraineRussiaoil prices
• AMD vs. Nvidia. 1 Metric Proves Which Is the Best Stock.

  The article argues Nvidia is the better stock to buy over AMD, based on revenue growth and valuation. In 2026, AMD shares have risen about 150% while Nvidia has returned 16%. AMD's data center revenue rose 107% to $6.7 billion in Q2 and total revenue grew 50% to $11.5 billion, while Nvidia's data center business grew 117% to $89 billion and total revenue rose 106% to $96.2 billion. If both companies hit next year's earnings projections, Nvidia would trade at 13 times earnings versus 33.5 times for AMD, which the author sees as a large premium. AMD reports Q3 results on Nov. 3.

  Yahoo Finance·21/10, 15:35• NVDAAMDNvidiavaluation
• Meet the Vanguard ETF That Just Bought SpaceX for the 4th Consecutive Month

  The Vanguard Communication Services ETF (VOX) has added SpaceX shares every month since the company's June 12, 2026 IPO, lifting its holdings to 1,209,387 shares as of Sept. 30 from 632,077 on June 30. SpaceX is now the fund's seventh-largest holding, while major Vanguard market and growth ETFs have barely increased their holdings since June. The float is limited: about 2.3 billion shares have unlocked, or 17.5% of SpaceX's 13.18 billion outstanding shares, so its float-adjusted weight remains below what its $1.93 trillion market cap would imply. As more shares unlock, the article notes, SpaceX's float-adjusted weight should increase. Alphabet and Meta Platforms make up 47% of the fund.

  Yahoo Finance·21/10, 15:35SpaceXETFIPO
• Elon Musk Can Build Terafab Faster Than Anyone, but Mass Production May Take Until 2030, Analyst Says

  Elon Musk wants his Terafab semiconductor project to produce chips at scale by late 2028. A chip analyst who tracks equipment orders believes commercially significant output may not arrive until 2030. The analyst nonetheless said Musk can do it faster than anyone.

  Yahoo Finance·21/10, 15:33• TSLAElon MuskTSLAsemiconductors
• “Your money is still safe”: Reassuring message for Russians reveals what happened to the internet system

  Attacks from Ukraine on Russian data centers in October disrupted dozens of services, from taxi and food delivery to banking and email. According to NetBlocks, connectivity to Yandex Cloud fell to about 30% of normal after attacks between October 8 and 11, affecting 84 cloud services. Yandex confirmed one data center was severely damaged, another was shut down and a third was disrupted, and has not disclosed the full extent of the damage or a recovery timeline. Yandex Pay was still only partly working as of Monday, and dozens of court hearings across Russia were also disrupted by technical problems. According to T-Invariant, all three of Yandex's supercomputers are likely also heavily affected, which could leave Russia years behind in the AI race.

  CafeF·21/10, 15:32UkraineRussiadata centers