Syz the moment

The key components of this partnership include: 👉 AI Factories and Infrastructure: NVIDIA and HUMAIN will develop hyperscale AI data centers with a projected capacity of up to 500 megawatts, powered by several hundred thousand of NVIDIA’s advanced GPUs over the next five years. The initial phase involves deploying an 18,000 NVIDIA GB300 Grace Blackwell AI supercomputer with NVIDIA InfiniBand networking. 👉 NVIDIA Omniverse Platform: HUMAIN will implement NVIDIA’s Omniverse platform as a multi-tenant system to create digital twins, enhancing efficiency and safety in sectors like manufacturing, logistics, and energy. This supports Saudi Arabia’s Industry 4.0 goals.

➡️ The Cap return story is more impressive now than ever. Companies managing to invest in growth AND return capital. Some even protecting the margin by lowering OPEX. Best of 2 worlds or even triple positive whammy. 1. Microsoft remained steady at $3.5 billion. 2. Meta ramped up to $13.4 billion (from $0 last quarter). 3. Google executed $15.1 billion in buybacks and raised its program to $70 billion. 4. And the standout: Apple repurchased $25 billion and authorized an additional $100 billion. Source: The Market Ear, Bloomberg

Hyperscalers haven’t cut back on their investments, which is good news for AI-related stocks like Nvidia, Broadcom, and Arista Networks. Source: HolgerZ, Melius Research

Source: Charlie Bilello

Since 1964, Berkshire Hathaway has delivered a staggering return of over 5,500,000% That’s 5.5 million percent… To put it in perspective: a $10,000 investment back then would be worth $550 million today Source: Stocktwits @Stocktwits

Source: Investywise

Source: Quartr

Source: Dividend Growth Investors