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Nvidia’s (NVDA) $105B Ohio Bet: Ecosystem Expansion or Strategic Circularity?
Insider Monkey38d agoneutral
Nvidia’s (NVDA) $105B Ohio Bet: Ecosystem Expansion or Strategic Circularity?

On August 17, Nvidia (NASDAQ:NVDA) agreed to guarantee up to $105 billion to help OpenAI lease a massive data center in Pike County, Ohio, being developed by SoftBank-owned SB Energy. The site could reach 8 gigawatts of capacity, with the first 800 megawatts due online in 2028, and OpenAI has signed on for 20 years. […]

3 Quantum Computing Stocks With the Most Upside in August
24/7 Wall St.38d agoneutral
3 Quantum Computing Stocks With the Most Upside in August

White House quantum executive orders just handed the sector a fresh tailwind, yet not every stock is riding it the same way. Three names are flashing analyst-implied upside that ranges from compelling to jaw-dropping, and the gap between hype and fundamentals has never been wider.

3 AI Networking Stocks Quietly Dominating Their Niche in August
24/7 Wall St.38d agoneutral
3 AI Networking Stocks Quietly Dominating Their Niche in August

GPUs and hyperscaler spending dominate the headlines, but the real compounding is happening one layer below in the switches, optics, and custom silicon stitching AI clusters together. Three networking stocks have separated from the pack, and their latest earnings reports suggest the gap is widening.

3 Energy Dividend Stocks to Buy for Big Yields in August
24/7 Wall St.38d agobullish
3 Energy Dividend Stocks to Buy for Big Yields in August

Pipeline operators are collecting tolls on surging LNG exports and NGL shipments while most investors overlook the sector entirely. Three midstream names are quietly raising payouts and posting record cash flows, and the window to lock in above-market yields may not stay open long.

“What Happens If OpenAI Dies?” Here’s Why Ed Zitron Thinks OpenAI Is Running Out Of Time
24/7 Wall St.38d agoneutral
“What Happens If OpenAI Dies?” Here’s Why Ed Zitron Thinks OpenAI Is Running Out Of Time

On August 10, 2026, OpenAI closed a $7 billion tender offer to buy back employee shares at an $852 billion valuation. Within days, two senior operators departed. On August 11, chief operating officer Brad Lightcap announced his exit. Two days later, chief revenue officer Denise Dresser departed after roughly eight months. Ed Zitron’s newsletter Where’s ... “What Happens If OpenAI Dies?” Here’s Why Ed Zitron Thinks OpenAI Is Running Out Of Time