$Zeta Global Holdings Corp.(ZETA)$ According to Zeta Global's CEO David Steinberg, the company's agreement with Palantir is the largest deal they've ever done. He believes the market currently doesn't fully grasp how valuable it's going to be.
$NVIDIA(NVDA)$ There's more news from Nokia. They've just inked a 5G expansion deal with Taiwan Mobile to speed up the rollout of AI-native mobile networks across Taiwan. Taiwan Mobile has been a Nokia customer for a while, and this expanded agreement includes Nokia's latest AirScale hardware and its AI software stack, aimed at automating and running the network. This move seems to align with the vision Jensen Huang outlined when Nvidia invested $1 billion in Nokia. It looks like Nokia is trying to establish itself as a key infrastructure provider for these AI-native networks.
$Advanced Micro Devices(AMD)$ We've seen some solid upgrades over the last few days. It's likely only a matter of time before the more cautious analysts also start raising their price targets. I'm looking forward to the earnings report in a couple of weeks.
$Palantir Technologies Inc.(PLTR)$ Once you get into their heads, there's nothing sweeter. I haven't lost an ounce of sleep over it. We know what we own here.
$Advanced Micro Devices(AMD)$ It looks like they're keeping the price pinned, allowing the moving averages to catch up. When they do decide to move it higher, the technical support levels will be in place, which could set the stage for a significant upward move.
The AI data center trend is still a major driver for semiconductors. $Advanced Micro Devices(AMD)$ is holding a solid uptrend, and the upcoming Q2 earnings are being watched closely to see if the growth story continues. Expectations are fairly high: • Revenue growth is projected around +46% YoY. • Data center demand is still a key catalyst. • AI infrastructure spending keeps expanding. The main question now is whether the earnings can validate the current momentum and set up the next move higher.
$Advanced Micro Devices(AMD)$ The trend is still stacked and clean, with moving averages lining up the way institutional investors like to see before they continue adding. There's a lot of talk about a trillion-dollar market cap out there, but the chart alone suggests this uptrend remains very much intact. I'm watching it closely.