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- Nvidia Surges to New High on $6T Gen AI Forecast
Nvidia Surges to New High on $6T Gen AI Forecast
5 articles I'm watching carefully
Tyler Dupont
June 26, 2025
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Tyler Dupont  Good morning 👋 Here's the latest news I'm tracking today. |
📈 Stocks / Finance
Nvidia Surges to New High on $6T Gen AI Forecast
Nvidia hit a record $153.95 on a price-target hike from Loop Capital, citing AI data center spend could reach $2T by 2028. Market cap rose to $3.75T, overtaking Microsoft. Analyst called this a 'Golden Wave' of Gen AI, reinforcing Nvidia’s pricing and margin power.
BP shares spike on Shell takeover rumors
BP stock surged 10% to $32.94 after reports that Shell is exploring an $80B acquisition. Shell denied talks, calling it 'market speculation.' If pursued, the merger would be the oil sector’s largest in decades. Shell shares dipped 3% on the news.
Palantir Soars 93% YTD Despite Lofty 115x Sales Multiple
Palantir stock is up 93% YTD and 490% YoY, fueled by AI optimism and U.S. commercial growth. Q1 revenue hit $884M, up 39%, but its 115.23x P/S ratio far exceeds peers. Analysts cite valuation risk, with a consensus 'Hold' and $104.94 target below current levels.
🪙 Crypto
Crypto Market Pauses Amid Fed Signals, BTC Hits $107.5K
Bitcoin rose 1.7% to $107,500 as Fed Chair Powell reiterated inflation concerns, prompting caution. Crypto market cap dipped 1% to $3.42T. ETFs saw strong inflows: $588M for BTC, $71M for ETH. Liquidations hit $222M. Geopolitical risks and Fed policy weigh on sentiment.
🌎 Global Economy
Chinese Exports to UK Surge 16% Amid US Tariff Pressure
Chinese exports to the UK rose 16.1% YoY in May, the highest since Feb 2022, as firms reroute goods to avoid US tariffs. The Bank of England sees potential disinflation impact, while UK steelmakers warn of market dumping. US-bound exports from China fell 34% in the same period.
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