NVIDIA Archives - Vista Partners LLC | HomeVista Partners LLC

From Wires to Wizards: Nokia’s AI Alliance With Google and NVIDIA Is Making Dumb Pipes Look Pretty Smart -( $GOOG $NOK $NVDA $TMUS )

by John F. Heerdink, Jr. June 22, 2026 240Views 0Likes

For decades, Nokia (NYSE: NOK) was the company that made sure your call went through; now it increasingly looks like the company making sure your network can think. By deepening its collaboration with Google Cloud, part of Alphabet Inc. (NASDAQ: GOOGL, NASDAQ: GOOG),…

Old Guard, New Moats: How Intel And Nokia Slipped Back Into The Market’s Good Graces -( $AAPL $INTC $NOK $NVDA $TSM )

by John F. Heerdink, Jr. June 18, 2026 226Views 0Likes

Intel’s (INTC) reported Apple (AAPL) deal and Nokia’s (NOK) new defense partnership are turning two legacy tech names into fresh narratives around national security, AI infrastructure, and sovereign supply chains—exactly the themes drawing serious capital right now. This is where “old tech”…

June 4, 2026 – U.S. Equities Rebound As Investors Digest AI Volatility, Softer Oil & Yields -( $AMWL $BZFD $EPRX $HPP $JPM $MSFT $NVDA Rise!)

by John F. Heerdink, Jr. June 4, 2026 10031Views 0Likes

U.S. stocks advanced on Thursday, June 4, 2026, as investors bought the dip in cyclicals and quality tech while a pullback in oil prices eased some inflation anxiety ahead of Friday’s jobs report. The Dow pushed back toward record territory even as…

June 3, 2026 – When the Fed Says ‘Maybe,’ SpaceX Says ‘Trillions’: A Market Caught Between Data and Drama -( $ALAB $MMED $MTWO $SOAR $XLE $XOS Rise!)

by John F. Heerdink, Jr. June 3, 2026 9892Views 0Likes

U.S. stocks pulled back on Wednesday, June 3, 2026, as investors digested fresh macro data, rising oil, and a crowded political and IPO calendar that includes California’s pivotal primary and the looming SpaceX roadshow. Market wrap: risk-on pauses after records Wall Street…

June 2, 2026 – Productivity, Pixels, and Payrolls: Decoding Today’s AI‑Driven Market Tape -( $ALAB $AVGO $HPE $INTG $MCD $MRVL $MTWO $NOK $SOAR $TSLA Rise!)

by John F. Heerdink, Jr. June 2, 2026 9788Views 0Likes

US equities traded just below record highs on Tuesday, June 2, 2026, as an AI-fueled tech rally ran into profit-taking and persistent geopolitical and macro uncertainty ahead of a key jobs data week. AI infrastructure names, semis, and select consumer and casino…

Owning the AI Stack: Nvidia’s PC Play and the ‘Trillion Dollar’ Marvell Moment Investors Are Not Ignoring -( $MRVL $NVDA )

by John F. Heerdink, Jr. June 2, 2026 267Views 0Likes

Nvidia’s (NVDA) Jensen Huang just turned another chip maker into Wall Street’s latest trillion‑dollar daydream—and he did it with essentially four well‑placed words at Computex. The Computex Moment: Four Words That Moved a Market It is not every Monday morning in Taipei…

From Server Rooms to Silk Road: How HPE, Nvidia and Blackstone Are Quietly Rewriting the AI Playbook -( $BX $DELL $HPE $HPQ $MSFT $NVDA )

by John F. Heerdink, Jr. June 2, 2026 258Views 0Likes

Wall Street’s favorite love language is earnings beats, and this week the AI infrastructure trade is writing poetry. AI’s New Power Trio: HPE, Blackstone, Nvidia The market’s latest storyline stars three very different leads: Hewlett Packard Enterprise (HPE), Blackstone (BX) and Nvidia…

June 1, 2026 – S&P 500 Near Record Highs as Oil Spikes and AI Leaders Drive Trade -( $BZFD $DELL $GOVX $MODD $MTWO $NOK $NVDA $SOAR Rise!)

by John F. Heerdink, Jr. June 1, 2026 9660Views 0Likes

US stocks started June on a cautious but constructive note Monday, with the S&P 500 and Nasdaq hovering near record territory as surging oil prices and geopolitics offset another powerful bid for mega-cap tech and AI beneficiaries. Index recap and market tone…

Inside Computex 2026: How Taipei Became the Hottest AI Factory Floor on Earth -( $NVDA )

by John F. Heerdink, Jr. June 1, 2026 195Views 0Likes

Computex 2026 in Taipei is shaping up as this year’s most important AI confab for investors, where silicon dreams, data centers, and “agentic” robots all compete to see who can justify the fattest forward multiples. The Street Goes to Taipei Wall Street…

May 29, 2026 – AI, Oil, and the Fed: A Love Triangle with Your Portfolio in the Middle Again This Week -( $ALAB $AMWL $DELL $EPRX $FMC $INTG $MODD $MTWO $NOK $TSLA Rise!)

by John F. Heerdink, Jr. May 29, 2026 9602Views 0Likes

U.S. equities finished the week ending May 29, 2026 with major indices hovering near or at record highs, led again by large‑cap technology and AI beneficiaries, against a backdrop of easing inflation data and fragile but improving geopolitical sentiment. Bond yields drifted…

Tag: NVIDIA

From Wires to Wizards: Nokia’s AI Alliance With Google and NVIDIA Is Making Dumb Pipes Look Pretty Smart -( $GOOG $NOK $NVDA $TMUS )

Old Guard, New Moats: How Intel And Nokia Slipped Back Into The Market’s Good Graces -( $AAPL $INTC $NOK $NVDA $TSM )

June 4, 2026 – U.S. Equities Rebound As Investors Digest AI Volatility, Softer Oil & Yields -( $AMWL $BZFD $EPRX $HPP $JPM $MSFT $NVDA Rise!)

June 3, 2026 – When the Fed Says ‘Maybe,’ SpaceX Says ‘Trillions’: A Market Caught Between Data and Drama -( $ALAB $MMED $MTWO $SOAR $XLE $XOS Rise!)

June 2, 2026 – Productivity, Pixels, and Payrolls: Decoding Today’s AI‑Driven Market Tape -( $ALAB $AVGO $HPE $INTG $MCD $MRVL $MTWO $NOK $SOAR $TSLA Rise!)

Owning the AI Stack: Nvidia’s PC Play and the ‘Trillion Dollar’ Marvell Moment Investors Are Not Ignoring -( $MRVL $NVDA )

From Server Rooms to Silk Road: How HPE, Nvidia and Blackstone Are Quietly Rewriting the AI Playbook -( $BX $DELL $HPE $HPQ $MSFT $NVDA )

June 1, 2026 – S&P 500 Near Record Highs as Oil Spikes and AI Leaders Drive Trade -( $BZFD $DELL $GOVX $MODD $MTWO $NOK $NVDA $SOAR Rise!)

Inside Computex 2026: How Taipei Became the Hottest AI Factory Floor on Earth -( $NVDA )

May 29, 2026 – AI, Oil, and the Fed: A Love Triangle with Your Portfolio in the Middle Again This Week -( $ALAB $AMWL $DELL $EPRX $FMC $INTG $MODD $MTWO $NOK $TSLA Rise!)

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