supercycle Archives - Vista Partners LLC

Corning and Meta’s $6 Billion Fiber Tie-Up: AI’s New Glass Half Full -( $AMZN $GLW $META $NVDA $GOOG $MSFT )

by John F. Heerdink, Jr. January 27, 2026 318Views 0Likes

Corning (GLW) and Meta (META) just inked a multiyear, up to $6 billion agreement that effectively turns a 175-year-old glass maker into one of AI’s most important behind-the-scenes power players. The deal marries hyperscale data-center ambition with very tangible American manufacturing, and…

Nvidia’s Jensen Huang Just Drew the Map for a Trillion‑Dollar AI Buildout – ( $JPM $NVDA $SPY )

by John F. Heerdink, Jr. January 25, 2026 205Views 0Likes

At Davos, Nvidia (NVDA) CEO Jensen Huang didn’t just talk his book; he effectively redrew the global capex budget for the next decade, arguing that the world is only a “few hundred billion” dollars into what will be a trillions‑of‑dollars AI infrastructure…

Gold’s Best Week in Years and Silver’s Dash Toward $100: Is This the Start of a New Metals Supercycle? -( $GLD $SLV )

by John F. Heerdink, Jr. January 23, 2026 461Views 0Likes

Gold just logged its best week since 2020 while silver flirted with triple digits, turning the once-sleepy precious‑metals aisle into the buzziest corner of Wall Street’s supermarket. In a market year already thick with plot twists, the yellow and white metals have…

Tag: supercycle

Corning and Meta’s $6 Billion Fiber Tie-Up: AI’s New Glass Half Full -( $AMZN $GLW $META $NVDA $GOOG $MSFT )

Nvidia’s Jensen Huang Just Drew the Map for a Trillion‑Dollar AI Buildout – ( $JPM $NVDA $SPY )

Gold’s Best Week in Years and Silver’s Dash Toward $100: Is This the Start of a New Metals Supercycle? -( $GLD $SLV )

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