Nvidia’s next-generation Rubin architecture, the Vera CPU and Spectrum-X photonic networking are expected to reach scaled deployment in the second half of 2026, accelerating a shift from a GPU supplier to a full-stack AI infrastructure provider. The company’s current Q2 guidance implies an annualized revenue run rate of $364 billion, without meaningful contribution from Rubin and other new offerings. Markets are watching for the cycle to materialize as a potential catalyst for a re-rating in the stock.

Robert Kaplan, vice chairman at Goldman Sachs and former Dallas Fed president, said a meaningful easing in U.S.-Iran tensions could weigh on oil price expectations. He said a resulting decline in crude prices (CL1:COM), (CO1:COM) would give the Federal Reserve more breathing room to delay interest-rate hikes.

The article says IBM has received a rating upgrade and argues its “next major tailwind” has arrived. It does not identify the firm behind the upgrade or provide a new price target or financial figures. The piece characterizes the development as a meaningful, near-term catalyst, but offers no verifiable details such as revenue guidance, order wins, or contract values.

Meta Platforms (META) is trading at about 17x forward earnings, well below its five-year average, as investors price in pressure from AI capital spending and execution risk. The article argues the company’s roughly $145B AI outlay may be nearing a peak, while AI-driven improvements in ad return on ad spend (ROAS) are starting to support profitability. It also points to Meta’s 3.5B monthly active users as a long-term monetization option through avenues such as subscriptions. On the technical side, the author notes the stock holding above $480 and calls it an undervalued buying opportunity.

SpaceX (SPCX) shares rose about 6% in premarket trading after Chief Executive Elon Musk set a goal of reaching $1 trillion in annual revenue. The target would require the company to expand far faster than current Wall Street expectations. The projection centers on scaling Starlink, rising commercial launch orders and efficiencies as the Starship system matures, and it is framed as management forward-looking guidance without third-party verification details.