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Production of bean sprouts using the toxin 6-Benzylaminopurine (6-BAP) has led to criminal proceedings in Lao Cai, authorities said, after police uncovered a facility supplying toxic sprouts to wholesale markets. On April 4, Lao Cai Provincial Police announced the indictment of Chu Thi Hoa (born 1990, from Phu Tho) for…
Generational investment opportunities do not come around often, but artificial intelligence (AI) is being framed as a once-in-a-lifetime opportunity whose effects on the economy and investing could last for some time. Still, investors face questions about which stocks to buy, particularly because many generative AI companies remain private and are not available to public investors.
Instead, the article argues that investors should consider companies supplying the computing components used in AI systems, which it says can benefit regardless of which end-market winner emerges.
Broadcom and Nvidia are presented as competing for the same market space, but the article emphasizes that the opportunity is large enough for multiple companies to thrive. It cites McKinsey & Company’s estimate that cumulative data center expenditures will total $7 trillion by 2030. It also notes Nvidia’s estimate that annual global data center capital expenditures will reach $3 trillion to $4 trillion by 2030.
Within this buildout, the article states that Broadcom and Nvidia are positioned to capture a significant share of the computing power portion of the spending.
Nebius is described as a “neocloud” company building AI computing infrastructure for clients to develop AI applications. The article says Nvidia backs Nebius and has a deal to provide Nebius with the most cutting-edge products before others, positioning Nebius as a partner for prospective AI clients and supporting revenue growth.
The article reports that by the end of 2026, Nebius expects an annual run rate of $7 billion to $9 billion, up from $1.25 billion at the end of 2025. It also states that Nebius’ stock has sold off heavily amid concerns about the AI buildout, with the shares down more than 20% from their all-time high.
On that basis, the article concludes that the current pullback creates a buying opportunity for investors seeking exposure to the AI infrastructure theme.
In brief\n\nBitcoin dropped to about $93,000, falling back below the EMA50 and putting its recent golden cross at risk of invalidation. The global crypto market cap stands at $3.15 trillion, down 2.38% in 24 hours. On Myriad Markets, 82% of the money is betting on Bitcoin pumping to $100K before…
