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With key earnings reports, economic data releases, and central bank decisions on the horizon, this week promises to be a defining moment for investors. However, while you are analyzing every number, every announcement, and every trend to gauge the right direction, don't forget to check these stocks, because they WILL surprise you.
HERE ARE OUR PICKS FOR THIS WEEK!
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NVIDIA Corporation (NVDA) - Dominating The AI Infrastructure Landscape
NVIDIA continues to capitalize on the AI boom, especially with its GPUs and AI-focused technologies. In Q2 FY2026, NVIDIA's revenue surged to $44.1 billion, a 69% YoY growth, driven primarily by demand in the data center and inference computing segments, with cloud providers and AI-driven companies leading the charge. This marks a massive opportunity for
as its chips power generative AI models and large-scale machine learning operations.NVIDIA has also doubled down on AI infrastructure, announcing new partnerships with major cloud providers to further integrate its GPUs into AI applications. The company is forecasting a 77% growth in its cloud AI business for FY2026. Additionally, the company's R&D expenditure continues to increase as it pushes the envelope in AI chip design with next-gen architectures.
NVIDIA wants to dominate the AI and cloud computing space, with its GPUs remaining the gold standard for AI processing. The company's data center segment is a key driver of its revenues, benefiting from the explosive growth of generative AI, autonomous driving, and cloud infrastructure. This structural tailwind has firmly positioned NVIDIA as a leader in the AI market. In addition to its market leadership, NVIDIA boasts strong profitability, with its data center and gaming segments achieving gross margins of over 70%, highlighting its operational efficiency and solid financial performance.
NVIDIA remains a growth engine in the AI and semiconductor spaces, with strong upside if it continues to execute on AI infrastructure and capitalize on generative AI trends. However, geopolitical risks and a stretched valuation require caution. Bullish outlook for long-term investors focused on AI infrastructure growth.
Dell Technologies Inc. (DELL) - Pivoting Toward AI Infrastructure And Enterprise Solutions
Dell has successfully transitioned its focus from consumer PCs to enterprise solutions, particularly in AI servers and data infrastructure. The company's most recent quarterly earnings show 19% YoY revenue growth, with $29.8 billion in revenue for Q2 FY2026. The Infrastructure Solutions Group (ISG), which includes servers, storage, and networking equipment, showed strong demand, particularly driven by AI workloads.
Dell's move into the AI server market is paying off, with a reported $9 billion backlog in AI-optimized server orders. Its shift from consumer-focused products to higher-margin enterprise hardware is a strategic bet, capitalizing on the global demand for AI and cloud infrastructure.
Dell is benefiting from the rapid growth in AI infrastructure, driven by the increasing demand for AI-optimized servers. This surge is a key catalyst for the company's enterprise sales, particularly as global investments in AI infrastructure continue to expand. Additionally, Dell has successfully diversified its business model, reducing its reliance on consumer PCs and shifting towards more lucrative segments such as data storage, AI servers, and cloud solutions. This diversification is positioning Dell for sustainable growth in the evolving tech landscape. Moreover, Dell's relatively lower valuation multiples compared to some peers in the AI and tech sectors present an appealing value opportunity for investors looking to tap into the AI infrastructure boom.
Outlook:
Dell represents a value play in the AI infrastructure sector. Its shift toward enterprise solutions positions it well for the ongoing growth of AI and cloud infrastructure. The company's lower valuation relative to pure-play tech stocks provides a compelling entry point for investors. Moderate risk, moderate reward with a focus on growth in AI hardware.
Newmont Corporation (NEM) - A Hedge Against Inflation and Geopolitical Risks
Newmont continues to capitalize on high gold prices, posting solid earnings with $1.6 billion in adjusted net income for Q2 2025, driven by strong free cash flow (~$1.7 billion). The company has maintained its position as a top gold producer, benefiting from a strong performance in its gold and copper segments. Gold prices have been volatile, but the inflationary backdrop and geopolitical tensions provide support for the precious metals market.
Newmont is focusing on discipline and capital returns, with a $3 billion share repurchase program and a strong dividend yield. The company is also working to expand its copper production as a hedge against gold price fluctuations.
Newmont, as the leading gold producer, serves as a reliable hedge against inflation, currency depreciation, and geopolitical instability, making it a defensive asset in uncertain economic times. The company consistently generates strong free cash flow, which supports its dividends and share buybacks, enhancing its appeal to income-focused investors. Despite fluctuations in gold prices, Newmont's operational efficiency, robust balance sheet, and ongoing production ramp-up provide stability, ensuring steady earnings and cash flow, even in volatile markets. This combination of factors positions Newmont as a resilient and attractive investment.
Newmont is an excellent defensive investment for investors seeking a hedge against inflation and global instability. However, its growth potential is more limited compared to high-growth tech stocks. Low risk, moderate reward, with upside tied to precious metal price movements.
Independent investment research powered by a team of market strategists with 20+ years of Wall Street and global macro experience. We uncover high-conviction opportunities across equities, metals, and options through disciplined, data-driven analysis.

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