Keysight Stock After Q3: AI Test Demand Is Exploding—And So Is the Multiple
Keysight’s orders topped $2 billion as AI and high-speed networking drive test demand. Q3 earnings, cash flow, risks and valuation.
- August 20, 2026
- by Novalis
- 9 minutes read
- 27 Views
Nvidia’s $105 Billion OpenAI Guarantee: When Chip Demand Starts Financing Itself
Nvidia may guarantee up to $105 billion for an OpenAI data-center lease. I examine what this says about AI demand, circular financing and Nvidia’s valuation.
- August 20, 2026
- by Novalis
- 10 minutes read
- 13 Views
Nvidia: The Numbers Are Still Extraordinary. The Financing Around AI Is Getting Stranger.
Nvidia’s growth remains exceptional, but AI infrastructure is increasingly financed through complex partnerships and guarantees. I examine what that means for NVDA’s valuation.
