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“Stocks Like NVDA”: A Practical Field Guide to AI-Infrastructure Winners

When people say “stocks like NVDA,” they usually mean companies positioned to benefit from the same powerful currents that drive Nvidia’s growth: the build-out of AI infrastructure, the dominance of accelerated computing, and the steady pull from hyperscalers and sovereign AI initiatives. Nvidia’s business …

Team Kalkine | 09 September 2025

Elon Musk and the Trillion-Dollar Question: A Clear, Unvarnished Explainer

Tesla’s board has put forward a proposed CEO compensation plan for Elon Musk, theoretically valued at up to US$1 trillion. Despite the headline number, this is not a direct cash transfer. The proposed plan awards stock options that vest only if Tesla achieves audacious …

Team Kalkine | 08 September 2025

Swvl Holdings (Nasdaq:SWVL) Achieves 26% Revenue Growth and Net Profit in H1 2025

Swvl Holdings Corp (Nasdaq:SWVL), a global provider of tech-enabled mass transit solutions, announced its financial results for the first half of 2025, demonstrating growth and improved profitability across its operations. Total IFRS revenue for H1 2025 reached $10.19 million, representing a 26% increase from …

Team Kalkine | 08 September 2025

What Could Drive the Next Move for NVIDIA (NASDAQ: NVDA) in 2025?

NVIDIA Corp. (NASDAQ: NVDA) remains one of the most closely watched equities in the U.S. market. As of the latest trade, NVDA shares trade atUSD 167.02, downUSD 4.75 (-0.03%)from the previous close. The session opened at USD 167.89, hit an intraday high of USD …

Team Kalkine | 08 September 2025

Semtech (NASDAQ:SMTC) Expands FiberEdge Portfolio with New Power-Efficient TIAs for AI Infrastructure

Semtech Corporation (NASDAQ:SMTC), a provider of high-performance semiconductors, Internet of Things (IoT) systems, and cloud connectivity services, announced the launch of two new FiberEdge® transimpedance amplifiers (TIAs) aimed at addressing power efficiency challenges in scaling AI infrastructure.

Team Kalkine | 07 September 2025

Mobix Labs (NASDAQ: MOBX) Wins AI Drone Contract, Enters Rail Infrastructure Market

Mobix Labs Inc. (NASDAQ: MOBX) has announced a major step in its diversification strategy, securing a contract via its Wireless division, RaGE Systems, to develop AI-powered drone technology for the U.S. rail industry. The project aims to improve the inspection of more than 100,000 …

Team Kalkine | 04 September 2025

Palantir (NASDAQ: PLTR) and Lumen Technologies (NYSE: LUMN) Announce AI Transformation Partnership

Palantir Technologies Inc. (NASDAQ: PLTR) and Lumen Technologies Inc. (NYSE: LUMN) have entered a strategic partnership to accelerate Lumen’s transition from a traditional telecom operator to a technology-driven infrastructure provider. The announcement outlines plans to integrate Palantir’s Foundry and Artificial Intelligence Platform (AIP) across …

Team Kalkine | 04 September 2025

DXC Technology (NYSE: DXC) Expands AI Collaborations with Acumino, CAMB.AI, and GreenMatterAI

DXC Technology (NYSE: DXC) has announced a series of strategic AI collaborations under its STARTUP AUTOBAHN partnership, teaming up with Acumino, CAMB.AI, and GreenMatterAI to scale applied innovation for enterprise clients. The company has evaluated over 100 emerging technology startups and successfully launched more …

Team Kalkine | 03 September 2025

Faraday Future (NASDAQ:FFAI) Advances Middle East Launch, Secures USD60.6M Funding

Faraday Future Intelligent Electric Inc. (NASDAQ:FFAI) has announced a series of operational and strategic updates as it prepares for the launch of its flagship FX Super One vehicle in the Middle East. The company confirmed that construction of its facility in Ras Al Khaimah …

Team Kalkine | 01 September 2025

Apple (NASDAQ: AAPL) to Open First South India Store in Bengaluru

Apple Inc. (NASDAQ: AAPL) has announced the opening of its first store in South India, Apple Hebbal, scheduled for September 2, 2025. Located in Bengaluru, the country’s leading technology hub, the new store will be Apple’s third retail outlet in India, joining its existing …

Team Kalkine | 01 September 2025
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