Taboola to Buy UK-Based Digital Advertising Firm Dianomi
MT newswire2026/09/18 09:14Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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Apple's hardware chief pointed out that after enterprises purchase devices outright, there is no need to pay by token, and the cost-effectiveness of local computing power might be superior to long-term rental of cloud GPUs. Goldman Sachs believes that if more inference tasks shift to end devices, Nvidia's share in incremental AI activity may fall short of market expectations. Currently, Nvidia's implied volatility is at its lowest since before the pandemic, and option pricing has almost no risk premium allocated for this narrative change. Therefore, Goldman Sachs recommends buying Nvidia put options and going long on Apple.
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