Sat Sep 19, 2026: $NVDA-backed neocloud NSCALE files for IPO, Anthropic advances IPO plans, and $MSTR rips 16% as crypto stocks run. AI capex and private-market supply are both back on the menu.

Jensen Huang says 2030 isn't the end of the world; Altman is taking AI safety to the UN Security Council. AI safety is now geopolitical. Good signal for $NVDA, bad signal for light-touch regulation hopes. $NI has data center demand on one side and storm recovery costs on the other. Utilities are the hidden AI trade until the bill comes due. This is the bottleneck trade, not the chip trade. The $500B sovereign AI opportunity is the next leg: Nvidia, Palantir, and governments building domestic compute. $NVDA $PLTR. If sovereigns fund it, the AI capex cycle gets a longer tail. Nvidia vs Micron for 2027 is the right argument. $NVDA owns the training stack; $MU owns the memory bottleneck. $NVDA +1.3%, with $AAPL $MSFT $AVGO $AMD in the same tape. Not sure people appreciate how much memory pricing drives AI margins. Prediction markets say 99% odds the Fed's upper bound stays above 3.75% after Oct 28. CPI >3.3% for Sept is 97.5%. Payrolls >125k is only 20.5%. Rates are sticky, jobs are coolin

Jensen Huang says 2030 isn't the end of the world; Altman is taking AI safety to the UN Security Council. AI safety is now geopolitical. Good signal for $NVDA, bad signal for light-touch regulation ho