AI Circular financing is not a red flag: Aptus Capital Advisors
David Wagner of Aptus Capital Advisors says the data center trade may face sentiment-driven pressure in H2 2026, rather than fundamental weakness. He sees Nvidia share price reaching $275 in the coming months and notes circular financing not is not a red flag, but is a sign that the AI and compute industry is maturing.
TL;DR
- Data center trade may face sentiment-driven pressure in H2 2026.
- Fundamental weakness is not anticipated in the data center sector.
- Nvidia's share price is projected to reach $275 in the coming months.
- Circular financing is seen as a sign of the AI and compute industry maturing, not a red flag.