Sora 2 is OpenAI’s first real social product — and, predictably, its first real social mess. The app’s early user base has landed somewhere between early TikTok and the bad old days of 4chan.

It’s the clearest sign yet that generative AI platforms’ “pivot to video” is more accurately a turn toward full-blown social networking. And social networks are famously impossible to govern.

— Brooks & Cas

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Wall Street has left cold-storage real estate in the deep freeze. But some analysts say Americold Realty Trust $COLD ( ▲ 0.37% ) might be the next stock to thaw. The warehouse REIT is down 37% this year, hitting its lowest level since its 2018 IPO. And its peer Lineage $LINE ( ▼ 1.29% ) has dropped more than 32% over the same period, both hurt by soft food-storage demand.

Americold and Lineage lease temperature-controlled warehouses to giants like Kraft Heinz $KHC ( ▲ 0.44% ), General Mills $GIS ( ▲ 1.52% ), and Danone $DANOY ( ▲ 0.4% ). The pandemic once made them darlings of stay-at-home consumers. But today, diet-drug trends, lower manufacturer inventories, and new capacity have cooled the sector.

Now, analysts argue that the sell-off has gone too far. Americold trades below 10x 2025 adjusted funds from operations (AFFO), while Lineage fetches about 12x. Most REITs trade north of 20x.

Evercore ISI’s Steve Sakwa sees Americold as a long-term winner, calling it “really cheap” and setting a $19 price target — implying more than 40% upside. The stock also yields 7.4%, with dividends covered by roughly 65% of AFFO.

Baird’s Nicholas Thillman echoed the optimism, calling both dividends secure and both balance sheets healthy. With debt at manageable levels and cash flow intact, Americold could attract a buyer. Its smaller size, lack of a controlling shareholder, and lower valuation make it a tempting takeover target.

Meanwhile, Lineage continues automating its facilities, adding robotics to move heavy pallets faster and cheaper — a play straight out of Amazon’s handbook.

Americold’s CFO recently noted that shares trade far below asset value. Lineage’s CEO made a similar case, saying the stock sits at just over half of its net asset value.

Cheap real estate rarely stays cheap for long. If private equity players like Blackstone or Brookfield decide the market’s been left out in the cold, Americold could be first to heat up.

Cantor Fitzgerald says Nvidia $NVDA ( ▼ 4.89% ) may have plenty of gas left in the tank. The firm lifted its price target to $300 from $240, suggesting shares could climb nearly 64% from current levels.

Analyst C.J. Muse kept an Overweight rating on the stock, arguing that Nvidia remains in the “early innings of a multi-trillion-dollar AI infrastructure build-out.”

Muse pointed to surging demand for AI tokens over the past few months and growing visibility from hyperscale cloud providers planning to pour hundreds of billions into AI systems. While Nvidia has already rallied some 30% this year, Cantor $CEP ( ▼ 4.92% ) believes that the market is still far from saturated, noting that enterprise and physical AI deployments could drive the next wave of demand.

Cantor estimates that the total AI infrastructure market could swell to between $3 trillion and $4 trillion by 2030. Nvidia, as the leading provider of high-performance GPUs, is expected to capture a significant share of that growth. Muse emphasized that the long-term investment cycle is “not a bubble,” but rather an ongoing expansion of computing power that spans data centers, edge networks, and emerging AI-driven applications.

The analyst also noted that hyperscalers aren’t the only customers pushing demand higher. Companies across sectors are beginning to deploy their own AI models, driving sustained hardware needs. That broadening customer base, combined with Nvidia’s dominant software ecosystem, could help extend its growth runway well beyond the current hype cycle.

A new partnership between Nvidia and OpenAI could add even more momentum. Nvidia plans to invest up to $100 billion in the ChatGPT maker, which will use the company’s systems to build data centers capable of running on 10 gigawatts of power. Muse called the collaboration a “win-win,” giving Nvidia both a major hardware customer and an equity stake in one of the world’s most influential AI firms.

With AI chip demand still rising and partnerships expanding across the tech landscape, Cantor believes Nvidia’s leadership position remains intact. The firm expects the company to continue delivering record-breaking growth as AI adoption spreads across industries — making today’s rally, in its view, just another stop on a longer climb.

Then you’re missing out. Every Saturday, Street Sheet Research subscribers receive an institutional-quality PDF outlining all the important happenings on Wall Street over the past week — and dozens of potential ways to play them.

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Dell Technologies $DELL ( ▼ 3.45% ) is shaking off its old hardware image and stepping into the AI spotlight.

The company’s infrastructure solutions group posted 44% year-over-year sales growth last quarter, powered by surging demand for AI servers. Dell expects over $20 billion in AI server sales this year, putting it in elite company alongside Hewlett Packard Enterprise $HPE ( ▼ 7.05% ) and Super Micro Computer $SMCI ( ▼ 8.83% ).

Despite the transformation, the market still prices Dell like a sleepy PC maker. Shares trade around 14.5x earnings — well below the S&P 500’s multiple of 22x and a steep discount to most AI hardware peers. Analysts project 18% EPS growth next year, and many believe that estimate may rise after Dell’s recent investor day.

Dell’s AI ambitions are anchored in its server and networking division, which grew 69% in Q2. The company already counts xAI — Elon Musk’s AI startup — as a multibillion-dollar customer. Management says the broader enterprise market is still in early innings, suggesting years of runway ahead.

Beyond servers, Dell is leaning on its services business and financial arm to lock in customers. Dell Financial Services helps firms finance large server purchases, a move analysts say could help capture midsize enterprise clients as Big Tech focuses on building its own systems.

Dell’s balance sheet is strong, with $8 billion in cash and $7 billion in projected free cash flow — more than enough to fund acquisitions or expand its data center footprint. Share buybacks north of $4 billion a year add another boost.

Many analysts, advisors, and investors have arrived at a consensus regarding the AI boom: companies building and supporting the AI infrastructure may be better near-term investments than those spending billions on building the AI tools themselves.

Unlike a fellow household name laptop-maker, Dell now seems to fit squarely into the former category. And that could turn this old-school PC player into Wall Street’s next growth stock.

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