The Peak Daily

Zombie Zellers 🧟- Nvidia inaugurates the $5 trillion club, Zellers returns from the dead (again).

Oct 30, 2025
Nvidia hits a staggering $5 trillion valuation, driving excitement in the AI space. The potential global shifts from Nvidia's growth raise eyebrows too. In a surprising twist, Zellers makes a comeback, but can it navigate the fierce competition from e-commerce? Meanwhile, Canada cuts interest rates while strategizing for G7 investment in critical minerals, and a diplomatic spat unfolds between U.S. and Ontario officials. Will Zellers thrive? Stay tuned!
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INSIGHT

NVIDIA's Unprecedented Market Concentration

  • NVIDIA's market cap surged to US$5 trillion driven by AI chip demand and optimistic sales forecasts.
  • That concentration of market growth risks broader economic fallout if sentiment or sales reverse.
INSIGHT

Huge Forward Orders And New Growth Avenues

  • Jensen Huang said NVIDIA has half a trillion dollars in AI chip orders for the next five quarters, underscoring persistent demand.
  • The company is pushing into corporate AI solutions and linking quantum with classical computing to sustain growth.
ANECDOTE

Zellers Returns In A New, Smaller Form

  • Zellers officially relaunched in Edmonton under new ownership with plans for a national rollout next spring.
  • The brand will target smaller retail spaces and focus on budget apparel, home goods, and seasonal items.
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