Nvidia’s Networking Chief just revealed where he is convinced the next AI fortune could be made.
And here’s the best part… You don’t need to be a PhD, a Silicon Valley insider, or have millions of dollars in seed capital.
Gilad Shainer, Senior Vice President of Networking at NVIDIA, says: “A growing portion of the billions spent on AI [will land here].”
Jensen Huang, the CEO of Nvidia, agrees, calling it: “foundational to scaling AI.”
Yet, these tech titans aren’t talking about AI chips, chatbots, or anything like that. It’s a hidden AI play few are noticing, one that’s quietly becoming one of the fastest-growing cash streams in America today.
We just recorded a video on exactly where Nvidia’s Networking Chief says billions could flow next…
Warning: if you’re only focusing on chips and chatbot stocks, you will miss this entirely.
P.S. Nvidia just announced it will spend $500 billion over the next
4 years…But a massive chunk of that cash is headed somewhere surprising.
It’s not AI chips, chatbots, or anything similar. Yet Nvidia’s own Networking Chief says fortunes could be made here. Click here to watch the full story now.
Guidewire's Buyback Could Be the Clue the Sell-Off Is Ending
Reported by Thomas Hughes. Article Published: 1/16/2026.
What You Need to Know
- Guidewire’s new $500M share buyback supports investor confidence and could accelerate its path to equity gains despite a rising share count.
- Institutional selling in late 2025 has given way to early‑2026 accumulation, setting the stage for a potential rebound after a deep price correction.
- Analyst sentiment remains bullish with a Moderate Buy consensus and upside forecasts driven by cloud migration, AI integration, and product expansion.
Share buyback authorizations, such as the one recently issued by Guidewire Software (NYSE: GWRE), are an important signal for investors and can influence stock movement because they reflect management's confidence in growth and cash flow. Guidewire announced a $500 million repurchase authorization, extending a previously completed program. The new plan represents roughly 3.4% of the company's market capitalization, offering potential equity leverage and a sentiment boost for shareholders.
One negative so far is that recent repurchases have not reduced the outstanding share count because they were largely offset by share-based compensation. In 2025, that activity left the share count up about 1.5%, although 2026 may see faster progress. Q1 FY2026 activity produced only a 0.6% increase in the share count, and the company is growing while its financial health continues to improve.
Institutions Are the Key to Unlocking Guidewire's Share Price Rebound
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Guidewire's price correction in Q4 2025 was severe, with the stock falling more than 30% from its highs. MarketBeat data indicate the sell-off was largely driven by profit-taking and now appears overdone, creating a setup for a rebound. Q4 selling was dominated by institutions; institutional owners—including hedge funds—account for more than 90% of the float and sold heavily throughout 2025 as the market peaked.
The likely trigger for a rebound will be a reversion from distribution back to accumulation, a process that has already started. MarketBeat's data show institutional investors buying GWRE shares in the first two weeks of 2026, and that buying should accelerate as Q1 FY2026 progresses.
Valuation concerns also contributed to the sell-off. The stock traded near 65x forward earnings at the 2025 peak and still trades at a high ~58x multiple in early 2026. Those multiples assume continued robust growth and may therefore be optimistic.
Guidewire's Q1 FY2026 results showed top- and bottom-line outperformance, accelerating earnings growth, and a favorable outlook for the year. If the company maintains momentum with its go-to-market strategies, there appears to be valuation upside and the potential for a constructive analyst revision cycle. At 10x the 2035 forecast, the stock could rise roughly 100% to match valuations of insurance-related peers and 200% or more to approach high-quality tech-name multiples.
Analysts Agree Guidewire Software Looks Undervalued in Early 2026
Q1 FY2026 results prompted a mixed analyst response—one price-target cut, two ratings reaffirmed, one target increase and one upgrade—but the overall takeaway was constructive. Among 17 analysts covering the stock, the consensus rating is Moderate Buy, with about 70% assigning Buy ratings. The consensus price target implies roughly 60% upside to current levels.
Key 2026 catalysts for Guidewire include accelerating cloud migration, AI integration and new product development, and an expanding partner network. Cloud migration across verticals underpins the growth outlook, while AI offers insurance clients efficiency gains in claims handling and customer-facing services. Regarding its partner network, Guidewire removed education fees in 2025, which accelerated the number of professionals certified on the platform and should improve long-term customer stickiness.
Oversold Signals Suggest Guidewire Is Near a Turning Point
Price action in 2025 and early 2026 brought GWRE down to around $170, putting it near long-term moving averages. Technical indicators (MACD and stochastic) show the stock is deeply oversold and sitting near the low end of analysts' expectations, which supports the case for a rebound. The main risk is a break below critical support, which could extend the sell-off toward about $150 before a recovery.
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