Given the current 10‑year Treasury yield hovering near 4.3%, Capital One Investing’s fixed‑income clients may see portfolio rebalancing opportunities, potentially increasing advisory and transaction volumes. There's still plenty of room for both chips moving forward, by looking for Broadcom to rise a bit quicker than Nvidia over the next few years. I still think both are excellent investments, and that October is a great time to scoop up these stocks in anticipation of record-setting data center capital expenditures for 2026. The Capital One AI team eventually opted to use Meta’s open-source Llama LLM and set about building AI solutions atop its public cloud foundation, established prior to Natarajan’s tenure at the financial services company. Capital One Investing‑related assets have shown resilience compared to regional bank peers during recent volatility. Analysts point to diversified fee income streams as a key stabilizer against rate‑sensitive revenue swings.
