WS #10428
Alphabet (GOOGL) down 5-7% on J.P. Morgan pushing back against in-house chip rumors that threatened AVGO, dragging down AMZN, ORCL, MSFT. SpaceX signs up to $6.3B computing power deal with AI startup Reflection, including immediate access to Nvidia GB300s, bullish for NVDA and AI infrastructure.
GOOGL-led cloud selloff
Alphabet (GOOGL) down 5-7% on J.P. Morgan pushing back against in-house chip rumors that threatened AVGO, dragging down AMZN, ORCL, MSFT.
SpaceX signs up to $6.3B computing power deal with AI startup Reflection, including immediate access to Nvidia GB300s, bullish for NVDA and AI infrastructure.