WS #12471
Hut 8 surges 14% on $9.8B AI data-center lease; IREN raises AI Cloud ARR target above $4B; Alphabet developing new AI chip 'Frozen v2'; options flow shows aggressive call buying in AMD and NVDA. Goldman Sachs reports hedge funds sold US tech stocks at record pace; Goldman Sachs seeks to issue preferred shares; short bets on US stocks at record high; HSBC sees 'proper warning signs' in risk assets.
AI infrastructure and compute sector rally
Hut 8 surges 14% on $9.8B AI data-center lease; IREN raises AI Cloud ARR target above $4B; Alphabet developing new AI chip 'Frozen v2'; options flow shows aggressive call buying in AMD and NVDA.
Goldman Sachs reports hedge funds sold US tech stocks at record pace; Goldman Sachs seeks to issue preferred shares; short bets on US stocks at record high; HSBC sees 'proper warning signs' in risk assets.