WS #12558
Nvidia unveils Spectrum-6 Ethernet platform with SpaceX and Microsoft as customers; social media claims Nvidia is buying ~10% stake in Nebius (NBIS) worth ~$4B, a bullish signal for neocloud stocks. Apple to launch 'Apple Upgrade' device leasing program on July 28 in partnership with Klarna to spur sales, bullish for AAPL and KLAR. Micron rises over 10% after Bank of America adds it to its list of 'best investment ideas.' Treasury Secretary Bessent threatens sanctions against Chinese AI models over IP theft, potentially benefiting US AI firms.
Nvidia AI Infrastructure and Neocloud Bullish Signal
Nvidia unveils Spectrum-6 Ethernet platform with SpaceX and Microsoft as customers; social media claims Nvidia is buying ~10% stake in Nebius (NBIS) worth ~$4B, a bullish signal for neocloud stocks.
Apple to launch 'Apple Upgrade' device leasing program on July 28 in partnership with Klarna to spur sales, bullish for AAPL and KLAR.
Micron rises over 10% after Bank of America adds it to its list of 'best investment ideas.'
Treasury Secretary Bessent threatens sanctions against Chinese AI models over IP theft, potentially benefiting US AI firms.