WS #12709
NVIDIA and SK Group announce $500B+ AI and semiconductor partnership; Samsung and Broadcom sign $200B MOU for 2nm and advanced packaging through 2030. Alphabet Q2 CapEx concerns send GOOGL down ~7% despite 24.8% EBIT growth; Tesla Q2 miss with operating margin falling to 1.4% sends TSLA down 15%.
Major AI Infrastructure Deals: NVIDIA-SK Group $500B+ and Samsung-Broadcom $200B
NVIDIA and SK Group announce $500B+ AI and semiconductor partnership; Samsung and Broadcom sign $200B MOU for 2nm and advanced packaging through 2030.
Alphabet Q2 CapEx concerns send GOOGL down ~7% despite 24.8% EBIT growth; Tesla Q2 miss with operating margin falling to 1.4% sends TSLA down 15%.