WS #12866
Nvidia falls 5% on AI spending concerns, Apple becomes most valuable company; Nvidia plans $250B OpenAI infrastructure push; Big Tech credit risks rise as AI spending soars. Celestica beats Q2 estimates with EPS $2.54 vs $2.31, revenue +62% YoY, raises guidance, stock up ~10% after hours, signaling robust AI/hardware demand.
AI spending and Big Tech credit risks
Nvidia falls 5% on AI spending concerns, Apple becomes most valuable company; Nvidia plans $250B OpenAI infrastructure push; Big Tech credit risks rise as AI spending soars.
Celestica beats Q2 estimates with EPS $2.54 vs $2.31, revenue +62% YoY, raises guidance, stock up ~10% after hours, signaling robust AI/hardware demand.