WS #13001
AI infrastructure spending fears drive rotation out of chip stocks. Nvidia's potential $250B OpenAI backstop, Alphabet capex hike, and circular financing concerns weigh. Apple tops $5T as AI-averse haven. Super Micro surges 15% on strong orders.
AI spending concerns and tech rotation
AI infrastructure spending fears drive rotation out of chip stocks. Nvidia's potential $250B OpenAI backstop, Alphabet capex hike, and circular financing concerns weigh. Apple tops $5T as AI-averse haven. Super Micro surges 15% on strong orders.