WS #13242
NVIDIA rallies on Amazon capex and Moonshot chip deal, while Nebius shows strong fundamentals but weak price action, indicating selective AI investment. Microsoft raises Xbox prices in Europe citing memory crisis, corroborating Apple's supply-chain warning and pressuring consumer electronics margins.
AI infrastructure divergence
NVIDIA rallies on Amazon capex and Moonshot chip deal, while Nebius shows strong fundamentals but weak price action, indicating selective AI investment.
Microsoft raises Xbox prices in Europe citing memory crisis, corroborating Apple's supply-chain warning and pressuring consumer electronics margins.