WS #13416
SpaceX-Nvidia Starmind partnership, SpaceX's strong Q2 earnings with AI segment growth, and continued AI capex spending reinforce the AI infrastructure supercycle. Strong Q2 earnings beats from Astera Labs, Arista Networks, Amgen, Pinterest, and Toast, with raised guidance, supporting sector-specific rallies.
AI infrastructure supercycle
SpaceX-Nvidia Starmind partnership, SpaceX's strong Q2 earnings with AI segment growth, and continued AI capex spending reinforce the AI infrastructure supercycle.
Strong Q2 earnings beats from Astera Labs, Arista Networks, Amgen, Pinterest, and Toast, with raised guidance, supporting sector-specific rallies.