WS #13811
Wall Street consortium including Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, KKR partners with Nvidia on $500B AI infrastructure financing, announcement possible today. SEC eases ABS rules for data centers, Nvidia financing deal, JPMorgan raises S&P target to 8000 on AI capex returns, supporting AI infrastructure names. Jefferies downgrades Apple to Underperform, iPhone 20 cancellation, iPhone 18 Pro price hikes, testing CXMT memory chips, Apple Watch redesign exploration. Intel $15B stock offering, Medical Properties Trust $2.4B note issuance, Nabors Industries +8.4%, Netflix doubles ad commitments, Archer-Boeing deal. CrowdStrike hits all-time high, Datadog breaks out +9.9%, Cognex sees record revenue on AI machine vision, reversing 'SaaSpocalypse' narrative.
Nvidia $500B AI Financing Deal
Wall Street consortium including Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, KKR partners with Nvidia on $500B AI infrastructure financing, announcement possible today.
SEC eases ABS rules for data centers, Nvidia financing deal, JPMorgan raises S&P target to 8000 on AI capex returns, supporting AI infrastructure names.
Jefferies downgrades Apple to Underperform, iPhone 20 cancellation, iPhone 18 Pro price hikes, testing CXMT memory chips, Apple Watch redesign exploration.
Intel $15B stock offering, Medical Properties Trust $2.4B note issuance, Nabors Industries +8.4%, Netflix doubles ad commitments, Archer-Boeing deal.
CrowdStrike hits all-time high, Datadog breaks out +9.9%, Cognex sees record revenue on AI machine vision, reversing 'SaaSpocalypse' narrative.