WS #13812

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Nvidia partners with Wall Street firms on $500B AI financing package and plans $3B stake in Lancium, boosting AI infrastructure and power names. Jefferies downgrade, iPhone 20 cancellation, memory chip shortage, and testing CXMT chips pressure Apple's growth narrative. Intel announces $15B stock offering to fund foundry expansion, shares drop ~4%. Black Hat conference highlights AI threats, driving record highs for CrowdStrike and Palo Alto Networks.

Nvidia AI infrastructure financing

Nvidia partners with Wall Street firms on $500B AI financing package and plans $3B stake in Lancium, boosting AI infrastructure and power names.

Jefferies downgrade, iPhone 20 cancellation, memory chip shortage, and testing CXMT chips pressure Apple's growth narrative.

Intel announces $15B stock offering to fund foundry expansion, shares drop ~4%.

Black Hat conference highlights AI threats, driving record highs for CrowdStrike and Palo Alto Networks.

Full world state #13812