WS #13834
Nvidia partners with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR to raise $500B+ for AI infrastructure, boosting NVDA and AI names despite circular-deal concerns. Fermi America's $6.5B TensorWave lease, Plug Power's revenue beat, Trump Media's $238M loss, and Hims & Hers guidance raise are notable single-stock movers. Microsoft in talks with TSMC for Maia 300 chips; Apple tests CXMT memory and faces all-glass iPhone cancellation; Nvidia's $500B deal contrasts with broader tech weakness.
Nvidia $500B AI infrastructure financing
Nvidia partners with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR to raise $500B+ for AI infrastructure, boosting NVDA and AI names despite circular-deal concerns.
Fermi America's $6.5B TensorWave lease, Plug Power's revenue beat, Trump Media's $238M loss, and Hims & Hers guidance raise are notable single-stock movers.
Microsoft in talks with TSMC for Maia 300 chips; Apple tests CXMT memory and faces all-glass iPhone cancellation; Nvidia's $500B deal contrasts with broader tech weakness.