WS #13865

From 500 msgs · 7 key-dev

Plug Power, HASI, Aramark beat; Tencent Music, AECOM, N-able disappoint; multiple analyst downgrades on N-able. Nvidia's partnership with six Wall Street firms to finance $500B in AI compute infrastructure is a major positive catalyst for NVDA and AI infrastructure names. Atlanta Fed's Venable says inflation too high, market awaits July CPI expected at 3.4%, with possible September hike pressuring growth stocks.

Earnings and analyst actions

Plug Power, HASI, Aramark beat; Tencent Music, AECOM, N-able disappoint; multiple analyst downgrades on N-able.

Nvidia's partnership with six Wall Street firms to finance $500B in AI compute infrastructure is a major positive catalyst for NVDA and AI infrastructure names.

Atlanta Fed's Venable says inflation too high, market awaits July CPI expected at 3.4%, with possible September hike pressuring growth stocks.

Full world state #13865