WS #13929

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Nebius, CoreWeave, AMD, Nokia, and Foxconn report strong AI-driven results, lifting AI and semiconductor stocks. July CPI at 3.4% YoY, core 2.5%, matching expectations; reduces September rate hike odds to ~40%, supporting equities and pressuring USD. Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, KKR jointly arranging $500B financing for Nvidia, raising subprime-like risk concerns.

AI infrastructure demand surge

Nebius, CoreWeave, AMD, Nokia, and Foxconn report strong AI-driven results, lifting AI and semiconductor stocks.

July CPI at 3.4% YoY, core 2.5%, matching expectations; reduces September rate hike odds to ~40%, supporting equities and pressuring USD.

Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, KKR jointly arranging $500B financing for Nvidia, raising subprime-like risk concerns.

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