WS #13963
Strong earnings from CoreWeave, Super Micro, and Nebius, along with Jim Cramer's endorsement, signal the AI data center trade is regaining market leadership, supporting NVDA and related names. US July CPI at 3.4% YoY, in line with expectations, eases Fed rate hike fears and supports a modest rally in growth/tech stocks. Apple is in talks to pay publishers a nine-figure budget to improve AI-powered Siri, signaling a major push into AI and a potential positive catalyst for AAPL.
AI Infrastructure Trade Resurgence
Strong earnings from CoreWeave, Super Micro, and Nebius, along with Jim Cramer's endorsement, signal the AI data center trade is regaining market leadership, supporting NVDA and related names.
US July CPI at 3.4% YoY, in line with expectations, eases Fed rate hike fears and supports a modest rally in growth/tech stocks.
Apple is in talks to pay publishers a nine-figure budget to improve AI-powered Siri, signaling a major push into AI and a potential positive catalyst for AAPL.