WS #13964
Strong earnings from CoreWeave, Super Micro, Nebius, and Cisco, plus Cramer's endorsement, signal renewed momentum in AI data center spending. July CPI at 3.4% YoY, matching expectations, reduces Fed rate hike odds and supports tech stocks. Apple in talks to pay publishers a nine-figure budget to improve AI-powered Siri, signaling aggressive AI investment.
AI infrastructure trade reaccelerates
Strong earnings from CoreWeave, Super Micro, Nebius, and Cisco, plus Cramer's endorsement, signal renewed momentum in AI data center spending.
July CPI at 3.4% YoY, matching expectations, reduces Fed rate hike odds and supports tech stocks.
Apple in talks to pay publishers a nine-figure budget to improve AI-powered Siri, signaling aggressive AI investment.