WS #13969
Strong earnings from CoreWeave, Super Micro, and others, plus Nvidia's $500B AI infrastructure financing initiative, continue to drive the AI trade higher, lifting tech indices. China blocks Meta's acquisition of Manus, and IBM invests $240M in Nvidia-based AI infrastructure, highlighting ongoing tech competition and regulatory friction.
AI infrastructure rally
Strong earnings from CoreWeave, Super Micro, and others, plus Nvidia's $500B AI infrastructure financing initiative, continue to drive the AI trade higher, lifting tech indices.
China blocks Meta's acquisition of Manus, and IBM invests $240M in Nvidia-based AI infrastructure, highlighting ongoing tech competition and regulatory friction.