WS #13977
Cisco reports record AI orders, Lenovo beats on AI demand, and NVIDIA plans $500B AI data center financing, reinforcing the AI infrastructure bull case. July CPI in line at 3.4% cuts September Fed hike odds to ~40%, supporting growth and tech stocks, with gold above $4,400.
AI infrastructure demand surge
Cisco reports record AI orders, Lenovo beats on AI demand, and NVIDIA plans $500B AI data center financing, reinforcing the AI infrastructure bull case.
July CPI in line at 3.4% cuts September Fed hike odds to ~40%, supporting growth and tech stocks, with gold above $4,400.