WS #14065

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AMD ships Helios rack challenging Nvidia, while Nvidia partners with Goldman to raise $500B for AI infrastructure; LG and Nvidia partner on humanoid robots. SanDisk and Micron surge after investor day and analyst upgrades, with JPMorgan reinstating Overweight on SanDisk with a $2250 target, signaling strong memory demand. Reddit to join S&P 500 effective August 18, replacing AvalonBay, with shares up 12% premarket.

AI Infrastructure Race

AMD ships Helios rack challenging Nvidia, while Nvidia partners with Goldman to raise $500B for AI infrastructure; LG and Nvidia partner on humanoid robots.

SanDisk and Micron surge after investor day and analyst upgrades, with JPMorgan reinstating Overweight on SanDisk with a $2250 target, signaling strong memory demand.

Reddit to join S&P 500 effective August 18, replacing AvalonBay, with shares up 12% premarket.

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