WS #10474
Chevron-Microsoft power deal and Qualcomm's potential Modular acquisition signal continued AI infrastructure investment, while Palantir's 52-week low reflects de-risking of high-multiple AI names.
AI Infrastructure and Chip Deals
Chevron-Microsoft power deal and Qualcomm's potential Modular acquisition signal continued AI infrastructure investment, while Palantir's 52-week low reflects de-risking of high-multiple AI names.