WS #11113
Brookfield expanded its Bloom Energy partnership to $25B, and Realty Income formed a $1.4B data center JV, underscoring continued AI infrastructure investment. Michael Burry disclosed new short positions against NVDA, TSLA, CAT, and AMAT, adding bearish pressure on mega-cap tech and industrials. Micron, Intel, and AMD added $2 trillion in combined market cap in Q2, driving the S&P 500 and Nasdaq to their best quarterly gains since 2020.
AI Infrastructure Investment Surge
Brookfield expanded its Bloom Energy partnership to $25B, and Realty Income formed a $1.4B data center JV, underscoring continued AI infrastructure investment.
Michael Burry disclosed new short positions against NVDA, TSLA, CAT, and AMAT, adding bearish pressure on mega-cap tech and industrials.
Micron, Intel, and AMD added $2 trillion in combined market cap in Q2, driving the S&P 500 and Nasdaq to their best quarterly gains since 2020.