WS #13416
Holding: newest synthesis is 98d 9h old
SpaceX-Nvidia Starmind partnership, SpaceX's strong Q2 earnings with AI segment growth, and continued AI capex spending reinforce the AI infrastructure supercycle. Strong Q2 earnings beats from Astera Labs, Arista Networks, Amgen, Pinterest, and Toast, with raised guidance, supporting sector-specific rallies.
AI infrastructure supercycle
SpaceX-Nvidia Starmind partnership, SpaceX's strong Q2 earnings with AI segment growth, and continued AI capex spending reinforce the AI infrastructure supercycle.
Strong Q2 earnings beats from Astera Labs, Arista Networks, Amgen, Pinterest, and Toast, with raised guidance, supporting sector-specific rallies.