WS #13674
Holding: newest synthesis is 92d 10h old
AI stocks continue strong weekly gains, Amazon raises AI capex to $220B, Nvidia eyes $3B investment in Lancium, and Nvidia/Micron earnings highlight AI infrastructure boom, supporting tech sentiment. Weak July jobs report (23K job cuts) and cooling inflation raise expectations for Fed to hold rates in September, supporting equities and rate-sensitive sectors.
AI trade rebound and capex surge
AI stocks continue strong weekly gains, Amazon raises AI capex to $220B, Nvidia eyes $3B investment in Lancium, and Nvidia/Micron earnings highlight AI infrastructure boom, supporting tech sentiment.
Weak July jobs report (23K job cuts) and cooling inflation raise expectations for Fed to hold rates in September, supporting equities and rate-sensitive sectors.