WS #13904
Holding: newest synthesis is 85d 18h old
Nvidia's $500B financing deal with major asset managers and Super Micro's strong guidance underscore robust AI infrastructure demand, boosting asset managers and AI server makers. Alphabet continues to slide on AI culture concerns, dragging tech indices lower, while other tech names like Oracle and Adobe also fell.
AI infrastructure financing boom
Nvidia's $500B financing deal with major asset managers and Super Micro's strong guidance underscore robust AI infrastructure demand, boosting asset managers and AI server makers.
Alphabet continues to slide on AI culture concerns, dragging tech indices lower, while other tech names like Oracle and Adobe also fell.