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Key PointsNvidia is the more direct winner: It captures the largest share of the AI infrastructure build-out through GPUs, accelerated servers, and full AI systems.
We haven't written up this one. Nasdaq Markets has the full story — the link below goes straight to it.
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Victoria Reuvers of WealthStrat discusses market sentiment following the US President’s bomb threat against Oman, losses in Asian markets and the JSE’s resilience.
Earlier this month, the Reserve Bank of India (RBI) had raised growth projections from 6.6% to 6.7% citing resilient domestic economy.
Key PointsThe disposition involved 7,617 shares at $163 per share, representing a total transaction value of ~$1.2 million.
American builders filed more permits and poured less concrete, and a 50% tariff on a list of Canadian goods lands on Wednesday.
German expectations jump to 34.2 and ZEW names the Rhine as the risk, while France and Belgium count the cost of the summer.
Wang Yi lands in Seoul on Wednesday, Japan's ten-year yield hits its highest since 1996, and China's July missed everywhere.
