The VectorIndustry21d ago
AI Capital Rotation: Chip Stocks Crater as Nvidia Writes $250B Checks and Apple Hits $5T
The AI trade is splitting in two. Chip stocks are suffering one of their worst months on record while Nvidia simultaneously negotiates to backstop $250 billion in data center loans for OpenAI — and Apple, the mega-cap that sat out the AI sp…
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IndustryUPDATED21d ago
NVIDIA's $750B AI Deal Pipeline Draws Circular Financing Scrutiny
NVIDIA is facing intensifying scrutiny from investors and prominent market figures over whether its expanding web of AI infrastructure deals — reportedly worth more than $750 billion — amounts to circular financing, in which the…
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