After AGI, Silicon Valley has found another justification for capital expenditure.

① The Chief Strategy Officer of Google DeepMind stated that RSI is becoming the core investment rationale behind AI capital expenditures. ② Both OpenAI and Anthropic have already placed bets on this direction. ③ “The arrival of RSI may come sooner than most institutions anticipate.”

cls.cn11:34

NVIDIA targets the power provider behind OpenAI’s 'Stargate,' investing $3 billion for a direct stake

NVIDIA is reportedly planning to invest up to $3 billion in Lancium, a power infrastructure provider that supplies electricity to OpenAI’s 'Stargate' AI campus and has already secured 4 gigawatts of power capacity in Texas. The initial $2 billion investment would grant NVIDIA approximately a 20% stake, which would increase to around 30% following additional funding.

wallstreetcn11:32

AAOI's earnings surged, lifting the entire optical communications sector.

AAOI reported second-quarter revenue of $191.9 million, an 86% year-over-year increase, with its data center business surpassing the $100 million mark for the first time. This strong performance drove a collective rally in shares of optical communications companies including Coherent, Lumentum, and Corning. Analysts view AAOI's better-than-expected results as a positive indicator for Lumentum and Coherent, both of which have significant exposure to AI data center optical interconnects and are scheduled to release their earnings reports next week.

wallstreetcn10:04

U.S. Markets Close | Weak Jobs Report Dampens Rate Hike Expectations; S&P 500 Hits New Record High. Software Stocks Surge, with Atlassian Jumping 35% Post-Earnings and Palantir Rising Over 10%. Gold Rebounds Strongly Above $4,300.

The S&P 500 rose 0.59% to close at 7,755.61, the Nasdaq Composite gained 1.28% to 26,686.48, and the Dow Jones Industrial Average advanced 0.28% to 54,036.93. All three major U.S. equity indices recorded their largest weekly gains since mid-April this week. Spot gold surged 2.3% to $4,336 per ounce. WTI crude traded at approximately $77.5 per barrel, while Brent crude was around $82.5 per barrel. The yield on the 10-year U.S. Treasury note stood at 4.65%.

wallstreetcn06:23

Catalyst Watch: Inflation Reads, AMAT Earnings, Google Pixel Event, and MLB on Netflix

Seeking Alpha03:00

8 Communication Services Stocks With Whale Alerts In Today's Session

Benzinga01:35