Today’s AI U.S. Stock Info Gap:
1. $SPCX announced it had completed $40 billion in debt financing to buy $NVDA GPUs. Jensen Huang: “See, I told you there’d be no shortage of orders.”
2. New cloud providers are toast! $CRWV continued plunging to 53, down 70% from its all-time high. Elon Musk added fuel to the fire, predicting that more than 200 new cloud providers will blow up!
3. This week is Fed week and a super earnings week! Tuesday: $V $PYPL $HOOD $STX $GLW $SOFI earnings; Wednesday: $MSFT $GOOGL $SKHY $NOW $KLAC Fed FOMC decision.
4. Thursday: $AMZN $INTC $COIN $MSTR $RDDT $SBUX $SNDK $TWLO $LLY $MA $MRK

5. The bottleneck has shifted to the back end! Nvidia is spending big to lock in capacity, and six new names have been added to the “wealth-code” partnership list: $AMKR $4062.T $2449.TW $009150.KS $ASX $3037.TW. They’re mainly involved in advanced packaging, substrates, testing, and optical engines.