SMH: THE AI CAPEX SUSTAINABILITY GAUGE CRASHES — via SEEKINGALPHA

NVDA STOCK ALERT : THE PRICES OF NVIDIA CHIPS COULD DROP FOR SOME TIME AMID INTENSIFYING COMPETITION →

CISCO STOCK SLIPS AS NVIDIA OVERTAKES IT IN DATA CENTER SWITCHING FOR THE FIRST TIME →

$NVDA +3.5% — NVIDIA SELLING $20B IN BONDS FOR FIRST TIME SINCE 2021 →