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Nvidia rallied 6.6% ahead of Aug. 26 earnings, raising the bar for results. Goldman Sachs warns elevated expectations could trigger a sell-the-news reaction despite strong GPU demand and robust hyper…
GDS Holdings raised its 2026 AI data-center bookings target to 1GW from 500MW, citing record hyperscaler demand and doubling backlog, though EBITDA acceleration mainly begins 2027.
Nvidia jumped 3% after announcing up to $100 billion in infrastructure investment with OpenAI to deploy at least 10 GW of Nvidia systems starting in H2 2026; the move follows a separate $5B Nvidia-In…