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O'Keeffe Stevens Advisory trimmed its QCOM position after material gains but remains positive on the company's AI diversification strategy, including a deal with Meta for data center CPUs. While Appl…
Nvidia plans a $1 billion equity investment in Finnish telecom company Nokia, highlighting strategic expansion and collaboration in tech sectors.
Abu Dhabi-backed G42 is negotiating cloud tenants and diversifying AI campus chip suppliers beyond Nvidia, engaging Amazon, Microsoft, Meta and xAI while courting AMD, Cerebras and Qualcomm; Google i…