- Nvidia (NVDA) is working on AI infrastructure deals potentially worth more than $750 billion, including an artificial intelligence initiative with SK Hynix Inc.'s parent worth more than $500 billion. The deals have raised concerns about circular financing and skewed incentives, with critics warning that they may artificially inflate demand and valuations across the industry and create systemic shocks.
- Ford Motor (F) shares gain. Jefferies upgraded Ford to buy from hold ahead of second quarter earnings report. Analyst Philippe Houchois says “there is always scope for surprise either way at Ford, but we see Q2 as a low point for volume with post-Novelis production set to normalize up.”
- ExxonMobil (XOM) shares fall. Energy stocks drop after the US and Iran held off on attacks for a third straight night, sending oil prices lower. Airlines and cruise lines rally.
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