AI infrastructure is today's clearest theme. NVDA partners are moving fast. Aptiv expanded its NVIDIA collaboration to accelerate edge AI adoption. Generac signed a global supply deal with a major hyperscale data center operator to deliver backup power. Both deals confirm that AI build-out spending is still running hot. Meanwhile, SoftBank's Masayoshi Son told investors he sees AI as "just the beginning," with Goldman Sachs and Morgan Stanley both cited in his growth commentary.
European stocks are sliding Tuesday despite defense names rallying. Ukraine ratified a $105 billion EU loan deal, lifting defense spending expectations. London fintech Wise fell sharply after Belgian authorities opened a money laundering inquiry. halted Paris trading ahead of a financing announcement. closed its Asia III private equity fund at $13.1 billion — well above its $10 billion target — signaling continued demand for alternative assets in the region.
Ulta Beauty and Dollar General both report after the close today. Dollar General faces consumer pressure. HPE saw its consensus analyst target leap 34% to $40.13 after strong AI infrastructure results. Dell also got a modest target lift to $482.86.
Futu Holdings is today's standout short story. Short interest jumped 81% in a week to 4% of float. Cost to borrow surged 884% following CSRC regulatory concerns. Xometry priced a $225 million equity offering at $85 per share this morning. That dilution is likely to attract fresh put activity in near-term options.
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