Nvidia Stock Gains as Amazon Reassures Stock Markets on AI Data-Center Plans - Barron's
1. Amazon clarified it is not reducing AI infrastructure commitments. 2. Nvidia's stock fell 4.5% but gained 1.3% afterwards. 3. Analysts warn of cautious capital expenditure due to geopolitical factors. 4. AWS is reallocating resources rather than cutting investments. 5. Other chip makers like AMD and Broadcom saw slight gains.