Intro

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).

Show Notes:
Nvidia plans to invest up to $100B in OpenAI progressively to build AI data centers
AI revolution hits next stage of growth in Nvidia/OpenAI deal: Wedbush
Wall Street rises after PCE index data comes in line

Episode transcripts: seekingalpha.com/wsb

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