Pinkspider
15:08

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Nvidia $NVDA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent AI compute financing platforms designed to mobilize more than $500 billion of third-party capital over time. The goal is to turn Nvidia compute and full-stack AI infrastructure into an investable asset class, helping fund the global buildout of AI factories while giving Nvidia customers access to large pools of capital at attractive rates. Jensen: “In AI, compute is revenue. NVIDIA compute is uniquely suited for this role. It is broadly adopted, flexible across models and workloads, fungible and transferable across customers and operators, and continuously improved through CUDA software. That is why we are bringing the world’s leading long-term capital providers together to independently underwrite AI infrastructure. These financing platforms will help customers access scarce compute at scale and build the DSX AI factories that will power every industry and country in the age of AI.”

2. Meta $META released Muse Glimmer, a new 30B-parameter dense AI model with open weights that can run locally, with weights for Muse Spark 1.2 expected to follow soon. Meta CEO Mark Zuckerberg also said he believes everyone will eventually have a personal AI agent that understands them and what they care about.

3. Chinese humanoid robot makers accounted for more than 97% of global shipments in 1H26, with volumes more than tripling to 19,100 units. Agibot led the market with a 44% share, while industrial and commercial use cases made up over 70% of shipments. Unitree Robotics is also going public on the Shanghai Stock Exchange at a $9 billion valuation, with its IPO oversubscribed by retail investors by 8000%.

4. Microsoft $MSFT plans to unveil its next-generation Maia 300 AI chip in September, according to The Information, marking progress after a slower start for its in-house silicon program. Microsoft reportedly plans to expand internal use of Maia while also targeting major external customers. The move could give Microsoft more control over the AI infrastructure powering its services as demand for compute continues to surge.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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