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Large investment talks lift sentiment across AI infrastructure stocks
Reports of a potential $10 billion Amazon investment in OpenAI lifted sentiment across AI infrastructure and cloud-linked stocks.
Reports of OpenAI exploring a potential $10 billion investment from Amazon supported broader optimism across AI-linked stocks. Discussions reportedly include use of Amazon-designed AI chips, implying deeper infrastructure collaboration. The development coincided with continued strength in AI hardware and cloud-related equities, which have driven much of Nasdaq’s recent gains.