The headline number out of Korea this week is 200 megawatts. It is the wrong number to watch. NAVER, NVIDIA and Brookfield said they will more than triple the NVIDIA DSX AI factory at NAVER’s…
NVIDIA closed at $197.58 on Wednesday, July 1, 2026, down 1.25%. In a normal tape that is rounding error. On this tape it was the strangest print of the day — because everything around NVIDIA…
Palantir Technologies closed at $125.73 on Wednesday, July 1, 2026 — up 7.8% in a session that added roughly $21.7 billion to its market value on 57 million shares of volume. The proximate cause was…