Latest / The QuantAlpha Briefing
Jul 28 — Nvidia's AI financing push, tariffs, and big tech…
• Nvidia is reportedly arranging over $750B in fresh AI commitments and in talks to back two startups — the chipmaker is shifting from hardware vendor to primary financier of the AI buildout • China says the US agreed to cap replacement tariffs on Chinese goods at 20% — if confirmed, a substantial retreat from trade-war peaks with ripple effects on supply chains and earnings • Microsoft, Meta, Apple, and Amazon all report earnings this week — four Magnificent Seven names in one stretch will set the near-term tone on AI spending and index direction
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.