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Aug 11 — Jobs miss, Nvidia's $500B AI raise, and Intel equity…
• The US shed 23,000 jobs in July versus a forecast of +83,000 — a massive payrolls miss that raises recession risk and sharply increases pressure on the Fed to cut rates. • Nvidia is partnering with Wall Street firms to raise $500 billion for AI infrastructure — cementing its central role and potentially reshaping capital spending across tech and power sectors. • Berkshire Hathaway turned net buyer for the first time in nearly four years, purchasing $23.5B in equities against $3.7B in sales — Buffett's shift signals growing confidence in equity valuations.
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