Latest / The QuantAlpha Briefing
Aug 13 — Nvidia's Wall Street deal, CPI, and BOJ tensions
• Nvidia and Wall Street investors announced a $500B partnership that could restructure AI infrastructure financing and shift power away from hyperscalers — reshaping the entire AI capex cycle. • US CPI came in at 3.4% as expected, keeping the Fed's easing path intact and anchoring rate-cut expectations — bitcoin held near $64,000 on the print. • Treasury Secretary Bessent and Japanese PM Takaichi are clashing over Bank of Japan rate hike policy — the dispute injects uncertainty into yen carry trades and global liquidity conditions.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.