Jul. 21 at 11:33 AM
Morning Report | Alphabet’s inference-chip push + neocloud financing fuel AI infra rotation
$NBIS neocloud financing boosts AI infra
$GOOGL inference chip push spotlights efficiency
$FXC tariff timeline tightens Canada FX
$EWZ U.S. tariff actions pressure Brazil cyclicals
$AMZN 1.5B Anthropic piracy settlement risk
https://open.substack.com/pub/pickalpha/p/morning-report-alphabets-inference?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true