AI Infrastructure Ignites the Next Level – Jensen Huang Elevates Marvell to Next Trillion-Dollar Company – HPE Explodes After Record Quarter – Alphabet Raises 80 Billion USD with Berkshire as Anchor Investor – STMicro Doubles Data Center Targets – DAX Recovers to 25,185 Points, Infineon Climbs to 2000s High – Bayer Plummets to December Low

USA & MACRO-ENVIRONMENT Wall Street takes a breather. After a remarkable eight-day winning streak, the S&P 500 pauses – the futures are quoted at 7,612 points, a slight increase of 0.1%. At the same time, the impending pull from the AI capital market is heating up sentiments: Strategist Ed Yardeni warns that the upcoming mega-IPOs from SpaceX, Anthropic , and OpenAI could raise around 200 billion USD and thus withdraw liquidity from the broader market. In light of this concern, Goldman Sachs analyst Ben Snider reassures: US stock...