This is Guru Focus First Look, your morning market brief for Tuesday, August 11. Here are the stories driving markets today. Nvidia has secured commitments from Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion in third-party capital for global artificial intelligence compute infrastructure projects.The company announced the partnerships as part of a sweeping effort to accelerate AI adoption and expand the reach of its technology in data centers worldwide. Th ...

An appeals court federally ruled today thousands of lawsuits can move forward against a bunch of social media companies over claims their platforms are designed to be addictive to kids. We're talking Meta, Google, and Bite Dance. Now, those companies say a law from the '9s shields them from lawsuits over content that people put on the site, like that users put up, but the Ninth Circuit Court says it was too early for an appeal to be filed on a lower court ruling.A rep from Meta and a spokesperson for the le ...

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Market Trends and Macroeconomic Environment - Asian stocks experienced a cautious open due to oil rallies and concerns that the Federal Reserve will raise interest rates, while the Japanese yen weakened by 1% as intervention efforts proved short-lived [1][4] - The Reserve Bank of Australia (RBA) is expected to maintain a hawkish hold as June quarter inflation showed a third consecutive deceleration, coming close to the top of the target bound [61][62][64] - Singapore's second-quarter GDP grew by 5.9% year-on-year, outperforming previous expectations of 5.8%, with full-year GDP growth forecasts revised upward to a range of 4.5% to 5.5% [105] Artificial Intelligence Infrastructure and Investment - NVIDIA partnered with Wall Street giants including Goldman Sachs, Blackrock, Blackstone, Apollo, and KKR to finance the next wave of AI infrastructure, involving commitments reaching half a trillion dollars [1][7][55] - Intel announced plans to raise $15 billion (subsequently upsized to target a $20 billion share sale at a 6.5% discount) through its first public stock offering since listing in 1971 to support AI initiatives and purpose-built silicon [21][23][24] - Anthropic formed a partnership with Macquarie Asset Management and GIC to develop AI data centers in the U.S. and struck a $9.1 billion deal with Riot Platforms for 491 megawatts of capacity through June 2048 [21][22][110] - Meta introduced a downloadable AI model named Muse Glimmer designed to run on personal computers using a single graphics card [22][23] Corporate and Strategic Developments - Sunrise Energy Metals secured a $400 million loan from the U.S. administration to expand production of scandium, an essential rare earth element for military, aerospace, and semiconductor industries [167][170][172] - Hong Kong's financial sector faces structural testing as mainland China implements a 20% tax levy on cross-border capital gains, threatening a contraction in managed wealth, while Hong Kong introduces tax incentives to attract overseas managers and global hedge funds [187][189][190]

Industry Trends - Meta CEO Mark Zuckerberg published a philosophy piece on building AI for everyone [1] - The technology sector advocates that superintelligence should empower individuals rather than being controlled by a few governments or labs [1]

Mark Zuckerberg published a lengthy letter outlining his thinking on the future of AI, arguing for a broader strategy focused on “individual empowerment” while calling for further regulation by the U.S. government.Read more: https://t.co/TTDqnXCCOHPhoto: Jill Connelly via Getty Images ...

For AI agents to run mission-critical enterprise workflows, [music] auditability is not just a nice-to-have. It's a deployment blocker. If you can't verify and trust what agents do, then you can't ship [music] them.In ExtractBench, we've changed this. Grounding is a first-class citizen. We score whether each correct value points to the [music] correct page and the correct source words.So, a reviewer can click a field and jump straight to the source. >> [music] >> We evaluated 14 frontier systems and found t ...

>> BREAKING TONIGHT. THE POWERFUL EARTHQUAKE KILLING MORE THAN 100 PEOPLE. AND NOW THE URGENT SEARCH FOR SURVIVORS.THE NATIONAL EMERGENCY UNFOLDING AFTER A MAGNITUDE 7.4% QUAKE, ROCKS COLUMBIA. DOZENS OF BUILDINGS DESTROYED. THIS HOSPITAL, COLLAPSING ON AN AMBULANCE AS PATIENTS FLEE THE SPIRE OF A CATHEDRAL.CRUMBLING. RESCUE TEAMS RACING TO FIND PEOPLE TRAPPED IN THE RUBBLE TONIGHT. THIS JUST IN.PRESIDENT TRUMP SIGNING A NEW EXECUTIVE ORDER OVERHAULING THE VACCINE SCHEDULE FOR CHILDREN. WHY. ONE REPUBLICAN ...

RT Greg Price (@greg_price11)During the Murthy v. Missouri lawsuit, it was revealed that the Biden CDC was sending daily emails to Facebook demanding they censor posts that raised concerns about the COVID vaccine's impact on pregnant women-- which it now seems Fauci and Murthy agreed with privately. https://t.co/PRiyioqvbQ ...

>> WE ARE COMING ON THE AIR WITH THE ESCALATING DEVASTATION AFTER THAT HUGE EARTHQUAKE IN COLOMBIA. MORE THAN 100 PEOPLE KILLED SO FAR. AND WHAT'S BECOME A NATIONAL EMERGENCY.THE DESPERATE SEARCH FOR SURVIVORS TRAPPED UNDER COLLAPSED BUILDINGS AS RESCUERS RACE AGAINST THE CLOCK. WE'RE LIVE ON THE GROUND. THEN THE MAJOR MOVES LATE TODAY, WITH THE TRUMP ADMINISTRATION OVERHAULING GUIDELINES FOR KIDS VACCINES.WE'VE GOT THE REALITY CHECK JUST AHEAD. PLUS, ONE OF MUSIC'S BIGGEST MYSTERIES. A COLD CASE FOR THREE ...