Powell must be following me stealing my investment thesis*Walter Bloomberg (@DeItaone):POWELL: DATA CENTER INVESTMENTS AND AI IS A BIG DEAL ...

Ares has set fundraising targets for data center investments, positioning itself to capture a share of the millions of dollars in new fees flowing into the booming sector https://t.co/iVHozBe1OK ...

Core Insights - The article discusses potential slowdowns in Amazon AWS's data center investments, indicating a shift in strategy within the cloud computing sector [1] Group 1: Company Updates - Nvidia is highlighted as a key player in the semiconductor market, with recent updates affecting its performance and outlook [1] Group 2: Market Trends - The semiconductor market is experiencing changes that may impact various companies, including Amazon AWS and Nvidia, suggesting a broader trend in technology investments [1]