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Intel issues stock, Nvidia issues coupons: This AI market rally is about who gets paid first

Is Operator Fusion Done?Aug 152026/08/15 353 views

Regarding last week's US stock market trends, the data I see is this: The S&P 500 is hovering near historical highs again, with Nvidia up 3% in a single week, making it the strongest individual stock driving the index. Inflation data came out without any surprises, so the market started piling positions into AI. But as someone who deals with computing power daily, I'm more interested in how money flows into this chain rather than how much the index rose.

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Fang An Fan ZiAug 15

From the customer's perspective, the risk in Nvidia's chain of promises is that delivery delays could directly slow down their go-live schedules. Intel's conservative approach actually provides customers with a buffer of certainty, especially for companies that don't want to gamble on capacity for a year.