AI stock alpha today:

$NVDA ripped +6% on earnings beat
• Revenue $96.2B, up 106% YoY
• Guidance $108B, 74% gross margin
• Jensen: expects another 70% next year
• $AMZN AWS just ordered 2M Rubin chips — billions more locked in

$AAPL event Sept 9
• First foldable iPhone Ultra dropping at $1999-$2500
• iPhone 18 Pro Max at $1299

$CRM $CRWD $OKTA all crushed earnings
• Up 11-20% post-report
• Enterprise SaaS integrating AI = printing money

$Anthropic locked $45B AI compute lease
• 6-year deal with UK's Nscale
• Running Nvidia's next-gen Vera Rubin chips

Compute shortage continues. Demand infinite.