Mon Aug-31 20:02:25
times in Europe/Lisbon
🚨 Alert #3566 Fri Aug-28 16:40:19
AWS, NVIDIA Expand AI Infrastructure Partnership
Amazon Web Services and NVIDIA announced a major expansion of their strategic collaboration to deploy 2 million additional NVIDIA GPUs across AWS infrastructure to meet surging AI demand.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary AMZN | ▲ bullish | PRICED | +4.37% | +0.61% | 257.06 | 267.47 | |
| GOOGL | · unclear | PRICED | +2.10% | -0.16% | 340.64 | 348.75 | |
| META | · unclear | PRICED | +2.05% | -0.61% | 571.80 | 614.61 | |
| NVDA | ▲ bullish | PRICED | -2.02% | -0.67% | 216.97 | 228.68 | |
| peer MSFT | · unclear | REPRICING | +1.90% | -0.05% | 502.75 | 547.03 | |
| AMD | ▼ bearish | REPRICING | -0.75% | -0.57% | 465.60 | 478.33 | |
| AVGO | · unclear | FRESH | -0.01% | -0.12% | 365.84 | 376.20 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AMZN | ○ skip | — | verdict PRICED — Δ prev close +4.37% · Δ 30m +0.61% · px 267.47 (prev 256.26) → close -0.43% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | MSFT | ○ skip | — | direction unclear for MSFT → close -0.08% |
| S4 | AMZN | ○ skip | — | verdict PRICED — Δ prev close +4.37% · Δ 30m +0.61% · px 267.47 (prev 256.26) |
📈 Trades
no trades spawned
📖 Glossary
- S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
- S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
- S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
- S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
- Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
- UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
- PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
- REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
- FRESH — |move since previous close| < 1.0%: a genuinely new move.
- materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.