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The AI Arms Race: Why Traders Are Front-Running Infrastructure Giants Q2 Stock Market Scorecard

Summary by VantagePoint
“AI is the beginning of a new industrial revolution.” — Jensen Huang, CEO of NVIDIA  Let’s get one thing straight: artificial intelligence isn’t on the horizon—it’s already reshaping the global economy in real time. While the headlines chase flashy apps and celebrity CEOs, the real story—and the real money—is buried deeper.  Beneath the buzz lies the backbone: the AI infrastructure buildout. This isn’t a theory. It’s not a projection. It’s happe…
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VantagePoint broke the news in on Thursday, July 3, 2025.
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