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Trading & Investing ·
Nvidia’s board is reportedly weighing its CEO’s future, according to press reports. Anthropic announces pricing for its Nasdaq debut, and CoreWeave eases concerns about its debt.
Trading & Investing ·
Anthropic sent out and then retracted the terms of its IPO, and Nvidia faces an investigation into its CEO. Yet Wall Street bounced back hard on Monday, while SpaceX wrestles with its political dependence.
Trading & Investing ·
Nvidia’s board is investigating its CEO while Asian chip stocks rebound. Anthropic is sticking with its IPO at a lower price, and CoreWeave’s debt costs are soaring ahead of earnings.
Trading & Investing ·
The Nasdaq lost 5.5% on Thursday as U.S. politics barged into data centers. The Anthropic IPO, SpaceX, Agility and Nvidia chips in China all need to be read through the lens of that shock.
Trading & Investing ·
AMD is targeting $17 billion in sales at the end of 2026 on the back of AI chips. Meanwhile, Washington is tightening the screws on China, and Anthropic’s filing reveals its first margins.
Trading & Investing ·
Anthropic opens its books ahead of its IPO, while OpenAI raises far less than expected. Palantir, CoreWeave and SpaceX round out a day dominated by the question of what AI is really worth.
Trading & Investing ·
Big Tech earnings cooled the markets this week. Alphabet, Amazon and Intel disappointed, while SpaceX revealed how much it depends on one big AI compute customer.
Trading & Investing ·
Microsoft and Alphabet posted similar numbers but drew opposite reactions. Anthropic’s financing comes under scrutiny ahead of a listing that still has no price.
Trading & Investing ·
SK hynix’s memory chips are smashing every record, and Anthropic is preparing its share sale to retail investors. Oracle opens the door to Google’s chips, and SpaceX’s debt is costing more than expected.
Trading & Investing ·
Anthropic has published its IPO filing: revenue is soaring, alongside a record accounting loss. Elsewhere, Unitree is running hot, TSMC may raise prices and Microsoft is offering voluntary buyouts.
Trading & Investing ·
SpaceX says it has closed $40 billion in debt to buy chips, and Elon Musk predicts a shakeout among the “neoclouds.” Meanwhile, JPMorgan does an about-face on Unitree and the chip sector digests its worst session since June.
Trading & Investing ·
OpenAI trims its valuation ahead of closing its funding round, and SpaceX is reportedly eyeing 80,000 cell sites. Meanwhile, neoclouds are piling on debt and Tesla is firming up its robot timeline.
