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Trading & Investing ·
Three quarterly earnings reports set the pace overnight: Tesla, SpaceX and Meta. Meanwhile, Anthropic is moving toward its listing under the watchful eye of a major New York public investor.
Trading & Investing ·
SpaceX posts its first profit and Elon Musk backs the idea of a merger with Tesla. Anthropic reveals a huge loss, mostly on paper, ahead of its IPO.
Trading & Investing ·
Anthropic is setting aside 5% of its stock for a public benefit fund ahead of its IPO. SpaceX reports earnings Tuesday, while debt has neoclouds on edge.
Trading & Investing ·
Anthropic’s investors are lowering their expectations ahead of the IPO, and the cost of insuring CoreWeave’s debt hits a record. Tesla unveils a Roadster with SpaceX thrusters while the merger stirs debate.
Trading & Investing ·
Anthropic reveals its numbers ahead of its IPO, TSMC breaks its records, and yet chips are collapsing in Asia. Here’s what you need to know from this mixed day.
Trading & Investing ·
ASML says AI demand is outrunning its production capacity. Anthropic opens its books to investors, while Starlink gets throttled in Ukraine.
Trading & Investing ·
Anthropic hosts its investors this Wednesday, and a European ETP is already trying to track its value. Meanwhile, Nvidia is losing ground in China, Microsoft unveils its Maia 300 chip and ASML reports earnings.
Trading & Investing ·
SpaceX’s credit is tightening even as its stock holds firm, and Amazon is reportedly in talks over a $7 billion acquisition. Humanoid shipments quadruple, and TSMC reports Thursday.
Trading & Investing ·
SpaceX buys low-band spectrum and sends US carriers tumbling. Two competing figures clash over OpenAI’s revenue, and Firmus walks away from its IPO.
Trading & Investing ·
TSMC posts a record quarter, Anthropic slashes prices and the FCC opens the skies to Starlink Mobile. On the financing side, AI chips are increasingly being bought on credit.
Trading & Investing ·
SpaceX is looking for $40 billion to buy Nvidia chips, and Anthropic is preparing its November listing. Google locks in nuclear power, Intel and TSMC jockey over Terafab, and AMD is short on capacity.
Trading & Investing ·
SpaceX jumped 7.6% on Monday, putting Elon Musk back above the $1 trillion mark. OpenAI is looking for $30 billion, Anthropic warns about the risks of its agents, and U.S. stocks could soon trade as tokens.
