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Trading & Investing ·
TSMC is in talks with Musk, Anthropic and OpenAI pick their own IPO timing, and power constraints slow down an Oracle giant. All through a European investor’s lens, with no advice.
Trading & Investing ·
Anthropic’s prospectus reveals $518 billion in commitments and a $42 billion loss. Starship reaches orbit despite an engine failure, and OpenAI pushes back its IPO.
Trading & Investing ·
SpaceX is playing for high stakes this Monday with Starship’s first orbital flight, while Anthropic’s IPO may slip to November. On the chip front, Beijing could reopen the door to Nvidia, Micron reports Wednesday and Optimus’s hands are slowing Tesla down.
Guides & Tutorials ·
I tested Jev on tickets, prospects, articles and duplicates. Here are the results, the screenshots and the guide to install it in your agent.
Trading & Investing ·
Nvidia could put another $10 billion into Anthropic’s giant IPO, while Palantir’s CEO accuses AI labs of trying to dodge the courts. Elsewhere, Crusoe raises billions to build a Stargate showcase site, and humanoid robot announcements keep piling up, with varying degrees of nuance.
Trading & Investing ·
Between Microsoft’s 38-gigawatt plan, Oracle’s reassuring numbers and the resignation rattling Anthropic’s pre-IPO run, money keeps pouring into AI – but every player now has to prove the numbers hold up. While SpaceX signs new compute contracts with a surprisingly flexible structure, investor Michael Burry is quietly scaling back his bearish bets on the sector.
Trading & Investing ·
A double win for European and American AI this week: while Mistral brings chipmakers onto its cap table, SpaceX and Anthropic each move a piece on Wall Street’s chessboard. Between share unlocks, a price war and promises of $70 billion in revenue, here’s what’s really moving behind the headlines.
Trading & Investing ·
Nvidia steps out of its chipmaker role with the $12.9 billion acquisition of Hugging Face, while Anthropic reveals it has locked in $517 billion in compute contracts in less than a year ahead of its IPO. Elsewhere, a German startup launches the first European rocket to reach orbit from the continent, and Oracle is cutting jobs to fund its own race for AI data centers.
Trading & Investing ·
Anthropic turns the page on its dispute with Washington just as its cloud bill tops $175 billion, while Google moves onto Palantir’s turf and puts SpaceX on a contractual deadline. From local pushback against data centers in the United States to Unitree’s ongoing slide on the stock market, here’s this Thursday’s roundup of the AI markets.
Trading & Investing ·
Anthropic follows a model launch with a $35 billion cloud megadeal, just weeks before an IPO that could value it at up to $2 trillion. Nvidia and OpenAI’s energy partner files its own IPO paperwork, while the speculative frenzy around Chinese robot maker Unitree fades as fast as it flared up.
Trading & Investing ·
Anthropic takes its first big lawsuit just as it gears up for its IPO, while SpaceX is fighting both OpenAI over AI coding and a power shortage for its compute centers. Elsewhere, the courts are wading into the AI data center debate, and South Korea is looking to Japan to secure its memory production.
Trading & Investing ·
Nvidia dispelled AI bubble fears, at least for one session, with results that beat expectations. Meanwhile, Anthropic is firming up its IPO timeline and SpaceX is announcing a new $100 billion spaceport in Louisiana.
