AI news, explained in five minutes flat
Indie edition · 100% in English
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AI meets the stock market: AI stocks, tech giant earnings, tools to analyze them. We give you facts, not investment advice.
Trading & Investing ·
Between Unitree’s fading euphoria, another share-unlock test for SpaceX and a giant credit line for Anthropic ahead of its IPO, the AI supply chain keeps testing Wall Street’s nerves. Another signal to watch: AI compute itself is about to become an exchange-traded commodity, with the first futures on the rental price of Nvidia chips.
Trading & Investing ·
A double win for Chinese tech: humanoid robot maker Unitree jumped 629% in its Shanghai stock market debut, while LandSpace landed a reusable rocket and joined SpaceX’s very exclusive club. Elsewhere, rising long-term US yields rattled AI stocks on the Nasdaq, and 13F season revealed diametrically opposed bets among the world’s biggest money managers.
Trading & Investing ·
Anthropic reports an annualized revenue run rate of $65 billion, up from just $47 billion in May, a few weeks ahead of an IPO that could target a valuation of up to $2 trillion. While Nvidia finalizes its financial backing for OpenAI’s mega data center in Ohio, SpaceX stock rebounds 40% in five sessions and a star AI hedge fund implodes under its own leverage.
Trading & Investing ·
Nvidia is shrinking its financial guarantee for OpenAI’s mega data center in Ohio, even as it doubles its chip sales target to more than $1 trillion through 2027. Meanwhile, quarterly filings reveal who quietly bet on SpaceX, and Nebius is pushing up prices on its AI data center contracts.
Trading & Investing ·
Anthropic and OpenAI are trading blows over valuations and executive departures ahead of their respective IPOs, while Elon Musk finally reveals his actual stake in SpaceX. Meanwhile, the fight over US AI data centers is moving from picket signs to the courtroom, and Michael Burry is doubling down on his bearish bets.
Trading & Investing ·
CoreWeave posts a record quarter fueled by the rush for AI compute, while Microsoft pushes ahead with its own chip to loosen Nvidia’s grip. On the space front, Morgan Stanley puts a number on a $600 scenario for SpaceX, while Norway’s sovereign wealth fund discloses its first stake in Elon Musk’s rocket company.
Trading & Investing ·
OpenAI is holding off on its IPO while Anthropic stacks up investor meetings with September in its sights: the AI IPO race is tightening. Meanwhile, Nvidia is mobilizing half a trillion dollars with Wall Street, Unitree has Chinese retail investors in a frenzy, and Intel and TSMC-Sony are raising money to fund their own AI race.
Trading & Investing ·
Chinese humanoid robot maker Unitree’s IPO is sending Shanghai order books into a frenzy, while SpaceX absorbs a giant share unlock without tanking. On the chip front, AMD is opening its checkbook to take on Nvidia, and local opposition is starting to weigh on the cost of AI data centers in the United States.
Trading & Investing ·
Earnings night in AI markets: SpaceX releases its first results as a public company while Elon Musk picks between Nvidia and AMD, and Palantir electrifies Wall Street with an off-the-charts quarter. Meanwhile, Unitree prices its Shanghai IPO and an earthquake is a reminder of how fragile the chip supply chain is.
Trading & Investing ·
Tesla is reportedly weighing a sale of its China business to clear the way for a merger with SpaceX, while Apple and Amazon post quarterly results that get opposite receptions on Wall Street. Meanwhile, chip stocks rebound across the board after announcements from Microsoft and equipment maker Lam Research, erasing part of the week’s losses.
Trading & Investing ·
Microsoft reassures markets with its results, while Meta worries them despite record revenue. Between China’s pushback on humanoid robots and doubts about AI data center debt, this edition takes stock of a tense earnings week.
Trading & Investing ·
A Chinese model rattles AI chip stocks while Apple clears the symbolic $5 trillion mark. Between the US ban on Chinese humanoid robots and SpaceX stock still under pressure, this week confirms that the tech-and-markets battle is also being fought on geopolitical ground.
