Anthropic Targets $200 Billion: 8 Key Items Shaping the Stock Market Monday
What’s next for the U.S. and Iran, S&P 500 targets, retail earnings and other headlines moving the market this morning.
Your ETFs Are Making an AI Bet, Whether You Like it or Not
It’s not just tech concentration in the S&P 500; your value, dividend and international funds are also betting on AI.
OpenAI’s $40 Billion Revenue Run Rate: 8 Key Items Shaping the Stock Market Friday
Trump ups Iran economic measures, Applied Materials slips and other headlines moving the stock market this morning.
Anthropic Targets $2 Trillion Record IPO: 8 Key Items Shaping the Stock Market Thursday
Cisco and Cerebras shares fall, Lenovo’s server demand soars and other headlines moving the market today.
Can the AI Infrastructure Trade Keep Up the Momentum?
The the odds of no rate hike in 2026 have jumped to 28% from 11% a month ago.
CoreWeave Might Have Saved the AI Trade but Is It an Investment?
The future looks bright and it might not be allowed to fail.
A Trifecta of Rising AI Demand: 8 Key Items Shaping the Stock Market Wednesday
Plus, we’re looking through the July CPI report and other headlines moving stocks this morning.
AI Trade Looks Pretty Smart, For Now
CoreWeave’s earnings blow away expectations and FoxConn looks pretty sharp. Let’s see what these could say about the overall state of the AI trade.
There Is No Single ‘AI Trade’ and Demand Is Only Growing
Winners in GPUs, memory, cloud margins, power and AI agents will be determined at different speeds.
TSM Revenue Surges Higher: 8 Key Items Shaping the Stock Market Monday
Trump “low-keying” it with Iran, Meta’s new AI model and other headlines moving stocks this morning.