Broadcom: Agrees to Lend Anthropic Up to $42B
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade's financing plumbing and its safety plumbing both broke into public view on the same...
Micron: Posts $54.2B and an 86.8% Gross Margin
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Micron's $54B quarter detonated the memory trade and dragged every semiconductor index in Asia...
OpenAI: Seeks at Least $30B at a ~$1.4 Trillion Valuation
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The quarter closes with the two frontier labs racing each other to the capital markets — OpenAI...
Anthropic: The Leaked IPO Prospectus
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The safety brake became a business story today: Anthropic's leaked prospectus put a $42B loss and...
Anthropic: The Leaked IPO Prospectus
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The safety brake became a business story today: Anthropic's leaked prospectus put a $42B loss and...
AI's Financing Bill Comes Due: 10-Year Treasury Hits Its Highest…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A 19-year-high Treasury yield hit the AI trade's most levered names hardest — Korea's chip giants...
Akamai: Lands a $11.6B, Seven-Year Anthropic Deal
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The Trump-Xi summit wrapped with the trade truce extended but chip controls untouched, so the...
Meta: Zuckerberg Ships the Entire Muse Hardware Stack in One Night
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade's two engines ran in opposite directions overnight: Meta shipped the first real...
Anthropic: Ships Claude Opus 5.5 at $4/$20
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The frontier labs cut prices on the same day — and the market finally started pricing agents as a...
Alibaba (Eddie Wu): Unveils the Zhenwu V900
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube China's biggest cloud company answered the Trump-Xi summit two days early — with its own chip, a...
Trump and Xi: AI Moves to the Center of Thursday's White House Summit
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube AI stopped being a tech story this weekend and became a summit agenda: Trump announced an "AI...
Microsoft: Unsealed Filings Show Its Own Applied-Science Chief…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The first full session after the Fed's hike turned into a chip-led relief rally — while the AI...
Federal Reserve: Hikes 25bp to 3.75%–4%
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The Fed delivered the hike the AI trade had been dreading, and within eighteen hours the sector...
Ursula von der Leyen (European Commission): Endorses Pacing the…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The pacing debate stopped being an industry memo and became policy: Brussels endorsed it from the...
The Tape: The FOMC Opens With ~93% Odds of the First Hike Since 2023
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The Fed opens a live meeting into a 5% ten-year and a chip bear market, while the AI safety fight...
Dario Amodei (Anthropic): Publishes "We Must Pace the Frontier"
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The three men who build the frontier spent the weekend asking the world to slow it down — and...
Micron: Crosses $1,000 a Share in Monday Premarket
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade opens the week on two opposite legs: memory melts up toward a $1.2T Micron while the...
Applied Materials: Record Quarter, DRAM Up 52%, a Q4 Guide 7%…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The S&P 500 closed at a fresh record on a flat PPI print, but the two biggest AI tape-readers of...
Cisco: AI Orders Hit $9.3B
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A tame CPI print and a wall of AI-infrastructure earnings pushed the S&P 500 to a record — but...
Riot Platforms & Anthropic: A Bitcoin Miner Signs a 20-Year…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade's financing plumbing took center stage overnight — a bitcoin miner became...