Locator: 49853MARKET.
Reminder:
- MSFT and META report earnings today after the bell.
- AAPL reports tomorrow, also after the bell.
Headlines:
- ASML's record orders smash estimates as AI spurs demand. But, hey, let's worry about circular financing.
- Dollar sinks to 4-year low after Trump shrugs off slump. If folks don't like the tariffs, I can push a weak dollar.
- Nvidia just gave you a $2 billion reason to buy CoreWeave stock. Yup. Buy, hey, let's talk about the bubble.
- Bitcoin miners surge as Anthropic's fundraising efforts boost AI spirits.
- SoftBank in talks to invest up to $30 billioin more in OpenAI. Buy, hey, let's talk about circular financing.
- Texas Instruments shares jump as first-quarter outlook signals robust AI data center demand. Yup, in Texas.
- SpaceX weighs $1.5 trillion valuation, early this summer.
- S&P 500 posts another record high on tech strength and solid corporate earnings. Folks are still overthinking this.
- Zoom zoomed more than 11% higher earlier this week. In May, 2023, Zoom disclosed that it had invested in and launched a strategic partnership with Anthropic. Financial details now released: the company invested $51 million -- with an "m" -- in Anthropic for the deal -- Zoom's stake could now be worth $2 - $4 billion -- with a "b" -- just saying.
Ticker MU: was up 5% yesterday; could be up another 5% today.
