This has been a major market driver so far this year. Can it last?
Source: GS, TME
The CDS eruption continues: Broadcom CDS up 5bps to a new all time high, NVDA also at record wide every single day now.
Source: zerohedge
Nvidia, $NVDA, reports Wednesday, with EPS expected to nearly double YoY on relentless AI infrastructure demand
Source: Hedgeye Bloomberg
During midterm election years, September has historically been the S&P 500’s worst month.
October and November tell a very different story. Source: TrendSpider
Nvidia $NVDA is reportedly in talks to invest multiple billions of dollars into Perplexity at a $30+ Billion valuation
Source: Evan
It looks like agentic AI has created another ChatGPT moment...
source: Ark Invest
This is very Unusual.
We saw crazy decoupling this week with crypto and stocks going in completely opposite directions. Total Crypto market cap is up +13% after adding $291 billion. Meanwhile US stocks erased -$1.4 Trillion in the same period with S&P 500 falling -1.83%. Source: Bull Theory
Anthropic is preparing to file publicly for its mega-IPO as soon as the end of this month, per Bloomberg.
Anthropic expects its IPO to match or beat SpaceX's record $75 billion raise. Q2 revenue was $11.5 billion. The 2025 net loss was nearly $42 billion. Investors are floating a $2 trillion valuation based on projections of $190 to $200 billion in revenue by 2028. Dario Amodei wants super-voting shares with about 2% ownership. Source: Yahoo Finance
