WS #13415
Anthropic-Volta $10B deal, SpaceX-Nvidia Starmind partnership, and Blackstone debt financing for Anthropic reinforce AI capex boom. Kratos, Lattice, Gilead, and Bed Bath & Beyond report mixed results, with Kratos and Lattice beating estimates and raising guidance. SpaceX stock surges +10% ahead of first earnings report, with Nvidia partnership and billion-share unlock in focus. Jeff Bezos files to sell 15M Amazon shares (~$4.1B), creating potential overhang on AMZN despite strong earnings.
AI infrastructure supercycle
Anthropic-Volta $10B deal, SpaceX-Nvidia Starmind partnership, and Blackstone debt financing for Anthropic reinforce AI capex boom.
Kratos, Lattice, Gilead, and Bed Bath & Beyond report mixed results, with Kratos and Lattice beating estimates and raising guidance.
SpaceX stock surges +10% ahead of first earnings report, with Nvidia partnership and billion-share unlock in focus.
Jeff Bezos files to sell 15M Amazon shares (~$4.1B), creating potential overhang on AMZN despite strong earnings.