WS #14122
Anthropic's Q2 revenue tops $11.5B (14x YoY), IPO targeting $2T valuation, talks to buy Decart for $6B, and Nvidia's reduced OpenAI guarantee signal AI overbuild risk. US Commerce Secretary Lutnick urges Apple to avoid Chinese memory chips, while Apple considers CXMT, and iPhone 18 launch delayed to 2027 due to component shortages. Berkshire Hathaway's 13F confirms 83% increase in Alphabet stake to $37.8B, making GOOGL its third-largest holding, with $17B added in Q2. Super Micro's $60B order book and margin expansion reignite AI trade, lifting AMD, Intel, and Nvidia.
AI/Anthropic IPO and Tech Rally
Anthropic's Q2 revenue tops $11.5B (14x YoY), IPO targeting $2T valuation, talks to buy Decart for $6B, and Nvidia's reduced OpenAI guarantee signal AI overbuild risk.
US Commerce Secretary Lutnick urges Apple to avoid Chinese memory chips, while Apple considers CXMT, and iPhone 18 launch delayed to 2027 due to component shortages.
Berkshire Hathaway's 13F confirms 83% increase in Alphabet stake to $37.8B, making GOOGL its third-largest holding, with $17B added in Q2.
Super Micro's $60B order book and margin expansion reignite AI trade, lifting AMD, Intel, and Nvidia.