What Anthropic's $50 billion AI infrastructure investment means for these 3 portfolio stocks

Market Overview - Stocks were mixed as Wall Street anticipated a resolution to the government's shutdown, with the House set for a final vote on a Senate-backed bill to reopen the federal government [1] - The Dow reached an all-time high, while the S&P 500 and Nasdaq faced pressure due to a lag in the tech sector, prompting investors to rotate into health care and financials [1] Company Highlights - Eli Lilly's stock surpassed $1,000 per share for the first time, and Goldman Sachs saw a 3% increase, both of which are holdings in the CNBC Investing Club [1] Data Center Investments - Anthropic announced a $50 billion investment in AI infrastructure, focusing on building data centers in New York and Texas, with the first locations expected to go live next year [1] - This investment is beneficial for Club holdings GE Vernova, Eaton, and Dover, which provide essential components for data center operations [1] - JPMorgan estimates that global data centers and AI infrastructure will cost over $5 trillion between 2026 and 2030, indicating a significant demand for compute resources [1] Analyst Insights - TD Cowen raised its price target for Broadcom from $370 to $405, citing increased AI spending by hyperscalers and partnerships involving OpenAI that could benefit Broadcom [1] - Analysts noted that while Broadcom is expected to deliver strong numbers, there is a "high bar" for chipmakers this quarter due to the stock's premium valuation [1] Upcoming Earnings Reports - Cisco Systems is set to release quarterly earnings after Wednesday's close, while Disney will report its quarter on Thursday morning [1] - Other notable earnings releases include Brookfield, JD.com, and Aegon before Thursday's open, with Applied Materials reporting on Thursday evening [1]