Anthropic is loving Nvidia right now and accelerating: Melius' Ben Reitzes

That was Core Reef CEO earlier this morning on CNBC talking about the company's new deal with Enthropic to power their cloud chatbot and how it fits into their whole diversification strategy. That stock now up 13% just today. Intel also moving to the upside after Google expanded its partnership for AI chips.Our next guest just hiked its price target on Intel for the third time just this year, now projecting about a 19% upside from current levels. Joining us now is Melius, head of technology research, Ben Ri ...