The AI frenzy has produced obvious winners in semiconductors. But many of Japan’s AI successes are in less flashy trades https://t.co/zq6Q5YwYYy ...

>> "BLOOMBERG TECH" IS LIVE FROM THE HEART OF SILICON VALLEY, WITH ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." ANTHROPIC'S SECOND-QUARTER REVENUE COMES TO $11.5% BILLION, 14 TIMES MORE COMPARED TO THE SAME PERIOD A YEAR AGO. FAMILY OFFICES AROUND THE WORLD HAVE BUILT UP BILLIONS OF DOLLARS OF EXPOSURE TO SPACEX.BEDROCK ROBOTICS LAUNCHES THE FIRST FULLY AUTONOMOUS EXCAVATOR IN THE U.S. WE WILL SIT DOWN WITH THE CEO TO DISCUSS HOW THE AI BUILDOUT IS SPERRY DEMAND FOR CONSTRUCTION, AND AI IS ANSW ...

Our next guest believes markets are still digesting the largest CapEx surge in history driven by demand for AI compute. Todd Ahlsten, Parnassus Investments, chief investment officer and portfolio manager is with us here in San Francisco on set. I wanna start with with the signal, I suppose, that comes from that report Rachel just gave.Anthropic has a real revenue number and an updated ARR number, and lots of different names are moving this morning. Chip names, those that are invested in it, other software n ...

Edard Denny had already taken his target to 8,400 for 2026 says we're going to 10,000 or beyond by the end of the decade. The roaring 20s in full effect. Why.Because earnings are amazing. Evercore this morning, long-term stock market trend continues to be higher. We have the potential for a FOMO driven overshoot.S&P 9000 is attainable in the next 12 months, even if you don't overshoot on a valuation standpoint. >> Joe, what say you. I think you get to 10,000 in the next 18 months.Um I see no reason why why ...

Portfolio Positioning & Investment Strategy - Situational Awareness significantly increased its holdings in Micron and SanDisk during the second quarter of the year, representing over $11 billion in long exposure as of June 30th[1][2] - The fund held over $1 billion in stakes across neo-cloud provider Nebulous, Taiwan Semiconductor, and data center power generator Bloom Energy[3] - The fund's investments concentrated heavily on AI-related equities that ultimately suffered severe downturns during the July sell-off[1][3] - The fund's portfolio also included private holdings such as Anthropic alongside its liquid assets[4] Market Dynamics & Financial Risk - Situational Awareness managed a peak asset value of approximately $45 billion prior to market reversals and the utilization of leverage[3] - Following the market downturn, SanDisk lost 50% of its market value while Micron declined by more than 33.3% (1/3) over a 29-day period[2] - The fund was forced to unwind a substantial portion of its liquid positions at a discount to Citadel[2][3] - Situational Awareness experienced a sharp asset plunge of approximately $10 billion, driven by adverse market movements and compressed leverage[3][4]

Artificial Intelligence Industry Trends and Financial Performance - Anthropic reported revenue jumped 14 times higher in the second quarter, reaching 11.5 billion dollars [2][3] - Anthropic achieved an annual revenue run rate of 47 billion dollars in May, while OpenAI recorded a revenue run rate of 40 billion to 48 billion dollars [3][5] - Anthropic recorded positive adjusted operating income in the same period, validating AI trade viability and profitability [4] - Alphabet is eying billions in its first Australian bond sale and is in the process of raising 85 billion dollars of equity [1][16] - Nvidia spending reached 31 billion dollars in Intel, alongside a 500 billion dollar capital agreement with Wall Street firms to finance chip purchases [6][8] - Nvidia's investment in xAI grew to 21 billion dollars following SpaceX acquiring xAI and going public [7] Capital Markets and Debt Issuance - The bond markets continue to show strong demand, with global tech and hyperscalers borrowing over 75 billion dollars in bonds across U.S. dollars, Swiss francs, British pounds, and Australian Kangaroo bonds [13][14] - Private equity and credit shops are raising half a trillion dollars, with numbers expected to triple driven by pension funds and insurance companies seeking yields [14][15] - High-grade bond issuance sees trillion-dollar-plus volumes year after year, with hyperscalers accounting for a 25% incremental increase over the previous year [18][19] Geopolitical Risks and Energy Logistics - President Trump threatened to bomb Oman if it interferes with the U.S. blockade in the Strait of Hormuz, marking a major escalation [21][22] - Commercial shippers are increasingly utilizing shuttle lane tactics with transponders off to transfer cargo, including LNG, amid dwindling prospects for reopening the Strait of Hormuz [23][24]

NEW: @nvidia CEO Jensen Huang announced @OpenAI will build and operate a 4.25-gigawatt AI factory in Ohio using Nvidia infrastructure.Huang says OpenAI’s existing and planned deployments could represent roughly $600 billion in NVIDIA compute through 2030. https://t.co/3jFFnVaCSU ...

>> THINGS ARE LOOKING REASONABLE RIGHT NOW FOR THE EQUITY MARKETS. >> THE BOOM IS HERE. IT IS LIKELY TO SUSTAIN BUT SO THERE IS A LOT OF VOLATILITY UNDER THE SURFACE.>> WE ARE BIT MORE CAUTIOUS COMING INTO SEPTEMBER. >> WE SEE THE POSSIBILITY INTO NEXT YEAR THE MARKET WILL CONTINUE TO BROADEN. >> THIS IS "BLOOMBERG SURVEILLANCE" WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN.JONATHAN: GOOD MARK, GOOD MORNING. FOR OUR AUDIENCE WORLDWIDE, " BLOOMBERG SURVEILLANCE" STARTS NOW. TECH STOCKS PUSHING H ...

When PCs are spread across homes, offices, and remote locations, IT still needs a reliable way to see what is happening on each system. AMD Pro Manageability features help IT monitor systems, check key device details, and support endpoints without hands-on access. With AMD Pro out of band management, IT can act before the OS boots.Administrators can send a remote power command, bring the system online, and open a KVM session. Instead of troubleshooting blind, your help desk can work with the device directly ...

I was told the memory trade ($SNDK $MU $SKHY) was over when I took this position 10 days ago. Oh and you thought xeer only makes calls and doesn’t make actual trades? Thanks for playing 🫶 https://t.co/ZBTlUSUArt ...