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My latest in-depth analysis - Will Anthropic Pop the AI Bubble? FOMC US Rates, GOOG, MSFT, KLAC, NOW, AMZN Earnings
https://www.patreon.com/Nadeem_Walayat/posts/will-anthropic-173649049
CONTENTS
Will Anthropic IPO POP the AI Bubble?
GPU's Depreciating Assets?
S&P Earnings Compression
CI18 Doing it's Job?
FOMC US Interest Rates
SOX on the Brink
AI Stocks Portfolio Current State
KLAC $153 Earnings
Google $317 Earnings
Microsoft $531 Earnings
ServiceNow $154 Earnings
Amazon $253 Earnings Thursday
META $95 Billion Dilution for Capex Spend
Back Up the Truck Big Buys
Learn to Play the Game
Nadeem Walayat
https://www.patreon.com/Nadeem_Walayat
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