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Cerebras shares surged 17%, adding approximately $8.8 billion in market value after investors welcomed the company’s agreement with OpenAI.
Nvidia is backing financing for a massive OpenAI data center project in Ohio, reinforcing the company’s strategy of accelerating AI infrastructure investment.
Stripe has acquired AI startup OpenRouter for more than $7 billion, marking one of the largest artificial intelligence acquisitions of the year.
Anthropic reported more than $11.5 billion in second-quarter revenue, reinforcing expectations that its upcoming IPO could become the largest public offering in history.
Nvidia disclosed ownership of 122.8 million SpaceX Class A shares worth approximately $21 billion, making SpaceX one of its largest equity investments.
Anthropic investors are reportedly targeting a valuation above $2 trillion in the company’s upcoming IPO, which could become the largest public offering in history.
Nebius reported another explosive quarter as revenue jumped 454% year over year, driven by record demand for AI cloud infrastructure and multibillion-dollar customer contracts.
AI coding startup Lovable raised $400 million at a $13.3 billion valuation as its annual recurring revenue approaches $600 million.
Riot Platforms signed a long-term AI infrastructure agreement with Anthropic worth up to $9.1 billion, sending the company’s shares sharply higher as it accelerates its shift beyond Bitcoin mining.
Anthropic has begun meeting with investors ahead of a potential IPO expected as early as September, in what could become the largest public offering in history.
Chinese robotics company Unitree has priced its Shanghai IPO at a $9 billion valuation, becoming the first mainland-listed humanoid robot manufacturer as China accelerates investment in AI-powered robotics.
Sequoia Capital raised $10 billion and plans a record $2.5 billion investment in Anthropic as it doubles down on AI and U.S. reindustrialization.
SpaceX will release its first quarterly earnings report as a public company, with investors closely watching Starlink growth, AI spending, profitability, and future guidance.
Palantir shares surged 16% after the company reported stronger-than-expected second-quarter results, driven by explosive U.S. commercial demand for AI software and rising interest in sovereign AI tools.
Alibaba shares climbed 5% after the company unveiled Qwen3.8-Max, its most advanced AI model to date, positioning it against leading models from OpenAI, Anthropic, and Google.