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Akamai shares jumped 20% after the company reported strong quarterly earnings and announced a $1.8 billion AI infrastructure agreement.
Intel shares surged to a record high after reports that Apple may shift part of its chip manufacturing to Intel, increasing pressure on TSMC.
The S&P 500 reached a new all-time high of 7,420 as investor optimism around artificial intelligence and technology stocks continued driving the market higher.
Traders are increasingly positioning around the so-called ‘NACHO’ trade, betting disruptions in the Strait of Hormuz and elevated oil prices will persist longer than markets expect.
Sony projected double-digit profit growth even as PlayStation 5 hardware sales slowed, supported by strong performance in image sensors and music.
Anthropic is reportedly preparing a $50 billion fundraising round at a $900 billion valuation, potentially surpassing OpenAI in private market value.
Elon Musk said xAI will be dissolved and absorbed into a new SpaceXAI division focused on artificial intelligence products. The move comes as Anthropic reportedly leases the Colossus 1 data center.
SoftBank shares jumped more than 16% as Japan’s technology-led rally pushed the Nikkei 225 to fresh record highs following the Golden Week holiday break.
Bank of America warned that potential IPOs from SpaceX and Anthropic, both valued above $1 trillion, may signal late-stage bull market conditions.
Anthropic’s implied valuation climbed to $1.2 trillion in the pre-IPO market, marking a 900% increase since October 2025 as investor demand for AI companies intensifies.
BlackRock CEO Larry Fink said growing shortages in AI infrastructure could eventually create a futures market for computing power, similar to oil or energy trading.
SpaceX plans a $55 billion semiconductor facility in Texas, with total investment potentially reaching $119 billion. The Terafab project targets AI, robotics, and data center chips.
Nvidia and Corning announced a major optical fiber partnership to expand U.S. manufacturing, aiming to meet surging demand from AI data centers.
Uber shares rose after stronger-than-expected bookings guidance offset a $1.5 billion hit to net income from equity revaluations in Q1.
Intel stock jumped 12% to a record high, driven by AI chip optimism and reports of a potential Apple partnership. The rally has also boosted the value of major institutional holdings.