AI Stocks Surge on CoreWeave Beat & Anthropic $1.5T Buzz as Bitcoin Holds $74K
AI infrastructure stocks are staging a sharp rebound while crypto consolidates under renewed macro pressure.
CoreWeave Spark: Shares jumped 10% premarket after Q3 revenue surged 168% YoY and full-year guidance was raised to $13B–$13.3B, lifting crypto-adjacent AI plays like CIFR (+7%), IREN (+6%), and GLXY (+5%).
Anthropic Mega-IPO: Bankers are reportedly weighing a $1.5T+ IPO valuation for Anthropic, backed by a $26B private placement from Google, Nvidia, and Microsoft.
Macro & BTC: Hot U.S. inflation kept the Dollar Index above 102 and pushed Dec. 9 Fed rate-hike odds to 86%, leaving $BTC flat near $74,000 and gold steady around $4,000/oz.
Capital is rotating aggressively back into AI compute plays, keeping Bitcoin range-bound for now.
#AI #CoreWeave #Bitcoin #Anthropic #CryptoMarkets
$BTC
AI infrastructure stocks are staging a sharp rebound while crypto consolidates under renewed macro pressure.
CoreWeave Spark: Shares jumped 10% premarket after Q3 revenue surged 168% YoY and full-year guidance was raised to $13B–$13.3B, lifting crypto-adjacent AI plays like CIFR (+7%), IREN (+6%), and GLXY (+5%).
Anthropic Mega-IPO: Bankers are reportedly weighing a $1.5T+ IPO valuation for Anthropic, backed by a $26B private placement from Google, Nvidia, and Microsoft.
Macro & BTC: Hot U.S. inflation kept the Dollar Index above 102 and pushed Dec. 9 Fed rate-hike odds to 86%, leaving $BTC flat near $74,000 and gold steady around $4,000/oz.
Capital is rotating aggressively back into AI compute plays, keeping Bitcoin range-bound for now.
#AI #CoreWeave #Bitcoin #Anthropic #CryptoMarkets
$BTC
