Today AI US stock information gap:
1. Anthropic new model Model 2—rumored to be stronger than Mythos 5, and it also hints at 28 years of revenue of $200 billion, with the expected $2 trillion IPO fully priced in
2. $TSLA is making a move! After 10 years of delays, the Roadster supercar is coming! A limited edition fitted with SpaceX’s cold-gas propulsion system—driving is basically like launching a rocket
3. $NVDAB backed down! The guarantee for OpenAI’s 10GW data center in Ohio was cut from $250 billion to $120 billion, reducing the refinancing-fear (fud) cycle and shifting the pressure to BlackRock and Blackstone
4. There’s never enough electricity! Bill Gates travels to South Korea for his new nuclear energy company TerraPower! With SK Group, HD Hyundai, and others, they sign a sodium-cooled SMR cooperation agreement—has the nuclear power era arrived?
5. In September, the rate-hike probability drops sharply to 30%! Probability of staying unchanged remains at 67%, and the probability of a rate cut is 0%. Next up: August CPI, PPI, and core PCE, along with the Fed chair’s remarks at the annual symposium
1. Anthropic new model Model 2—rumored to be stronger than Mythos 5, and it also hints at 28 years of revenue of $200 billion, with the expected $2 trillion IPO fully priced in
2. $TSLA is making a move! After 10 years of delays, the Roadster supercar is coming! A limited edition fitted with SpaceX’s cold-gas propulsion system—driving is basically like launching a rocket
3. $NVDAB backed down! The guarantee for OpenAI’s 10GW data center in Ohio was cut from $250 billion to $120 billion, reducing the refinancing-fear (fud) cycle and shifting the pressure to BlackRock and Blackstone
4. There’s never enough electricity! Bill Gates travels to South Korea for his new nuclear energy company TerraPower! With SK Group, HD Hyundai, and others, they sign a sodium-cooled SMR cooperation agreement—has the nuclear power era arrived?
5. In September, the rate-hike probability drops sharply to 30%! Probability of staying unchanged remains at 67%, and the probability of a rate cut is 0%. Next up: August CPI, PPI, and core PCE, along with the Fed chair’s remarks at the annual symposium