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Results for Crypto, Stocks, AI

8 stories, newest first

11:52 AM — AI, Anthropic

Anthropic wants to buy $20B of computational capacity from AMD. Conveniently, AMD commits to buy $5B of Anthropic stock.

S&P rated Meta’s AI data center bond A+, but investors in the credit market are bidding less than 95 cents on the dollar.

Somebody spent $96M on calls expiring in two weeks on AI stocks, and X thinks it’s Situational Awareness' Leopold Aschenbrenner.

Sep 17 — AI, Stocks

CoreWeave joined the prestigious Nasdaq 100 index in June, and retirement savers have been losing money on its stock ever since.

Aug 28 — AI, KLA

As KLA Corporation stock lost 40% and an estimated $160B in market value from its peak, insiders sold over $64M worth of stock.

Aug 6 — AI, Jefferies

SanDisk posted record revenue, record margin and a $14B share buyback, and Jefferies cut $1,250 off its stock price target.

Jul 29 — AI, Nvidia

CDS spreads are deteriorating across mega-cap AI stocks including Alphabet, Amazon, Meta, and SpaceX, which all hit record spreads this week.

Jul 17 — AI, Bitcoin

South Korea’s stock market index, KOSPI, now swings harder on an average day than BTC, with higher annualized realized volatility.