WS #12167
Cooler PPI data reinforces disinflation narrative; Fed Chair Warsh pushes back on AI stoking inflation; S&P 500 near all-time high. NVIDIA announced Japanese enterprises and startups building industry-specialized AI with Nemotron open models, reinforcing its AI ecosystem. Anthropic in talks to add billions to bank credit line ahead of IPO, signaling strong investor interest and potential catalyst for AI sector. SpaceX shares fell below IPO price, down 41% from peak, with short sellers sitting on $3.9 billion in paper profits; lockup expiration approaching.
Macro Disinflation Narrative
Cooler PPI data reinforces disinflation narrative; Fed Chair Warsh pushes back on AI stoking inflation; S&P 500 near all-time high.
NVIDIA announced Japanese enterprises and startups building industry-specialized AI with Nemotron open models, reinforcing its AI ecosystem.
Anthropic in talks to add billions to bank credit line ahead of IPO, signaling strong investor interest and potential catalyst for AI sector.
SpaceX shares fell below IPO price, down 41% from peak, with short sellers sitting on $3.9 billion in paper profits; lockup expiration approaching.