WS #14082
Holding: newest synthesis is 82d 12h old
OpenAI revenue doubles to $40B+, Anthropic IPO imminent, Databricks raises at $190B, SanDisk surges 15% on AI memory demand, while AMAT and CSCO fall despite strong earnings - AI infrastructure demand remains robust but valuations are stretched.
AI Capex and Tech Earnings Divergence
OpenAI revenue doubles to $40B+, Anthropic IPO imminent, Databricks raises at $190B, SanDisk surges 15% on AI memory demand, while AMAT and CSCO fall despite strong earnings - AI infrastructure demand remains robust but valuations are stretched.