WS #14133
SpaceX closes Cursor acquisition, Anthropic IPO valuation tied to 2028 revenue forecast, OpenAI executive departures, and Michael Burry's warning on Nvidia's $500B financing platform signal both bullish and bearish AI narratives. US warning to Apple against buying Chinese memory chips amid global shortage creates supply chain risk for Apple and potential benefit for Micron.
AI infrastructure and IPO activity
SpaceX closes Cursor acquisition, Anthropic IPO valuation tied to 2028 revenue forecast, OpenAI executive departures, and Michael Burry's warning on Nvidia's $500B financing platform signal both bullish and bearish AI narratives.
US warning to Apple against buying Chinese memory chips amid global shortage creates supply chain risk for Apple and potential benefit for Micron.