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INSANE: 14 - The Real Truth

3 Stocks With Fresh Catalysts to Watch Before the July 4

Broadcom, Palo Alto Networks, and Planet Labs each reported strong results and offer potential upside as investors position for the second half of 2025.

MarketBeat

Suddenly, SpaceX's $1.75 Trillion IPO Seems Like It's Undervalued

SpaceX's $1.75 trillion IPO valuation has drawn criticism from investors focused on its losses and heavy spending. But new disclosures suggest the market may be missing a much bigger piece of the story.

Barchart

Anthropic and Google Are Paying SpaceX $2.17 Billion Every Month — That's $26 Billion a Year

SpaceX has secured a $920 million monthly deal with Google for data-centre capacity, adding to its agreement with Anthropic in May, significantly boosting its revenue stream ahead of its record IPO.

International Business Times UK

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Bernie Sanders’ AI sovereign wealth fund plan is good. But we think this is better

While we do not outright oppose the taking of AI company stock, or of a US a sovereign wealth fund, there are better ways to achieve the senator’s goals

The Guardian - US

The €3trn question: Can markets handle SpaceX, OpenAI and Anthropic all at once?

Three of the most valuable companies ever created are going public within months of each other. The combined value of SpaceX, OpenAI and Anthropic could reach $4 trillion (€3.44trn). Wall Street is excited but also nervous.

Euronews

Mythos enters the chat

The Mexican government hack shows what AI-powered cyberattacks now look like.

TechRadar

Saving Siri: After two years of stumbles, is Apple's AI moment here?

Siri debuted in 2011 and is accessible through the bulk of Apple's installed base of 2.5 billion devices, but hundreds of millions of consumers have been chatting with apps from OpenAI and Anthropic instead. In China and elsewhere, consumers are turning to AI agents - bots that can carry out…

The Economic Times

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Tech falls hit AI rally as Mideast escalation lifts oil

A rout in tech stocks and renewed fighting in the Middle East have hit global shares, while Iran-Israel hostilities have also pushed up oil and the greenback.

AAP

SpaceX IPO gets Cryptocurrency touch. Here's how

SpaceX, which began its roadshow last week, has drawn investor demand of about $150 billion for its IPO, about double the $75 billion it ‌is seeking to raise, said two people familiar with the matter on Friday.

The Economic Times

Anthropic’s Dario Amodei spends up to 40% of his time on company culture, not products, because he says it’s the only thing that will win the AI race

Dario Amodei says constant communication and avoiding "corpo speak" keep Anthropic's 2,500 employees aligned as the AI race heats up.

Fortune

Google signs $920M monthly compute deal with SpaceX — company’s projected annual data center revenue to exceed its combined proceeds from Starlink, launch services, and AI in 2025

Google's $920-million-a-month deal with SpaceX will let it secure 110,000 Nvidia GPUs starting October 2026. This is the second data center deal that SpaceX has secured in a matter of weeks, especially as it's quickly approaching its IPO on June 12, 2026.

Tom’s Hardware

Anthropic overtakes OpenAI as the most valuable AI startup

Anthropic has raised $65 billion, valuing the AI lab at $965 billion.

Axios

Exclusive: Office workers embrace OpenAI's Codex

The ChatGPT-maker hopes its coding agent will simplify office work.

Axios

Anthropic faces AI spending backlash before IPO

Anthropic prepares to go public just as businesses rethink their AI spend.

Axios

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Axios

Anthropic warns AI could soon help build its own successors

"Recursive self-improvement" is a phenomenon which may come sooner than expected, the company says.

The Guardian - US

‘A driver of political violence’: how the breakneck AI boom is fueling anti-tech extremism

Backlash against AI is taking an extremist turn, following in the footsteps of earlier techno-pessimist militants

Fortune

This realtor is betting big on the AI IPO boom, but buying a house with stock will have to go through the OpenAI and Anthropic's boards first

In a tight housing market, some Bay Area homesellers believe exchanging their houses for stock will benefit asset-rich tech workers. But those transactions are subject to board approval.

Fortune

The short seller’s argument nobody on the coming mega IPO roadshow wants you to make

OpenAI, Anthropic, and SpaceX are pricing in a global AI economy that doesn't exist yet — and their durable money is in São Paulo and Addis Ababa.

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Euronews

Google rents SpaceX/AI supercomputers for $920M a month, ahead of IPO

Google has signed a $30 billion deal to lease computing power from SpaceX, paying $920 million per month through June 2029. The move came after SpaceX acquired xAI in February 2026, gaining massive data centres. The deal precedes SpaceX’s highly anticipated IPO next week.

The Economic Times

Trump signs AI memo addressing issues in Anthropic-Pentagon feud

US national security agencies are now required to work with multiple artificial intelligence providers. This directive follows a dispute with Anthropic PBC. Agencies must avoid companies that interfere with the chain-of-command. The move aims to ensure government operations continue smoothly. This policy change seeks to diversify AI vendors for national…

The Economic Times

SpaceX and other mega IPOs may wait years to join the S&P 500

SpaceX and other mega IPO candidates may have to wait years before joining the S&P 500 after S&P Dow Jones Indices retained its profitability requirement for index inclusion. Despite their massive valuations, companies such as SpaceX, OpenAI and Anthropic must demonstrate sustained profits before becoming eligible for the benchmark.

Fortune

When good money goes bad: the question SpaceX and OpenAI investors aren’t asking

As OpenAI and Anthropic race to go public at $1 trillion valuations, a foundational business theory warns that money impatient for growth is dangerous.

The Economic Times

Apollo wraps up $35 billion debt to buy AI chips for Anthropic

The package, one of the biggest private credit transactions in history, highlights the race by top-tier financiers to fund data center construction and the chips they use. Tech companies are tapping every corner of the credit markets to meet AI’s unprecedented capital demands, forcing Wall Street to engineer novel debt…

The Economic Times

Wall Street Week Ahead: Blockbuster SpaceX IPO set to test high-flying US stocks rally

SpaceX's massive $75 billion IPO is set to launch next week, potentially valuing the company at $1.75 trillion. Investors are watching closely amid fears of market overexuberance, especially after recent job data fueled concerns about hawkish monetary policy. Key tech earnings and inflation data will also shape market sentiment.

The Economic Times

US says it will speed development and use of AI for national security

The Trump administration said earlier this week that it would ask leading AI developers to voluntarily submit their most capable models for government cybersecurity tests before releasing them ‌to the ⁠public, as ⁠security fears mount in Washington over powerful new AI systems.

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