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Tech stocks faced significant pressure as strong jobs data fueled interest rate concerns, while Elon Musk pitched SpaceX's record-breaking $1.77 trillion IPO to investors and AI companies emphasized the need for public markets to fund massive infrastructure costs.
Tech leaders at the Bloomberg Tech event debated whether AI is in a bubble, with consensus pointing to supply constraints rather than demand collapse, as Anthropic and SpaceX file for massive IPOs and infrastructure players like Broadcom navigate sky-high expectations.
Anthropic ethicist Amanda Askell explains how the company trains Claude using an 84-page 'Constitution' to develop a trustworthy disposition rather than rigid rules, while arguing that we should treat AI emotions seriously regardless of whether they constitute true consciousness or sophisticated simulation.
Alphabet announced plans to raise $80 billion in equity—including a $10 billion investment from Berkshire Hathaway—to fuel massive AI infrastructure spending, while Anthropic confidentially filed for an IPO ahead of rival OpenAI, and SpaceX prepares for a record-breaking $75 billion debut with historically low banking fees.
Nvidia unveiled the RTX Spark, an ARM-based AI PC chip challenging Intel and AMD dominance, while investors are urged to diversify across the AI value chain into software and energy plays. Meanwhile, SpaceX's impending IPO is forcing index providers to rewrite inclusion rules, and Apple is preparing to disrupt the eyewear market using its Apple Watch playbook.
SpaceX is targeting a $1.8 trillion IPO valuation, down from earlier $2 trillion estimates, while Anthropic closed a $65 billion funding round at a $965 billion valuation, surpassing OpenAI. Dell shares surged 30% after raising its AI server revenue forecast to $60 billion, signaling broad-based demand across the AI infrastructure stack.
Snowflake's stock surged 35% on a $6 billion Amazon cloud deal and accelerating AI revenue, while Apple prepares to unveil a completely revamped Siri as a standalone chatbot app powered by Google's Gemini models, marking a major shift in consumer AI integration.
Memory giants Micron and SK Hynix have surged into the $1 trillion market cap club driven by AI demand for high-bandwidth memory, even as geopolitical tensions rise over chip smuggling to China and investors debate whether current valuations signal peak earnings or a new growth paradigm.
China expands travel restrictions to AI professionals while imposing tighter talent controls, as global chip stocks rally on Huawei's breakthrough 'logic folding' technology and surging AI hardware demand drives major investments.
SpaceX scrubbed its critical Starship V3 test launch due to a hydraulic pin failure just one day after filing for a Starlink IPO, while Lenovo shares surged on AI infrastructure growth and smart ring maker Oura filed confidentially to go public.
SpaceX has filed for a Nasdaq IPO under ticker SPCX with a staggering $28.5 trillion total addressable market claim and Elon Musk retaining super-voting control, while NVIDIA faces investor skepticism despite record earnings as it diversifies beyond hyperscalers into agentic AI and robotics.
Nvidia's highly anticipated earnings report is expected to show 80% revenue growth but faces questions about China export restrictions and supply constraints, while SpaceX moves toward a record-breaking $2 trillion IPO and defense manufacturer AMCA achieves unicorn status amid a push to reshore critical supply chains.