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OpenAI secures a record $110 billion funding round led by Amazon and Nvidia at a $730 billion valuation, even as Anthropic's standoff with the Pentagon over AI ethics and high model hallucination rates highlight the sector's mounting technical and regulatory challenges.
Nvidia delivered strong earnings with 73% revenue growth and upbeat guidance forecasting $78 billion in sales, yet shares fell 5% as investors worried about AI spending sustainability and craved a new growth narrative. Meanwhile, Snowflake accelerated AI adoption with seven nine-figure deals, and Paramount pursued a transformative merger with Warner Bros Discovery to achieve scale.
Nvidia earnings drive market anticipation with 5% expected swing amid AI investment concerns, while Anthropic loosens safety policies under Pentagon pressure and Circle reports strong stablecoin growth decoupled from crypto speculation.
Meta announced a massive multi-billion dollar deal to purchase 6 gigawatts of AMD data center infrastructure, validating AMD as a challenger to Nvidia, while Anthropic's new AI coding tools sparked a 'scare trade' in software stocks, causing IBM's worst day in 25 years and highlighting investor fears about agentic AI disruption.
President Trump's tariff policy faces legal setbacks as the Supreme Court struck down his use of emergency powers, creating uncertainty that's rattling tech stocks and threatening foreign investment commitments. Meanwhile, AI-driven fears are pummeling software stocks as investors worry about disruption, with Nvidia earnings on Wednesday serving as a key test for market sentiment.
The U.S. Supreme Court struck down President Trump's IEEPA tariffs in a 6-3 decision, sparking a tech-led market rally while creating uncertainty around the administration's backup trade plans using alternative authorities. Meanwhile, Netflix defended its bid for Warner Bros Discovery against Paramount's rival offer, and NASA set a March 6 target for the Artemis II lunar mission.
Meta has committed to purchasing millions of Nvidia processors—including the new Grace CPU—in a deal worth tens of billions, underscoring the acceleration of a $10 trillion AI capital expenditure cycle that is rapidly expanding beyond tech into manufacturing, energy, and consumer hardware sectors.
The Pentagon briefly added Alibaba, Baidu and BYD to a military-linked blacklist before mysteriously withdrawing it, while OpenAI accused DeepSeek of IP theft and Anthropic closed a $30 billion funding round doubling its valuation to $380 billion amid volatile 'AI scare trade' selloffs hitting logistics and software sectors.
Rising memory chip costs are compressing margins at infrastructure leaders like Cisco while Apple's AI Siri revamp faces significant delays, highlighting the intense competitive pressure as AI agents disrupt traditional software and financial services sectors.
Software stocks are plunging as AI threatens to collapse creation costs and destroy terminal values, while hardware players race to meet 14-fold projected token demand growth. Meanwhile, SpaceX is merging with xAI ahead of a potential $500B IPO, and Google is testing transactional AI search features to unlock new commerce revenue.
Spotify surged 15% on record user growth reaching 751 million, while Paramount enhanced its Warner Bros. Discovery bid by covering $2.8 billion in breakup fees. Alphabet raised $32 billion in debt including a 100-year bond to fund AI infrastructure, as analysts argue software sector disruption fears are overblown compared to infrastructure opportunities.
Alphabet's plan to issue $15 billion in bonds—including a rare 100-year sterling note—exemplifies how Big Tech is leveraging near-zero borrowing costs to fund a projected $4 trillion AI infrastructure buildout through 2030, while OpenAI's funding stabilization and Bitcoin's volatility highlight shifting risk dynamics across tech and crypto markets.