Anthropic will be trading under the ticker $ANT
They are targeting a $1.5T valuation, down from previous $2T estimates
Multiple major US banks have decided to block agentic AI access
Micron $MU will be providing strategic funding to Indium corporation to expand their critical mineral business
They will target high purity materials in New York
This is apart of the previously announced $3B initiative to buildout the U.S. semiconductor supply
Apple $AAPL iPhone duo has sold out minutes after pre-orders were posted
They have also delayed shipping going into 2027
UBS has raised their price target on Microsoft $MSFT to $675 from $525
UBS has raised their price target on Microsoft $MSFT from $525 to $675
They believe that the Azure & M365 both present intriguing ball cases that have justified the move we have seen
They also believe they are positioned well for continued enterprise AI adoption
Barclays has raised their price target on Microsoft $MSFT to $600 from $512
Barclays believes that Microsoft will start to see more of an AI software advantage prior to the end of this quarter.
They believe there is a strong software advantage on Microsoft that the market is not pricing in yet
Rocket Lab $RKLB has recently signed a deal with Synspective to add 20 Electron rocket launches
This brings the Electron rocket backlog over to over 100
Canaccord has raised their price target on Meta $META to $950
Canaccord has raised their price Target on Meta $META to $950 while maintaining a buy rating
They have said Meta is showing rapid levels of adoption, there is many roadmap to monetization and they have formed a handful of strategic partners
Anthropic is targeting 5GW of compute by the end of 2026👀
They have also said they are looking to have secured 10GW by the end of 2027
This implies 1 GW in Australia is worth $40B
Nvidia $NVDA CEO Jensen Huang has said:
“2 GW of AI infrastructure in Australia represents $80B”






















