---
title: "☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic's $35B Cloud Deal Has Nvidia's Fingerprints"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000879804.md"
description: "Anthropic locked in a $35B cloud deal with Nvidia-backed Lambda on Sunday — its fourth mega compute deal this month. Rate-hike odds jumped again too, hitting 64-65% just one trading day after Friday's..."
datetime: "2026-09-01T02:59:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000879804.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000879804.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000879804.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# ☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic's $35B Cloud Deal Has Nvidia's Fingerprints

Anthropic locked in a $35B cloud deal with Nvidia-backed Lambda on Sunday — its fourth mega compute deal this month. Rate-hike odds jumped again too, hitting 64-65% just one trading day after Friday's Warsh shock. Let's dig in 👇

**💬 Anthropic's $35B deal has Nvidia's fingerprints all over it — smart integration, or circular financing?**

## 📊 Quick Recap — What Moved & Why

### 🇺🇸 US — Anthropic's $35B Cloud Deal Has Nvidia's Fingerprints

**🔑 Key Event:** Anthropic signed a **$35B** cloud deal with Nvidia-backed Lambda for Claude's compute. **Nvidia holds the data center lease itself.** US indices closed lower Monday ($Dow Jones Industrial Average(.DJI.US) **-0.70%** to 53,185.90, $S&P 500(.SPX.US) **-0.33%** to 7,686.14, $NASDAQ Composite Index(.IXIC.US) **-0.12%** to 26,370.89). September rate-hike odds jumped to **64-65%**, from ~50% Friday.

> @gedebe : Nvidia is actively investing in AI related companies with the hope of strengthening the AI ecosystem... it is creating a circular financing that can cause an AI bubble. My trade: trim Nvidia shares.

> @MoonHMS : Personally, I am doubtful how hawkish the new Fed Chairman can be, after all he is somehow appointed by Donald Trump who favoured lower interest rates.

**👀 Other to Watch**

-   $NVIDIA(NVDA.US) → it invested **$3.5B** in MediaTek via convertible bonds Monday, folding NVLink Fusion and its new NVHBM tech into MediaTek's stack; Jensen Huang called MediaTek "one of our biggest partners."
-   $SK Hynix(SKHY.US) **may be diversifying away from** $Taiwan Semiconductor(TSM.US) → Korean media report it's considering shifting HBM4E base-die production to Intel, which popped $Intel(INTC.US) premarket; SK Hynix hasn't confirmed.
-   $Amazon(AMZN.US) → **FTC** and 22 states sued Monday, alleging **Amazon overcharged advertisers more than $20B since 2019** by rigging auction bids. Amazon denies it.
-   $Apple(AAPL.US) → Monday was **Tim Cook's** last day as Apple CEO; **John Ternus, 51, takes over Tuesday** as Apple's third CEO after Jobs and Cook, who becomes executive chairman.

### 🇸🇬 Singapore — Quiet Day, Rates Still the Story

**🔑 Key Event:** $FTSE Straits Times Index(STI.SG) traded around 5,735-5,740 Tuesday, up from Friday's 5,699.93 close. **No local catalyst — rates are the story.** $DBS(D05.SG), $OCBC Bank(O39.SG), and $UOB(U11.SG) all traded steadily.

### 🇭🇰 HK/China — Shein's Debut Disappoints

**🔑 Key Event:** $SHEIN-W(00625.HK)**'s HKEX debut Tuesday disappointed** — shares fell **28%** in grey-market trading, then closed down **13.1%** at HK$42.20, below its HK$48.56 IPO price. The listing raised HK$13.6B, valuing Shein at ~**US$26B** — a steep markdown from its 2022 peak near US$100B.

**👀 Other to Watch**

-   **Baidu upgraded its HK listing** → the conversion to dual-primary status (alongside its existing Nasdaq listing) became effective Tuesday; no new shares or fundraising involved.
-   **BeiGene made Washington's list** → it's among nine drugmakers that reached a Medicare drug-pricing deal with the US government.

### 🌍 Other

-   🇮🇷 Oil jumped further on fears the US-Iran conflict could escalate; the dollar index extended its two-month downtrend.
-   🇺🇸 The 10-year Treasury yield hit **4.764%** intraday Monday, its highest since January 2025, before closing up 2bp at 4.75% — a fourth straight day higher.

## 📅 Key Events Tonight / This Week

| **When (SGT)**          | **What**                                                                                  |
| ----------------------- | ----------------------------------------------------------------------------------------- |
| **Tonight, Tue 1 Sept** | 🇨🇳 $NIO Inc(NIO.US) earnings, premarket; 🇺🇸 $Dell Tech(DELL.US) **earnings**, after close |
| **Wed 2 Sept**          | 🇺🇸 $Broadcom(AVGO.US) **earnings** after close                                            |
| **Thu 3 Sept**          | 🇺🇸 $Lululemon(LULU.US) earnings after close                                               |
| **Fri 4 Sept**          | 🇺🇸 **US August non-farm payrolls**, 8:30am ET                                             |

👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨  
🚫 No duplicates · ⏰ Deadline: Sept 1, 2026, 11:59 PM SGT

Not investment advice, just market talk 🙏

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## Comments (27)

- **NewUser_Unm6i · 2026-09-01T10:14:49.000Z**: Nvidia owns data Center lease, and Anthropic signed a $35B cloud deal. US stocks shares lowers for Dow shines Industrial Average, S&P 500, and Nasdaq Composite Index. Even for Hong Kong Shein shares fell.Though there is a new CEO at Apple, hope things will work for the better. Still prefer the i
- **Fattycat · 2026-09-01T08:37:11.000Z**: Gold sky diving now 🤣
- **Fattycat · 2026-09-01T07:53:03.000Z**: Gold is very very very bearish . Can I buy 5x DLC short 🙄😆?
- **dingdongbell · 2026-09-01T07:32:12.000Z · 👍 1**: Capital is still rotating from tech outwards in a healthy fashion. Expected with the Fed chairman stating a more hawkish stance. Jobs data might be important with him reinforcing the labour data being a big factor in his decision.
- **NewUser_CkrdqW  · 2026-09-01T07:20:19.000Z**: I'm watching Nio and Broadcom's earnings this week. Nio has been under pressure in recent weeks and a good earnings can help push it up. On the other hand, Broadcom has been struggling among the AI chip companies, with valuation being a valid concern.
- **Heroic Lifesaver · 2026-09-01T06:53:55.000Z · 👍 1**: Everyone are still focused on the chips and the accelerators which to be fair are still relevant. However, I am more concerned with the beneficiaries such as energy, memory and networking etc. I want to see if they are truly benefiting. Companies like Nvidia and AVGO already have growth factored int
- **relf · 2026-09-01T06:27:14.000Z · 👍 1**: Markets continue to be resilient to close out August. Shall see what happens during the US mid terms. Anthropic IPO will be one to watch for me as well.
- **Valenxis · 2026-09-01T06:09:26.000Z · 👍 1**: NVDA is very active in investing and financing various AI companies. This will seem bullish in the overall AI ecosystem, probably still safe in the next 1-3 years I guess.
- **Fattycat · 2026-09-01T05:17:32.000Z · 👍 1**: I expect Shein to underperform in its upcoming IPO. There’s been a lot of negative news surrounding the listing and it is likely take years for them to truly deliver on expectations.  I think buy tech stock and REITs 🤭Anyway, SG REITs are bleeding now! 🫢 Looks like bargain-hunting season for me 😂 An
- **Shyon · 2026-09-01T04:30:53.000Z · 👍 1**: I’m increasingly cautious about the AI infrastructure spending loop. Anthropic’s $35B Lambda deal is another strong signal that compute demand remains enormous, but with $NVIDIA(NVDA.US)Nvidia-linked capital and infrastructure involved, I think investors should look beyond headline contract values a
- **FaithAnchor · 2026-09-01T04:22:56.000Z · 👍 2**: $Apple(AAPL.US)Big shoes to fill. Tim Cook deserves credit for steering Apple through tariffs, China tensions and a messy global backdrop. Now John Ternus gets his shot as Apple’s third CEO. The real test starts now—can he keep Apple growing while bringing back that innovation edge? All eyes on the 
- **Newbee2025 · 2026-09-01T04:12:31.000Z · 👍 1**: I would not buy NVDA because of this $3.5B deal. But if you're already bullish on NVDA's long-term moat, this announcement strengthens the thesis considerably.
- **Victor y · 2026-09-01T04:08:32.000Z · 👍 1**: AI spending remains resilient, rising Treasury yields and growing expectations for higher rates are making markets increasingly selective. Anthropic’s $35 billion cloud deal and Nvidia’s investment in MediaTek point to continued strength in AI infrastructure demand while markets remain focused on ea
- **Ally · 2026-09-01T04:05:59.000Z · 👍 2**: I wrote my take yesterday as well on Sheins IPO. I’m not surprised that it closed off lower than its IPO price. Consumers these days are faring away from fast fashion, and Sheins HK debut shows it.
  - **Fattycat** (2026-09-01T04:13:23.000Z): Too many negative news floating around Sheins past practice. Sheins takes time to prove themselves.
- **TheRaccoonAnalysis · 2026-09-01T04:04:04.000Z · 👍 1**: The Anthropic–Lambda deal reinforces strong demand for AI compute and Nvidia’s strategic role across the infrastructure stack, although Nvidia’s lease exposure also highlights potential financing and concentration risks. Meanwhile, rising September rate-hike expectations create a counterweight for h
- **optionspuppy · 2026-09-01T04:03:14.000Z · 👍 1**: 📈 My AVGO prediction: +4% to +8%I’m leaning bullish for Broadcom’s September 3 close. AI semiconductor demand remains extremely strong, with Q3 revenue expected around $29.4B, while AI chip revenue continues to accelerate. However, expectations are already high, so I don’t expect a huge Nvidia-style
- **Tiffany lover · 2026-09-01T03:53:01.000Z · 👍 2**: Fearing an escalation in the US-Iran conflict, oil prices surged further to 88.3, with WTI crude at $83.44.The US dollar index continued its two-month downtrend, while the yen kept falling.The probability of a Fed rate hike has risen to over 50%.Local bank stocks saw their volatility narrow after sh
  - **Fattycat** (2026-09-01T04:17:04.000Z): This month quarter close + Fed interest rate decision. Window dressing and volatility likely to occur at month end.
- **Darkwinter · 2026-09-01T03:50:00.000Z · 👍 1**: Oil is going up again… inflation is real… even if inflation seems managed, it might just be shrinkflation…
  - **Fattycat** (2026-09-01T04:19:40.000Z): Straits of Hormuz is technically closed. I do not see any reason for oil prices to come down to pre- war level hence inflation. Middle East peace treaty is not going to be easy task.
- **NewUser_ThinkSwim · 2026-09-01T03:47:27.000Z · 👍 1**: $NVIDIA(NVDA.US) making moves will make market bullish in the short term and maybe $Microsoft(MSFT.US) will also benefit from this deal as they are also heavily invested in AI trends.
- **Vt3 · 2026-09-01T03:30:12.000Z · 👍 2**: 📌 ☕️I read about NVDA acquired this media co over X yesterday, a couple of new adjustments over a few stocks. As said, am watching these movements to be settled over last Friday negative remarks. The market is always panic over many things. Some quickly cash out profit. I have intended to put a few 


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**