Chip stocks rallied on Monday after Anthropic filed for its IPO, and $NVIDIA(NVDA.US) shares rose about 1.7%, helped by …
Chip stocks rallied on Monday after Anthropic filed for its IPO, and $NVIDIA(NVDA.US) shares rose about 1.7%, helped by $Meta Platforms(META.US)'s plan to raise up to USD 95 billion to fund its AI build out. Investors are reading the filing as a sign that AI demand is still growing and Nvidia supplies the chips behind most of it. That is good news for chip demand but it doesn't yet prove that AI spenders are earning enough to justify it since Anthropic itself reported a large net loss for the first half of 2026 so I am watching big tech earnings and the Fed's rate path this week before reading too much into one day.
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