Goldman Sachs projects Anthropic revenue above $600B by 2030, 130x its 2025 base

A $600 billion revenue base by 2030 for a single private AI lab is the kind of assumption underwriting every compute, data center and power trade in the market right now.

*GOLDMAN EXPECTS ANTHROPIC REVENUE TO EXCEED $600B BY 2030: FT

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Borgeat is treating last week's volatility shock as an entry point, pairing the stat with a blunt call to buy tech.

The VIX jumped 70% on November 5. Only two days since 1990 saw a bigger jump. After the 20 largest spikes, the S&P 500 was up 17% a year later on average. Fear decides the day. Earnings decide the year and months therafter. https://t.co/N4eJyu4cUN https://t.co/P2Y0BM9VxJ [Quoted @ThierryBorgeat]: 1998 All Over Again. Buy Tech. Read here: https://t.co/RhwRLDMgiH https://t.co/Bc8AujZ9E3

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Tesla is putting an 8-month clock on Cybertruck and refunding deposits, betting the factory line on Cybercab instead. That makes the robotaxi rollout the whole story for shareholders, with no consumer-truck fallback.

Elon Musk says Tesla's Cybertruck order rate far exceeds its production rate, and Tesla will have to return deposits to a lot of people. Tesla will shut down production in 8 months to focus on its Cybercab production. Musk also posted that "there will never be another vehicle https://t.co/nqZLw4CQFn

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A scandal narrative now attaches to $7.5 billion of China shipments while the Justice Department runs a chip probe and lawmakers push new export controls, putting Nvidia's China access squarely in play.

REPORT: Nvidia CEO’s affair with an alleged Chinese spy aided $7.5 billion in chip shipments to China

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Supercore running at 5.5% annualized hands the December rate-hike camp its strongest piece of evidence yet, and rate-sensitive stocks and bonds are the first to feel it.

US CORE INFLATION ACCELERATES TO HIGHEST LEVEL SINCE JANUARY 2025 US core CPI accelerated to 3.7% annualized over the past three months, its highest reading since January 2025. Supercore inflation surged to 5.5% annualized, the strongest pace since April 2024, up from 4.6% in https://t.co/57xfzCuhhF

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Putting AI alongside nuclear weapons at a Trump-Xi summit means chip export rules become a leader-level bargaining chip, and semiconductor investors will feel whatever gets traded away.

RUBIO SAYS TRUMP WANTS AI & NUCLEAR WEAPONS ON THE AGENDA FOR HIS UPCOMING SUMMIT WITH CHINA'S 🇨🇳 XI

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Goldman's fixed income desk is now underwriting tightening that runs into 2027, a timeline far beyond what rate-sensitive stocks, long bonds and the dollar are priced for.

GOLDMAN SACHS WARNS FED RATE HIKES COULD EXTEND INTO 2027 Goldman Sachs Asset Management says hotter-than-expected US inflation could force the Fed into a more aggressive tightening cycle. Lindsay Rosner, head of multi-sector fixed income investing, says a December rate hike

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Losing a spot on Bank of America's top picks list strips away one of the loudest sell-side endorsements behind the AI chip trade, and sentiment shifts like this tend to move the whole semiconductor complex.

JUST IN: Bank of America removes Nvidia from its prestigious list of top stock picks.

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Goods disinflation is doing the heavy lifting again, with coffee posting its largest monthly drop on record while services like transit fares keep climbing. That split is exactly what the Fed is parsing ahead of its next rate decision.

OCTOBER'S 🇺🇸 CPI: What got cheaper: • Coffee: -3.6%, largest monthly drop on record • Distilled spirits (ex whiskey): -1.5%, record decline • Used cars: -1.2%, biggest drop since January What got pricier: • Lettuce: +7.9% • City bus & train fares: +6.6% • Newspapers &

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A $4.7 billion 16-year AI/HPC lease and roughly $2.9 billion of AI cloud backlog now matter more to Bitdeer's story than the loss per share, which came in wider than expected. Revenue of $320.7 million beat estimates on 89% growth.

BITDEER $BTDR Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $320.7M (Est. $256M) 🟢; +89% YoY 🔹 EPS: -$0.46 (Est. -$0.34) 🔴 🔹 Adj. EBITDA: $69.6M; +173% YoY Announcements: 🔹 AI Cloud Backlog: ~$2.9B; ~332 IT MW secured 🔹 Tydal: $4.7B 16-year AI/HPC lease; 121 IT MW; ~$8.0B https://t.co/x7rDcZqmcT

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Putting AI on the Trump-Xi agenda means chip export rules become a bargaining chip, and semiconductor and AI hardware names trade on whatever comes out of that room.

RUBIO ON CHINA: AI SHOULD BE AN ISSUE WE RAISE AT UPCOMING TRUMP-XI SUMMIT

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