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NEWS
AI Has Investors Going All In

Weakness in the broader market was masked by the “Magnificent Seven” continuing their latest run, with many of them hitting new all-time highs. Optimism about AI continues to run hot, with Trump signaling major investments ahead and companies lining up to catch the wave. The next two days are light on earnings, but next week is a showstopper with many of the market’s biggest names reporting. 👀

Today's issue covers the AI trade coming back online, AST SpaceMobile’s after-hours offering, and other noteworthy pops & drops. 📰

Here’s the S&P 500 heatmap. 2 of 11 sectors closed green, with technology (+2.26%) leading and utilities (-2.16%) lagging.

And here are the closing prices: 

STOCKS
Investors Amp Up Their AI Bets 🤖 

Three top tech firms announced they will create a new company, Stargate, to grow artificial intelligence (AI) infrastructure in the U.S. OpenAI, SoftBank, and Oracle executives all appeared at the White House on Tuesday alongside President Donald Trump to announce “the largest AI infrastructure project in history.”

The companies will invest $100 billion to begin, with plans to expand to $500 billion in the coming years and potentially create 100,000 U.S. jobs. 🥳 

AI leaders have been raising concerns that more data centers and the chips, electricity, water, and other resources needed to run them are critical to powering the U.S.’s AI ambitions in the years ahead. OpenAI CEO Sam Altman said, “I think this will be the most important project of this era.”

AI-linked stocks soared across the board, with equipment makers like Arm Holdings gaining the most. Still, many are playing the AI trend through the big boys, like Nvidia, which is once again the largest company in the world. 🤩 

The “Magnificent Seven” ETF is back on its way to all-time highs, with several of its components already there and pulling the broader market higher with them. 🏋️ 

Meanwhile, private market investment in AI continues. Google agreed to invest another $1 billion in Anthropic, building on its past investments of $2 billion and ownership of 10%. 💪 

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