Meta raises $95 billion, SpaceX confirms $40 billion, and Anthropic files | The 8:30
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摘要
Meta is raising up to $95 billion in equity, its first new stock since 2013. About $35 billion launched on Monday, and Nvidia, AMD and Broadcom have indicated interest in up to $5 billion of it. SpaceX confirmed a binding commitment for roughly $40 billion of financing through an Apollo-managed entity to buy Nvidia chips. And Anthropic filed its IPO prospectus mid-show, listing on the Nasdaq as ANT with Goldman Sachs and Morgan Stanley leading, with two analysts joining on no notice to read it. Plus the midterms in eight days.
Featuring
Avery Marquez, Director of Investment Strategies, Renaissance Capital
Rohit Kulkarni, Partner and Chief AI Officer, Burnham Park Capital Markets
Julie Hyman, Host, Yahoo Finance
Jake Conley, Breaking Business News Reporter, Yahoo Finance
Pras Subramanian, Senior Autos Reporter, Yahoo Finance
Timestamps
0:00 Meta raises up to $95 billion
1:34 What shareholders get for another hundred billion
4:01 Credit spreads are the thing that is moving
6:13 SpaceX confirms the $40 billion chip deal
8:36 Musk on the neoclouds, and who agreed with him
10:30 Apollo says AI has paid off nothing outside tech
13:07 Why enterprises are pulling back
16:18 A majority of Americans say AI is bad for society
19:44 Eight days to the midterms
21:00 Marissa Mayer's new app
30:14 Waiting on the S-1, and why GAAP matters
33:20 The filing lands
36:15 The compute risk factor, in their own words
39:16 It rents the compute, it does not own it
43:34 Avery Marquez and Rohit Kulkarni on the listing
50:25 Pricing existential risk in a prospectus
53:32 Why the filing does not answer the question
#Anthropic #Meta #AIStocks #The830 #YahooFinance
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