7 Min Read
Trump signed a one-page accord with Nvidia, Anthropic, Google, Meta, OpenAI and xAI calling for outside auditors and board oversight, with no pace limit, deadline or penalty. Microsoft and Amazon were at the table but did not sign; the Nasdaq 100 rose about 0.5% over two days.
NVDA · Since The Event− 4.77%ReadSpaceX, June 12, 2026The ceiling discussed for Anthropic
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A presentation seen by the Financial Times puts OpenAI's compute bill through 2030 at $856B — more than the $840B of revenue it expects over the same five years. A day later the Wall Street Journal reported Anthropic is targeting a November listing at roughly $2 trillion.
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Dario Amodei asked AI companies on Saturday to slow the rate of capability gains, and Sam Altman, Elon Musk and Satya Nadella agreed. The White House refused on Sunday; by Monday morning the Kospi was down 3.3% and SK Hynix 6.4%.
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FTSE Russell redrew its style rankings in June: 45.8% of Apple's market cap and exactly half of Microsoft's were assigned to the value index. The three megacaps' combined weight rose from 1.9% to 16.2%, while the year's best-performing memory stocks dropped off the list entirely.
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Preliminary figures shown to investors ahead of a record IPO put one quarter's revenue above $11.5 billion. But the same cash yields two different revenue lines under gross and net accounting — and the gap lands straight inside a $2 trillion price tag.
GOOGL · Since The Event− 7.44%Read9 Min Read
CoreWeave's revenue doubled in a year and its backlog reached $104 billion; the stock jumped 13% after hours. In the same release, the company guided to paying four times its operating profit in interest next quarter.
10 Min Read
Nvidia bought 20% of Lancium, owner of Stargate's first operational site, for $2 billion. The conditional final $1 billion depends not on sales but on securing interconnection from the Texas grid.
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Microsoft disclosed for the first time what OpenAI pays it: $24.1 billion in fiscal 2026, with $6.0 billion still outstanding. The number shows that more than two-thirds of its AI revenue rests on a single customer — one it also part-owns.
