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At IPO pricing/trading, SpaceX shares would become eligible for Nasdaq and Russell index inclusion, but no early-release eligible shares unlock at that point. They are expected to be added to the indices after the first 5 trading days. The first actual unlock comes on the secon
🌐 reddit.comSource
Alphabet funds Anthropic, Anthropic buys Google compute, Google books cloud/backlog, Alphabet leads funding on new, absurd valuations on Anthropic fundraising rounds, Anthropic’s valuation increases, Alphabet’s stake increases which contributes to their earnings growth and fuels
🌐 reddit.comSource
GPU rental prices have fallen through the second half of the month. Most notably the H200 declining by -37.7%. Is this a potential sign of slowing demand? If GPU demand slows, then DRAM demand will subsequently slow. NVDA comprises 8% of the S&P 500 and a lot of the demand narr