Big Tech Spending Shock
According to Investing.com (reporting Reuters), “Amazon sees 50% boost to capital spending this year, shares tumble”: Amazon flagged roughly $200 billion in 2026 investment tied to AI and data centers, spooking markets as analysts reassess near‑term returns — CAPEX is now the story driving volatility. [Investing.com](https://www.investing.com/news/stock-market-news/amazon-projects-200-billion-in-capital-spending-this-year-4488838)
Anthropic Megaround Nears Close
According to Yahoo Finance (citing Reuters/Bloomberg), “Anthropic’s more than $20 billion funding to close as soon as next week, Bloomberg News reports”: the Claude developer is reported to be finalizing a >$20B round at a multihundred‑billion valuation, a move that would reshape private AI financing — FUNDING pressure is rising. [Yahoo Finance](https://finance.yahoo.com/news/anthropic-more-20-billion-funding-012823880.html)
Chip Rally Lifts Markets
According to Investing.com (reporting Reuters), “Dow closes above 50,000, Nvidia soars as traders focus on AI spending”: Nvidia and other semiconductor names jumped as investor focus shifted to hyperscaler AI capex, pushing the Dow past 50,000 and underscoring demand for hardware — CHIPS led the rebound. [Investing.com](https://ca.investing.com/news/stock-market-news/wall-st-rallies-after-bruising-tech-slump-amazon-down-on-ai-capex-lift-4444536)
Dow tops 50,000
According to AP, “US stocks soar to their best day since May as the Dow tops 50,000 and bitcoin stops plunging” as chipmakers and big tech led a broad rally on renewed AI spending optimism; keyword: stocks. [AP News](https://apnews.com/article/stocks-markets-trump-gold-tech-199d4d65b7596d7c34f3a5d9a77c2326)
Partial shutdown ends
According to AP, “Trump signs bill to end partial government shutdown, setting stage for next fight” after the president approved a roughly $1.2 trillion package reopening 11 agencies while funding DHS for two weeks; keyword: shutdown. [AP News](https://apnews.com/article/government-shutdown-ice-funding-471e55ba4c3247051739ee1b50b2857a)
Too busy to read? Listen to the audio file.