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Why Anthropic’s $30T TAM may not be as crazy as it sounds
Yahoo Finance Video30d agoneutralVIDEO
Why Anthropic’s $30T TAM may not be as crazy as it sounds

Anthropic (ANTH.PVT) is reportedly preparing to pitch investors on a total addressable market exceeding $30 trillion as it gears up for a potential IPO, a figure that would top SpaceX (SPCX)’s eye-popping $28.5 trillion TAM. So, is $30 trillion just another Silicon Valley fantasy or could Anthropic actually be onto something? The Connor Group managing partner Jim Neesen joins Yahoo Finance Executive Editor Brian Sozzi on Opening BId to explain why he thinks the massive number isn’t as outlandish as it sounds, and what he sees in the paths to the public markets for both Anthropic and OpenAI (OPAI.PVT).

Is Meta a buy after its $16.68 billion social media case settlement?
Yahoo Finance Video30d agobullishVIDEO
Is Meta a buy after its $16.68 billion social media case settlement?

The price of Meta (META) ticked up before paring gains after the company agreed it would pay $16.68 billion to settle a social media addiction case with a group of state attorneys general. Yahoo Finance Executive Editor Brian Sozzi talks with Yahoo Finance Markets and Data Editor Jared Blikre, Sevens Report Research Founder Tom Essaye, and Edward Jones Senior Global Investment Strategist Angelo Kourkafas about the company's future and how it will approach monetizing AI.

BofA sees SpaceX wireless ambitions as positive for T-Mobile and tower operators
InvestorsHub30d agoneutral
BofA sees SpaceX wireless ambitions as positive for T-Mobile and tower operators

Bank of America believes SpaceX’s (NASDAQ:SPCX) plans to expand further into wireless connectivity could ultimately benefit T-Mobile (NASDAQ:TMUS), tower operators and the value of mobile spectrum rather than pose an immediate competitive threat. The bank reached its view following discussions with T-Mobile Chief Technology Officer Dr.

The bond market warning and how to trade the AI hangover
Yahoo Finance Video30d agoneutralVIDEO
The bond market warning and how to trade the AI hangover

Host Kenny Polcari joins Interactive Brokers Chief Strategist Steve Sosnick and AInvest Managing Editor Adam Shapiro to discuss the "slow-motion trainwreck" of the U.S. national debt and why the bond market is flashing warning signs that equity investors are ignoring.

Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?
Barrons.com30d agobullish
Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?

For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.