Anthropic Could Spend $750 Billion on AI Infrastructure as Debt Concerns Hit Tech Stocks

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• The World’s Greatest Hedge Fund Investor Ken Griffin Just Said AI Is ‘Almost Certainly’ a Bubble. But He’s Not Betting Against it Long Term

  Citadel founder Ken Griffin told the Future of Global Markets Conference in New York that investors are “almost certainly” in an AI bubble. He said many U.S. companies have struggled to extract value from their AI models and are now scrutinizing bills from Anthropic and OpenAI, while Anthropic may put $750 billion toward computing capacity over the next several years. Griffin argued that companies on the other side of a bubble tend to be market leaders for decades. Results from NVIDIA, Microsoft, Amazon and Broadcom still showed strong growth, so suppliers kept posting record numbers. The article also describes how the Situational Awareness fund, heavy in SanDisk and Micron, was forced into a distressed sale to Citadel after margin calls during the AI sell-off, and how Citadel profited by supplying liquidity in the panic.

  Yahoo Finance·21/10, 14:55▼ MSFTCitadelAI investmentAnthropic
• Shots Fired: Meta Is Developers on Outside AI Tools “in Half”. That’s a Big Problem for Anthropic

  Meta has reportedly cut the number of staff using Anthropic's Claude Code from about 60,000 to 30,000 this year, moving engineers onto its own coding tools. Microsoft has reportedly cut its projected internal Claude spending by more than a third. Anthropic depends on a few large customers, and Kedrosky estimated Meta was roughly 10% of its 2025 revenue. Anthropic's reported $16.8 billion third quarter showed slowing growth, and Bloomberg Intelligence's Mandeep Singh named Meta's new frontier model as one possible reason. Meta's Claude Code spending of roughly $1.4 billion a year is small next to its $69.7 billion of capex in 2025, so Wednesday's capex guidance matters more.

  Yahoo Finance·19/10, 20:43• METAMETAAnthropicartificial intelligence
• US markets weighed down by extended sell - off in the tech sectoreldoradonews.com·17/10, 19:30▼ NVDA▼ QQQ▼ SPY▼ AAPLtech stocksNasdaqNVDA
• Tech stocks tumble Friday , AI shares lead the waydallassun.com·16/10, 21:00▼ NVDA▼ QQQ▼ AAPL▼ AMZNtech stocksartificial intelligenceNVDA
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• Investors are punishing Big Tech's biggest spenders. Meta is the latest casualty.

  Meta shares fell more than 7% on Thursday, wiping out about $125 billion in market value and erasing the stock's gain for the year. It was on track for its third straight drop of 5% or more the day after earnings, a first since its 2012 IPO. Revenue rose 26% to $64.6 billion, but Meta raised its full-year expense outlook, narrowed capital spending to $135–145 billion, and unveiled nonvoting shares it can sell to raise money. Analyst Gil Luria of D.A. Davidson said Zuckerberg will need to raise both debt and equity, while the cost of insuring Meta's debt climbed to its highest in months. Luria also said Meta is gaining share from Google and its ad sales are growing strongly; the stock has traded roughly between $500 and $800 since mid-2024, and a weekly close above $800 would signal a breakout while a close below $500 would open the door to a deeper slide.

  Yahoo Finance·22/10, 17:42▼ METAMETAearningsAI investment
• Oil Climbs Above $111 as AI Stocks Slide, Dragging the S&P 500 and Global Markets With Them

  Brent crude rose 2.6% to $111.66 a barrel, its highest in five months, as AI-linked stocks slid and pulled the Nasdaq down 1.5% and the S&P 500 down 0.8% by mid-morning in New York. Asian markets also fell sharply, with South Korea's Kospi down 3.52%, Japan's Nikkei 225 down 2.65% and Hong Kong's Hang Seng down 3.03%, while China's CSI 300 entered a bear market. Nvidia fell 2.3% and Meta dropped 5.8% after its profit missed forecasts. The 10-year Treasury yield rose to 5.03% from 3.97% before the Iran war, ahead of the Fed's Oct. 28 decision. Citadel founder Ken Griffin said investors are 'almost certainly' in an AI bubble, though he did not tell them to sell.

  Yahoo Finance·22/10, 17:33▼ SPY▼ NVDA▼ QQQ▼ VNINDEXoil pricesS&P 500bonds
• Oil Climbs Above $111 as AI Stocks Slide, Dragging the S&P 500 and Global Markets With Them

  Brent crude rose 2.6% to $111.66 a barrel, its highest in five months, as AI-linked stocks slid and pulled the Nasdaq down 1.5% and the S&P 500 down 0.8% by mid-morning in New York. Asian markets also fell sharply, with South Korea's Kospi down 3.52%, Japan's Nikkei 225 down 2.65% and Hong Kong's Hang Seng down 3.03%, while China's CSI 300 entered a bear market. Nvidia fell 2.3% and Meta dropped 5.8% after its profit missed forecasts. The 10-year Treasury yield rose to 5.03% from 3.97% before the Iran war, ahead of the Fed's Oct. 28 decision. Citadel founder Ken Griffin said investors are 'almost certainly' in an AI bubble, though he did not tell them to sell.

  Decrypt·22/10, 17:33▼ SPY▼ NVDA▼ QQQ▼ VNINDEXoil pricesS&P 500bonds
• We're dipping back into the AI trade with our first data center buy in weeks

  Jim Cramer's Charitable Trust is buying 10 shares of GE Vernova (GEV) at about 818 USD, lifting its weighting to about 2.15% from 1.9%, its first data center-related purchase since a Micron buy five weeks ago. The trust is buying into a Thursday sell-off driven by investor concern over how to fund the data center buildout, as cash flows are used up and debt financing grows less attractive, rather than weaker AI demand. GE Vernova was the third-worst S&P 500 performer that day and trades about 12% below its Aug. 24 level, when the trust downgraded it to a 2 amid caution on AI stocks; it has now been upgraded to a 1 to play for a bounce.

  CNBC·22/10, 17:28▲ NVDAGEVdata centersAI investment
• Could Intel be the next trillion-dollar company?

  Maverick Capital reportedly expects Intel to become a trillion-dollar company again, citing growing demand for CPUs used in AI inference. One speaker argues the story is compelling, pointing to huge chip demand, Intel's domestic chip production and strong government support, and notes the stock, though pulled back, sits right on its 200-day trend line. The others say they sold Intel long ago or never owned it, preferring holdings such as Nvidia, Broadcom and AMD. They describe a five- to seven-year wait that carried a large opportunity cost.

  Yahoo Finance·22/10, 17:25Intelsemiconductorsartificial intelligence
• Underdog taps zerohash to bring crypto deposits to prediction markets

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  Cointelegraph·22/10, 17:24cryptostablecoinsmergers and acquisitions