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Signs Of Market Character Shift Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The
Bloom Energy Corp. (NYSE: BE) stock trades lower Thursday following a surge in the U.S. 10-year Treasury yield, impacting capital-intensive tech suppliers.
Anthropic plans to spend over $518 billion on cloud and computing infrastructure over the next decade as it prepares for an IPO with a $2 trillion valuation target. While the company's revenue grew 12-fold to $4.6 billion in 2025 with an annualized run rate of $65 billion by July 2026, about 80% of the spending is non-cancellable and the company faces significant customer concentration risk, with nearly a quarter of revenue from just two customers and limited long-term contracts.