Anthropic filed confidentially for an IPO, signaling a hot IPO market for AI. Alphabet is raising $80B for AI spending, highlighting the critical need for cash to build AI infrastructure. The AI race is global, with winners and losers expected over time.
Yields

implicit
RUT
Oil
Metals
USD
Bloomberg
5.5
Financial Media
Manuel Baigorri
4.0
6/2/2026 10:47:16 AM
ndx
The guest highlights massive capital inflows into AI companies (Anthropic IPO, Alphabet's $80B raise) and strong investor faith in the sector's growth, suggesting a long-term bullish outlook for tech-heavy indices like the NDX.