Big promises, record results, and a market that isn’t convinced!
This week, three major stories revealed a fascinating side of the market. A massive AI loss that isn’t quite what it seems, a potential SpaceX expansion shaking up telecom stocks, and a record-breaking quarter that still sent a stock tumbling.
Anthropic’s $80.7 billion loss: Revenue surged nearly 15 times year over year, but enormous AI infrastructure commitments raise questions about the cost of growth.
SpaceX’s telecom ambitions: Talks to access 80,000 US cell sites sent telecom stocks lower while tower companies rallied. The deal isn’t signed yet, so why is the market reacting already?
Lam Research’s unexpected fall: The company delivered its strongest quarter in 46 years, yet shares dropped around 12%. Strong demand isn’t helping when production can’t keep up.
What connects these stories? Markets aren’t just looking at what companies earn today. They’re weighing future promises, spending commitments, and whether businesses can actually deliver.
To read more, click: Vested Shorts: Anthropic's $80B Paper Loss, SpaceX Towers & Lam Research Drop