Today's AI and US stock market insights: 1. GOOGL teams up with AMD to develop the 10th-gen TPU! Specifically designed for inference and agents, leveraging Su's proven, mass-produced high-performance CPUs. 2. Who will claim the title of the largest IPO in history? Anthropic is hyped up to a $4 trillion valuation, but SPCX is even more favored, with a 60% chance of taking the crown. 3. The world is one giant meme coin! The low-budget film *Bull Comes* has driven massive surges in Luoniushan, Jinniu Chemical, Tongniu Information, and Bull Group stocks, with gains of 2-6%, some even hitting the limit up! 4. $BullComes bounced back from 10m to a new high of 44m, peaking at 910x returns, with the top holder profiting $670k! CZ's wallet burned the copycat MarsCoin, causing a split. MarsCoin skyrocketed 462x to 36m in one day, then crashed 90%. 5. Capital expenditures are actually $3 trillion higher than reported! GOOGL, AMZN, MSFT, META, ORCL, NVDA, AVGO, AMD, and SPCX have $3 trillion in off-balance-sheet commitments for data centers, chips, and electricity, creating significant future cash flow pressure!