Today's AI and US stock market highlights: 1. $1.1 billion liquidated overnight, $1 billion were short positions! BTC surged 18% in two days to $75K, BNB → 660, ETH → 2400. 2. NVDA spent $1 billion investing in Poolside! Dropped $6 billion for model development licenses and poached 109 people. Jensen Huang is personally diving into the AI gold rush. 3. SPCX plummeted 6%! Another 7% unlocked. Starship's chopstick booster recovery delayed for the upper stage. Deutsche Bank gave it a sell rating with a target price of 100. 4. Temporary fix, not a solution! The Fed's increased Treasury buybacks only briefly suppressed yields. The 10-year yield is back to around 4.69%. The core issues of fiscal deficit and inflation remain unresolved. 5. AVGO to guarantee a $60 billion loan for Anthropic! The funds will be used to buy Broadcom's custom AI chips, aiming for 20 gigawatts of computing power. Anthropic will lease it out to repay the debt. If Anthropic can't pay, Broadcom will cover the losses.