Annie 所长|8月 26, 2026 04:30
Today's AI and U.S. stock market updates:
1. NVDA ended its 7-day losing streak, up 2%. Will it skyrocket 10% tomorrow if earnings are good? Storage and optical communication sectors recovered yesterday's losses.
2. AMD surged 5%! Raymond James upgraded its rating to Strong Buy! Target price set at $641, CPU market bigger than expected.
3. SPCX plans to build a new $100 billion Starship launch base. Musk says it can support 30 Starship flights per day, thousands per year—space travel as common as flying.
4. OpenAI GPT-6 isn't here yet, but Bel is coming first, positioned as the foundation for 6. Anthropic, due to insufficient computing power, won't release a model comparable to Astra this year.
5. Anthropic IPO hype! Claiming TAM of $30 trillion, factoring in all future AI model capabilities. Even Musk only hyped $28.5 trillion back then.
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