Capital is still rotating from tech outwards in a healthy fashion. Expected with the Fed chairman stating a more hawkish stance. Jobs data might be important with him reinforcing the labour data being a big factor in his decision.
Anthropic locked in a $35B cloud deal with Nvidia-backed Lambda on Sunday — its fourth mega compute deal this month. Rate-hike odds jumped again too, hitting 64-65% just one trading day after Friday's...









