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Today’s Animal Spirits is sponsored by Invesco and YCharts:

Visit https://www.invesco.com/ to learn more.

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Animal Spirits:

On today’s show, we discuss:

• The AI Trade Hits Overdrive, Powering Stocks to Historic Gains

• Anthropic raises $65B in Series H funding at $965B post-money valuation

• The Chip Rally Is at $5.7 Trillion and Counting. How Much Further Can It Go?

• Eye on the Market – Michael Cembalest 

• GlobalData TS Lombard: Perkins Vs Beamish

• The SpaceX Squeeze

• A contrarian note about the falling personal saving rate…

• Alphabet to Raise $80 Billion in Equity for AI Spending

• Saylor’s Strategy Sells Bitcoin for First Time Since 2022

• Real-Estate Agents Are Quitting the Slow Housing Market

Charts:

Tweets/Bluesky:

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Recommendations:

• Backrooms

• The Rewatchables – Podcast

• Half Man 

• Spider-Noir

Contact us at animalspirits@thecompoundnews.com with any feedback, recommendations, or questions.

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