Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 44 videos · 11 channels
Gavin Baker says the compute market is getting tighter
Baker read Anthropic's S-1 as an upside surprise, with modest cash consumption and a revenue base spread across enterprise accounts. He said spot rental rates are rising and forward contracts for 2027 capacity are pricing at large premiums, even as large amounts of supply are announced.
Oracle and OpenAI expand their alliance into Oracle's enterprise applications
At Oracle's AI World conference, Oracle said it will integrate OpenAI's tools into its application stack. OpenAI is Oracle's biggest cloud customer, with a $300 billion contract.
Energy Department offers Constellation up to $5 billion for reactor uprates
The Energy Secretary outlined a conditional loan commitment of up to $5 billion for Constellation to uprate existing reactors, adding roughly 1.1 GW across 15 reactors at eight sites.
Bank of America's Bhave says the Fed should consider hiking this week
Bank of America's US economics head argued the Fed should consider a near-term hike despite market expectations for a pause, citing persistent inflation and strong demand, and expects about 75 bp of hikes in this cycle, with December and March in play if the Fed skips this week.
UPS's CEO calls data-center logistics a recurring opportunity
UPS's CEO said U.S. volume returned to growth and full-year revenue and profit guidance were raised, with forwarding helped by premium health care and data-center construction demand. She described data-center logistics as recurring because facilities require periodic refresh.