Welcome to Markets Desk, your midday read on what's moving markets and the broader economy.
Natera is having a moment. Shares of the genetic testing company hit an all-time high of three hundred sixty-six dollars and seventy cents yesterday, representing a gain of more than one hundred twenty percent over roughly twelve months. That kind of run reflects sustained institutional conviction in the company's oncology diagnostics business, not just a momentum trade.
Shifting to the infrastructure race shaping the next decade of tech spending, Anthropic and OpenAI are actively pursuing smaller data center deals as they look to deploy AI capacity faster than large-scale builds allow. The strategy signals that both companies are prioritizing speed to market over raw scale, which has real implications for mid-tier data center operators and the power grid suppliers feeding them.
And speaking of AI's footprint, demand for cybersecurity professionals with deep AI expertise is hitting what one Cloudflare executive called a fever pitch. Box's Aaron Levie echoed that, calling security one of the hottest job categories on the horizon. As AI expands both the attack surface and the defensive toolkit, the talent premium for people who understand both sides of that equation is only going to widen.
That's the tape. Markets Desk, signing off the floor.
