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Anthropic has signed a lease with TeraWulf, a former crypto mining company that has pivoted hard into AI data center infrastructure. TeraWulf's Kentucky facility gives Anthropic dedicated compute capacity as the AI arms race intensifies, and investors have taken notice — the stock is up more than eighty percent this year alone.
Shifting to semiconductors, the debate over Intel versus Taiwan Semiconductor remains front and center as TSMC accelerates its expansion into the United States. The contrast between the two is sharp — TSMC bringing leading-edge fab capacity stateside while Intel continues working through a costly turnaround, making the choice between them a meaningful one for chip investors right now.
And in a story that sits at the intersection of politics and private equity, SpaceX president and chief operating officer Gwynne Shotwell has announced she is donating SpaceX stock to so-called Trump Accounts for two million American children. The move comes just days after President Trump publicly suggested Elon Musk would make a similar gesture, though Musk himself has yet to comment, leaving the market to read the signals from the executive suite rather than the founder.
That's the tape. Markets Desk, signing off the floor.
