- CoreWeave stock +8%, Nebius +11.2% on Tuesday.
- Dell +7.5%, Coherent +6.4%, Credo Technology +10.8%, Astera Labs +10.5%.
Anthropic's S-1 showed $16.3B revenue and heavy capex commitments, reversing a selloff. CoreWeave, Nebius, Dell, optical, and connectivity stocks rallied. Meta announced $95B equity offering. Big Tech earnings this week.
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