Is AI Infrastructure Spending Heading for an Even Bigger Boom? What ARM, Shift4, SpaceX, and Anthropic Just Told Us
2026-05-18 13:20:00 ET
In this video, I will cover the biggest market stories of last week, including ARM (NASDAQ: ARM) and Shift4 earnings reactions, SpaceX's major investment in Terafab, and Anthropic's massive compute deal at Colosus 1. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 6, 2026. The video was published on May. 7, 2026.
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