Things are happening, folks. Anthropic officially filed for its IPO this morning, SpaceX secured $40 billion in debt financing for GPUs, Meta announced plans for a $95 billion equity offering, and concerns surrounding the neocloud industry continue to intensify. And that's just the AI news. We also have five major central banks meeting this week, including the Federal Reserve on Wednesday, followed by GDP and PCE inflation data on Thursday. Meanwhile, roughly 25% of the S&P 500 by market capitalization is set to report earnings, including three of the largest AI hyperscalers, the oil majors and several major pharmaceutical companies.
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