Zaid Admani

So yeah, I wonder if it's ever gonna be released to the public, but I'm definitely intrigued.

And I gotta say, man, what a year it's been for Anthropic.

I mean, don't forget, Anthropic is still in a legal fight with the Pentagon after the Pentagon labeled them as a supply chain risk.

So yeah, a lot going on over at Anthropic.

Let's shift gears and talk about TSMC.

The world's largest chip maker just put up another monster quarter, reporting $35.6 billion in revenue for Q1, which is up 35% from a year ago and a new record for the company.

Now there was some concerns that the war in the Middle East would have an impact on supply chains and investments in semiconductors, but so far there's been no immediate impact.

In fact, revenues in March for TSMC were up over 45%, which shows that demand is accelerating, not slowing down.

Wall Street analysts are now raising their revenue forecast for TSMC moving forward.

TSMC stock is now getting near record highs again.

Shares are up 30% this year and way outperforming their biggest customers like NVIDIA, which is flat for the year, and Apple, which is down 4%.

We're going to learn more about TSMC's business on April 16th when they release their full earnings report, along with an updated outlook for the current quarter and for the full year.

Let's talk about some stocks making moves today.

Shares of CoreWeave are popping this morning after the AI cloud company announced a multi-year deal with Anthropic to power its cloud AI models.

CoreWeave's business model is essentially building data centers and packing them with Nvidia GPUs and selling that capacity to tech companies so they can train and run their AI models.

And it's been a big week for CoreWeave.

Earlier this week, they announced a $21 billion deal with Meta.

CoreWeave now works with nine of the top 10 AI model providers.

The only holdout is Elon Musk's XAI.

CoreWeave stock is up around 7% this morning and up more than 20% in the last five days.