Anthropic valuation: $965B Walmart valuation: $940B Anthropic revenue: $20B Walmart revenue: $725B How is this even sustainable ?

INTEL PLANNING NEW AI CHIP BY YEAR-END TO TAKE ON NVIDIA — FT

LG Electronics surged as AI and robotics partnership hopes with Nvidia heated up LG-related stocks. 📌 LG Electronics shares rose as much as around 28% in the morning session on June 1, triggering spillover momentum into LG CNS and LG Corp. The main driver came from market expectations that Nvidia could expand cooperation with LG in physical AI, robotics, and smart factories. 💡 The focus is on reports that Jensen Huang may visit South Korea this week and meet LG Chairman Koo Kwang-mo after Computex. Although there has been no official announcement from LG or Nvidia, expectations around a high-level meeting were enough to trigger speculative inflows into AI-related Korean stocks. 🔎 This story is not entirely new, as LG had already taken steps to work with Nvidia on CLOi robots, Isaac, Omniverse, and AI factory models. However, the latest news acted as a catalyst, pushing the market to reprice LG’s potential shift from a traditional consumer electronics company into a player within the physical AI value chain. ⚠️ The key point is that the rally is still driven more by expectations than actual business results. If the meeting does not lead to a concrete contract, commercialization roadmap, or official partnership update, short-term profit-taking pressure could appear quickly after such a sharp move. ✅ Overall, this is positive for Asian market sentiment, especially across AI, robotics, and smart factory themes. But for LG, the real question is not just being mentioned alongside Nvidia, but whether it can turn technology expectations into real revenue over the coming quarters. #AIStocks

Goldman Sachs forecasts AI-related capital expenditure will reach $905 billion by 2027.

Taiwan’s AI supply-chain boom is driving headline GDP/export strength, but growth is increasingly concentrated in semiconductors and AI infrastructure. Q1 2026 GDP figures circulating range from 11.8% to 14.55%, with one full-year forecast at 9.64%; The Economist frames Taiwan as weaker once semiconductors and AI are stripped out. Washington is also pressing Asian allies toward 3.5% of GDP defense spending as China expands military pressure around Taiwan. Watch durability of AI capex, advanced packaging/servers/power/cooling supply chains, and U.S.-China-Taiwan defense signaling. #Taiwan #AI #Semiconductors #Geopolitics #Defense

✔️ Could Microsoft, NVIDIA, and ARM be revealing a mysterious coordinate together? Microsoft, ARM, and NVIDIA posted identical messages, as if they had made a pact: “The new era of PCs has begun.” Alongside the message, they shared a coordinate: 📍25.0528, 121.5990 Upon verification, this location is near Computex, the world’s largest IT exhibition, taking place in Taipei, Taiwan. Industry analysts speculate that the three companies are preparing a major announcement targeting the AI PC era. Notably, Computex 2026 is scheduled to take place from June 2 to June 5. Announcements related to AI PCs, ARM-based Windows, and next-generation AI semiconductors are highly likely. This could become the biggest event in the IT market this June. 👀