Nvidia Bets $500M on Fiber Optics

Corning just scored a $500M deal with Nvidia. Stock up 9%. Record high. Nvidia's buying 3M shares at a fraction of a penny. Building three new US factories. Fiber optics for AI. Corning's up over 100% this year. What's driving this meteoric rise?

Anthropic just dropped a jaw-dropping $200B for Google chips. Yep, you read that right. It's part of a wild $2 trillion revenue backlog tied to tech giants. But with RAM shortages and unsustainable costs, is this AI gold rush a ticking time bomb?

Amazon's at it again. Opening its logistics to outsiders. UPS and FedEx stocks dropped over 8%. Panic or pattern? Remember groceries and pharmacies? Amazon's entry made waves, but not tsunamis. Is logistics different? Can Amazon really topple giants like UPS and FedEx, or is this just déjà vu?