Meta asked investors for as much as $95 billion on Monday morning to pay for its AI buildout, and Nvidia, AMD and Broadcom each signalled interest in buying up to $5 billion of the stock between them. Meta is careful to say those are expressions of interest rather than firm commitments. Brian Sozzi's warning is that the bond market is not as relaxed as the share price: BTIG strategist Jonathan Krinsky points out investment grade tech credit default swaps are now the widest since 2022 while the S&P tech sector sits a few percent off its highs. Plus the Anthropic prospectus landing mid-show, and Elon Musk's warning about 200 neoclouds. Featuring Brian Sozzi, Executive Editor, Yahoo Finance Bing Gordon, Co-Founder, Electronic Arts, and Chief Product Officer, Kleiner Perkins Bing Gordon on why every IPO he has done fell 70%: https://youtu.be/PLACEHOLDER-REPLACE-BEFORE-POSTING Timestamps 0:00 A robot walking around New York, training to babysit 1:25 Three takeaways from the Anthropic prospectus 4:00 Meta wants as much as $95 billion 5:10 Why the bond market is not buying the calm 6:40 Musk on 200 neoclouds and "guppy level death" 8:05 Retail trading has fallen off a cliff 9:20 Why the SanDisk report matters this week 10:43 Bing Gordon on Bezos and the AWS capex fight 13:30 Should Anthropic leave meat on the bone 16:00 What success looks like for GTA 6 20:05 What he wants AI to do for game characters 23:25 The Last Word #Meta #Anthropic #AI #SozziUnleashed #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571