AI Companies Are Now Paying Each Other — Is This a Bubble? (AMD + Anthropic)

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353AMD just agreed to invest up to $5 billion in Anthropic, the maker of Claude, while Anthropic commits to buying tens of billions of dollars of AMD chips. We break down this "circular deal" — how these self-funding loops work across AI (Nvidia, Microsoft, OpenAI all do it), why they power the boom, and how to separate real demand from financial engineering, plus what it means for AMD versus Nvidia.Then the opposite end of the market: AMC's "apes" are back after a record quarter driven by Christopher Nolan's "The Odyssey," sending shares up 27%. We cover the blockbuster — and the heavy debt and negative equity the hype is ignoring.We also dig into Alphabet's earnings, the first Magnificent Seven report of the season, including the accounting quirk that can make Google's headline profit look enormous thanks to paper gains on its AI startup stakes rather than its core business. Finally, the earnings gauntlet ahead across big tech.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.#StockMarket #Investing #AMD #Anthropic #Nvidia #AIStocks #AMC #MemeStocks #Alphabet #Earnings #MidweekCheckIn #Stonkcast