Nvidia's Huang Lines Up $500B for AI Debt | Anthropic's Record IPO, Fed Minutes, Walmart

Nvidia just lined up $500 billion in Wall Street financing to fuel the AI chip boom.Jensen Huang unveiled a plan to marshal $500 billion in debt — backed by Goldman, Blackstone, Apollo, KKR, BlackRock and Brookfield — so AI customers like Anthropic and OpenAI can keep buying Nvidia chips, with Nvidia itself backstopping up to a quarter of the deals. We lay out both readings: a powerful flywheel that locks in demand, or circular financing that inflates an AI bubble.That connects directly to Anthropic's looming IPO, which could be one of the largest ever — reportedly valued off a projected $190 to $200 billion in 2028 revenue, roughly four times its current run rate. When a company is priced on numbers years into the future, we walk through what actually has to go right.Then the reality checks: Wednesday's Fed minutes, with rates at multiyear highs and the market unsure whether the next move is a cut or a hike, and Thursday's Walmart results — the clearest read yet on whether the real consumer can support record-high stocks.📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Charts — $15 off TradingView: https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.