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The $2T AI Multiple
Chipmakers Buy the AI Stack
CarMax Isn’t Dead Yet
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Anthropic is reportedly preparing for an IPO that could value the company above $2 trillion. Even using its latest reported quarterly revenue annualized, that would put the Claude maker at roughly 43.5 times revenue.
Chipmakers are buying their way up the AI stack.
In 2026, NVIDIA and AMD moved beyond chips with a string of AI-startup deals spanning enterprise data, predictive models, open model platforms, and physical AI.
CarMax just gave the market a consumer-spending surprise.
The used-car retailer reported EPS of $1.16, well above the $0.73 analysts expected. Revenue rose 20% to $7.9 billion, while combined retail and wholesale unit sales climbed 15% to 387,735 vehicles.
Management also said CarMax is resuming share repurchases “at a modest level,” a small but meaningful signal after pausing buybacks earlier in the year.
Stock of the Day
IQV: Iqvia Holdings Inc.
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Note: This article does not provide investment advice. The stocks mentioned should not be taken as recommendations. Your investments are solely your decisions.