Anthropic Tops OpenAI | Dell Explodes | Debt Burden Climbs | Rocket Explodes

Futures edged higher as oil kept sliding overnight. WTI crude dropped near $88 this morning. That is its worst monthly drop since 2020.

Markets still expect some Iran deal eventually. Wall Street keeps trading every headline aggressively.

Tech momentum stayed strong into today’s open. 

Falling oil prices are easing inflation fears again. That gives yields less room to spike higher.

The Nasdaq loves that environment immediately. Growth stocks suddenly feel safer owning again. But one bad Iran headline changes everything quickly.

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Anthropic closed a $65 billion funding round at a $965 billion valuation. That surpasses OpenAI's $852 billion figure from earlier this year. Altimeter, Dragoneer, Greenoaks, and Sequoia led the round. Samsung, Micron (MU), and SK Hynix joined as strategic partners.

PitchBook called it the fastest valuation growth in venture capital history. Three years from first product to nearly $1 trillion. That is a genuinely unprecedented pace.

The revenue numbers justify it. Annualized revenue hits $50 billion next month. It grew 80-fold in Q1 alone. The company is expected to turn its first operating profit this quarter.

What's New

Anthropic's growth is partly built on SpaceX infrastructure through a $50 billion compute deal. The customer and the compute provider race to market together. That is not a coincidence. It is a dependency that shapes both valuations.

The Counter

OpenAI is filing IPO paperwork soon. Anthropic has the higher valuation and faster revenue growth today. For the first time, the enterprise AI race has a visible leaderboard.

Dell Technologies (DELL) reported first-quarter revenue of $43.8 billion, up 88 percent. AI server revenue hit $16.1 billion, up 757 percent. The stock surged 39 percent after hours. Full-year AI revenue guidance raised to $60 billion from $50 billion.

Every AI model needs compute. Every compute cluster needs servers. Dell builds those servers. The numbers confirm the AI infrastructure buildout is accelerating, not plateauing.

Dell also landed a Pentagon software contract announced Wednesday, covering Microsoft licenses across the Defense Department and expected to save $422 million annually.

The Floor

Every AI valuation above Dell rests on data center spending continuing. Thursday night confirmed it is. The infrastructure question just got a very clear answer.

Forget terrorism. Forget oil prices. Forget everything the evening news told you.

After two private meetings with U.S. Congressmen on March 2nd — and weeks of digging into what those conversations uncovered — I'm convinced we launched those strikes for a completely different reason.

If you have even a single dollar invested in the U.S. stock market, what I've found will directly impact you — starting August 12th.

Discover the real reason here

Earlier this year, companies told employees to use AI freely. Unlimited experimentation. No budget pressure. That changed in Q2 when the invoices arrived and nobody liked the numbers.

Uber burned through its entire annual AI budget by March. Microsoft limited employee access to Claude and redirected staff to an internal tool. Salesforce started tracking whether AI usage produces actual business outcomes. Meta's CTO told employees in April to stop using AI tools just for the sake of it.

The core problem is token costs. Prices doubled and tripled as providers shifted to usage-based pricing. Only 18 percent of AI coding spend reaches shipped products, according to data from over 2,000 companies.

What's Shifting

Usage is still growing. Google processes 3.2 quadrillion tokens monthly, seven times last year. What changed is that growth is now measured against returns for the first time.

The Next Phase

Companies proving cost-per-outcome win the next cycle. The unlimited experimentation era just quietly ended. The winners from here are the ones with measurable ROI, not just high usage numbers.

It Is Not Just Low-Income Households.

Credit card delinquencies of 90 days or more hit 13.12 percent in Q1. The highest since the financial crisis. Total balances stand at $1.25 trillion. Average interest rates rose to 21 percent from 14.6 percent in 2022.

The scope is wider than most headlines suggest. The Urban Institute found 25 percent of cardholders in higher-income communities now carry balances above $10,000. Credit counseling caseloads are 60 percent higher than 2018 levels. This stopped being a low-income story a while ago.

This is the same consumer whose savings rate just fell to 2.6 percent. The same one trading down to dollar stores. The same one funding corporate profit margins while income stalls.

The Bind

Structural credit stress does not reverse on a smaller inflation print. It needs income growth. Income growth needs Fed cuts. The Fed cannot cut at 3.8 percent PCE. The loop is closed in the wrong direction and nothing on the calendar fixes it quickly.

If you have money in the markets, Public Law 63-43 could have a huge impact on your wealth in 2026.

Three words buried deep in Section 10 of this 112-year-old law may give President Trump the power to make a critical move on May 15.

A former advisor to the CIA, Pentagon, and White House says meetings are already happening behind closed doors.

See the move he believes could trigger a historic wealth supercycle.

Blue Origin's New Glenn rocket exploded on the launchpad Thursday night during a test fire. Jeff Bezos confirmed an anomaly. The rocket was preparing to launch 48 Amazon (AMZN) satellites to compete with SpaceX's Starlink network.

The timing is rough. SpaceX's IPO roadshow opens around June 12. Blue Origin is the only company that could plausibly challenge SpaceX's satellite dominance. It just lost another rocket on the pad.

The same night, Samsung shipped samples of its next-generation HBM4E memory chip, delivering more than 20 percent higher speed than the current generation. Samsung shares rose 6.5 percent.

What Both Mean

Two events, opposite directions. One monopoly got stronger. One competitive threat got weaker.

The Monopoly

Anthropic confirmed $50 billion in SpaceX compute dependency the same night Blue Origin exploded. The infrastructure case for SpaceX's IPO wrote itself without any help from the company's PR team.

Anthropic surpassed OpenAI. Dell confirmed 757 percent AI server growth. Blue Origin made SpaceX's monopoly stronger by failing. Samsung shipped faster memory. And American consumers hit the highest credit card delinquencies in 15 years.

The buildout is real and accelerating. The consumer being asked to fund the SpaceX IPO is running out of runway.