Biden: Interest rate cut may be delayed by a month

Anthropic has signed two major computing power deals this year, totaling $80 billion. NVIDIA has evolved from being merely a chip supplier to a promoter of the "financialization of computing power infrastructure" in the ecosystem. By holding data center leases, NVIDIA provides credit endorsement and facilitates transactions for Anthropic, thereby extending its reach throughout the entire computing power supply chain. Emerging cloud providers are taking advantage of this to strongly challenge the market positions of giants like Amazon and Microsoft.

Against the backdrop of soaring global debt, the Iran war impacting energy markets, and rising trade tensions, U.S. Treasury Secretary Bessent and Federal Reserve Chair Walsh jointly introduced the "growth-driven debt resolution" narrative at the G20 finance ministers' meeting. Bessent stated clearly that "the only way out is growth" and called on G20 countries to implement deregulation policies. Walsh announced the end of the "era of secular stagnation," declaring that "growth is a choice."

Howmet Aerospace closed down 7.51% on Monday, with intraday losses reaching 9% and hitting a two-month low, marking its largest single-day drop since April 2025.