Anthropic and Iran: The Two Forces Driving the Market

<p>Michael Monaghan says Anthropic and Iran are the two forces driving the market, with continued AI CapEx and earnings growth supporting stocks while geopolitical escalation remains the biggest risk. He is encouraged by Anthropic’s reported growth and believes its eventual IPO could be a major catalyst for the broader market and AI trade. Monaghan also argues concerns around CoreWeave (CRWV) and AI infrastructure are overdone because demand for compute remains strong.</p><p><br></p><p>======== Schwab Network ========</p><p>Empowering every investor and trader, every market day.</p><p> </p><p>Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe</p><p>Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185</p><p>Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7</p><p>Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch</p><p>Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore</p><p>Watch on DistroTV - https://www.distro.tv/live/schwab-network/</p><p>Follow us on X – https://twitter.com/schwabnetwork</p><p>Follow us on Facebook – https://www.facebook.com/schwabnetwork</p><p>Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/</p><p> </p><p>About Schwab Network - https://schwabnetwork.com/about</p><p><br></p>