There is always a compelling reason to sell stocks.

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🤖 Anthropic accuses Chinese companies of "siphoning" data from Claude

Accusations include:

🖱 Anthropic says DeepSeek, Moonshot AI, and MiniMax set up fraudulent accounts on Claude

🖱 These companies prompted Claude more than 16 million times to train and improve their own models

🖱 Anthropic says more than 24,000 fraudulent accounts were used

🖱 OpenAI sent a memo to the US House accusing DeepSeek of the same tactics

The AI arms race is heating up.

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❕ Stargate struggles to secure $100B as partner tensions surface

The Stargate AI project, launched last year with plans for $100B upfront and up to $500B long term, still has no finalized funding deals.

Negotiations continue, but no official agreements have been signed.

The Information and Wired report disagreements between key partners, including Oracle and SoftBank.

At the same time, OpenAI appears to be reconsidering plans to build its own data centers and is leaning more toward cloud partnerships instead.

A year after the big launch, the capital and structure behind Stargate remain unsettled.

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When Amazon's stock price went from $113 to $6 in 2001

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🏬 Amazon commits $12B to AI data centers in Louisiana

Amazon will invest $12B to build new AI data center campuses in Caddo and Bossier Parishes in northwestern Louisiana. The sites are expected to create 540 full time jobs and support about 1,700 additional roles.

The move is part of Amazon’s broader $200B capital expenditure plan for the year, with most of the spending directed toward AI infrastructure, including data centers, chips and networking equipment.

As hyperscalers push AI capacity higher, Louisiana is emerging as a key hub, with Amazon joining other tech giants expanding their footprint in the state.

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🖥 Microsoft partners with SpaceX to link Azure with Starlink

Microsoft and SpaceX announced a partnership to connect the Azure cloud to SpaceX’s Starlink satellite internet network. More than 800 Starlink satellites had been launched at the time, with service already in limited regions.

The integration allows Starlink connectivity to link directly with Microsoft data centers, including the Azure Modular Datacenter, a mobile cloud unit roughly the size of a semi trailer designed for remote and hybrid environments.

The move expands Microsoft’s push into space through its new Azure Space unit and Azure Orbital service, positioning it more directly against Amazon’s AWS satellite efforts and Project Kuiper.

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📈 Robinhood launches $1B fund to give retail access to SpaceX and Stripe

Robinhood has launched a $1B closed end fund, selling 40M shares at $25 each. The vehicle will give retail investors exposure to private companies including SpaceX, Databricks and Stripe.

The fund already holds stakes in Databricks, Oura and Revolut, and has agreed to invest in Stripe. It charges a 2% management fee, reduced to 1% for the first six months. There are no performance fees and no minimum investment.

As a closed end fund, shares can trade at a premium or discount to net asset value depending on sentiment and liquidity.

Robinhood is pushing deeper into private markets as traditional IPO access remains limited.

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Ⓜ️ Meta lines up up to $100B AMD chip deal for AI buildout

Meta plans to buy up to $100B worth of AMD chips in a multiyear deal, enough to drive about 6 gigawatts of data center demand. AMD issued Meta a performance based warrant for up to 160M shares, roughly 10% of the company, at $0.01 each. The final tranche depends on AMD stock reaching $600. Shares closed at $196.60 on Monday.

Meta will purchase AMD’s MI540 GPUs and its latest CPUs. AMD says CPU demand is surging as AI inference scales and companies seek alternatives to Nvidia.

Meta has pledged at least $600B in U.S. AI infrastructure over the next several years, including $135B in projected capex for 2026 and a $10B data center campus in Indiana.

The AI arms race is shifting from single supplier dependence to strategic chip alliances.

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💵AI startups use split valuations to hit $1B headlines

Serval was valued at $235M in August 2025. In December it announced a $75M round at a $1B valuation led by Sequoia. According to WSJ, Sequoia actually invested at a $400M valuation.

The tactic: offer the lead investor a lower valuation, then close additional capital days later at a higher one. In Serval’s case, Sequoia came in at $400M, while the headline round priced the company at $1B. On paper, the lead’s stake immediately marked up.

WSJ cites another case, Aaru, where part of the round was done at $450M and part at $1B. Carta data shows around 20 similar deals in the past year, with activity rising in late 2025.

As the AI funding market cools, valuation engineering is becoming part of the playbook.

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🚨 Uber CFO buys 22,400 shares on the open market

Uber CFO Prashanth Mahendra-Rajah purchased 22,400 shares at about $71.25 per share. The filing was made on Feb 24, 2026. The transaction was an open market buy, not options.

The stock is trading roughly 30% below its recent highs.

When a CFO deploys personal capital at these levels, it stands out.

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