Is AI Infrastructure Spending Heading for an Even Bigger Boom? What ARM, Shift4, SpaceX, and Anthropic Just Told Us
In this video, I will cover the biggest market stories of last week, including ARM (NASDAQ: ARM) and Shift4 earnings reactions, SpaceX's major investment in Terafab, and Anthropic's massive compute deal at Colosus 1. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 6, 2026. The video was published on May. 7, 2026.
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Neil Rozenbaum has positions in Micron Technology and Shift4 Payments. The Motley Fool has positions in and recommends Micron Technology, Shift4 Payments, and Western Digital. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
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