Anthropic’s new plug‑ins sent software stocks rallying - just weeks after the same AI fears wiped billions off the sector. Nvidia reports earnings today and a 5% swing could mean $230 billion in market value. Plus, U.S. President Donald Trump used the State of the Union to call out Big Tech’s power use, hinting that hyperscalers may have to build their own energy supply.

Today’s recommended read: Maybe the global economy isn't all about AI, Mike Dolan

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