Anthropic's compute landlord, the mines nobody built, and a $6.3 billion heist | Market Hang

Nancy Tengler hosts a Friday recap that ends somewhere nobody expects. Daniel Newman, CEO of Futurum, argues the fastest growing AI lab in the world is now beholden to a man who may decide to compete with it, and reaches for wireless spectrum to explain why. Liz Harrow, Partner at SHAKTI, reads the same deal as a good marriage. Kevin Kelly, Founder and CEO of Kelly Intelligence, explains the bottleneck nobody is naming: a miner borrows at 12 to 15% and the hyperscalers used to borrow at 3 to 4%. Scott Melker drops in on the largest crypto heist ever recorded. Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance. Timestamps 0:00 Volatility is the friend of the long term investor 1:01 The first week after the Meta deal 3:26 Is this a DeepSeek redux, and is it an opportunity 6:05 There will be no oversupply of infrastructure 10:14 The variable in a cycle like this is management 14:51 Green flag, red flag on Microsoft, Google and Amazon 17:22 Every offering this week got eaten up 20:18 A company that got out ahead of itself 23:59 The largest crypto heist ever, and what was actually taken 27:48 White hats against black hats, and why it is not just crypto 29:41 Where crypto sits in a portfolio, and one panellist's own position 34:22 Energy is where the money has been hiding 39:17 Gold is down and aluminum is up. Here is why 40:32 A miner borrows at 15%. A hyperscaler borrowed at 3% 44:21 SpaceX has compute. Anthropic has customers 46:08 The spectrum analogy, and who is beholden to whom 48:35 Why Elon can call Jensen and get an answer 50:34 What spooked the panel this month 55:23 The Halloween decoration that went too far #AIStocks #CryptoNews #Commodities #MarketHang #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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