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Good Morning Traders! Today’s economic calendar continues the first week of September with a packed schedule covering labor conditions, productivity, trade, and the services economy. The first major data arrives with the July Trade Balance, Imports and Exports, Final Q2 Non-Farm Productivity and Unit Labor Costs, and W
Anthropic’s revenue increased 14x in Q2 from a year ago to $11.5B, while the piece also flags a Chinese AI system targeting Nvidia’s CUDA moat and mixed early money flows in major tech names.
South Korea's ETF EWY falls 10% after a report that SK Hynix may shift DRAM capacity from high bandwidth memory used in AI data centers