Meta secures its first major client for monetizing computing power; reports indicate it plans to lease computing capacity to Anthropic under a $10 billion contract.

According to media reports, Meta is in preliminary talks with Anthropic PBC to lease computing power to the latter, with monthly payments and an option for early termination. If the deal is finalized, the two-year contract could be worth up to $10 billion. Following the news, Meta's share price initially fell nearly 6% during trading but quickly pared losses, closing down 2.8%.

wallstreetcn09:44

Report: The United States is considering establishing an independent AI regulatory agency to conduct safety reviews of top-tier AI models.

According to media reports, U.S. Treasury Secretary Bessent participated in drafting a proposal to establish an independent AI regulatory agency modeled after the Financial Industry Regulatory Authority (FINRA), funded by the industry and accountable to the SEC, allowing both the technology and financial sectors to jointly develop safety standards. Previously, Silicon Valley had criticized the U.S. government's measures restricting the release of advanced AI for lacking consistency and transparency.

wallstreetcn06:56

Escalating U.S.-Iran military tensions have sharply reduced traffic through the Strait of Hormuz, supporting crude oil prices and keeping the dollar firm at ¥162.52 per $1.1425.

[London Market Overview] On the 17th, the dollar-yen pair traded slightly higher in the London foreign exchange market. Supported by rising crude oil prices and resilient U.S. long-term interest rates, the dollar strengthened against the yen, climbing from ¥162.27 to a high of ¥162.45. It subsequently fluctuated within a narrow range around ¥162.40. The euro-dollar pair was pressured lower by both higher crude oil prices and a stronger dollar, declining from $1.1447 to $1.1435. The euro-yen followed the dollar-yen’s upward movement, rising to ¥185.86 before paring some gains to trade around ¥185.6.

Fisco Japan05:42

Anthropic is reportedly in talks with Meta regarding the leasing of computing power, with the potential deal valued at approximately $10 billion.

① Anthropic is in talks with Meta regarding a computing power leasing deal worth approximately USD 10 billion, under which payments would be made monthly over two years; the news drove Meta’s share price up by about 2% intraday on Friday. ② If finalized, the partnership could open a new avenue for business growth at Meta and alleviate investor concerns over the returns from its massive data center investments.

cls.cn05:37

U.S. stock markets declined further on the 17th, weighed down by rising crude oil prices and weakness in the technology sector.

U.S. equity markets declined further. The Dow Jones Industrial Average fell 406.55 points to close at 52,146.42, while the Nasdaq ended trading down 361.70 points at 25,520.25. Markets opened lower amid concerns over rising crude oil prices driven by escalating tensions with Iran, and remained weak throughout the session, pressured by selling following Netflix's (NFLX) earnings report and broad-based declines in semiconductor-related stocks. By sector, real estate management and development rose, while semiconductors and semiconductor equipment declined. Insurance companies

Fisco Japan05:28

S&P 500 Logs Weekly Decline as Tech Selloff Weighs on Markets

Seeking Alpha04:16