Evening Scan

Tech stocks erased last week's losses today, buoyed by strong CoreWeave results and a climbing Anthropic IPO valuation. The Nvidia CEO's travel itinerary also drew unwanted scrutiny.

~$1.4T — The valuation implied by Anthropic's Nov. 10 IPO share-price range, with reports it could still go higher. (The Defiant)

US tech stocks surge as AI trade revives (paywall)

The Nasdaq recovered on strong CoreWeave results and reports of a higher Anthropic IPO valuation. (Financial Times)

Trump was warned about Jensen Huang's relationship with a suspected Chinese spy but allowed the Nvidia CEO aboard Air Force One anyway

A boarding-pass detail that Nvidia's leadership would prefer to keep private. (Fortune)

Over 90% of China's solar supply chain is reporting losses, says IEA

Overcapacity is turning everyone's numbers red. (pv magazine)

Linux joins Heathrow's grounded fleet of information screens

Windows wasn't alone in crashing Heathrow's departure boards, leaving UK travelers dealing with more than fog. (The Register)