James Altucher:

Anthropic and Google Are Paying SpaceX $2.17 Billion Every Month – That's $26 Billion a Year

As we approach SpaceX's IPO on June 12 with a $1.7 trillion valuation, Elon Musk's AI rocket company has announced another massive multi-year compute power supply deal.

Last Friday, SpaceX revealed a new cloud service agreement with Alphabet's Google in a regulatory filing. Under the deal, Google will rent data center capacity from SpaceX and pay the rocket company $920 million per month from October 2026 through June 2029. The computing capacity will include at least 110,000 Nvidia graphics processing units, CPUs, memory, and other related components.

The Google deal is SpaceX's second major contract in recent months for renting out computing capacity to a major rival. In May, Anthropic disclosed plans to rent 222,000 Nvidia chips from SpaceX, before expanding the deal soon after. Anthropic revealed it was also interested in using orbital data centers from SpaceX if the rocket company launches that offering successfully.

According to the IPO prospectus, SpaceX stated that Anthropic will pay it $1.25 billion per month for compute capacity at the Colossus data center built by xAI. This deal runs through 2029.

SpaceX's total monthly revenue from its Anthropic and Google contracts now totals $2.17 billion, or an impressive $26 billion annually.

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Ray Blanco:

Popular Weight-Loss Drug Found To Slow Biological Aging in Landmark Human Trial

In a randomized, placebo-controlled trial, researchers found that semaglutide appeared to slow changes in DNA markers associated with biological aging in adults living with HIV. The study, published in Nature Communications, provides some of the strongest human evidence to date that a GLP-1 drug may affect molecular pathways tied to aging itself.

For context, people living with HIV frequently experience accelerated biological aging, even when the virus is well controlled with modern antiretroviral therapy. Researchers believe chronic inflammation and persistent immune system activation play important roles.

According to the study, the pace of biological aging slowed by 9% for subjects with HIV treated with semaglutide. Additionally, biological processes linked to age-related disease and all-cause mortality risk were significantly reduced.

Researchers believe semaglutide may influence aging through several pathways. By reducing inflammation and metabolic stress, GLP-1 drugs may lower chronic immune activation, a major contributor to accelerated aging in people with HIV. The medications also reduce visceral and ectopic fat around the abdomen and internal organs, which may help decrease inflammatory and metabolic signals linked to aging.

Although the study focused on people with HIV-associated lipohypertrophy, researchers believe the findings could have broader relevance.

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Greg Guenthner:

Strategy Buys 1,550 Bitcoin After Controversial 32 BTC Sale

Strategy purchased 1,550 Bitcoin for approximately $101.3 million last week, bringing its total holdings to 845,256 BTC.

The company paid an average price of $65,332 per Bitcoin for the purchase, according to a Monday 8-K filing with the U.S. Securities and Exchange Commission. Strategy's aggregate Bitcoin holdings were acquired at an average price of $75,680 per BTC, for a total cost of about $63.97 billion.

The latest acquisition was funded using proceeds from sales of Class A common stock through the company’s at-the-market offering program. According to the filing, Strategy generated $181 million in net proceeds from those stock sales during the first week of June.

At Bitcoin’s current price of about $63,600, Strategy's holdings are worth roughly $53.8 billion. The company’s shares rose 6.55% in pre-market trading to $126.90 following the disclosure.

The purchase also marks a resumption of the company’s BTC accumulation strategy after its controversial sale of 32 BTC last Monday, which was its first since 2022.

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