While everyone's been glued to the Iran

war, there's been a ton of news that

investors can't afford to miss. So, in

this video, I'll catch you up on eight

major stories that are already moving

markets and quietly changing which

stocks are about to win big. Your time

is valuable, so let's get right into it.

The first story is the Iran war itself

and its impact on the stock market.

CNN's Fear and Greed Index has been

stuck in extreme fear for the last four

weeks, one of the longest stretches in

recent history. It's easy to understand

why everyone's so scared, but it's much

harder to turn it to your advantage in

the stock market. Just this week,

President Trump warned that a whole

civilization will die tonight if Iran

didn't back down. That kind of language

obviously makes normal people want to

pull their money out of the market.

Then, just one day later, we got a

two-week ceasefire. Oil prices fell by

15% and stocks ripped higher as

investors breathed a collective sigh of

relief. If you want to be greedy when

others are being fearful, CNN's Fear and

Greed Index is a great way to do just

that. This index blends seven important

indicators like stock price momentum and

breadth, market volatility, safe haven

demand for bonds, and the ratio of put

to call options. And then it calculates

a single score from zero to 100. 100 is

delusional greed and zero is total

widespread panic. The market has been in

extreme fear for the last month. And now

that you know how to track that, let's

talk about the biggest stories actually

worth getting greedy over. While

everyone was focused on Iran, Nvidia

announced $2 billion investments in

Nebius and Marvell Technologies. I'll

cover Nebius first and Marvell a little

later in the video. Nebius, ticker

symbol NBIS, is a neo cloud company

focused on providing AI infrastructure

for sovereign AI and highly regulated

industries. Think finance, healthcare,

and defense. And they just got the

ultimate stamp of approval from two of

the biggest AI companies on Earth,

Nvidia and Meta Platforms. On March

11th, Nvidia announced that they'll

invest $2 billion into Nebius as part of

a larger long-term partnership to deploy

more than 5 GW of Nvidia systems by

2030. 5 GW is enough power to run almost

4 million homes. As part of the

agreement, Nebius will get early access

to Nvidia's newest Vera Rubin platform.

A few days later, Nebius announced a

5-year AI infrastructure deal with Meta

Platforms worth up to $27 billion.

As part of this agreement, Nebius will

deploy $12 billion of compute capacity

to Meta by 2027, including some of the

first large-scale deployments of those

Vera Rubin GPUs. Meta has an option to

buy up to $15 billion more if Nebius

doesn't sell that capacity to other

customers first. Analysts estimate that

once all this infrastructure is fully

built out and online, it could add

anywhere from 4 to 6 billion dollars in

annual recurring revenue for Nebius,

which would be around a 300 to 400%

increase from their current $1.25

billion run rate in 2025. Separately,

Nebius's management is guiding for 7 to

9 billion dollars in total ARR by the

end of 2026, which implies more than a

5x increase year over year. As a result,

discounted cash flow models like Simply

Wall Street's calculate the fair value

of Nebius stock to be over $600 per

share, which makes it around 80%

undervalued today. Said another way,

Nebius stock would have to 5x from

today's price to reach its fair value

after these two massive AI

infrastructure deals. But Nebius is

still a small and volatile stock that

trades at a high price-to-earnings

ratio, so it may not be for everyone.

But this next stock definitely is.

Microsoft has been trading at its

200-week moving average for the first

time in over 13 years. That 200-week

moving average is the average closing

price of a stock over the last four

years of trading days. This is a great

metric to watch because it smooths out

the short-term noise and reveals a

stock's long-term trend. For strong

companies, it often acts like the floor

where big patient buyers step in. So,

when a quality stock like Microsoft

falls down to that line, it signals a

rare long-term buying opportunity, not

just another random dip. In fact, this

is exactly the kind of setup that the

late great Charlie Munger loved. He

famously said that if all you ever did

was buy high-quality stocks at the

200-week moving average, you would beat

the S&P 500 by a wide margin over time.

Microsoft stock is down by over 20%

year-to-date, making it the second worst

performer of the Magnificent Seven,

right after Tesla. The difference is, of

course, that while Tesla's revenues,

gross profits, and earnings per share

have all been in decline, Microsoft has

grown all three by about 15% in a single

year, and from a much larger base. DCF

models like Simply Wall Street's

calculate Microsoft's fair value to be

around $450 per share, with some analyst

price targets over $500. That means

Microsoft is anywhere from 17 to 25%

undervalued, giving it anywhere from 20

to 33% upside from today's prices. By

the way, if you've ever wondered whether

a stock is actually worth its market

price, you are not alone. Finding a

company's fair value is one of the

hardest parts of investing, which is why

I use Simply Wall Street. Their stock

screener isn't just about filtering by

PE ratios or growth rates. You can

actually screen for companies that look

undervalued based on different

approaches, like discounted cash flow

models, analyst estimates, and many

other built-in checks, so that I can

choose the right metrics for the right

companies instead of forcing everything

into one model. Then I take those ideas

and move them into watch lists. For each

company, I can choose which valuation I

care about most. DCF models for the

hyperscalers, analyst estimates for

smaller companies, and even other

researchers with their own price

targets, and then I can sort that whole

list by most undervalued. That turns my

watch list into a ranked value-driven

list that I can actually act on. I'll

share my favorite stock screener

settings and watch list in the

description below. Simply Wall Street is

jam-packed with tools that I actually

use because they save me time and they

help me buy the best stocks at the best

prices. And now you can get the best

price on Simply Wall Street by using my

link below. 40% off until April 13th and

then 30% off after. Talk about a great

investment. And speaking of great

investments, Nvidia also invested $2

billion into Marvell Technology, ticker

symbol MRVL, on March 31st. Nvidia

announced a strategic partnership to

plug Marvell directly into their

ecosystem via NVLink Fusion. NVLink

Fusion is a plug-and-play connection

system that lets custom chips from other

companies snap into server systems and

talk to Nvidia's GPUs at full speed.

That means Nvidia can still make money

on infrastructure like CPUs and

networking gear even in data centers

built around another company's chips

like Intel's CPUs, Google's TPUs, or

even AMD's GPUs. In this case, Marvell

will build custom AI chips called XPUs

and high-speed networking gear that will

connect to Nvidia's ecosystem through

NVLink while Nvidia provides the rest of

the rack, the Vera CPUs, the BlueField

DPUs or data processing units, ConnectX

network cards, Spectrum-X switches, and

so on. Nvidia and Marvell are also

teaming up on Silicon Photonics and

optical interconnects, a topic that I

recently made an entire video on. This

comes right after Marvell closed its

$3.25 billion dollar

of Celestial AI, which makes photonic

fabric, a technology that uses light

instead of copper to move data between

chips and memory inside AI data centers.

So, one of the leading custom chip

designers with cutting-edge optical

technology is getting pulled into

Nvidia's inner circle with a

multi-billion dollar endorsement. But,

there's another shift happening inside

data centers that many AI investors

missed because it's on the CPU side.

After over 35 years of only licensing

designs to other companies, Arm recently

announced their first-ever self-branded

chip called the AGI CPU. This chip can

pack up to 136 cores per CPU and 64 CPUs

per rack, and it's designed specifically

for AI inference in data centers. Meta

Platforms is the first customer, and Arm

says that OpenAI, Cerebras, and

Cloudflare are also lined up to use it.

But, I wouldn't rush to buy Arm stock

just yet. In my personal opinion, Arm

making their own AI chip puts them in

the awkward position of competing with

some of their biggest customers like

Qualcomm, Amazon, Microsoft, and even

Nvidia, all of which pay for a license

to use Arm's architecture. Also, chips

take years to go from design to volume

production. So, we'll have to see how

performance compares to the competition,

including Arm's own customers, by the

time it actually starts shipping. The

real takeaway for investors here is that

Arm is directly entering the AI chip

race, which could reshape the entire

data center CPU market over the long

term. All right, let's talk about

something that happened right as I was

writing this video. Anthropic is the

company behind the Claude family of

models like Claude Opus 4.6, Claude

Co-work, Claude Code, and so on. On

April 6th, Anthropic announced a new

compute deal with Google and Broadcom

that gives them access to roughly 3.5

gigawatts of next-generation TPU

capacity starting in 2027. That's on top

of the 1 GW of Google's TPUs that

Anthropic already has coming online this

year. That combined 4.5 GW is roughly

enough electricity to power over 3

million homes, or roughly every

household in the greater Chicago metro

area. Broadcom, ticker symbol AVGO, is

the one designing the custom TPUs and

the networking equipment connecting them

all together under a long-term supply

agreement with Google that goes through

2030. That effectively locks in all that

revenue over the next few years, and

that makes them a great picks and

shovels play positioned right between

the hyperscalers and the biggest AI

model companies on the planet. Anthropic

dropped another number that's worth

paying attention to. Their revenue run

rate is already over $30 billion a year,

up from around $9 billion at the end of

2025. So, in less than 3 years,

Anthropic has gone from basically

pre-revenue to out-earning most of the

companies in the S&P 500. One way for

retail investors to get exposure to

Anthropic is through the Fundrise

Innovation Fund, ticker symbol VCX. VCX

began trading publicly on March 19th, so

investors that were focused on the Iran

war may have missed the fund's debut.

But, here's where things get even more

interesting. Anthropic has a new, still

unreleased model called Claude Mythos,

which is said to be much more powerful

than their current frontier models. In

fact, Mythos is so powerful that

Anthropic won't release it to the

public. For example, it's already

discovered thousands of zero-day bugs

and exploits across every major

operating system and web browser,

including a Linux exploit that could

give attackers full control over a

machine. Since Claude Mythos could be so

dangerous in the wrong hands, Anthropic

formed a coalition called Project Glass

Wing with companies like CrowdStrike,

Palo Alto Networks, Broadcom, Amazon Web

Services, Cisco, Microsoft, Nvidia, and

JP Morgan Chase to use Mythos

defensively. The idea is to let these

partners point Mythos at their own

infrastructure and code bases to find

and patch critical vulnerabilities

before criminals or other nations could

exploit them. In my opinion, there are

two big takeaways here for investors.

First, Anthropic is no longer just

another OpenAI competitor. They're

quickly becoming a core infrastructure

and security partner to some of the

biggest enterprises on the planet. And

second, cybersecurity companies like

CrowdStrike, ticker symbol CRWD, and

Palo Alto Networks, ticker symbol PANW,

are getting early access to some of the

most powerful tools that their

competitors don't have yet, giving them

a huge head start against the next wave

of AI-powered cyber threats. All right,

another big breakthrough happened while

everyone was focused on Iran. This time,

in memory and data storage. On March

25th, Google DeepMind unveiled a new

compression technique called Turbo

Quant, which directly attacks one of the

biggest bottlenecks in running large AI

models, the KV cache, which is a big

part of an AI model's memory footprint.

Basically, Turbo Quant can shrink the

memory needed for the KV cache by around

sixfold with no losses in model

accuracy. And some benchmarks show that

it speeds up key inference calculations

on GPUs by up to eight times. Within

hours of the announcement, memory stocks

were dropping. Samsung, SK Hynix, and

Micron all fell by 5 to 7% and SanDisk

plunged by double digits on the worry

that AI data centers might need far

fewer memory chips than previously

expected. If you've been watching this

channel for a while, then you remember

what happened with Deep Seek. Nvidia

stock dropped because Deep Seek car one

showed that using a mixture of smaller

expert models that only activate when

they're needed could drastically reduce

compute costs. But when costs go down,

total demand goes up by much more, since

many more people can now afford it. So,

after Deep Seek reduced compute costs,

demand for Nvidia's chips skyrocketed

instead of going down. That's called

Jevons paradox, and I believe the same

thing is going to happen with memory

after Deep Mind's Turbo Quant

breakthrough. Right after that, on March

18th, Micron reported earnings for what

might be their best quarter they've ever

had. Revenues jumped by around 75%

quarter over quarter and 196%

year over year, while earnings exploded

by over 700% thanks to the insane demand

for high bandwidth memory. And

management guided for $33.5 billion in

revenue for next quarter, which would be

another 40% growth in just 90 days. Like

I've been saying for years now, memory

is no longer a commodity. It's a

critical component for AI model

performance, latency, throughput, power

costs, and ultimately, how smart the

model can feel. And I'm no longer the

only one who thinks so. On April 2nd,

Roundhill launched the first-ever

dedicated memory ETF, ticker symbol

DRAM. This fund is fully focused on

memory names, with Samsung, SK Hynix,

and Micron making up around 70% of the

fund, and names like Sandisk, Seagate,

and Western Digital rounding out the

rest. Roundhill is explicitly pitching

memory as one of the most constrained

layers of the AI stack. It's the part

that's hardest to scale, which makes it

potentially the most profitable part as

AI workloads keep growing. So, check out

the DRAM ETFs if you want to hold the

entire memory market in a single ticker.

Or if you want direct exposure to SK

Hynix, they just announced plans to

pursue a US listing in the second half

of 2026. So, make sure to keep SK Hynix

stock on your radar as well. Either way,

I expect memory demand to explode after

Turbo Quant, not go down, especially as

AI models get bigger, context windows

expand, and more applications move into

production. So, whether you're invested

in Micron, DRAM, or EWY, which is

iShares South Korea ETF, that's also

heavily invested in Samsung and SK

Hynix, I think you'll be pretty happy

with your investments over the long

term. But, we can't talk about direct

listings without talking about SpaceX,

which filed for what could become the

biggest IPO in market history. SpaceX is

expected to go public this summer at a

rumored 1.5 to 2 trillion-dollar

valuation, making it worth significantly

more than companies like TSMC, Broadcom,

and Meta Platforms. Now, Elon Musk

himself went on X and called the number

BS, so take that range with a grain of

salt. But, either way, this is about

much more than reusable rockets. Earlier

this year, SpaceX completed the largest

private merger in history when it

absorbed xAI, the company behind the

Grok chatbot and family of models. In an

all-stock deal that valued the combined

company at 1.25 trillion dollars. And in

case you didn't know, xAI formally

acquired X this time last year. So, the

actual entity going public includes

reusable rockets, Starlink satellite

internet, the Grok AI models, and a

social media platform, all under one

ticker. Personally, I hope this goes

public with the ticker symbol S XXX.

That would be pretty on brand. But,

either way, the big long-term goal here

is orbital data centers, which bypass

energy and real estate constraints here

on Earth by launching compute into

space, powering it with solar panels,

and then beaming the results back to

Earth via Starlink. That's not science

fiction, that's the actual strategic

roadmap that SpaceX filed with the FCC.

And to make it all happen, Musk

announced Terafab on March 21st, a 20 to

25 billion dollar AI chip manufacturing

complex in Austin, Texas that's designed

to produce custom silicon for Tesla's

autonomous vehicles and humanoid robots,

SpaceX's satellite systems, and those

future orbital data centers I just

mentioned. The goal here is to produce

up to 1 terawatt of compute capacity per

year. And to make that happen, Intel

formally signed on as Terafab's

manufacturing partner. Intel will be

contributing the chip design, the

fabrication, and the packaging

capabilities. Just to be clear, a

terawatt is a thousand gigawatts, which

is about 50 times more than the 20

gigawatts of chips that the entire AI

supply chain on Earth produces today.

One funny way that Elon and Intel could

hit that goal is by making really,

really inefficient, power-hungry chips.

Wait. So, maybe Intel is the perfect

partner after all. All jokes aside,

hopefully this video helped you catch up

on some of the major market stories that

got buried by headlines of the AI van

war. And if you feel I've earned it,

consider hitting the like button,

subscribing to the channel, and even

sharing this video with someone who

might find it valuable. That really

helps me out, and it lets me know to

make more market recaps like this. And

tell me in the comments if you enjoy

this style of rapid-fire news, and how I

can make it even more valuable for you.

Either way, thanks for watching, and

until next time, this is ticker symbol

U. My name is Alex, reminding you that

the best investment you can make

is in you.