Stock Market Today: US Stocks Rebound as AI Deals Take Focus

Item	Detail
Wall Street	US stocks rebound; AI earnings test ahead
Currency	Euro falls on unrest in France
Nscale / Anthropic	Talks on a new AI cloud deal valued at $45 billion
Anthropic	Former Google CEO Eric Schmidt owns a 1% stake, per Bloomberg
Boeing	US set to announce 737 MAX 10 certification Tuesday
3M	Expands Amazon data center partnership; shares gain
Americanas	Exits bankruptcy proceedings in Brazil

US equities rebounded Monday, according to Investing.com, with traders looking toward a run of earnings reports that will test the strength of the artificial intelligence trade. Much of the day’s corporate news tied back to AI infrastructure and the companies financing it.

Key takeaways

• US stocks rebounded, while the euro fell on unrest in France.
• Nvidia-backed Nscale and Anthropic are reportedly discussing a $45 billion AI cloud deal.
• OpenAI is reportedly trying to speed up fundraising ahead of an Anthropic IPO.
• Boeing’s 737 MAX 10 is reportedly set for US certification on Tuesday.
• 3M shares gained after it widened its work with Amazon on data centers.

Stock market today: stocks rebound, euro slips

Wall Street recovered ground as investors positioned for the AI-heavy earnings calendar. Investing.com reported that the euro fell on unrest in France, adding a political risk note to currency markets. The report’s framing points to two themes for the week: whether corporate results justify AI-linked valuations, and whether European political tension spreads further into the euro.

Nscale and Anthropic discuss $45 billion cloud deal

Nvidia-backed Nscale is in talks with Anthropic on a new AI cloud computing deal worth $45 billion, according to a source cited by Investing.com, which attributed the original report to Bloomberg News. The talks are not described as concluded. If a deal is reached, it would show how much capital AI developers are committing to secure computing capacity. Terms, timing and the scale of Nvidia’s role have not been publicly detailed.

OpenAI and Anthropic race on capital

In an exclusive, Investing.com reported that OpenAI wants to accelerate its fundraising ahead of an Anthropic IPO, citing sources. The report places the two leading AI model developers in direct competition for investor money as one of them appears to be heading toward public markets. Separately, Bloomberg reported that former Google CEO Eric Schmidt owns a 1% stake in Anthropic. Investing.com also noted that Elon Musk and Anthropic have outlined different approaches to philanthropy in the AI era. Anthropic’s approach involves a new public benefit fund, while Musk argues for donating shares directly to children.

Watch for any formal filings or company confirmation that would turn these reports into concrete timelines.

Boeing nears 737 MAX 10 certification

The US is set to announce certification of the Boeing 737 MAX 10 on Tuesday, according to sources cited by Investing.com. Certification would clear a regulatory step for the largest variant of the MAX family. Airlines awaiting the jet and Boeing investors are the groups most affected. The announcement, if it comes as reported, would be the next data point.

3M deepens Amazon data center tie

3M expanded its data center partnership with Amazon, and its shares gained, Investing.com reported. The move shows how industrial suppliers are positioning themselves to benefit from AI-driven data center buildout, not just chipmakers and cloud providers.

Americanas leaves bankruptcy

Brazilian retailer Americanas has exited bankruptcy proceedings, Investing.com reported. The exit ends a court-supervised restructuring process for the company. Creditors and shareholders will now look to how the retailer operates outside that protection.

What to watch

Tuesday brings the expected Boeing certification announcement and further earnings that will measure AI demand. Currency traders will track developments in France for any further pressure on the euro.