What Moved Markets — 2am ET, May 6, 2026

Headlines

• •Anthropic commits $200 billion to Google Cloud over five years — Google's cloud revenue and chip demand anchor

  $GOOGLfinance.yahoo.com

• •Altimeter CEO predicts Nvidia will become first $10 trillion company — market cap target of $10 trillion

  $NVDAbenzinga.com

• •OpenAI plans $50B computing spend in 2026 — Google (GOOG, GOOGL) faces potential competitive pressure as AI infrastructure costs escalate

  $GOOG$GOOGLfinance.yahoo.com

• •Navitas Q1 beat, Q2 revenue guide $10.0M ± $0.5M with 39.25% gross margin midpoint — NVTS after-hours price not yet reported

  $NVTSseekingalpha.com

• •Infineon sales forecast beats estimates as AI boosts power chip business — shares rise in European trading

  $IFX$NVDA$NXPIbloomberg.com

• •2 ASX shares I would buy for both growth and passive income today

  $LOV$WES$WES$WFAFYfool.com.au

• •Novo Tweaks Forecast as New Wegovy Pill Fuels Sales

  $LLYbloomberg.com