The Rundown Trump Shakes Housing and Defense Stocks, Anthropic Raises $10B
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Jan 8, 2026 Market dynamics are heating up as Trump threatens to ban large investors from buying single-family homes. Defense stocks are reacting strongly to his ambitious $1.5 trillion military budget proposal. Meanwhile, NVIDIA is on the brink of regaining access to China with its H200 chip potentially about to secure approvals. Lastly, Anthropic's impressive $10 billion funding round hints at a promising future in the AI space, possibly outpacing OpenAI. Stay tuned for insightful market analyses!
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Institutional Ban Won't Fix Supply
- Trump proposed banning big investors from buying single-family homes to address affordability concerns.
- Zaid Admani notes institutional ownership is only ~2–4% of homes, so supply-side policy is more impactful.
Nvidia's China Return Is Conditional
- China may approve NVIDIA H200 chip sales for select commercial uses while banning military and critical infrastructure use.
- NVIDIA is requiring full upfront, nonrefundable payments from Chinese buyers amid regulatory uncertainty.
Mixed Signals Move Defense Stocks
- Trump criticized defense firms for buybacks and high pay, then called for boosting the defense budget to $1.5 trillion.
- That mixed messaging caused an initial sell-off followed by a rally in defense stocks.