Friday, April 10, 2026: Jim Cramer discusses his next moves for the Investing Club

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Defense’s Silicon Valley pivot: Ukraine, Iran wars challenge the legacy playbook

Companies are betting on a new type of warfare, based on shorter lead times that allow for rapid deployments and more cost-effective solutions.
CoreWeave adds ninth top AI model provider with deal to power Anthropic’s Claude

The deal comes one day after Meta committed an additional $21 billion in spending to the cloud provider as AI demand continues to soar.
Consumer sentiment hits record low, inflation fears rise amid Iran war

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S&P 500 is about to wipe out Iran war losses. Why stocks are more optimistic than oil

“Stocks look somewhat more hopeful of a happy ending than oil, with equity indices now outperforming the pull-back seen in oil futures,” Barclays said.
The Masters has become the biggest event of the year for private jet companies

Private jet companies are competing for high-spending customers with lavish on-the-ground experiences near the golf course.
Powell, Bessent discussed Anthropic’s Mythos AI cyber threat with major U.S. banks

Anthropic rolled out the new Mythos AI model to a select group of companies over concerns that hackers could exploit its capabilities.
Consumer prices rose 3.3% in March, as energy prices spiked due to Iran conflict

The consumer price index was expected to show a 3.3% year-over-year gain in March, according to the Dow Jones consensus.
Bessent, Powell warned bank CEOs about Anthropic model risks: Reuters

Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell convened an meeting with bank CEOs to warn of cyber risks posed by Anthropic’s AI.
Stefano Gabbana has stepped down as Dolce & Gabbana chairman but will keep a creative role

Stefano Gabbana has stepped down as chairman of the Italian fashion house that he co-founded with Domenico Dolce, but will continue in his creative role.