Eight Spots Where Anthropic's IPO Pitch and Its Numbers Diverge
Anthropic's IPO filing seeks a $2 trillion valuation despite a $42 billion loss, heavy compute costs, and customer concentration.
29/09/2026 18:1520 min read
Equities News
Global stock markets: index moves, earnings, analyst targets and the policy and rate backdrop driving them.
MongoDB chief executive leaves for Meta; $6 billion wiped off stock value
MongoDB CEO CJ Desai resigned to join Meta, causing the stock to plunge 18.5% and lose over $6 billion in market cap.
29/09/2026 13:1412 min read
Rising Revenue Can Disguise AI Startup Margin Issues
AI startups must watch unit economics closely. Revenue growth can disguise rising delivery costs that squeeze margins.
29/09/2026 11:5514 min read
Anthropic IPO Filing Alerts to Existential AI Threat
Anthropic's IPO filing warns of existential AI risks, with a potential $2 trillion valuation and $518 billion in future costs.
29/09/2026 07:579 min read
Mark Cuban bets against humanoid robots in next decade
Mark Cuban says humanoid robots will fail in 5-10 years, favoring task-specific machines inspired by nature.
29/09/2026 06:269 min read
Burry Shortens AI Bubble Timeline After Weekend Analysis
Michael Burry moved from short stock positions to put options after weekend research convinced him the AI bubble could burst earlier than 2028.
29/09/2026 05:5910 min read
McDonald's Stock and Yields Move in Lockstep, But Opposite
McDonald's stock and the 10-year Treasury yield have moved in near-perfect opposite directions, both by about 32% since March.
29/09/2026 05:569 min read
Goldman's Probable Next CEO: John Waldron and His 2021 Bitcoin Remarks
John Waldron, Goldman's likely next CEO, said in 2021 that client demand for Bitcoin was rising. No formal succession timeline has been set.
29/09/2026 05:319 min read
Claude Sonnet 5.5 Draws Close to Opus Performance, With a Heavier Token Bill
Anthropic launched Claude Sonnet 5.5 at Sonnet 5 prices, but Artificial Analysis found heavy token use at max effort.
29/09/2026 04:4611 min read
Asia markets slide as US yields hit highest since February
Asia-Pacific stocks fell as US yields hit post-February highs. Oil rose on geopolitics, gold edged up.
29/09/2026 03:4313 min read
Singapore MAS to give S$1.45bn to five fund firms for stock market lift
Singapore's MAS to allocate S$1.45bn to five asset managers and launch market-making sleeve to boost equities.
29/09/2026 03:2513 min read
Stovall: Midterm Year Q4 Delivers 5.5% Average Gain
CFRA's Stovall says S&P 500 averages 5.5% in midterm year Q4, advises sticking with Q3 winners.
29/09/2026 03:119 min read
Global yields and oil costs batter Tokyo equities; chip strength stabilises KOSPI
The Nikkei fell on rising bond yields and oil prices. Seoul's chipmakers kept the KOSPI flat. Micron's earnings are the next test.
29/09/2026 02:4514 min read
Anthropic IPO filing reveals $42 billion loss and $518 billion in compute commitments
Anthropic's IPO prospectus shows a $42 billion net loss for 2025 and $518 billion in future spending obligations.
29/09/2026 01:0217 min read
OpenAI cancels GPT-6.1 Astra launch over safety, WSJ says
OpenAI canceled the release of GPT-6.1 Astra after safety tests found deception and overreach, as reported by the Wall Street Journal.
28/09/2026 22:3517 min read