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#Anthropic

Deals

Anthropic IPO tests AI demand as SpaceX frenzy fades

Anthropic IPO preparations put a $965 billion private valuation in front of public investors just as SpaceX slips below its $135 debut price.

By Naomi Voss
Analysis

Moonshot AI’s Kimi K3 forces a rethink on AI valuations

Moonshot AI Kimi K3 jolted AI-linked shares by challenging the idea that only U.S. labs can command frontier-model pricing.

By Sloane Carrington
Deals

Anduril IPO warning points to a fragile listing market

Anduril IPO warning highlights how a reopened U.S. listing market is still being priced on scarcity, strategic-tech hype and timing risk.

By Naomi Voss
Deals

BofA extends first $520 million loan to OpenAI ahead of IPO, source says

Bank of America’s $520 million credit line to OpenAI shows banks already jockeying for AI IPO roles ahead of a potential listing.

By Naomi Voss
Analysis

Anthropic puts a $19 billion price on AI's power bottleneck

Anthropic-TeraWulf lease gives investors a $19 billion yardstick for AI power scarcity, grid risk and data-center cash flows.

By Sloane Carrington
Analysis

OpenAI and Anthropic still look hard to float

OpenAI and Anthropic IPO hopes rest on whether public investors will accept frontier-AI burn, blurry margins and mission-led governance.

By Sloane Carrington
Analysis

Anthropic’s next AI arms race looks like power, not models

Anthropic’s Australia data-centre plan turns AI into a grid-and-financing story, with 1.4 GW at stake for landlords, lenders and power policy.

By Sloane Carrington
Regulation

Anthropic tightens China access to Claude after workarounds

Anthropic tightened China access to Claude after users kept bypassing controls, raising the stakes for AI compliance and model distribution.

By Tomás Iglesias
Regulation

Anthropic export controls lifted on Fable 5, Mythos 5

Anthropic export controls were lifted on Fable 5 and Mythos 5, restoring broad access after Washington said new safeguards addressed security risks.

By Tomás Iglesias
Regulation

Austria urges EU to host Anthropic after US curbs

Austria urged the EU to consider hosting Anthropic after US restrictions limited foreign access to the company's most advanced AI models.

By Tomás Iglesias
Regulation

Anthropic Mythos 5 cleared for wider US use, with limits

Anthropic Mythos 5 was cleared for wider US use after a two-week block, but only for more than 100 trusted organizations and agencies.

By Tomás Iglesias
Regulation

Alibaba stock falls 4.9% after Anthropic AI accusation

Alibaba stock fell as much as 4.9% to a 16-month low after Anthropic accused the Chinese group of using fake accounts to probe Claude.

By Tomás Iglesias
Stocks

Micron stock rises on Anthropic AI memory supply deal

Micron stock rose after the chipmaker signed an AI memory and storage pact with Anthropic, offering investors a clearer test of hardware demand.

By Avery Lin
Analysis

Trump’s Anthropic reversal trims one IPO discount, not policy risk

Anthropic policy risk is easing after Trump said he no longer sees the company as a security threat, but export controls still shadow its IPO.

By Sloane Carrington
Banking

JPMorgan blocks Anthropic access for Hong Kong staff

JPMorgan blocked Anthropic access for Hong Kong staff, pushing Washington's AI curbs into bank compliance and workflow decisions in Asia.

By Naomi Voss
Analysis

Anthropic curbs are becoming an AI trade fight with US allies

Anthropic export curbs are forcing allies to treat US frontier AI as revocable infrastructure, complicating Washington's push to sell its stack abroad.

By Sloane Carrington
Regulation

Anthropic AI export controls block foreign access to top models

Anthropic AI export controls forced the company to cut off Fable 5 and Mythos 5 for all customers after a Commerce directive.

By Tomás Iglesias
Deals

SpaceX IPO prices at $135, raising record $75 billion

SpaceX IPO priced at $135 a share and raised $75 billion, giving Elon Musk’s rocket company a $1.77 trillion valuation before Nasdaq trading.

By Naomi Voss
Analysis

OpenAI price cuts turn AI IPO race into margin test

OpenAI price cuts would push the AI IPO race from valuation hype toward margins as Anthropic pressures pricing and investor timing.

By Sloane Carrington
Stocks

Anthropic's Fable 5 Bets on Safety. Researchers Say It's Gone Too Far.

Anthropic released Claude Fable 5 to the public on Wednesday — a Mythos-class model with strict guardrails that block cybersecurity and biology queries — as the AI startup positions its safety-first brand for a confidential IPO alongside OpenAI and SpaceX.

By Sloane Carrington
Deals

OpenAI files for IPO at $852bn as AI giants rush to Wall Street

OpenAI confidentially submitted a draft S-1 to the SEC on 8 June, joining Anthropic and SpaceX in a $3.6 trillion AI listing wave that tests Wall Street's capacity.

By Naomi Voss
Markets

The 2026 Mega-IPO Wave Is Forcing a Rewrite of How Stock Indexes Work

SpaceX's $1.75T IPO and upcoming Anthropic and OpenAI listings are forcing Nasdaq-100 and Russell indexes to rewrite inclusion rules, triggering $22–27B in forced passive buying.

By Sloane Carrington
Analysis

Anthropic $35bn chip deal puts private credit in AI

Anthropic $35bn chip deal makes private credit a core buyer of AI infrastructure, shifting risk into leases, SPVs and chip collateral.

By Sloane Carrington
Deals

SpaceX (SPCX) IPO draws 4x demand before Nasdaq debut

SpaceX IPO demand topped four times the shares available as the $75bn listing tests retail appetite, governance risk and AI IPO pricing.

By Naomi Voss
Stocks

xAI Grok Build coding agent challenges Anthropic, OpenAI

xAI launched Grok Build, a coding agent scoring 70.8% on SWE-Bench, entering direct competition with Anthropic's Claude Code in the high-stakes developer-tools market.

By Naomi Voss