Anthropic (ANTHROPIC) news

Temasek Chief Investment Officer warns: AI trading reversal is the biggest market risk, turbulence may occur in 2027

Temasek's CIO stated that AI-driven trading reversals represent the greatest market risk, with possible turbulence in 2027; however, he remains optimistic in the long term and plans to raise public AI exposure to 70%—75%.

Temasek CIO Is Watching Two Risks to Global Markets in 2027, and AI Tops the List

Who is dominating the AI hardware sector

Republicans criticize AI danger claims, Democrats question the influence of "big tech" on the Trump administration's AI policy and demand disclosure of regulatory framework amendment procedures

A Republican senator sent a letter to the CEO of Anthropic, warning against adopting an "alarmist" attitude towards AI and urging him to emphasize AI's potential to improve people's lives, enhance national security, and address AI threats. Meanwhile, two Democratic senators wrote to U.S. government officials, including the Treasury Secretary, requesting clarification on whether tech giants influenced the government's adjustment of the AI regulatory framework through lobbying between May and June of this year, and called for the disclosure of records of communication between companies and the government.

Dow Jones Top Company Headlines at 7 AM ET: Fintech Plaid Bets on Credit Scores to Fuel Next Phase of Growth | SoftBank-Backed ...

Fintech Plaid Bets on Credit Scores to Fuel Next Phase of Growth EXCLUSIVE: Plaid is doubling down on its credit-scoring business with new AI models as the company aims to chart its next era of growth with a suite of products beyond its core business. ---- SoftBank-Backed DayOne Plans to Raise Up to $5 Billion in U.S. IPO Singapore-based DayOne Data Centers plans to list its American depositary shares on the Nasdaq by the end of the year. ---- What Oura's Stalled IPO Tells Us About One-Hit Wonders Oura pitched itself as a tech platform, but investors saw through that. ---- Forbion Raises $2.6 Billion in Boost to European Biotech Industry Dutch haul comes despite European drugmakers and investors warning the region is losing ground. ---- L'Oreal Taps Advisers to Explore Unloading Chemical-Related Liabilities The cosmetics company's U.S. subsidiary is working with Weil Gotshal and Ducera to address talc-related lawsuits. ---- Genmab Shares Climb After Positive Study Results for Blood-Cancer Drug The Danish company and AbbVie said their Epkinly drug helped extend the time patients with a common type of lymphoma lived. ---- KKR Strikes Deal to Buy Private-Capital Fund Administrator Gen II Private-capital funds have proliferated in recent years as investors seek to reduce reliance on public markets. ---- NYSE Owner Launches Gold Futures in London The contract began trading Monday alongside new futures for silver, platinum and palladium. ---- Berkshire Buys $190 Million More Lennar Stock; It Now Owns 12% of the Big Homebuilder Berkshire's latest purchases were made last Thursday and Friday. Lennar stock fell almost 7% Monday after the publication of a negative report on the company. ---- NYC Lawmakers Grill AI Executives and Former Employees as City Weighs Guardrails Former Anthropic researcher Jacob Coxon repeated his warnings at a hearing Monday. ---- Supreme Court Questions Oil Companies' Bid to Shut Down Climate Lawsuits Justices debate whether local governments can sue energy giants for harms linked to climate cha

Dow Jones Top Company Headlines at 5 AM ET: L'Oreal Taps Advisers to Explore Unloading Chemical-Related Liabilities | Genmab ...

L'Oreal Taps Advisers to Explore Unloading Chemical-Related Liabilities The cosmetics company's U.S. subsidiary is working with Weil Gotshal and Ducera to address talc-related lawsuits. ---- Genmab Shares Climb After Positive Study Results for Blood-Cancer Drug The Danish company and AbbVie said their Epkinly drug helped extend the time patients with a common type of lymphoma lived. ---- SoftBank-Backed DayOne Data Centers Plans to Raise Up to $5.0 Bln in U.S. IPO Singapore-based DayOne Data Centers plans to list its American depositary shares on the Nasdaq by the end of the year. ---- Berkshire Buys $190 Million More Lennar Stock; It Now Owns 12% of the Big Homebuilder Berkshire's latest purchases were made last Thursday and Friday. Lennar stock fell almost 7% Monday after the publication of a negative report on the company. ---- NYC Lawmakers Grill AI Executives and Former Employees as City Weighs Guardrails Former Anthropic researcher Jacob Coxon repeated his warnings at a hearing Monday. ---- KKR Strikes Deal to Buy Private-Capital Fund Administrator Gen II Private-capital funds have proliferated in recent years as investors seek to reduce reliance on public markets. ---- Supreme Court Questions Oil Companies' Bid to Shut Down Climate Lawsuits Justices debate whether local governments can sue energy giants for harms linked to climate change. ---- Barbie-Maker Mattel Faces Growing Shareholder Pressure to Consider a Sale Ariel Investments, which has a 5.4% stake in Mattel, said Monday it believes the company's shares remain significantly undervalued with its current structure as a public company. ---- Electronic Arts Bondholders Allege Default Following Largest LBO EA bondholders alleged a $1.4 billion debt default, escalating a dispute over whether the videogame maker must pay them off at a premium after going private in the largest leveraged buyout of all time. ---- Texas AG Paxton Launches Investigation Into UnitedHealth Group Texas Attorney General Ken Paxton has sent civil investigative demands to the comp

Is the Stock Market in Denial? Michael Burry Points to 2000 and 2008

Dow Jones Top Company Headlines at 3 AM ET: L'Oreal Taps Advisers to Explore Unloading Chemical-Related Liabilities | SoftBank-Backed ...

L'Oreal Taps Advisers to Explore Unloading Chemical-Related Liabilities The cosmetics company's U.S. subsidiary is working with Weil Gotshal and Ducera to address talc-related lawsuits. ---- SoftBank-Backed DayOne Data Centers Plans to Raise Up to $5.0 Bln in U.S. IPO Singapore-based DayOne Data Centers plans to list its American depositary shares on the Nasdaq by the end of the year. ---- Berkshire Buys $190 Million More Lennar Stock; It Now Owns 12% of the Big Homebuilder Berkshire's latest purchases were made last Thursday and Friday. Lennar stock fell almost 7% Monday after the publication of a negative report on the company. ---- NYC Lawmakers Grill AI Executives and Former Employees as City Weighs Guardrails Former Anthropic researcher Jacob Coxon repeated his warnings at a hearing Monday. ---- KKR Strikes Deal to Buy Private-Capital Fund Administrator Gen II Private-capital funds have proliferated in recent years as investors seek to reduce reliance on public markets. ---- Supreme Court Questions Oil Companies' Bid to Shut Down Climate Lawsuits Justices debate whether local governments can sue energy giants for harms linked to climate change. ---- Barbie-Maker Mattel Faces Growing Shareholder Pressure to Consider a Sale Ariel Investments, which has a 5.4% stake in Mattel, said Monday it believes the company's shares remain significantly undervalued with its current structure as a public company. ---- Electronic Arts Bondholders Allege Default Following Largest LBO EA bondholders alleged a $1.4 billion debt default, escalating a dispute over whether the videogame maker must pay them off at a premium after going private in the largest leveraged buyout of all time. ---- Texas AG Paxton Launches Investigation Into UnitedHealth Group Texas Attorney General Ken Paxton has sent civil investigative demands to the company to collect evidence around potential violations of the Texas Deceptive Trade Practices Act, according to his office. ---- Centalion, Fresh From Rebrand, Does Deal for U.S. Gas Fields The trading f

Dow Jones Top Company Headlines at 1 AM ET: L'Oreal Taps Advisers to Explore Unloading Chemical-Related Liabilities | Berkshire ...

L'Oreal Taps Advisers to Explore Unloading Chemical-Related Liabilities The cosmetics company's U.S. subsidiary is working with Weil Gotshal and Ducera to address talc-related lawsuits. ---- Berkshire Buys $190 Million More Lennar Stock; It Now Owns 12% of the Big Homebuilder Berkshire's latest purchases were made last Thursday and Friday. Lennar stock fell almost 7% Monday after the publication of a negative report on the company. ---- NYC Lawmakers Grill AI Executives and Former Employees as City Weighs Guardrails Former Anthropic researcher Jacob Coxon repeated his warnings at a hearing Monday. ---- KKR Strikes Deal to Buy Private-Capital Fund Administrator Gen II Private-capital funds have proliferated in recent years as investors seek to reduce reliance on public markets. ---- Barbie-Maker Mattel Faces Growing Shareholder Pressure to Consider a Sale Ariel Investments, which has a 5.4% stake in Mattel, said Monday it believes the company's shares remain significantly undervalued with its current structure as a public company. ---- Supreme Court Questions Oil Companies' Bid to Shut Down Climate Lawsuits Justices debate whether local governments can sue energy giants for harms linked to climate change. ---- Electronic Arts Bondholders Allege Default Following Largest LBO EA bondholders alleged a $1.4 billion debt default, escalating a dispute over whether the videogame maker must pay them off at a premium after going private in the largest leveraged buyout of all time. ---- Texas AG Paxton Launches Investigation Into UnitedHealth Group Texas Attorney General Ken Paxton has sent civil investigative demands to the company to collect evidence around potential violations of the Texas Deceptive Trade Practices Act, according to his office. ---- Paramount Names Leadership Team for Combined Entity Post $81 Billion Warner Deal David Ellison, CEO of Paramount, will be chairman and chief executive of the combined company-dubbed Skydance-alongside co-CEO Ynon Kreiz. ---- C.H. Robinson to Buy RXO for About $5.8 Billion C.H

Dow Jones Top Company Headlines at 11 PM ET: L'Oreal Taps Advisers to Explore Unloading Chemical-Related Liabilities | Berkshire ...

L'Oreal Taps Advisers to Explore Unloading Chemical-Related Liabilities The cosmetics company's U.S. subsidiary is working with Weil Gotshal and Ducera to address talc-related lawsuits. ---- Berkshire Buys $190 Million More Lennar Stock; It Now Owns 12% of the Big Homebuilder Berkshire's latest purchases were made last Thursday and Friday. Lennar stock fell almost 7% Monday after the publication of a negative report on the company. ---- NYC Lawmakers Grill AI Executives and Former Employees as City Weighs Guardrails Former Anthropic researcher Jacob Coxon repeated his warnings at a hearing Monday. ---- Barbie-Maker Mattel Faces Growing Shareholder Pressure to Consider a Sale Ariel Investments, which has a 5.4% stake in Mattel, said Monday it believes the company's shares remain significantly undervalued with its current structure as a public company. ---- KKR Strikes Deal to Buy Private-Capital Fund Administrator Gen II Private-capital funds have proliferated in recent years as investors seek to reduce reliance on public markets. ---- Electronic Arts Bondholders Allege Default Following Largest LBO EA bondholders alleged a $1.4 billion debt default, escalating a dispute over whether the videogame maker must pay them off at a premium after going private in the largest leveraged buyout of all time. ---- Texas AG Paxton Launches Investigation Into UnitedHealth Group Texas Attorney General Ken Paxton has sent civil investigative demands to the company to collect evidence around potential violations of the Texas Deceptive Trade Practices Act, according to his office. ---- Paramount Names Leadership Team for Combined Entity Post $81 Billion Warner Deal David Ellison, CEO of Paramount, will be chairman and chief executive of the combined company-dubbed Skydance-alongside co-CEO Ynon Kreiz. ---- C.H. Robinson to Buy RXO for About $5.8 Billion C.H. Robinson Worldwide has agreed to buy truck broker RXO for around $5.8 billion in cash and stock in a deal that would create a logistics company with an enterprise value topping

Dow Jones Top Company Headlines at 9 PM ET: L'Oreal Taps Advisers to Explore Unloading Chemical-Related Liabilities | NYC ...

L'Oreal Taps Advisers to Explore Unloading Chemical-Related Liabilities The cosmetics company's U.S. subsidiary is working with Weil Gotshal and Ducera to address talc-related lawsuits. ---- NYC Lawmakers Grill AI Executives and Former Employees as City Weighs Guardrails Former Anthropic researcher Jacob Coxon repeated his warnings at a hearing Monday. ---- Barbie-Maker Mattel Faces Growing Shareholder Pressure to Consider a Sale Ariel Investments, which has a 5.4% stake in Mattel, said Monday it believes the company's shares remain significantly undervalued with its current structure as a public company. ---- KKR Strikes Deal to Buy Private-Capital Fund Administrator Gen II Private-capital funds have proliferated in recent years as investors seek to reduce reliance on public markets. ---- Electronic Arts Bondholders Allege Default Following Largest LBO EA bondholders alleged a $1.4 billion debt default, escalating a dispute over whether the videogame maker must pay them off at a premium after going private in the largest leveraged buyout of all time. ---- Texas AG Paxton Launches Investigation Into UnitedHealth Group Texas Attorney General Ken Paxton has sent civil investigative demands to the company to collect evidence around potential violations of the Texas Deceptive Trade Practices Act, according to his office. ---- Paramount Names Leadership Team for Combined Entity Post $81 Billion Warner Deal David Ellison, CEO of Paramount, will be chairman and chief executive of the combined company-dubbed Skydance-alongside co-CEO Ynon Kreiz. ---- C.H. Robinson to Buy RXO for About $5.8 Billion C.H. Robinson Worldwide has agreed to buy truck broker RXO for around $5.8 billion in cash and stock in a deal that would create a logistics company with an enterprise value topping $25 billion. ---- GE HealthCare to Buy Sofie for Nearly $1 Billion to Grow Medical-Imaging Business The deal expands GE HealthCare's footprint in radiopharmaceuticals, its fastest-growing segment. ---- Aramco CEO Says Oil Inventories Could Take Two

Record-breaking AI chip financing launches distribution: 42 billion senior debt backed by Broadcom credit endorsement, 18 billion subordinated debt awaits Anthropic IPO

According to reports, approximately $42 billion in Broadcom-secured senior secured loans have taken the lead in syndicate distribution, with Bank of America, Citigroup, and Morgan Stanley beginning to sell portions of the debt to other banks. Leveraging Broadcom's A- credit rating, the debt may later enter the private placement or investment-grade bond markets. Additionally, $18 billion in unsecured subordinated debt not guaranteed by Broadcom will be launched later, with Blackstone having committed to subscribe to about $9 billion of it.

OpenAI reportedly in talks with UAE capital for $30 billions financing; multiple funds may form a consortium to invest up to $10 billions

According to sources familiar with the matter, OpenAI is in funding talks with several UAE investment funds, including Abu Dhabi’s MGX, in hopes that they will become key investors in a new funding round of at least $30 billions.

Wall Street banks launch $60 billion chip deal for Broadcom and Anthropic

According to the Financial Times, Wall Street banks have launched a record-breaking $60 billion chip deal involving Broadcom and Anthropic.

Spacex closed up 7.6%, reaching a new high since June, helping Musk "regain" his trillionaire status

SpaceX's stock surged nearly 8% on Monday, with Elon Musk's net worth rebounding to approximately $1.03 trillion, reclaiming the top spot on the billionaire list. Morgan Stanley released a bullish report, setting a target price of $300 and stating that the company's value is underestimated. The rally was driven by multiple catalysts, including expectations for Starship recovery, expansion of AI business, and over $12.7 billion in defense contracts.

Meta and Microsoft strive to reduce employees’ reliance on Claude: Meta’s internal usage has halved, and Microsoft has cut its budget by one-third.

Microsoft's internal Claude budget has been reduced by more than one-third from its peak, and the number of internal Claude Code users at Meta has dropped from around 60,000 to 30,000. Both companies emphasize that external customer demand is still growing, but the decline in internal usage puts pressure on Anthropic. According to Anthropic's IPO prospectus, two major clients together contributed about 25% of its revenue. Although the prospectus does not name specific clients, it is highly likely that Meta and Microsoft are these two clients or among them.

This year, only tech billionaires are making money: the AI boom drives a $845 billion surge in net worth, with Elon Musk alone accounting for nearly 40%.

According to the Bloomberg Billionaires Index, out of the world's 500 richest people, approximately 100 technology industry billionaires saw their combined wealth increase by $845 billion in the first nine months of this year, setting a historical record for the period. Meanwhile, billionaires from non-technology sectors saw their collective wealth shrink by $62 billion during the same timeframe. Elon Musk alone added $310 billion to his wealth in the first nine months, accounting for about 40% of the total increase in the index.

US Stock Market Preview: The three major stock index futures show mixed performance, US Dollar Index nears this year's high, Schneider Electric plans to acquire PTC (PTC.US) for $22.6 billion

The three major U.S. stock index futures are mixed.

Banks retreat, bond discounts, and it's hard to borrow money for the AI construction boom

Discounted sales of high-yield bonds have become the new norm—among this year's $55 billion related bonds, the most recent four issuances were all at a discount; major banks such as Société Générale and Mitsubishi are adopting a more cautious approach; Oracle's force majeure event has further prompted lenders to tighten their terms. With $700 billion in capital expenditures from mega-tech companies competing for financing, combined with rising Treasury yields, the cost of funding for some projects is approaching the break-even point. Developers with lower ratings and less experience are being hit first.

Replica of the "Semiconductor Moment": The "Bottleneck Trade" in AI Drug Discovery Is Taking Shape—Who Will Be the Next "Shovel Seller"?

Investor Freda Duan pointed out that AI-driven drug development is shaping structural opportunities similar to "bottleneck trades" in the semiconductor industry. The core logic is that AI turns failed experiments into valuable training data, and wet laboratories are transforming from "medicine making" to "data creation." DNA synthesis, protein production, and CROs may become the earliest beneficiaries as the "pick-and-shovel sellers."

Hon Hai’s quarterly revenue reaches 3.03 trillion New Taiwan dollars, up 47% year-on-year and exceeds expectations

Foxconn Technology, a partner of Nvidia, reported better-than-expected quarterly revenue, indicating that global spending on artificial intelligence infrastructure remains high. For the three months ending in September, Foxconn's revenue reached 3.03 trillion New Taiwan dollars ($95.4 billions), a year-on-year increase of 47%, surpassing analysts' average estimate of 2.83 trillion New Taiwan dollars. Foxconn's strong sales growth follows Micron Technology's optimistic earnings outlook last week, further demonstrating that capital expenditure in the AI sector continues to rise. Meanwhile, industry executives such as OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei have recently called for slowing the development of emerging AI technologies to ensure they remain under human control. As an assembly partner for Nvidia servers, Foxconn has benefited over the past two years from global cloud computing infrastructure construction. With rising concerns among investors about overcapacity, increasing debt levels, and regulatory hurdles, Foxconn's sales performance is also seen as an important indicator of the AI industry's overall health. The company’s share price has risen about 10% so far this year.

Egan-Jones Maps Where AI Disruption Hits First: Services, Venture Capital, Housing

Besent “Extinguishes Fire”: Rising US Treasury yields are a global phenomenon, dismisses concerns over AI bubble

U.S. Treasury Secretary Janet Yellen defended the rise in U.S. Treasury yields, stating that this increase is a global phenomenon rather than unique to the United States, and does not warrant excessive concern. She partially attributed inflationary pressures to higher oil prices caused by the Iran conflict, and expects the energy shock to subside as hostilities ease. Yellen refuted the notion of an AI bubble, arguing that investments by major tech companies are grounded in solid business logic.

Besant says there is no need to panic over the rising US Treasury yields

ARK Invest doubles down on SpaceX: each Starship launch could add $700M a year

Broadcom and Blackstone jointly raise $60 billions to pave the way for AI compute power for companies such as Anthropic

Broadcom is leading a $60 billion debt financing initiative to provide funding for AI companies such as Anthropic to purchase chips and build data centers. Of this amount, $42 billion in senior secured bonds will be syndicated by Broadcom with Wall Street banks, while $18 billion in subordinated debt is being led by Blackstone, whose funds have committed $9 billion. The deal has been in preparation for several weeks but has not yet been officially announced.

Market Chatter: Anthropic Schedules Pre-IPO Investor Day

Hitting the brakes, but OpenAI seeks another $200 billion in funding

Anthropic reportedly scheduled pre-IPO Investor Day for October 14, targeting listing in November

Reportedly, as the listing date approaches, Anthropic plans to hold a pre-IPO investor day event.

Anthropic may launch its IPO as early as mid-November with a valuation of up to $2 trillion, aiming to list on the US stock market before Thanksgiving.

According to sources familiar with the matter, artificial intelligence company Anthropic is seeking to launch its initial public offering as early as mid-November and aims to officially enter the US stock market before the Thanksgiving holiday on November 26.