Anthropic Eyes IPO as It Projects AI Adding Trillions to US GDP

The top US diplomat publicly trashing Tehran's terms puts the sanctions relief that briefly brought Iranian crude back to market in question, and energy traders will price that risk first.

*RUBIO: IRANIAN DEMANDS OUTRAGEOUS, RIDICULOUS IN SOME CASES

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If last week's drop was forced hedge fund selling, the bounce window closes fast, and Nvidia's earnings is the catalyst traders are positioning into.

Noel Smith is expecting a market bounce too because the panic this past week was a hedge fund deleveraging event. He also points out the anticipation for Nvidia's earnings should drive markets upward. This aligns with the August 2024 scenario in my chart below, with a short https://t.co/zOS8Zu4Ymp https://t.co/TgFE62K15L [Quoted @FinanceLancelot]: Since the 2018 and 2020 patterns no longer match the current selloff, I started looking back at other scenarios. It's amazing how similar our current situation looks to August 2024. Not only that, but the narrative surrounding the August 2024 selloff is very similar. "A global https://t.co/DYwN7Py7u7 https://t.co/lNveMaQ2Yf

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A $24 billion private buyer lands in the AI buildout queue just as Texas keeps grid connections for new data centers on hold. SpaceX is private, but the chip, power and construction suppliers filling that order are not.

BREAKING: SpaceX plans to build a $24 billion AI supercomputer in Starbase, Texas

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A 40 percentage point swing since March means the cheap-money tailwind behind equity and bond valuations is reversing worldwide, beyond the Fed.

The global rate hike cycle is accelerating: ~45% of global central banks have raised interest rates over the last 3 months, the largest total in 3 years. This proportion has surged +40 percentage points since March. By comparison, between 2024 and March 2026, more central https://t.co/1p9HuEG7Mq

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Tehran has put a 48-hour clock on Washington, and that deadline lands before oil and defense names reprice this week.

BREAKING: Iran’s Foreign Minister Araghchi releases a statement on the outcome of the US Midterm Elections, including a “2-day proposal.” Full Statement: “American voters have made their choice. Time for the White House to make its own. Our 2-day proposal stands: meet the

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A 21-hour day pushes each Robotaxi toward full utilization, the lever that turns the program into actual revenue. It also puts far more driverless miles in front of NHTSA while the Cybercab probe is open.

JUST IN: Tesla expands Robotaxi operating hours to 21 hours per day

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A 76-point one-year return gap between the two biggest names in online travel says money is rotating out of the hotel booking model and into alternative stays.

Airbnb has massively outperformed Booking over the last 12 months. 1yr Total Return: $ABNB +59% $BKNG -17% https://t.co/5Wfy0LFDMB

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A White House adviser reading Brent's 10% election-day drop as a peace trade means energy longs are now positioned against policy rather than supply.

The price of Brent crude dropped 10% on the day of the election. Was this because of something that happened in the strait of Hormuz? No, the market was reacting to the mere possibility that the war would end sooner. End the war and the cost of oil, gas, diesel, and

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Permitting delays have been the hard ceiling on the AI buildout, and a Senate vote as soon as next week would lift it for power, grid and construction names tied to data centers.

JUST IN: Bipartisan Senate bill could fast-track AI data center construction across the U.S., with lawmakers reportedly considering a vote as early as next week.

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A sitting White House tech adviser tying the election loss to war-driven inflation is the clearest signal yet that ending the conflict is now a political priority, which would land first in energy and rate markets.

Republicans lost the midterms because of the war and its economic consequences. The good news is that job growth and GDP growth are still strong, and inflation will drop quickly if the war is ended now. https://t.co/LltykT3G2L

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Bilello is labeling the summer leadership board a speculative mania after the fact. If your portfolio still mirrors June's top S&P 500 performers, that turnover is already working against you.

RT @charliebilello: Update: it was indeed a speculative mania. Note the difference in top performers in the S&P 500 today vs. back in June.…

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