Anthropic bans Claude from recreating existing video games

The short case is now loud enough to have a celebrity defender, and pricing on the year's biggest AI listing is being set in public before a single share trades.

JUST IN: Jim Cramer warns bears are attempting to “derail Anthropic’s IPO.” https://t.co/3bJjzee8iV

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Sitting out the capex race is now the trade that works: the only Mag 7 name beating the index this year is holding back its cash flow from AI buildouts.

Apple is now the only Mag 7 stock that is outperforming the S&P 500 this year. Why? It generates more free cash flow than any other Mag 7 company while largely avoiding the AI spending binge that is draining its hyperscaler peers. Video: https://t.co/WUvO57pung https://t.co/p8qzENDyaG

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The $3.3 billion Amedisys deal cleared DOJ review, but Warren's breakup push keeps legislative antitrust risk alive for UnitedHealth holders.

UnitedHealth already sells your insurance, employs your doctor, and manages your prescriptions. Now Trump's DOJ let them buy home health and hospice giant Amedisys for $3.3 BILLION – giving them MORE power to raise costs and deny care. We need to break up Big Medicine.

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A perfect 75-year record is the most-cited bull case heading into next year, though the sample is only about 19 elections and none of them faced a Fed openly discussing more rate hikes.

S&P 500 is higher 6 and 12 months after every midterm election over the last 75 years 📈🤑🥳 https://t.co/N1Eu0fZDie

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The bear case on AI is shifting from valuation math to political backlash, and that is the risk no datacenter capex model prices in.

Few people realize it yet... this is the "Let them eat cake" moment of the AI bubble. Next, you get the revolution... https://t.co/4DBocV1b6P

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Bianco puts Friday's AI drawdown among the seven worst of the past two years, with the group's all-time high set less than a month ago on October 6. The question for anyone still long: pullback inside a 500% run, or the first crack in it.

Where AI stands after Friday. The 7th-largest sell-off in the last two years, after rallying over 500% since ChatGPT's November 2022 release. Also note, the all-time high was October 6, less than a month ago. https://t.co/xyDCt0CPIL https://t.co/zUah14Igs9 [Quoted @biancoresearch]: Where the stock market stands after Friday. https://t.co/W1xlMBPC8L

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Nearly half of this year's $3.8 billion in withdrawals from the largest US gold ETF came in October alone, a sign the retail bid behind gold's run is thinning out.

BREAKING: The largest US physical-gold backed ETF, $GLD, recorded -$1.8 billion in outflows in October, its biggest monthly withdrawal since June. This also marks its 3rd-largest monthly outflow since February 2024. Year-to-date, $GLD has seen -$3.8 billion in withdrawals, https://t.co/o2JZH8Vy2u

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Chamath is answering Elon Musk's claim of 1.2 million Blackwells at Colossus 2 by year end with the obvious question: who powers them. If electricity is the binding constraint, generation assets own the next leg of the AI trade.

He who shapes power, data centers, chips and models into an economically feasible endpoint, disproportionately shapes AI/SI right now. Why? Power is THE binding constraint in AI/SI. Few really have it. Data centers don’t work without power. This is not about promises of https://t.co/MWQUmEeSoQ [Quoted @elonmusk]: @XFreeze There will be a total of around 1.2M Blackwells at Colossus 2 by end of year

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Four straight years of shrinking ad impressions means Alphabet's search revenue growth now rests entirely on price per ad.

Google's total ad impressions dropped 14% compared to last year. Ad impressions have now been declining for nearly 4 years. $GOOGL https://t.co/jQJWL7kSUd

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