Anthropic

Today’s Key News Recap

SPCX

07709

NVDA

00700

TCEHY

TCTZF

80700

DXYZ

GOOGL

GOOG

01810

81810

HXXD

XIACY

HTCD

ANTH

GS-A

GS-C

GS-D

0608 | Dolphin Focus: 🐬 Macro/Industry 1) HK and A-shares suffered a broad selloff today. A blowout US NFP flipped rate-cut expectations and pushed UST yields higher, with the tech-led rout on Wall St. spilling into APAC; Korea hit a circuit breaker and Japan tumbled, amplifying fear.High-multiple AI and semiconductor names led the de-rating, driving clear negative spillovers. Adding to the pressure, global houses such as Goldman Sachs have downgraded HK equities, and epic IPOs like SpaceX slated for this week are siphoning liquidity; the confluence of headwinds triggered panic foreign selling and a stampede among onshore funds...

SpaceX

XL2CSOPHYNIX

NVIDIA

Goldman Sachs

TENCENT

Tencent

Tencent Holdings Limited

TENCENT-R

Destiny Tech100

Alphabet

Alphabet - C

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Tencent HK SDR 10to1

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

NVIDIA Corporation

GS Hldg R

Multiple headwinds spark a sharp selloff; NVDA teams up with SK hynix | Daily News Recap

Microsoft AI Head Criticizes Anthropic's Approach to Simulating Consciousness in Claude as Extremely Dangerous

ZipRecruiter Launches New Connector Integrating with Anthropic's Claude AI Assistant to Expand Distribution

OpenAI and Anthropic Call for International Coordination Mechanism to Slow Down Frontier AI Development if Necessary

Pinned News

置顶新闻

Palantir's Karp says businesses are 'unhappy' with the frontier AI labs

PLTR

PLTW

PLOO

PLTD

PTIR

PLTU

PLTG

PLTZ

PLTA

PLTY

PLYY

Palantir CEO Alex Karp stated that enterprise customers are unhappy with frontier AI labs, believing these companies lack understanding of their businesses and engage in 'tokenmaxxing' to signal productivity. He noted that much of the public discourse from labs like Anthropic actually runs on Palantir's infrastructure.

- Palantir CEO Alex Karp expressed dissatisfaction among enterprise customers regarding the operations of frontier labs during a CNBC interview on June 10th, 2026.  
- He noted that clients feel these companies fail to understand their needs, focusing instead on superficial productivity signals through AI tokens.  
- Karp highlighted that much of the public discourse by these firms is reliant on Palantir's technology.

CNBC

Palantir Tech

Roundhill PLTR WeeklyPay ETF

Leverage Shares 2x Cpd Acclrtd PLTRMnETF

Direxion Daily PLTR Bear 1X Shares

GraniteShares 2x Long PLTR Daily ETF

Defiance Leveraged Long +Income PLTR ETF

Direxion Daily PLTR Bull 2X Shares

Leverage Shares 2X Long PLTR Daily ETF

Defiance Daily Target 2X Short PLTR ETF

ProShares Ultra PLTR

YieldMax PLTR Option Income Strategy ETF

GraniteShares YieldBoost PLTR ETF

2倍做多SpaceX ETF-leverage shares

CNBC's Sara Eisen sits down with Palantir CEO Alex Karp to discuss the role of AI in the Iran conflict, his take on SpaceX IPO and Elon Musk, and more.

Alex Karp: Most of the things Anthropic talks about in public are running on Palantir

Anthropic PBC CEO Dario Amodei said he doesn’t know what role the company’s artificial intelligence model played in a missile strike that killed an estimated 120 children at an elementary school in Iran. In comments highlighting a broader knowledge gap, according to Bloomberg, AI executives are increasingly selling advanced AI tools to the US military.

CoinLive

AI | Anthropic CEO Says He Doesn’t Know Model’s Role in Iran Missile Strike

GGLS

GGLL

GOOW

GOOY

Spacecraft company SpaceX is set to debut its Initial Public Offering (IPO) at a record-breaking $1.77 trillion valuation, raising $75 billion with shares priced at $135. While analysts express concern over the high valuation multiple of nearly 95 times 2025 sales compared to peers, significant AI contracts with Anthropic and Google are expected to add $26 billion in annual revenue, potentially lowering the forward sales multiple to approximately 35.

- SpaceX is set to go public at $135 per share, raising $75 billion and achieving a $1.77 trillion valuation, marking the largest IPO ever.  
- Analysts express concerns over its high valuation, pricing the company at nearly 94–94.7 times projected 2025 sales, significantly higher than competitors.  
- However, substantial contracts with Anthropic and Google are expected to contribute $26 billion in annual revenue, effectively reducing the forward sales multiple to about 35.

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Roundhill GOOGL WeeklyPay ETF

YieldMax GOOGL Option Income Strategy ETF

SpaceX IPO to debut at $1.77T amid valuation debate

Analysis of the SpaceX IPO prospectus highlights significant red flags, including massive historical losses totaling $41 billion and an unproven path to profitability. The company relies heavily on Starlink for revenue, which currently trails major terrestrial carriers in scale despite a high valuation. Additionally, the AI venture Grok faces intense competition and questionable competitive advantages. Critics warn that Wall Street's enthusiasm may be driven by low fees rather than fundamental strength.

Dow Jones

JPMorgan Chase

Tesla

Verizon

T-Mobile US

AT & T

OpenAI

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

T-Mobile USA Inc Pref Shares TMUSL 6.25 Perp 09/01/2069

T-Mobile USA Inc Pref Shares TMUSZ 5.5 Perp 03/01/2070

T-Mobile USA Inc Pref Shares TMUSI 5.5 Perp 06/01/2070

AT&T INC 5.000% DEP SHS REP 1/1000 PERP PFD SER A

AT&T Pref Share TBB 5.35 11/01/2066

AT&T INC DEP SHS EACH REP 1/1000TH PERP PFD SER C

Here are all the red flags in the SpaceX IPO

DDOG

DOGD

Niteshift, an AI coding startup founded by former Datadog engineers Sajid Mehmood and Conor Branagan, has raised a $7 million seed round led by Greylock Partners. The company aims to reduce reliance on major AI model providers like OpenAI and Anthropic by offering infrastructure that routes between various models, addressing concerns about vendor lock-in and competition. Backed by notable angels including Reid Hoffman, Niteshift positions itself as a neutral platform for vetting and maintaining AI-generated code.

TechCrunch

Datadog

Tradr 2X Long DDOG Daily ETF

Amazon

Datadog veterans launch AI coding startup Niteshift on a bet against Big AI lock-in

North Carolina State Treasurer Brad Briner declined a direct investment in SpaceX's upcoming IPO, citing its $1.77 trillion valuation as too high for the state's pension fund to achieve predictable returns. Instead, North Carolina has invested heavily in AI startups OpenAI and Anthropic, viewing them as offering better risk-reward opportunities. The state plans to gain exposure to SpaceX only through public index funds after its listing.

North Carolina Treasurer passes on SpaceX citing valuation concerns; favors OpenAI, Anthropic

Palantir co-founder Joe Lonsdale identified SpaceX and Anthropic as the strongest technology bets, favoring them over OpenAI. He believes Anthropic currently holds the momentum in the AI race due to strong execution and focus, whereas OpenAI may have lost talent by diversifying too much. While acknowledging OpenAI's capabilities, Lonsdale views SpaceX as his top infrastructure play and Anthropic as the leading pure-play AI company.

- Joe Lonsdale, co-founder of Palantir Technologies, favors investing in SpaceX and Anthropic over OpenAI in the AI race.  
- He highlights Anthropic's momentum driven by strong demand for its Claude models, while suggesting OpenAI has faced challenges with competing priorities.  
- Despite supporting Anthropic, Lonsdale acknowledges OpenAI's capabilities and expresses optimism for its future, reflecting a competitive shift in the AI landscape.

benzinga_article

Palantir Co-Founder Picks SpaceX And Anthropic Over OpenAI In AI Race

UBER

UBEW

UBRL

Citrini Research warns the AI 'goldilocks' narrative is hitting a wall as token spend peaks and costs skyrocket. Major tech leaders like Uber, Anthropic, and Microsoft report surging AI expenses, with companies burning through budgets rapidly. Providers are shifting to usage-based pricing, ending subsidized models. This transition from 'token-maxxing' to 'token-panic' highlights growing corporate pushback against high operational costs as monetization becomes urgent.

ZeroHedge

Uber Tech

Roundhill UBER WeeklyPay ETF

GraniteShares 2x Long UBER Daily ETF

Microsoft

From Token-maxxing To Token-panic: Citrini Warns AI Goldilocks Narrative Hitting A Wall

FROG

A partnership between JFrog and Anthropic has been announced in Sunnyvale, California. Through this collaboration, they aim to enhance software supply chain governance and security for Claude Code. This initiative will bring enterprise-level solutions to improve the overall reliability and security of software development processes. With JFrog's expertise in software management and Anthropic's focus on AI-driven security, this partnership is set to significantly elevate the standards of software development.

Unusual Whales

JFrog

JFrog and Anthropic Bring Enterprise-Grade Software Supply Chain Governance and Security to Claude Code

JFrog has partnered with Anthropic to launch a JFrog Platform plugin for Claude Code, integrating supply-chain governance into AI coding workflows. This integration aims to enhance enterprise controls over dependencies, binaries, and AI assets, reducing risks from malicious packages and compliance breaches. The move positions JFrog as a system of record for governed software artifacts amidst a significant rise in AI-driven build outputs.

PUBT

JFrog partners with Anthropic to launch Claude Code plugin for supply chain governance

Broadcom's new financing platform with Apollo and Blackstone looks like a finance story on the surface. Look closer and it's one of the smartest strategic moves I've seen in the AI infrastructure race...

Broadcom

Blackstone

Apollo Global

APOLLO GLOBAL MANAGEMENT INC 6.75% CONV PFD STK SER A

Apollo Global Management Pref Share APO 7.625 09/15/53

Broadcom Just Became a Bank for the AI Buildout

largest private financing ever, 35B, just to build AI compute for Anthropic. does this make AVGO a buy or is the whole AI capex thing getting circular? 🤔

SpaceX超额认购，史上最大IPO来了！

OpenAI: generative AI platformAnthropic: enterprise AI and AI safetySpaceX: space infrastructure and satellite internetLarge funds can usually own multiple companies in the same sector. But capital, p...

If OpenAI, Anthropic and SpaceX All List, How Should Capital Be Split?

AVGO teaming with Apollo and Blackstone on a 35 billion AI financing platform with Anthropic as first customer. the picks and shovels guy is becoming the bank too 💰

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Anthropic Launches Claude 𝐅𝐚𝐛𝐥𝐞 𝟓 and 𝐌𝐲𝐭𝐡𝐨𝐬 𝟓 AI Models👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ Anthropic unveils 𝐂𝐥𝐚𝐮𝐝𝐞 𝐅𝐚𝐛𝐥𝐞 𝟓, its most capable public AI model.➤ Model delivers advances in 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐞𝐧𝐠𝐢𝐧𝐞𝐞𝐫𝐢𝐧𝐠, vision, research, and knowledge work.➤ Anthropic added safeguards, redirecting select high-risk queries to 𝐂𝐥𝐚𝐮𝐝𝐞 𝐎𝐩𝐮𝐬 𝟒.𝟖.➤ New 𝐂𝐥𝐚𝐮𝐝𝐞 𝐌𝐲𝐭𝐡𝐨𝐬 𝟓 offers reduced safeguards for approved use cases.➤ Mythos 5 launches through 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐆𝐥𝐚𝐬𝐬𝐰𝐢𝐧𝐠 in collaboration with the U.S. Government.➤ Initial access limited to 𝐜𝐲𝐛𝐞𝐫𝐝𝐞𝐟𝐞𝐧𝐝𝐞𝐫𝐬 and critical infrastructure providers.➤ Pricing set at $𝟏𝟎 input and $𝟓𝟎 output per million tokens, over 𝟓𝟎% lower than Mythos Preview.

Ya, something is brewing. Better be cautious. I rather hold cash more

OpenAI, Anthropic, and SpaceX are all racing to go public. Are their owners simply looking to cash out while market conditions are at their hottest?I find this timing rather strange and have a lot of questions. Why are all these moves happening specifically in June? Is something major expected after this month🤭? Are there hidden motives or conspiracy theories behind this synchronised timeline? Can the market actually handle so many high-profile IPOs all at once? Does this whole situation seem unusual or suspicious?🙄🙄🙄🙄🙄

OpenAI has confidentially filed for an IPO with the SEC, joining rivals Anthropic and SpaceX in preparing for public market debuts. Valued at over $850 billion, OpenAI aims to go public potentially by Q4 2025 but has not finalized timing. The filing allows private review of financials before public disclosure. CEO Sam Altman outlined a new strategic phase focused on making AI abundant and affordable, while the company continues to invest heavily in enterprise solutions and coding tools amid intense competition.

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

OpenAI confidentially files for IPO, prepping Wall Street for mega AI debut

so we got OpenAI, SpaceX, Anthropic all rushing out at once... feels either generational or like the top is ringing a bell 🔔 idk

In one week we got OpenAI confirming a confidential filing, Anthropic in the pipeline, and SpaceX's book running about twice oversubscribed, with roughly USD 150 billion of demand against a USD 75 bil...

The AI IPO Floodgates Just Opened: How I Would Read the Rush

SpaceX lists Friday on the Nasdaq (SPCX) at a fixed USD 135, valuing it near USD 1.75 trillion, with demand around USD 250 billion and roughly 4x oversubscribed, on track to be the largest IPO ever. But days before listing, India froze Starlink's commercial license on security grounds after its terminals were used in the Middle East conflict, and Starlink is the profit engine, about 69% of Q1 revenue. So it's a 4x oversubscribed frenzy on one side, and Morningstar's fair value near USD 780 billion (under half the price) on the other. Still buying this one?

SpaceX lists Friday on the Nasdaq (SPCX) at a fixed USD 135, valuing it near USD 1.75 trillion, with demand around USD 250 billion and roughly 4x oversubscribed, on track to be the largest IPO ever. But days before listing, India froze Starlink's commercial license on security grounds after its terminals were used in the Middle East conflict, and Starlink is the profit engine, about 69% of Q1 revenue. So it's a 4x oversubscribed frenzy on one side, and Morningstar's fair value near USD 780 billion (under half the price) on the other. Still buying this one?

SpaceX Friday IPO: India Freeze, Still In?

OpenAI has said it confidentially filed IPO paperwork with the U.S. SEC.This is not a public S-1, and it does not mean an immediate listing. But it signals that the AI IPO race is moving closer to pub...

OpenAI Confidentially Files with the SEC: Has the AI IPO Race Started?

Anthropic(ANTH.NA)

Palantir's Karp says businesses are 'unhappy' with the frontier AI labs

Alex Karp: Most of the things Anthropic talks about in public are running on Palantir

AI | Anthropic CEO Says He Doesn’t Know Model’s Role in Iran Missile Strike

SpaceX IPO to debut at $1.77T amid valuation debate

Here are all the red flags in the SpaceX IPO

Trending