Anthropic

Today’s Key News Recap

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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...

Space Exploration Tech

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Tencent Holdings Limited

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Destiny Tech100

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NVIDIA Corporation

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

Anthropic to Secure Google Guarantee and Sign Over a Dozen Data Center Leases

TCS and Anthropic Form Alliance to Scale Enterprise AI

Anthropic Urges Congress: Do Not Block State AI Regulations Unless Strict Federal Law Passed

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

Unusual Whales

Meta Platforms

Direxion Daily Meta Bull 2x Shares

GraniteShares 2x Long META Daily ETF

2倍做多SpaceX ETF-leverage shares

Roundhill META WeeklyPay ETF

Direxion Daily META Bear 1X Shares

Yieldmax Meta Option Income Strategy ETF

Graniteshares YieldBOOST Meta ETF

ProShares Ultra SpaceX ETF

GraniteShares 2x Long SpaceX Daily ETF

GraniteShares 2x Short SpaceX Daily ETF

Leverage Shares 2x Short SPCX Daily ETF

Defiance Daily Target 2X Long SpaceX ETF

Robinhood

Microsoft

Jim Cramer Says SpaceX's Mega Debut Could Unleash A Wave Of AI Deals In The Week Ahead

Marc Andreessen published a satirical essay on AI regulation, contrasting exaggerated arguments for and against it to highlight the conflict between innovation freedom and safety governance. Separately, Anthropic reported that the U.S. government issued an export control directive suspending all foreign access to its Fable 5 and Mythos 5 AI models on national security grounds.

CoinLive

AI TRENDS | Marc Andreessen Posts Satirical Essay on AI Regulation Debate

AWS says Anthropic revoked access to Claude Fable 5 and Claude Mythos 5 across all regions; other Anthropic models on AWS remain available. Traders: AMZN cloud model availability changed. 1Amazon set Project Kuiper satellite launch LE‑03 for June 17 at 7:53 a.m. ET (11:53 a.m. UTC). Traders: note date/time for potential AMZN volatility around the event. 2

TradingView

Amazon

Key facts: Claude Fable/Mythos 5 Blocked on AWS; Kuiper Launch June 17

The U.S. government ordered Anthropic to shut down access to Fable 5 and Mythos 5, and the Anthropic perpetual on Hyperliquid fell about 3.7%. According to NS3.AI, Anthropic challenged the directive, saying the government provided only verbal evidence of a narrow vulnerability that was previously known. Anthropic said the issue cited by the government was limited in scope and not newly discovered.

AI TRENDS | Anthropic Perpetual on Hyperliquid Falls 3.7% After U.S. Orders Access Shutdown for Fable 5 and Mythos 5

Anthropic's pre-IPO shares dropped 3.7% to approximately $1,627 after the US government ordered the shutdown of its powerful AI models, Fable 5 and Mythos 5, citing national security concerns over a jailbreak method. Anthropic disputed the evidence and promised further details within 24 hours.

Anthropic pre-IPO shares slide after US orders shutdown of Fable 5 and Mythos 5

An Anthropic survey reveals Americans are concerned about AI-induced job losses and distrust AI developers, yet remain optimistic about medical advancements. The study highlights complex public attitudes toward AI's societal impact.

Americans are worried about AI job loss but optimistic about medical advancements, reveals Anthropic survey on AI perceptions.

FIGG

Anthropic's rapid expansion into vertical AI products since February 2025 has strained relationships with enterprise partners, leading to significant stock declines for companies like Figma. By launching tools such as Claude Design and reducing pre-launch warnings, Anthropic is directly competing with its customers. This 'platform risk' is exacerbated by Anthropic's control over the inference layer, raising concerns about coexistence between model providers and software builders amidst a broader SaaS selloff.

Cryptopolitan

Figma

Leverage Shares 2x Long FIG Daily ETF

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Apple

Anthropic’s vertical software push rattles enterprise AI partners and sinks design stocks

Anthropic(ANTH.NA)