Anthropic IPO watch: public filing as early as Friday, up to $100B raise, valuation talk $1.5–2T. Investors reportedly lean closer to $1.5T. Biggest listing ever if it happens.

Anthropic's public S-1 could land Friday. Once it's out, the roadshow can start 15 days later, which puts a listing in November. Q3 revenue was $16.8B, up ~50% from Q2. This is the AI IPO everyone's been waiting for.

Anthropic could publicly file for its IPO as early as tomorrow. H1 revenue: $16.3B Q3 alone: $16.8B Raise: up to $100B Valuation talk: $1.5–2T Listing: as soon as November Bigger than SpaceX's IPO.

$META Q3: revenue $64.6B (+26%), EPS $3.83, 2-for-1 split announced. Shares +3% to ~$723 after hours, one day after a $25B penalty.

Zuckerberg says Meta's AI agent Muse hit 10M+ downloads in 40 days, and Meta still plans $135–145B in capex this year. Q3 alone: $34.9B. AI spend isn't slowing.

Meta, the day after a $25B penalty: Revenue $64.6B, +26% Q3 capex $34.9B Net income $9.8B 2-for-1 stock split Stock up ~3% after hours. The fine barely registered.

$META ordered to pay $25B to New Mexico today, a few hours before earnings. With the $18B 48-state settlement, that's $43B in privacy bills this year. Meta says it will appeal.

A New Mexico judge just set Meta's Cambridge Analytica penalty at $25B. The state asked for $35–40B, Meta offered $3.4B. Meta's AI budget this year: up to $145B. This barely dents it.

Meta just got hit with a $25B penalty over a 2018 data scandal. On top of $18B to 48 states in August. $43B total. Meta plans up to $145B in capex this year, mostly AI. The fine = about 2 months of that. Earnings tonight.

Anthropic's draft IPO filing, per WSJ: H1 revenue $16.3B, up from $1.1B a year ago $9B on compute in 6 months, more than all of 2025 $600B+ in compute commitments 2 customers bring ~20% of revenue The $80.7B loss headline is mostly non-cash.

Anthropic made $16.3B in 6 months. A year ago it was $1.1B. The scary $80.7B "loss"? $72B of it is accounting on convertible notes. No cash left the building. The number I'd watch: $600B+ promised to Google, AWS, Microsoft and Nvidia for compute.

Monday: $665M into BlackRock's IBIT. Best day in a year. Tuesday: $30M. BTC didn't move either day. $82-83k. Big money showed up once, then went quiet before the Fed on Oct 28.

Yesterday: Wall Street expected $12.9B. SpaceX printed $14.6B. → AI revenue $7.6B vs $6.3B expected, now 52% of the company → EPS 35¢ vs 15¢ → net income $4.4B vs $1.9B → but AI capex: $16.4B in one quarter Signal: AI is paying the bills now. It's also eating most of them.

+$630B in 35 minutes. −$400B in 20. One unconfirmed report of a US–Iran deal moved the whole market. Then it got denied. → BTC broke $83K, $64M in shorts liquidated → oil dropped 3%+ → then $40B left crypto on the denial Signal: one-source headlines are liquidity events, not news.

$2.56B → $6.47B. That's what Wall Street expects from SpaceX's AI business tonight. In one quarter. Q3 consensus: → revenue ~$13B (Q2: $7.8B) → EPS +$0.13 (Q2: −$0.09) → Anthropic alone ~$3.75B of the AI line → but AI spend was $15.8B last quarter Reports after the close. Signal: tonight shows whether AI money can pay for AI capex.

14 ways a memecoin dies before you buy it. 13 of them are pure code. this Grok Bot setup doesn't hunt 100x. its main job is killing tokens: → mint or freeze authority open: dead → LP under 90% locked: dead → top 10 wallets hold over 30%: dead → 20+ buys, zero sells: honeypot only survivors reach Grok, which reads X for bought hype. Signal: the edge is in what you skip.

$1.5B into one AI chip startup. Tenstorrent just closed a Series E at $6.2B. In Dec 2024 it was valued at $2B. In the round: Fidelity, T. Rowe Price, Morgan Stanley, ARK. And Tether. Stablecoin money is now buying AI hardware. Signal: the Nvidia alternative is getting funded.