US equities

Anthropic

2026-09-13 23:12:43

Anthropic Said to Pick Nasdaq for IPO, With Listing Possible as Early as October

Anthropic has selected Nasdaq as the venue for its planned initial public offering and could begin the listing process as early as October this year, according to ABMedia, citing people familiar with the matter and a Business Insider report. The AI startup behind the Claude chatbot is said to be targeting a fundraising scale that could match or exceed the $86.3 billion record set by SpaceX in June. The report also said Anthropic’s annualized revenue is projected to surpass $65 billion, more than seven times its level at the end of last year. Earlier this month, the company reportedly secured a $15 billion revolving credit facility to support liquidity and server infrastructure expansion ahead of a public listing. The backdrop is a stronger U.S. IPO market, where total proceeds this year have reached $160.6 billion excluding SPACs, the highest level since 2021. At the same time, AI safety concerns remain in focus, with Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman and Elon Musk all recently warning about rising risks tied to the technology.

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Barclays

2026-09-09 10:15:41

Barclays Raises Its End-2026 S&P 500 Target to 7,950

Barclays has raised its year-end 2026 target for the S&P 500 to 7,950, up from its previous forecast of 7,800, according to a ChainCatcher newsflash. The update was published as a 7x24 market brief and only included the revised target level and the prior forecast. No further explanation, timing details beyond the end-2026 horizon, or supporting rationale were provided in the source text. The item did not include additional market commentary, projections for other indexes, or related macroeconomic context. As presented, the report is limited to the target revision itself and the comparison with Barclays’ earlier estimate.

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Bitcoin

2026-09-08 23:39:57

Bitcoin Decouples From Stocks as Its Correlation With Gold Hits a Six-Year High

Bitcoin’s three-month rolling correlation with gold has risen to its highest level in nearly six years, while its correlation with US equities has fallen to a one-year low, according to an analysis by André Dragosch, Bitwise’s head of European research. The shift has revived the debate over whether Bitcoin can function as “digital gold.” The analysis points to an August macro event in which US 10-year and 30-year Treasury yields rose before Treasury Secretary Scott Bessent intervened and increased purchases of long-dated bonds. Bitcoin then posted a 22.4% weekly gain, its strongest since March 2024. Gold gained about 5% over the same week as US stocks fell. Bitcoin and gold last showed a similar level of correlation during the COVID-19 period in 2020, when governments introduced multiple rounds of fiscal and monetary easing. The analysis also notes Bitcoin’s pronounced negative correlation with the US Dollar Index. It does not equate Bitcoin with gold, but argues that under macro stress and currency-depreciation risk, Bitcoin is beginning to trade like a more volatile version of the precious metal.

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Deutsche Bank

2026-09-04 03:01:09

Deutsche Bank says the US is tying AI financing and tokenization to the dollar, while raising new risks

Deutsche Bank said in a Sept. 3 foreign-exchange report that the United States is mobilizing capital for the AI race on an exceptional scale and linking that effort more tightly to the dollar’s global role. The bank said US companies are expected to spend about $800 billion on AI capital expenditures this year, while AI venture funding has raised more than $400 billion. It also pointed to a sharp jump in investment-grade borrowing by hyperscale technology companies such as Google, Meta, Amazon, and Oracle. The report argues that this financing push is being paired with tokenization infrastructure. DTCC, which holds about $115 trillion in US assets, completed its first tokenized transactions in July 2026 and plans a formal service launch in October 2026. Deutsche Bank also cited SEC no-action relief, exchange-led digital market initiatives, and extended trading plans at NYSE and Nasdaq as part of a broader shift that could widen access to dollar assets. At the same time, the bank said the change in funding sources—from official long-term capital to private, shorter-term technology-driven capital—could leave the dollar more exposed to the success or failure of the AI boom.

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Federal Reser

2026-09-02 11:30:00

Warsh’s Hawkish Debut Reprices Rate Bets and Reframes His Ties to Trump

Kevin Warsh’s first Jackson Hole appearance as Federal Reserve chair has pushed investors to rethink both the near-term rate path and his political positioning. On Aug. 28, Warsh restated that the Fed’s 2% inflation target remains non-negotiable and said the data still do not show a “meaningful improvement” in the inflation trend. After the speech, prediction markets moved quickly, with the odds of a 25-basis-point hike on Sept. 16 rising to about 56%, up from a little over 30% earlier. The Odaily article, citing analysis from MSX Maitong Research Institute, argues that Warsh’s hawkish tone does not necessarily signal a break from Donald Trump. The opposite case may be more plausible: by establishing independence early, Warsh could build the inflation-fighting credibility needed to preserve room for easing later. The piece also links Warsh’s policy stance to a broader framework built around AI-led productivity gains, a possible redivision of labor between the Treasury and the Fed, and a three-stage market playbook spanning AI earnings, AI valuation rerating, and later rotation into higher-beta assets including crypto-linked names such as COIN and MSTR.

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Nvidia

2026-08-29 15:38:44

Nvidia Stock Jumps 8.74% After Earnings, Breaking Post-Report Slump Pattern

Nvidia shares climbed 8.74% on Aug. 27 after the company released its latest quarterly earnings, breaking a historical pattern in which the stock usually fell after earnings reports. Fundstrat analyst Tom Lee said the advance signals that the market remains healthy. The rally lasted just one day, however; on Aug. 28, Nvidia fell 4.57% to $217.55. The earnings report showed Nvidia generated $96.2 billion in revenue in the prior quarter, up 106% year over year — implying roughly $46.7 billion in the same quarter a year earlier — and the company guided to $108 billion in revenue for the current quarter. Lee noted that Nvidia's price-to-earnings ratio is still relatively low and that earnings expectations are rising faster than the share price. He also flagged a risk: opposition to new data-center construction in several parts of the U.S. is evolving into an election issue, and some Republican governors have expressed support for pausing construction. The commentary, originally from BeInCrypto, was carried by Techub News.

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Chainlink

2026-08-29 01:50:35

Lighter Expands Chainlink Integration to Cover More Than 125 Cross-Category Markets

Lighter, a ZK Rollup-based decentralized exchange built on Ethereum Layer 2, has broadened its integration with Chainlink to cover more than 125 markets spanning multiple asset categories. The expansion introduces Chainlink's 24/5 US Equities Streams, allowing perpetual futures traders to obtain low-latency stock pricing data even while traditional US equity markets are closed. Chainlink price feeds currently support liquidations, margin calculations, and conditional orders that depend on real-time prices. Lighter, which uses a verifiable order book to prevent front-running, first partnered with Chainlink in November 2025, naming Chainlink Data Streams as its official oracle solution for real-world asset (RWA) derivatives. With this expansion, Lighter can now facilitate on-chain perpetual contracts across commodities, equities, and foreign exchange. The news was reported by Techub News, citing Crypto Briefing.

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BIT

2026-08-28 09:55:50

BIT holds Hong Kong forum on bitcoin cycles, capital rotation and multi-asset allocation

BIT, formerly Matrixport, held an investment opportunity forum in Hong Kong on Aug. 26 during Bitcoin Asia 2026, bringing together institutional investors, family offices, market commentators, media and academics to discuss macro cycles and digital-asset allocation. BIT said it is expanding from a digital-asset-focused platform into a multi-asset digital finance platform, after launching U.S. stock spot trading in February and later adding margin trading, securities lending and options. The company said cumulative trading volume for those products has reached about $4 billion, with HKD deposit and withdrawal support and Hong Kong stock trading planned next. Speakers covered a broad range of themes. BIT analyst Markus Thielen argued that bitcoin’s market structure reflects not only the halving cycle but also a pattern of roughly 35 months up and 12 months of correction, and said the market may be entering a new two- to three-year upcycle. Panelists also debated whether capital is rotating away from AI after the “Magnificent Seven” lost about $2.4 trillion in market value in June, while discussing gold, BTC, RWA and cash-flow-generating assets as alternative destinations. Other sessions examined tokenized U.S. equities, the institutional path for stablecoins and RWA on public blockchains, and the use of structured products to manage digital-asset exposure. In the closing conversation, analyst Phyrex said he expects the Federal Reserve to stay on hold this year and argued bitcoin’s move above $80,000 was driven more by shifting supply and demand than by a surge in new capital.

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