资本/投资

MiB: Omar Aguilar, CEO and CIO of Schwab Asset Management (ritholtz.com)
3 hours ago Asset

Sources: Broadcom's Wall Street syndicate is amassing $60B in AI chip financing to help Anthropic and others access chips and other key AI infrastructure (www.bloomberg.com)
1 day ago AI Wall Street

The US sanctions Russia-backed payment network A7, freezing its US assets and accusing it of enabling Iran and its proxy groups to evade western sanctions (www.ft.com)
2 days ago Russia Iran Asset

Sources: Anthropic could start formal marketing for its IPO as soon as the week of November 9, putting it in line to begin trading before Thanksgiving (www.bloomberg.com)
2 days ago IPO

IPO prospectus: Broadcom agreed to lend Anthropic up to $42B via convertible notes that could help finance Anthropic's $125.2B, five-year TPU lease commitment (www.reuters.com)
2 days ago IPO

Sam Altman says OpenAI will not pursue an IPO until it can make confident safety claims about its AI models, but waiting too long would be “bad for the world” (www.theverge.com)
3 days ago IPO AI

AI infrastructure company Accelevation and backer Olympus raise $540M in a US IPO after selling 30M shares for $18 each, below its marketed $20-$24 range (www.bloomberg.com)
3 days ago IPO AI

IPO filing: Anthropic routed 47% of its sales, or ~$2.16B, in 2025 through cloud partners Amazon and Google; analysis: it paid ~$351M back in distribution fees (www.reuters.com)
4 days ago Google Amazon IPO

Sources: some potential Oura IPO investors decided to hold off, citing its ~$15B target valuation and poor post-listing performance of peers like Fitbit (www.bloomberg.com)
4 days ago IPO

IPO prospectus: Anthropic has agreements to pay SpaceX up to $84.5B to use its Nvidia-based compute through 2029, mostly cancellable with a 90-day notice period (www.theinformation.com)
4 days ago IPO Nvidia SpaceX

Biggest Borrowers & Lenders in the $13.5-Trillion Repo Market: How the Hedge Fund “Basis Trade” & Money Market Funds Fit In (wolfstreet.com)
4 days ago Hedge Fund

Anthropic Lost $42 Billion on $4.6 Billion in Revenues in 2025: Leaked IPO Prospectus (wolfstreet.com)
4 days ago IPO

IPO prospectus: Anthropic expects to spend $518B+ over 10 years with six partners on AI infrastructure; ~80% is non-cancelable or payable regardless of usage (www.reuters.com)
4 days ago IPO AI

Oura says it is delaying its Nasdaq IPO due to uncertainty in the market, despite “strong demand” and a strengthening of its business since the process started (www.cnbc.com)
4 days ago IPO

Shein reports Q2 revenue up 0.9% YoY to $11B and net income down 66% to $228M, in its first report since a Hong Kong IPO; its stock is ~30% below its IPO price (www.wsj.com)
4 days ago Hong Kong IPO

Sources: Anthropic dedicated nearly a third of its IPO prospectus to detailing “risk factors”, including that its AI may pose “existential risks to humanity” (www.ft.com)
4 days ago IPO AI

Sources on how SoftBank's $11B junk bond sale landed, despite investor questions about OpenAI's listing timeline, data center plans, and SB Energy's delayed IPO (www.bloomberg.com)
4 days ago IPO Energy

IPO filing: Anthropic's seven co-founders will initially have 50.1% of the total voting power through a new “Founder LLC” aimed at serving the common good (www.reuters.com)
4 days ago IPO

IPO prospectus: Anthropic reports a net loss of $42B in 2025 and plans to spend $518B on cloud, computing, and infrastructure obligations in the coming year (www.reuters.com)
5 days ago IPO

Sources: Blockchain.com tells prospective investors it wants to go public this year, seeking to raise about $500M in an IPO targeting a $4B to $6B valuation (www.bloomberg.com)
5 days ago Blockchain IPO

Sources: Oura IPO is roughly four times oversubscribed; Filing: Oura and the selling shareholders are offering 50M shares for $40 to $44 each to raise ~$2.2B (www.bloomberg.com)
8 days ago IPO

Nscale secures $3.36B in convertible financing led by Third Point ahead of its US IPO, with $2.36B available immediately and $1B from Nvidia in November (techcrunch.com)
8 days ago IPO Nvidia

Sources: SK Hynix's US-based NAND and SSD subsidiary Solidigm is exploring an IPO as early as 2027 that could raise $15B and value the unit at up to $150B (www.reuters.com)
8 days ago IPO

The Fed unveils stablecoin proposals, including requiring some issuers to fully back tokens with permissible reserve assets, such as short-term Treasury bills (www.bloomberg.com)
9 days ago Asset

Delivery Hero co-founder and CEO Niklas Östberg reverses his decision to step down in 2027, as the company prepares for Uber's €13B takeover and an asset sale (www.ft.com)
9 days ago Uber Asset

Sources citing Firmus' IPO draft prospectus: the Australian data center operator expects to report a $77M loss after tax for H1 FY27 as it prepares to raise $5B (www.reuters.com)
9 days ago Australia IPO Tax

EU plotting new ‘scheme' to steal Moscow's frozen assets – Russian intel (www.rt.com)
10 days ago Russia Europe Intel Asset

Chinese chip foundry CanSemi, focused on automotive, industrial, and IoT chips, files for an IPO on Shenzhen stock exchange's ChiNext, seeking to raise ~$919M (www.bloomberg.com)
10 days ago IoT China IPO Shenzhen

Chinese optical transceiver maker Ligent jumps 19% in its Hong Kong debut, giving it a ~$4.6B market cap, after raising ~$727M, the latest Hong Kong AI IPO (www.bloomberg.com)
11 days ago China Hong Kong IPO AI

Sources: SoftBank's SB Energy has delayed its IPO, originally planned for this month, as investors question the company's sought-after valuation of $50B+ (www.nytimes.com)
12 days ago IPO Energy

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