In the AI race between Alphabet $GOOGL and Microsoft $MSFT, Alphabet is once again clearly ahead
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According to Reuters (via an FT report), Anthropic is laying groundwork for an IPO as early as 2026.
They’re also reportedly in talks for a private funding round that could value the company north of $300B — a huge step up from their most recently disclosed ~$183B post-money valuation. If Anthropic were public today and you simply treated that ~$183B as its market cap, here’s the fun part: 📈 It would land around the low-90s globally by market cap — roughly #91 — just ahead of Airbus (≈$181B). For context, that neighborhood looks like: Blackstone ≈ $186B HDFC Bank ≈ $180B (Anthropic) ≈ $183B Airbus ≈ $178B Source : Reuters, FT
Yes it happened Source: Jeff Weniger
It covers the last 5 trading days of December + the first 2 of January. $SPX was up 77% of the time. The last 2 were negative, but there has never been a third straight down Santa Claus Rally. Source: Subu Trade @SubuTrade

