Anthropic has raised $30bn from investors including GIC, Coatue, Founders Fund and Nvidia
reaching a $350bn pre-money valuation ahead of a potential IPO. Founded in 2021 by former OpenAI researchers, the company focuses on enterprise AI tools. About 80% of its $14bn revenue run rate comes from business clients. Its Claude Code product has gained strong adoption, with over 500 customers spending more than $1mn annually. Source: Financial Times
J.P. Morgan in 1912: "Gold is money. Everything else is credit."
Source: Barchart
GS: "We forecast 120 IPOs this year and $160 billion in gross IPO proceeds in 2026".
Source: TME
The Swissfranc is holding its breakout to new all-time highs
Source: Sam Gatlin @sam_gatlin J-C Parets
According to the Super Bowl Indicator
it should be noted, has no economic foundation—the Seahawks' win last night suggests that 2026 will be a bullish year for the markets Source: Sam Gatlin Source: Carson
US companies announced the largest number of job cuts for any January since the depths of the Great Recession in 2009
according to data from outplacement firm Challenger, Gray & Christmas Inc Source: Bloomberg
The economy is K-shaped. Premium spending remains strong while economy spending falls
Source: Blackstone investment outlook
OpenAI claps back at Jen-Hsun.
Source: Sawyer Merritt @SawyerMerritt WallStreetMav (@Wall Street Mav)
