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Anthropic Plans IPO Investor Meetings as Mega-Listing Nears
Anthropic PBC is seeking to meet with investors ahead of its potential mega-IPO, according to people familiar with the matter, as the company prepares to join the rush of artificial intelligence-driven stock market debuts.
Stock price tumbled: Is SK Hynix rally over after Nasdaq debut?
The Korean memory chip-maker's stock price tumbled more than 10% (as of morning July 13, 2026) after its stunning Nasdaq debut last Friday (up 12.8%). Is the rally over, or is this a buying oppotuntiy?
The Bonds Hidden Inside Prediction Markets
Prediction markets start as probability markets. Near certainty, some of them quietly become more like bond markets.
Silicon Bakery - Apple interest thrusts China’s CXMT into memory chip spotlight
CXMT has been thrust into the global spotlight by the race for memory chips. Apple has begun testing the company’s DRam chips for devices sold in China, according to two people familiar with the matter
AI Speedrun - Anthropic vs Meta: Two Compute Signals, One Confusing Week
Two headlines landed within days of each other and appear to point in opposite directions: Anthropic locking up two decades of dedicated data-center capacity, while Meta suggesting it has AI compute to spare -- analysts, investors, and the companies themselves haven't settled on one story.
Spotify Verifies Streaming Manipulation After Malcolm Todd’s Suspicious Numbers
A Kalshi-Spotify incident shows how settlement based on the first print can reward temporary manipulation.
Results Deep Dive - Samsung’s Record Profit Wasn’t Enough? Is the AI Memory Boom Nearing Its Peak?
Samsung Electronics has just announced its earnings guidance for the second quarter of 2026. Normally it will push its stock higher. Instead, investors sold. Samsung’s second quarter revenue reached approximately KRW 171 trillion, while operating profit hit about KRW 89.4 trillion — its third consecutive record quarter. Profit is
AI Speedrun - Is Anthropic “Tech”? Read the Fine Print Behind a Market
Anthropic looks obviously “tech,” but Kalshi’s sector market turns that assumption into a probability puzzle.
Global Chokepoint - Reopening of Strait of Hormuz No Longer Equates to Normal Resumption
Following the June 17 signing at Versailles of the US and Iran memorandum of understanding, the market reaction was immediate: oil prices fell, Asian equities rallied, and traders began to price a partial reopening of the Strait of Hormuz. Crude oil prices fell over 4%, while Asian benchmarks surged, responding
What a Burnham Premiership Means for UK Stocks
A Burnham premiership would test UK equities through gilts, fiscal credibility and sector-specific policy risk.
Embodied AI - What Tesla's Optimus Timeline Really Tells Investors
While Polymarket’s Optimus contracts may be priced accurately, the underlying reasons for these valuations are widely misunderstood. Ahead of the June 30 deadline, Polymarket’s contract on the likelihood of Tesla releasing Optimus sits at just 1%, while the consensus for the December 31 deadline is tilted slightly higher
