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26.10.26 - 17:24
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16 Milliarden US-Dollar Umsatz, 80 Milliarden Verlust: Wird das der Börsengang des Jahrzehnts? (Ariva)
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Anthropic wird an die Börse gehen. Der Umsatz explodiert, unter dem Strich steht aber ein Milliardenverlust. Goldgrube oder Blase? Anthropic öffnet seine Bücher. Der Entwickler des Chatbots Claude hat am Montag den Antrag für seinen Börsengang bei der amerikanischen Börsenaufsicht eingereicht. Die Aktie soll unter dem Kürzel ANT an der Nasdaq notieren. Goldman Sachs und Morgan Stanley führen ......
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26.10.26 - 16:15
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Anthropic′s S-1 Is Out: A $974 Million Operating Profit, An $800 Billion Compute Bill, And Elon Musk As Landlord (ZeroHedge)
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Anthropic's S-1 Is Out: A $974 Million Operating Profit, An $800 Billion Compute Bill, And Elon Musk As Landlord
After three leaks, two "updated drafts" and one closed-door investor day, the real thing is finally here.
At precisely 9:00:11am ET, Anthropic PBC publicly filed its S-1 with the SEC, applying to list its Class A shares on the Nasdaq Global Select Market under the ticker "ANT", with Goldman Sachs and Morgan Stanley leading a syndicate of no fewer than 22 banks. The price range and share count are, of course, still blank. So is something else, which we'll get to in a moment.
Regular readers know we have been all over this one: from the first leaked draft in late September (a $42 billion 2025 net loss and $518 billion in compute commitments), to the Q3 "adjusted" profit and run-rate math on Oct 14, to last Tuesday's WSJ-reviewed draft with its $80.7 billion half-year loss. On Oct 14 we said the public S-1 "will tell us what 'adjusted' means.&quo...
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26.10.26 - 14:36
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Anthropic Files for IPO, Plans to Trade on Nasdaq (Bloomberg)
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Anthropic PBC has filed its long-awaited IPO and is expected to begin trading on the on the Nasdaq Global Select Market under the symbol ANT. A filing with the Securities and Exchange Commission shows Goldman Sachs and Morgan Stanley lead the IPO. "Bloomberg Open Interest" has more. (Source: Bloomberg)...
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26.10.26 - 12:24
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Everyone Wants Nuclear Power, Nobody Wants Nuclear Stocks: Inside The Great Uprate Rush (ZeroHedge)
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Everyone Wants Nuclear Power, Nobody Wants Nuclear Stocks: Inside The Great Uprate Rush
On Monday, X-energy (XE) signed its second Amazon-backed reactor project in the US, a 960MW, 12-unit plant on the site of a retired AEP coal plant in Indiana. The same day, its stock sat at $10.36, the bottom of its 52-week range and 71% below its high.
That, in one sentence, is the state of the nuclear renaissance in October 2026: the customers have never been bigger, and the shareholders have never been more nervous.
Regular readers know we have been tracking the AI-nuclear trade since before Microsoft agreed to restart Three Mile Island back in September 2024, and lately we have been fixated on the growing gap between the physical market and the tickers, first in "The Nuclear Renaissance Disconnect: Utilities Plan Big While Stocks Lag" (Sept 22) and then a week later in "Uranium Term Prices Hit A Record... So Why Is Nuclear Getting Nuked?" Since then the gap has only widened. Goldman...
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