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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 - 15:03
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Bearish Sentiment Ticks up as Investors Grow More Cautious, Morgan Stanley Wealth Management Pulse Survey Finds (Business Wire)
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Amid persistent inflation concerns, midterm election uncertainty and rate-hike expectations, investors feel their portfolios are well-positionedNEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today announced the results of its quarterly retail investor pulse survey:
Bearish sentiment builds. 42% of investors are bearish this quarter, a 4-percentage point increase from Q3.
Investors brace for more hikes as inflation stays top of mind. Following the Fed's first increase in more than three years, 34% of investors expect another rate increase at the next meeting, up from 27% last quarter. Inflation continues to rank first among investors' concerns at 54%, up 2-percentage points from Q3.
Midterm elections add uncertainty. Nearly half (48%) of investors are concerned about the elections' potential impact on the stock market.
Investors stay the course. More than four in five (86%) say their portfolio is well-positioned against inflation. And 42% do not plan to make changes to their portfolio over ...
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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 - 14:06
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Morgan Stanley Real Estate Investing Acquires State-of-the-Art Logistics Facility in Virginia for $172.1 Million (Business Wire)
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NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), announced today the acquisition of a newly developed Class A industrial facility located in Stafford, Virginia for $172.1 million. The facility is subject to a long-term net lease agreement with J.E. Richards, with the lease guaranteed by investment grade parent company Quanta Services, Inc., a leading provider of specialty infrastructure solutions.
Constructed in 2026, the 935,000-square-foot facility features 40-foot clear heights, a cross-dock configuration, extensive loading capacity and immediate access to I-95. The property is approximately one hour from both Washington, D.C. and Richmond.
“This acquisition represents an opportunity to invest in a newly developed, high-quality industrial asset supported by strong tenant credit and compelling long-term demand drivers,” said David Gross, Managing Director at Morgan Stanley Real Estate Investing. “The ...
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26.10.26 - 08:06
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Top bankers to gather in Hong Kong to learn how the city has been ′rethinking the playbook′ (SCMP)
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Some 280 global top bankers, including 120 group chairmen and CEOs, will gather in Hong Kong next week to learn how the city has been “rethinking the playbook” to go forward in coming years, Hong Kong Monetary Authority (HKMA) chief executive Eddie Yue Wai-man said on Monday.
The top bankers, including Morgan Stanley chairman Ted Pick, Goldman Sachs chairman David Solomon, and Blackstone president and COO John Gray, will attend the city's fifth edition of the Global Financial Leaders' Investment......
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