Anthropic's $90.4 Billion IPO Prices This Week at Up to $1.4 Trillion
Anthropic prices 825 million shares at $70–$78 on Nov. 18, trading as ANT on Nov. 19. A $26B Nvidia-led placement brings the raise to $90.4B — the largest debut on record.
Topic
AI Infrastructure
Topic
AI Infrastructure
Lam Research Down 34% in a Month as AI Trade Gets Repriced
Lam Research has lost about 34% in a month as semiconductors trade 38% below June highs. Bernstein's Stacy Rasgon still likes the…
Kalshi Seeks $65 Billion Valuation to Build Compute Futures Platform
Kalshi is in talks to raise funds at a $65 billion valuation to build a compute futures platform, nearly tripling its $22 billion…
BofA and TD Cowen Cut Marvell to Neutral After $115B Lumentum Deal
BofA cut Marvell to Neutral with a $225 target, down from $400, after the $115 billion all-stock Lumentum deal sent shares down 1…
Stephens Upgrades Oracle, Lifts Target to $213 on Financing Plan
Stephens upgraded Oracle to Overweight with a $213 target, saying vendor financing and prepayments halve the new capital Oracle n…
Microsoft Outage Hits Outlook and Teams, Reports Near 140,000
Microsoft's global outage drove nearly 140,000 Outlook reports at peak, hit Teams and Copilot, and disrupted connectors at OpenAI…
Hatz AI Raises $24 Million Series A to Power MSP-Delivered AI
Hatz AI raised $24 million in a Series A led by Nadia Partners' Josh Schertzer to expand its channel-only AI platform for managed…
Nebius Bets $40 Billion on 2027 While Microsoft Deal Slips
Nebius plans $40 billion in 2027 spending, financed largely by customer prepayments — even as its $19.4 billion Microsoft contrac…
Luminal Raises $25M Series A Led by Standard Capital
Standard Capital led a $25M Series A in Luminal, whose compiler hits 36,000 tokens per second on GPT-OSS 120B and licenses on a v…
Mount Thor Raises $45 Million for Apple Silicon AI Cloud
Mount Thor raised $45 million to scale managed macOS and Apple silicon infrastructure for AI agents, research, software testing a…
Luminal raises $25M Series A to run AI models beyond Nvidia chips
Luminal raised $25M led by Standard Capital to cut AI inference costs beyond Nvidia GPUs, processing 90 trillion tokens a month o…