CoreWeave尋求通過發行投資級貸款籌集至少40億美元。

Jefferies raises BP (BP.N) PT to 580p from 550p.

Jack Selby, head of venture firm Copper Sky, warned Anthropic’s large, high-profile IPO may mark the peak of AI investment and that expiry of the initial lock-up could spark a chain sell-off in the AI sector. He said a disappointing IPO showing would likely be a key catalyst for a broad AI market correction and questioned claims of “unlimited” AI demand. Selby added that, if conditions permit, he would take large long positions in China AI, arguing Anthropic cannot compel all customers to use U.S.-based models and customer migration to non-U.S. models could create arbitrage opportunities.