IPO Calendar

Over the last couple of months, the technology sector has grossly outperformed the market, as many other sectors have fallen victim to higher yields and oil prices. While seemingly immune to the bond...

· Hardware: how agentic AI is shifting the bottlenecks · Data infrastructure: why the orchestration layer is accelerating · Applications: why the smallest layer could become the largest For most of...

Anthropic is preparing what could be the largest IPO in history, at a valuation of up to $2tn. A leaked draft of its prospectus reveals twelvefold revenue growth and an $8bn operating loss, and places...

What does Anthropic’s $2tn valuation assume about future growth?Will France’s Sovereign Debt Rating Drop Into “Junk” Territory?Based on the relationship between sovereign ratings and spreads over...

Anthropic’s leaked IPO prospectus, as reported by Reuters and the Financial Times, shows the company is growing faster than ever while committing to obligations that dwarf its earnings. To wit,...

Microsoft closed Wednesday at $512.90, up $3.94, or 0.77%, in a session that ranged from $510.31 to $519.83. The stock added another 0.32% in extended trading to $514.52. Volume reached 27.09 million...

The White House AI safety pact signed on Sept. 29 asks frontier labs to audit their own guardrails. Yet this year’s most revealing AI incidents played out beyond the lab. They hit wallets, payment...

Trump has eased one near-term risk for the AI tradeTakeaways Trump has eased one near-term risk for the AI trade. A lighter federal touch keeps the runway open for hyperscaler spending,...

Oura Inc. launched its roadshow on Sept. 21, 2026, targeting a Nasdaq debut under the ticker OURA during the week of Sept. 28. Offering 50 million shares priced between $40 and $44 each, Oura is...

The competition is shifting from benchmark trophies to cost per completed task, where token efficiency, caching, and agent economics matter as much as raw capability.Takeaway The competition is...