Global Capital Asset Management™

Official Global Capital Asset Management™ Twitter account. Follow us for the latest in global investment & asset management news, firm news & markets

[Global Capital Asset Management™ @GCAssets]

BREAKING: #Anthropic has publicly filed its S-1 investment prospectus, giving investors a look at the company's most important financial information ahead of its initial public offering. #IPO

[Financial Times @FT]

Breaking news: Surging oil prices sparked a sell-off in global equities on Thursday, with Wall Street stocks sharply lower as the Middle East conflict and Eurozone debt worries rattled financial markets https://t.co/xZRbH7fxAF

[Yahoo Finance @YahooFinance]

🚨 Anthropic could make its IPO filing public as soon as Friday, according to three people familiar with the plans.

The listing could top SpaceX’s June debut as the biggest IPO ever, making it a big test of how much investors still want AI.

Read more: https://t.co/1lVm8VnGJx

[Yahoo Finance @YahooFinance]

A new Anthropic S-1 leak has dropped. 👀

According to a draft seen by the Wall Street Journal, Anthropic recorded an $80.7 billion net loss for the first half of this year. Last year, it saw a net loss of $13 billion during the same period.

The company continues to signal it's going to spend a lot more on compute. Anthropic's computing agreements will cost around $450 billion over the next seven to ten years.

[Goldman Sachs @GoldmanSachs]

Chinese products have captured an estimated 24% market share in emerging markets—an indication of the scale and speed of their global expansion. Trina Chen of Goldman Sachs Research discusses the trend on Exchanges: https://t.co/2HZNEiSOSe

[Financial Times @FT]

What is behind the surprising resilience of the UK economy? https://t.co/UbQ2CZN9rm

[Goldman Sachs @GoldmanSachs]

Chairman and CEO David Solomon joined @CNBC from the firm’s 15th annual Builders and Innovators Summit, where he discussed the firm’s third-quarter earnings, his outlook for near-term dealmaking activity, and continued confidence in the IPO market. He also shared his views on AI innovation, and the need for human and enterprise accountability and risk controls.

[Yahoo Finance @YahooFinance]

"Yikes."

That's all Elon Musk had to say in response to a Chamath Palihapitiya post about $CRWV. That's never good, @BrianSozzi explains.

The stock is getting hit again today after a 15% rout Wednesday, as investors dump the company’s corporate bonds across maturities on fears an AI slowdown could strain its heavily leveraged balance sheet.

Cut through the noise with Brian Sozzi every day at 9:30 a.m. ET on Yahoo Finance.

[Goldman Sachs @GoldmanSachs]

Elevated Treasury yields are reinforcing a higher-for-longer narrative, with half of respondents from a recent survey of Goldman Sachs clients expecting the yield on 10-year Treasuries to increase. However, most survey respondents are bullish on US equities, while closely monitoring geopolitics and incoming economic data.

Sign up for our weekly newsletter, Briefings, for more insights: https://t.co/7ZBqiV9Nw4

[Financial Times @FT]

Anthropic revenue jumps to $16.8bn in third quarter https://t.co/rqqHgtCR0k

[Global Capital Asset Management™ @GCAssets]

Banking regulators are stepping up efforts to contain growing #AI risks, with some pointing to potential #cyberattacks on banks or rogue agents undermining global financial stability. Tommy Reggiori Wilkes explains...

[Financial Times @FT]

JPMorgan Chase reported a rise in third-quarter profits to $15.3bn on Tuesday, but its results missed expectations following a drop in revenue from fixed income trading.

Follow for live updates on bank results https://t.co/3uVXRF3bOn

[European Commission @EU_Commission]

Europe is accelerating defence innovation.

We welcome the new €115 million AGILE programme that will bring disruptive defence technologies from the lab to the field at record speed.

With faster, more flexible funding, it will support SMEs and start-ups in developing new defence solutions.

[Yahoo Finance @YahooFinance]

Four years after going public, Getty Images plans to go private again.

The company says it has reached a restructuring agreement with its major creditor groups, to be carried out through a prepackaged Chapter 11.

The filing is expected in the coming weeks and would cover only certain U.S. entities.

Getty says operations, contributors, partners, customers, and employees won’t be affected, and it expects the restructuring to be completed by the end of the year.

Existing common stockholders would not receive anything under the plan, the company says.

Read more: https://t.co/BJzYe0rPHi

[Financial Times @FT]

Mark Zuckerberg says Meta has caught up with rivals at the 'frontier' of AI, committing to further spending to challenge Anthropic and OpenAI and rejecting calls to slow down development of the powerful technology. https://t.co/rUYzE9q1aO

[CNBC @CNBC]

China’s central bank has bought gold for 23 straight months, and the country is importing more of the precious metal than ever.

The People’s Bank of China added about 23 tonnes in September, its biggest monthly purchase in almost three years, extending the longest purchasing streak since at least 2015.

Here's what's behind this buying spree: https://t.co/TWwovn13Ki

[Financial Times @FT]

Saudi Aramco chief warns world’s oil stockpiles are ‘scarily thin’ https://t.co/BF8D19CCCy

[Yahoo Finance @YahooFinance]

Larry Fink has a blunt read on America's wealth gap. He says owning stocks has paid off far more than working for a paycheck.

"There is a big divide right now that those who have investment assets have done better than wages," Larry Fink said.

Read more: https://t.co/Pk0puIN2Mc

[Kristalina Georgieva @KGeorgieva]

The GCC economies are being tested, but years of reform, strong fundamentals, & progress on diversification have strengthened their resilience. At today’s GCC ministerial meeting, we discussed ways to enhance economic security, growth & prosperity.
https://t.co/CJqj0Gy2Nk

[TalkMarkets @TalkMarkets]

Central Banks Cannot Fix The Sovereign #Debt Bubble
https://t.co/nbJnDak9bw