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Headlines · 2
- Anthropic’s IPO Valuation Debate Spans $144B to $2T
Anthropic’s S-1 left the IPO price blank, turning valuation into the central issue ahead of pricing as investors and analysts compared company disclosures with wide-ranging forecasts. DoNews reported that Anthropic disclosed more than 11,900 customers contributing over $100,000 in the prior 12 months, alongside 2026 first-half revenue of $16.286 billion and an operating loss of $693 million, while investor and analyst estimates ranged from about $144 billion to $2 trillion. The analysis also highlighted unresolved questions around profit durability, compute obligations, governance, and differences between reported figures, company claims, model assumptions, and market expectations.
DoNews · 🔥 7 - Foreign Public Funds Adjust Q3 Portfolios and Highlight AI Opportunities
After Chinese public funds disclosed their third-quarter reports, portfolio changes at foreign-owned managers including BlackRock, Neuberger Berman, Allianz and AllianceBernstein came into view. The report says several foreign fund managers increased allocations to defensive assets such as banks while remaining positive on A-shares and viewing AI as a medium-to-long-term investment opportunity. It does not provide specific portfolio weights or disclose the managers’ AI-related allocations.
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