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    Extreme close-up of an AI processor chip with memory stacks and fine circuitry lit in cool white and ice-blue light.
    Market Analysis

    Inside Anthropic's Massive, Wild IPO Prospectus

    TL;DR: Anthropic's 318 page prospectus went public on October 26, 2026, according to Fortune . Axios summed up the filing in one line: the company owes almost $650 billion for computing, generates ey…

    Jeff Barnes, MBA··5 min read
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    Startups

    Stryv, Ailytics, Anthropic: Deals Roundup

    TL;DR: Stryv raised $11.5 million in a Series B led by ACV Capital, according to KrASIA . Ailytics raised $7.4 million in a Series A led by Tin Men Capital. Separately, Anthropic said it intends to l…

    Jeff Barnes, MBA··4 min read
    A refinery with tall steel columns stands at dusk beside a modern glass data-centre campus, separated by a calm channel of water and lit in cool light.
    Market Analysis

    Weekly Market Commentary: Oil, AI Debt and the Fed

    TL;DR: BlackRock reports Brent crude hit a five month high last week. Global equities slipped for a second week on doubts about debt funded AI spending, and the Fed's policy statement arrives Wednesd…

    Jeff Barnes, MBA··5 min read
    The pale marble front of the Federal Reserve Board building in Washington on an overcast day, with a few walkers on the plaza in the foreground.
    Market Analysis

    Could High Treasury Yields Trigger a US Recession?

    TL;DR: Not yet, but the risk is rising. The Fed raised rates to 3.75%–4.00% in September, inflation is 3.7% , and the 10 year Treasury yield sits at a quarter century high . Growth hasn't broken, but…

    Jeff Barnes, MBA··5 min read
    Extreme close-up of a silicon quantum chip with fine wires on a cryogenic holder, bathed in cool blue light, the Intel logo on the die.
    Alternative Investments

    Intel to Acquire Classiq for a Full-Stack Quantum Play

    TL;DR: Intel Corporation said on October 26, 2026 that it had entered into a definitive agreement to acquire Classiq , a leading provider of quantum computing software. Briefs Finance reported the de…

    Jeff Barnes, MBA··5 min read
    Lower Manhattan's financial district towers at dusk seen from above the harbour, in deep navy tones with a band of gold light on the buildings and water.
    Alternative Investments

    Non-AI Stocks Catch the S&P 500 as Tech Slides

    TL;DR: Through Oct. 22, a Goldman Sachs index that tracks the S&P 500 without stocks classified as "AI enablers" was up 12.4%, ahead of the standard S&P 500's 12%, CNBC reported . T…

    Jeff Barnes, MBA··5 min read

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